On Nov 26, major Wall Street analysts update their ratings for $Zoom Video Communications (ZM.US)$, with price targets ranging from $70 to $115.
BofA Securities analyst Michael Funk maintains with a hold rating, and adjusts the target price from $75 to $90.
Deutsche Bank analyst Matthew Niknam maintains with a hold rating, and adjusts the target price from $75 to $88.
Wells Fargo analyst Michael Turrin maintains with a sell rating, and maintains the target price at $70.
Evercore analyst Peter Levine upgrades to a buy rating, and adjusts the target price from $70 to $115.
Baird analyst William Power maintains with a buy rating, and adjusts the target price from $77 to $100.
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 absence of major surprises, with efforts to broaden the Zoom platform in order to enhance customer value and stickiness highlighted as a central strategic priority. The goal of these efforts is to drive re-accelerated growth, supported by stability in the Online segment and opportunities for enterprise upsell.
Following Q3 results, which exceeded expectations, and management's indication of a modestly better-than-expected revenue projection for Q4, there's a surrounding discourse on whether the initial conservative guidance for FY26 revenue growth is strategically setting a lower expectation benchmark, potentially as a tactical move for the new CFO.
The latest results from Zoom Video have shown no significant surprises, indicating a continued stabilization within both the Enterprise and Online segments. This stability, alongside authorization of share repurchases in the billions, supports the stock's significant increase from its August lows. However, achieving growth higher than mid-single digits in the near to mid-term appears unlikely.
Zoom Video reported strong FQ3 results, with significant improvements in enterprise and total revenue growth, which have long been seen as potential catalysts.
Q3 displayed signs of growth improvement for Zoom Video, as churn moderated and expansion rates remained stable. However, there are risks following the recent run, since growth rates are still moderate, and margins may compress as the company invests in new areas.
Here are the latest investment ratings and price targets for $Zoom Video Communications (ZM.US)$ from 10 analysts:
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美東時間11月26日，多家華爾街大行更新了$Zoom視頻通訊 (ZM.US)$的評級，目標價介於70美元至115美元。
美銀證券分析師Michael Funk維持持有評級，並將目標價從75美元上調至90美元。
德意志銀行分析師Matthew Niknam維持持有評級，並將目標價從75美元上調至88美元。
富國集團分析師Michael Turrin維持賣出評級，維持目標價70美元。
Evercore分析師Peter Levine上調至買入評級，並將目標價從70美元上調至115美元。
貝雅分析師William Power維持買入評級，並將目標價從77美元上調至100美元。
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缺乏重大驚喜而聞名，努力拓展Zoom平台以增強客戶價值和市場粘性的努力被強調爲中心戰略重點。這些努力的目標是推動重新加速增長，得益於在線業務板塊的穩健性以及企業升級的機會。
在第三季度超出預期的業績和管理層對第四季度略高於預期的營業收入預測的指示之後，關於FY26營收增長初始保守指導是否是有意設定更低的預期基準的討論，可能作爲新財務總監的戰略舉措。
Zoom 視頻最新的結果沒有顯示出顯著的驚喜，表明企業和在線業務板塊持續穩定。這種穩定性，以及數十億美元的股票回購授權，支持股價從8月低點顯著上漲。然而，在近中期實現高於中個位數的增長似乎不太可能。
Zoom 視頻報告強勁的財年第3季度業績，企業和總營業收入增長明顯改善，長期被視爲潛在催化劑。
第三季度顯示出Zoom 視頻增長改善的跡象，流失率適度減緩，擴張速率保持穩定。然而，隨着最近的大漲，存在風險，因爲增長率仍然較爲溫和，而公司在新領域投資時利潤率可能會受到擠壓。
以下爲今日10位分析師對$Zoom視頻通訊 (ZM.US)$的最新投資評級及目標價：
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