Zoom Communications, Inc.

NasdaqGS:ZM Lagerbericht

Marktkapitalisierung: US$27.6b

Zoom Communications Zukünftiges Wachstum

Future Kriterienprüfungen 0/6

Der Gewinn von Zoom Communications wird voraussichtlich um 11% pro Jahr zurückgehen, während der Jahresumsatz um 3.7% pro Jahr wachsen soll. Der Gewinn je Aktie wird voraussichtlich um 10% pro Jahr sinken. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 15.5% betragen.

Wichtige Informationen

-11.0%

Wachstumsrate der Gewinne

-9.95%

EPS-Wachstumsrate

Software Gewinnwachstum20.1%
Wachstumsrate der Einnahmen3.7%
Zukünftige Eigenkapitalrendite15.52%
Analystenabdeckung

Good

Zuletzt aktualisiert10 Jun 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel • May 26

Zoom Communications, Inc. Just Beat EPS By 73%: Here's What Analysts Think Will Happen Next

It's been a good week for Zoom Communications, Inc. ( NASDAQ:ZM ) shareholders, because the company has just released...
Analyseartikel • Nov 28

Earnings Beat: Zoom Communications Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a good week for Zoom Communications Inc. ( NASDAQ:ZM ) shareholders, because the company has just released...

Recent updates

Narrativ-Update • Jun 06

ZM: AI Upside And Anthropic Windfall Will Likely Fail To Re Rate Shares

Analysts have raised the updated fair value estimate for Zoom Communications to $85.45 from $72.95, citing a series of price target increases following a Q1 report they describe as strong, with solid margins, growing traction in AI-driven products, and steadier enterprise demand. Analyst Commentary Street research around the Q1 report points to a cluster of higher price targets for Zoom Communications, with many firms citing solid margins, traction in AI offerings, and steadier enterprise trends.
Seeking Alpha • Jun 05

Zoom: Anthropic Stake Masks Seat-Based Fears (Rating Downgrade)

Summary Zoom Video is downgraded to neutral as its valuation premium over seat-based SaaS peers is no longer justified. ZM shows solid revenue acceleration, strong 41.1% non-GAAP operating margins, and maintains a robust $7.7B net cash position. The Anthropic AI stake has supported ZM’s resilience, but its upside appears largely priced in at current levels. Despite margin expansion and diversification, ZM’s slower growth and seat-based model expose it to AI-driven disruption risks. Read the full article on Seeking Alpha
Analyseartikel • May 26

Zoom Communications, Inc. Just Beat EPS By 73%: Here's What Analysts Think Will Happen Next

It's been a good week for Zoom Communications, Inc. ( NASDAQ:ZM ) shareholders, because the company has just released...
Narrativ-Update • May 23

ZM: AI Expansion And Anthropic Investment Are Expected To Support Steady Outlook

Analysts lifted the base fair value estimate for Zoom Communications to $111.50 from $97.33, reflecting updated views that slightly higher revenue growth, modestly stronger profit margins, and a higher forward P/E multiple are supported by recent Q1 beats, traction in AI products and contact center, and a broad wave of Street price target increases across major firms. Analyst Commentary Street research on Zoom Communications has turned more constructive following the recent Q1 report, with a cluster of price target increases and at least one rating upgrade.
Narrativ-Update • May 09

ZM: AI Partnerships And Capital Actions Will Shape Measured Future Repricing

Analysts kept the fair value estimate for Zoom Communications steady at $115. A mix of recent price target tweaks, including cuts from BTIG and Bernstein and a lift from Benchmark, reflects ongoing debate around growth investments, margin trends, and the potential impact of Anthropic related AI initiatives and product partnerships like Claude Cowork.
Narrativ-Update • Apr 21

ZM: AI Integration And Anthropic Stake Are Expected To Support Steady Outlook

Analysts have made only modest adjustments to Zoom Communications' price targets, with figures now ranging from about $74 to $115, as they factor in recent Q4 execution, the Claude Cowork launch, and the potential impact of the Anthropic investment on future growth drivers and margins. Analyst Commentary Recent research on Zoom Communications reflects a split view, with some analysts focusing on AI driven upside and execution, while others question how the company stacks up against faster growing software peers.
Narrativ-Update • Apr 07

ZM: AI Suite And Anthropic Stake Will Support Future Repricing

Narrative Update on Zoom Communications The analyst price target framework for Zoom Communications has shifted toward a lower future P/E assumption, alongside modestly higher revenue growth and profit margin inputs. This echoes recent Street research, where several firms adjusted targets in a $74 to $115 range as analysts weigh solid Q4 execution, AI monetization potential, Anthropic exposure, and the trade-off between growth investments and near-term margin expansion.
Narrativ-Update • Mar 24

ZM: AI Expansion And Anthropic Investment Are Expected To Support Upside

Analysts have modestly adjusted Zoom Communications' price targets, with moves ranging from a $5 cut to $100 to a $6 lift to $115. The changes reflect mixed views on its Q4 execution, investment in AI and product expansion, and the trade off between a pause in near term margins and longer term growth potential.
Narrativ-Update • Mar 10

ZM: AI Monetization And Contact Center Expansion Will Likely Offer Balanced Outcomes

Our analyst price target for Zoom Communications edges lower to reflect a modest fair value adjustment to about $73, even as analysts highlight ongoing operating consistency, product investment, and emerging AI monetization as key parts of the story. Analyst Commentary Recent research on Zoom Communications reflects a wide range of opinions on where the stock should trade, even as recent quarters have generally tracked ahead of guidance and highlighted steady operations.
Narrativ-Update • Feb 24

ZM: AI Monetization And Contact Center Execution Will Likely Disappoint Expectations

Analysts have raised their fair value estimate for Zoom Communications to $73.19 from $69.45, citing slightly higher expected revenue growth, stronger profit margins, and a lower assumed future P/E multiple. This revision is supported by recent upgrades that emphasize potential benefits from new product launches and the company's AI initiatives.
Narrativ-Update • Feb 09

ZM: Partner-First Pivot And AI Efforts Are Expected To Support Upside

Our analyst price target for Zoom Communications edges higher to reflect a fair value estimate of $97.59 per share, supported by slightly adjusted growth, discount rate, and future P/E assumptions that align with recent upgrades and AI focused optimism from Street analysts. Analyst Commentary Recent research on Zoom Communications has tilted more positive, with several bullish analysts updating views around product momentum, artificial intelligence initiatives, and the company’s go to market execution.
Narrativ-Update • Jan 24

ZM: Partner-First Pivot And AI Monetization Are Expected To Drive Upside

Analysts have nudged their price targets for Zoom Communications higher, with Citi and Rosenblatt citing what they see as an undemanding valuation, a path toward about 5% sales growth, new AI and contact center products, and progress on a partner first go to market model. These factors support moves such as Citi's increase to US$106 from US$94 and Rosenblatt's lift to US$115 from US$110.
Narrativ-Update • Jan 10

ZM: Partner-First Pivot And AI Suite Will Support Future Repricing

Analysts have lifted their price target on Zoom Communications to $115 from $110, citing slightly stronger revenue growth assumptions and a partner first sales model. They say this model is driving more constructive channel checks around the company’s medium term outlook.
Analyseartikel • Jan 03

Zoom Communications, Inc.'s (NASDAQ:ZM) Low P/E No Reason For Excitement

With a price-to-earnings (or "P/E") ratio of 15.5x Zoom Communications, Inc. ( NASDAQ:ZM ) may be sending bullish...
Narrativ-Update • Dec 26

ZM: Partner-First Pivot And Emerging AI Products Will Support Steady Future Upside

Analysts have nudged their fair value estimate for Zoom Communications modestly higher to approximately $95 per share. This reflects a slightly richer future earnings multiple supported by bullish partner-led channel checks for fiscal 2026 and 2027, along with a stable core business complemented by emerging growth products.
Narrativ-Update • Dec 12

ZM: Partner-First Model And AI Monetization Will Support Upside Repricing

Analysts have nudged their average price target on Zoom Communications up to $115 from $110, citing increasingly bullish channel checks around the company’s partner first go to market pivot, modestly stronger long term revenue growth expectations, and a willingness to underwrite a higher future earnings multiple despite some compression in projected profit margins. Analyst Commentary Recent Street research on Zoom Communications shows a constructive backdrop, with several bullish analysts pointing to improving execution and a clearer growth path.
Analyseartikel • Nov 28

Earnings Beat: Zoom Communications Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a good week for Zoom Communications Inc. ( NASDAQ:ZM ) shareholders, because the company has just released...
Narrativ-Update • Nov 27

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.
Narrativ-Update • Sep 19

AI Features Will Expand Enterprise Markets Despite Cloud Competition

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.
Analyseartikel • Aug 05

Is There An Opportunity With Zoom Communications Inc.'s (NASDAQ:ZM) 40% Undervaluation?

NasdaqGS:ZM 1 Year Share Price vs Fair Value Explore Zoom Communications's Fair Values from the Community and select...
Seeking Alpha • Apr 21

Zoom: Deep Value Tariff Buy With 35% Net Cash

Summary Not sure what to buy amidst tariff volatility? Look at the stock of Zoom. The stock's low valuation and solid financials, including $7.8 billion in cash and no debt, provide a significant margin of safety. Consensus estimates are conservative; I expect operational efficiencies and technological superiority to mitigate competitive threats and support long-term profitability. Despite potential risks, ZM's enviable profit margins and undervaluation make it a strong buy and a top pick in the tech sector. Read the full article on Seeking Alpha
Seeking Alpha • Mar 22

Zoom: At <10x FCF And Ex-Cash P/E, All You Need Is Patience

Summary Zoom, down over 80% from its peak, offers a strong value play with <10x ex-cash P/E and FCF multiples amid substantial cash reserves. The company continues to see improving churn rates in its self-service Online business. Meanwhile, RPO (or essentially backlog) is growing at a faster pace (6% y/y) than revenue (3% y/y), offering the possibility of revenue acceleration. The company recently also released agentic AI features that may be able to help drive stronger enterprise retention and expansion. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

Zoom Communications: 2 Things That Would Make Us Buy - Maintaining Hold

Summary Zoom Communications Inc. is going to lead the cross over AI and video communications, but not in the near-term. Zoom AI Companion is seeing high double digit adoption Q/Q but we think the company's high exposure to enterprise and Americas amid macro uncertainty will push out monetization goals. ZM stock trades below peer group averages, making it cheap, but not compelling enough to buy now; Wall Street largely agrees with a hold rating. Management's revenue guidance for FY26 shows modest growth, with potential for upward revision in 2H25, making it prudent to wait for clearer monetization signals. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Zoom Looks Undervalued Ahead Of Q4 Earnings

Summary Zoom's stock, down around -85% from its pandemic peak, shows potential for gains as a mature company ahead of its Q4 earnings release. Improved net margins, strong cash balance, and undervaluation metrics highlight Zoom's promising investment potential, despite pandemic-driven volatility. AI tools like AI Companion 2.0 and Workvivo are growing strongly with an addressable market in healthcare, education, and frontline worker markets. Current valuation metrics offer a margin of safety, making Zoom a buy opportunity as it leverages AI-driven growth and improved operational efficiencies. Read the full article on Seeking Alpha
Seeking Alpha • Jan 29

Zoom Communications Could Be A Value Trap At This Point

Summary Despite strong fundamentals and impressive free cash flow, I remain neutral on Zoom Communications (ZM) due to its stagnant revenue growth and increasing R&D expenses. ZM's forward growth is uncertain, with minimal EPS increases projected and intense competition from Microsoft Teams and Google Workspace. The company's profitability is appealing, but the lack of innovative products and slow top-line growth deter me from a bullish stance. For ZM to accelerate growth, it must deliver compelling new products and features that justify additional IT spending, especially in a hybrid work environment. Read the full article on Seeking Alpha
Seeking Alpha • Dec 26

Zoom: A Perfect Value Play For 2025

Summary Zoom is a top "growth at a reasonable price" stock for 2025, currently valued at less than 10x forward FCF. Revenue growth re-accelerated in Q3 to 4% y/y, with strong RPO and deferred revenue indicating a healthy pipeline, stabilizing in mid single-digits. Zoom is essential for hybrid work, with few competitors and a strong brand. AI features and recent growth in contact center software also extend Zoom's TAM. The company also has just shy of $8 billion of cash on its balance sheet which it's earmarking for aggressive buybacks. Current cash is worth ~30% of Zoom's market cap. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:ZM - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
1/31/20295,5011,4032,0342,18916
1/31/20285,2931,2161,9402,14330
1/31/20275,0911,2361,7721,92529
4/30/20264,9332,0711,9612,021N/A
1/31/20264,8691,9001,9241,989N/A
10/31/20254,8061,5942,0012,059N/A
7/31/20254,7541,1881,8451,913N/A
4/30/20254,6991,0491,7021,846N/A
1/31/20254,6651,0101,8091,945N/A
10/31/20244,6289411,7251,872N/A
7/31/20244,5878751,7211,882N/A
4/30/20244,5638381,6451,769N/A
1/31/20244,5276371,4721,599N/A
10/31/20234,4992351,3221,459N/A
7/31/20234,4641421,1341,261N/A
4/30/20234,42561,0741,183N/A
1/31/20234,3931041,1751,290N/A
10/31/20224,3476981,1781,288N/A
7/31/20224,2959901,2781,387N/A
4/30/20224,2171,2611,5031,598N/A
1/31/20224,1001,3751,4601,605N/A
10/31/20213,9111,1451,6511,795N/A
7/31/20213,6371,0031,6711,812N/A
4/30/20213,2798721,5881,746N/A
1/31/20212,6516721,3851,471N/A
10/31/20201,9574251,0351,108N/A
7/31/20201,347230705759N/A
4/30/202082949350389N/A
1/31/202062322N/A152N/A
10/31/20195407N/A131N/A
7/31/20194645N/A88N/A
4/30/20193922N/A71N/A
1/31/2019331N/AN/A51N/A
1/31/2018151-8N/A19N/A
1/31/201761-14N/A9N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: ZMFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-11% pro Jahr).

Ertrag vs. Markt: ZMFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-11% pro Jahr).

Hohe Wachstumserträge: ZMFür die nächsten 3 Jahre wird mit einem Rückgang der Erträge gerechnet.

Einnahmen vs. Markt: ZMDie Einnahmen des Unternehmens (3.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (12.5% pro Jahr).

Hohe Wachstumseinnahmen: ZMDie Einnahmen des Unternehmens (3.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: ZMDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (15.5%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/11 11:09
Aktienkurs zum Tagesende2026/06/11 00:00
Gewinne2026/04/30
Jährliche Einnahmen2026/01/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Zoom Communications, Inc. wird von 48 Analysten beobachtet. 30 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
null nullArgus Research Company
Joseph BonnerArgus Research Company
William PowerBaird