Oppenheimer analyst Timothy Horan maintains $Zoom Video Communications (ZM.US)$ with a hold rating.
According to TipRanks data, the analyst has a success rate of 64.6% and a total average return of 10.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Zoom Video Communications (ZM.US)$'s main analysts recently are as follows:
Zoom Communications' Q3 report was noted for its consistency, lacking major surprises. A pivotal strategic focus remains on expanding the Zoom platform to boost customer value and engagement. This initiative aims to foster re-accelerated growth, supported by the stability of the Online segment and enhanced Enterprise upsell opportunities.
Following the Q3 results which surpassed expectations, and given the Q4 revenue forecast slightly higher than the consensus at $1.178 billion, analysts are contemplating whether the initial conservative projection for FY26 revenue growth at 2.7%, compared to the broader expectation of 3.2%, is merely a strategic underestimation initiated by the new CFO.
Zoom Video's recent quarterly results showed a sustained stabilization in both its Enterprise and Online segments. The observed stability in these areas, complemented by significant share repurchase authorizations, supports the stock's robust performance, which has seen over a 60% increase since its August lows. However, achieving growth rates above the mid-single digits in the near to mid-term may be challenging.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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奧本海默控股分析師Timothy Horan維持$Zoom視頻通訊 (ZM.US)$持有評級。
根據TipRanks數據顯示，該分析師近一年總勝率為64.6%，總平均回報率為10.1%。
此外，綜合報道，$Zoom視頻通訊 (ZM.US)$近期主要分析師觀點如下：
Zoom通信-半導體的第三季度報告以其穩定性而聞名，缺乏重大驚喜。戰略焦點仍然集中在擴大Zoom平台，以提高客戶價值和參與度。這一舉措旨在促進再次加速增長，得益於在線業務部分的穩定和增強的企業升級機會。
在超出預期的第三季度業績之後，鑑於第四季度營業收入預測略高於預期，爲11.78億美元，分析師們正在考慮，相比預期的3.2％，對於FY26營業收入增長最初保守估計爲2.7％，是否僅僅是新財務總監提出的戰略性低估。
Zoom Video最近的季度業績顯示出其企業和在線業務部分的持續穩定。這些領域的穩定性，再加上大量股票回購授權，支持着股票的強勁表現，自8月份以來已經增長超過60％。然而，在短至中期內實現高於中單位數的增長率可能具有挑戰性。
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
