Top Wall Street Forecasters Revamp Zoom Communications Price Expectations Ahead Of Q4 Earnings

As Zoom Communications (ZM) prepares to report its fourth-quarter and fiscal 2025 results on February 24, top Wall Street analysts have revised their price expectations, reflecting a mix of optimism and caution. Oppenheimer analyst Timothy Horan maintained a "Perform" rating on Zoom, indicating a neutral stance, while expecting solid fourth-quarter 2025 results driven by the company's new AI platform strategy and price increases. However, he also noted that investors will be focusing on 2026 guidance and the impact of new go-to-market movements and pricing on top-line growth, suggesting some uncertainty about the company's future prospects. Additionally, the analyst expects margins to be under pressure as Zoom invests in AI and increases the adoption and usage of its AI Companion.



Analysts' revised price targets reflect a cautious yet optimistic market sentiment towards Zoom Communications. The average target price for ZM stock from 25 analysts is $88.52, with a low estimate of $60 and a high estimate of $115. The current market price of ZM stock is $83.42, indicating a potential upside for investors. However, it is essential to consider the range of estimates, as some analysts are more bullish than others.



For potential investors, these revisions may imply that there is room for the stock price to grow, given the analysts' expectations. However, it is crucial to consider other factors, such as the company's fundamentals, market conditions, and the analysts' track record, before making an investment decision. Additionally, investors should be aware that stock prices can be volatile and may not always move in line with analysts' expectations.

In conclusion, top Wall Street forecasters have revised their price expectations for Zoom Communications ahead of its Q4 earnings, reflecting a cautious yet optimistic market sentiment. Investors should consider these revisions alongside other factors when evaluating the company's investment potential. As always, it is essential to conduct thorough research and consult with a financial advisor before making any investment decisions.