Zoom Communications

AI Features Will Expand Enterprise Markets Despite Cloud Competition

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

27 Nov 25

Views

371

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

3.9%

7D

0.3%

Loading

1Y

3.9%

7D

0.3%

You can edit this narrative until Nov 28 10:10 PM. Then, changes will post as Updates.

Author's Valuation

US$94.587.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Nov 25

Fair value Increased 2.47%

ZM: Market Opportunities Will Expand With The Shift To A Partner-First Model

Analysts have raised their price target for Zoom Communications from $110 to $115, citing improving revenue growth projections, higher profit margins, and increased confidence in the company's evolving go-to-market strategies. Analyst Commentary Recent analyst reports on Zoom Communications reflect a range of perspectives, with both optimistic and cautious views regarding the company’s near-term and long-term prospects.

Shared on 19 Sep 25

Fair value Increased 0.73%

The consensus analyst price target for Zoom Communications edged up to $92.30, as strong Q2 results, accelerating revenue growth, expanding AI-driven products, and robust large-customer momentum outweighed ongoing macro uncertainties. Analyst Commentary Bullish analysts raised price targets due to solid Q2 results, with the company's revenue growth reaching its highest level in 11 quarters, providing quarterly beats and upgraded forward guidance.

Shared on 07 May 25

Fair value Increased 2.06%

Shared on 30 Apr 25

Fair value Increased 0.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 2.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.21%

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 4.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$94.58

7.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

3.63%

Software revenue growth rate

1.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.43%

Calculation

US$1.26b

Earnings '28

x

25.51x

PE Ratio '28

=

US$32.04b

Market Cap '28

US$32.04b

Market Cap '28

/

266.99m

No. shares '28

=

US$120.00

Share Price '28

US$120.00 Share Price '28

Discounted to 2025 @ 8.39% p.a.

=

US$94.23

Fair Value '25