Zoom Communications, Inc.

NasdaqGS:ZM Rapport sur les actions

Capitalisation boursière : US$26.9b

Zoom Communications Résultats passés

Passé contrôle des critères 4/6

Zoom Communications a connu une croissance annuelle moyenne de ses bénéfices de 10.1%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 21.4% par an. Les revenus ont augmenté de en hausse à un taux moyen de 7% par an. Le rendement des capitaux propres de Zoom Communications est 19.4% et ses marges nettes sont de 39%.

Informations clés

10.05%

Taux de croissance des bénéfices

8.72%

Taux de croissance du BPA

Software Croissance de l'industrie17.33%
Taux de croissance des recettes7.00%
Rendement des fonds propres19.37%
Marge nette39.03%
Dernière mise à jour des bénéfices31 Jan 2026

Mises à jour récentes des performances passées

Recent updates

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.

Zoom: Potential Value Trap With Single-Digit Growth Profile - Maintain Hold

Apr 14

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.

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.

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.

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.

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.

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.

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.

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

Jan 03
Zoom Communications, Inc.'s (NASDAQ:ZM) Low P/E No Reason For Excitement

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.

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.

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

Nov 28
Earnings Beat: Zoom Communications Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

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.

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.

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

Aug 05
Is There An Opportunity With Zoom Communications Inc.'s (NASDAQ:ZM) 40% Undervaluation?

Earnings Not Telling The Story For Zoom Communications Inc. (NASDAQ:ZM)

Jun 10
Earnings Not Telling The Story For Zoom Communications Inc. (NASDAQ:ZM)

Zoom: Deep Value Tariff Buy With 35% Net Cash

Apr 21

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

Mar 22

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

Feb 25

Zoom Looks Undervalued Ahead Of Q4 Earnings

Feb 19

Zoom Communications Could Be A Value Trap At This Point

Jan 29

Zoom: A Perfect Value Play For 2025

Dec 26

Zoom Q3 Preview: Business Is Accelerating

Nov 24

Zoom's Limited Growth Prospects Cap Its Investment Potential

Oct 28

Zoom: Ready To Move Higher (Rating Upgrade)

Sep 23
User avatar

AI Ambitions And Expansions Could Squeeze The Company's Profit Margins And Stir Investor Concerns

Investment in new features and AI capabilities might pressure near-term profits due to high R&D and market development costs.

Ventilation des recettes et des dépenses

Comment Zoom Communications gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

NasdaqGS:ZM Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&amp;D
31 Jan 264,8691,9001,781845
31 Oct 254,8061,5941,756839
31 Jul 254,7541,1881,806852
30 Apr 254,6991,0491,859852
31 Jan 254,6651,0101,869852
31 Oct 244,6289411,859841
31 Jul 244,5878751,871814
30 Apr 244,5638381,906799
31 Jan 244,5276372,068803
31 Oct 234,4992352,270840
31 Jul 234,4641422,340839
30 Apr 234,42562,368820
31 Jan 234,3931042,266774
31 Oct 224,3476982,026630
31 Jul 224,2959901,919532
30 Apr 224,2171,2611,700442
31 Jan 224,1001,3751,619363
31 Oct 213,9111,1451,480298
31 Jul 213,6371,0031,302242
30 Apr 213,2798721,231203
31 Jan 212,6516721,005164
31 Oct 201,957425823132
31 Jul 201,347230659107
30 Apr 208294952080
31 Jan 206232242767
31 Oct 19540737357
31 Jul 19464531949
30 Apr 19392226941
31 Jan 19331023033
31 Jan 18151-811016
31 Jan 1761-14399

Des revenus de qualité: ZM a un important ponctuel gain de $951.6M impactant ses 12 derniers mois de résultats financiers à 31st January, 2026.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de ZM sont plus élevées que l'année dernière ZM. (39%) sont plus élevées que l'année dernière (21.7%).

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de ZM ont augmenté de 10.1% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de ZM au cours de l'année écoulée ( 88.1% ) dépasse sa moyenne sur 5 ans ( 10.1% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices ZM au cours de l'année écoulée ( 88.1% ) a dépassé celle du secteur Software 16%.

Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de ZM ( 19.4% ) est considéré comme faible.

Rendement des actifs

Rendement des capitaux employés

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/04/29 19:32
Cours de l'action en fin de journée2026/04/29 00:00
Les revenus2026/01/31
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Zoom Communications, Inc. est couverte par 47 analystes. 30 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullArgus Research Company
Joseph BonnerArgus Research Company
William PowerBaird