17 stories mentioning ZM
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Eric S. Yuan, Director, Chief Executive Officer, on June 02, 2026, sold 24,200 shares in Zoom Communications (ZM) for $2,639,028.SEC Filing:https://www.sec.gov/Archives/edgar/data/1585521/000158552126000074/xslF345X05/wk-form4_1780610530.xml
Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1% and the State Street SPDR S&P Semiconductor ETF (XSD) climbing 3.8%.The Philadelphia Semiconductor index added 1.8%.In corporate news, Dell Technologies (DELL) shares surged 17% after Wells Fargo raised the company's price target to $270 from $180.Advanced Micro Devices (AMD) is working with Taiwan partners to boost production capacity as higher-than-expected demand limits the global CPU market, Reuters reported, citing AMD Chief Executive Lisa Su. AMD shares climbed 3.8%.Zoom Communications (ZM) appears poised for growth acceleration following a strong Q1, given sustained momentum in its AI products, RBC Capital Markets said in a note. Zoom shares jumped past 9%.Take-Two Interactive Software (TTWO) reported a narrower fiscal Q4 net loss as revenue increased. MoffettNathanson adjusted its price target on the company's shares to $196 from $206 while maintaining its neutral rating. Take-Two shares were down 3.9%.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $55 to $120, applying an EV/revenue multiple of 5.4x to our FY 27 estimate, close to its five-year historical average multiple at 5.1x. We raise our FY 27 EPS estimate by $0.14 to $6.05 and increase FY 28's by $0.15 to $6.27. The adoption of new AI features is not only increasing user engagement but also helping to drive productivity and workflow automation for customers, as seen with products like AI Companion 3.0 and My Notes, which surpassed 1.5 million monthly active users within four months of launch. Paid AI was involved in nine out of the top 10 customer experience deals, demonstrating strong pull-through from AI solutions and the effectiveness of ZM's flexible pricing models. In addition, progress in online business stabilization is evident, as the segment continues to show slight growth despite a nominal uptick in churn, supported by new AI monetization paths.
Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1.5% and the State Street SPDR S&P Semiconductor ETF (XSD) climbing 4.6%.The Philadelphia Semiconductor index added 2.6%.In corporate news, Dell Technologies (DELL) shares surged 16% after Wells Fargo raised the company's price target to $270 from $180.Zoom Communications (ZM) appears poised for growth acceleration following a strong Q1, given sustained momentum in its AI products, RBC Capital Markets said in a note. Zoom shares jumped past 10%.Take-Two Interactive Software (TTWO) reported a narrower fiscal Q4 net loss as revenue increased. MoffettNathanson adjusted its price target on the company's shares to $196 from $206 while maintaining its neutral rating. Take-Two shares were down 3.6%.
Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1.5% and the State Street SPDR S&P Semiconductor ETF (XSD) climbing 4.6%.The Philadelphia Semiconductor index added 2.6%.In corporate news, Zoom Communications (ZM) appears poised for growth acceleration following a strong Q1, given sustained momentum in its AI products, RBC Capital Markets said in a note. Zoom shares jumped past 10%.
Zoom Communications (ZM) continues to expand beyond video conferencing into a "broader enterprise communications and collaboration platform" spanning messaging, calendaring, email and artificial intelligence-powered workflow tools, RBC Capital Markets said in a report emailed Friday.The company delivered fiscal Q1 results above consensus estimates and raised its fiscal 2027 guidance across most metrics, with reported revenue of $1.239 billion, up 5.5% year over year and above consensus estimates of $1.224 billion, while non-GAAP earnings per share came in at $1.55, topping expectations of $1.42.The brokerage said "enterprise fundamentals remain strong," supported by growth in customers contributing more than $100,000 in annual revenue and improving "net dollar expansion" rates. RBC also highlighted continued strength in Zoom's "contact center" business and said AI products are contributing more meaningfully to revenue growth.Zoom's "Custom AI Companion" secured notable customer wins during the quarter, including deployments at Raymond James Financial (RJF) and MongoDB (MDB), while the company's "My Notes" product reached 1.5 million monthly active users within four months of launch, according to the report.RBC raised its price target on Zoom to $130 from $110 while maintaining its outperform rating.Price: $107.94, Change: $+11.19, Percent Change: +11.57%
Zoom Communications' (ZM) investments in artificial intelligence have started to pay off while its customer experience portfolio continues to gain traction, Wedbush analysts said in a Friday note.Analysts said that Zoom's platform is showing momentum as its AI-driven approach resonates with enterprise customers looking to streamline operations.Wedbush said that in fiscal Q1, Zoom reported beats across the board while increasing its guidance for the full year.Wedbush raised its fiscal 2027 adjusted earnings per share estimate for the company to $5.98 from $5.79, slightly missing a FactSet consensus estimate of $6.01.Analysts retained an outperform rating on the stock and raised its price target to $120 from $110.Price: $108.29, Change: $+11.54, Percent Change: +11.93%
Zoom Communications (ZM) appears poised for growth acceleration following a strong first quarter, given sustained momentum in its artificial intelligence products, RBC Capital Markets said in a note sent Friday.Late Thursday, the video communication platform reported surprise earnings growth in the fiscal first quarter and stronger-than-expected revenue as clients increasingly turned to its AI Companion tool. The company raised its fiscal 2027 guidance and announced a $1 billion increase in share buyback authorization.The stock jumped 13% intraday Friday, stretching year-to-date gains to about 27%."We believe the quarter was solid, with positive signs that continued AI monetization can drive growth acceleration in (fiscal 2027)," RBC analyst Rishi Jaluria wrote.For fiscal 2027, Zoom now expects full-year adjusted EPS of $5.96 to $6 on revenue of $5.08 billion to $5.09 billion, up from the prior outlook of $5.77 to $5.81 in EPS on $5.065 billion to $5.075 billion in sales. Analysts in a FactSet poll currently look for non-GAAP EPS of $6.01 and revenue of $5.09 billion.Generative AI assistant AI Companion's paid users soared 184% year over year in the first quarter, while the My Notes offering reached 1.5 million licensed users."We were encouraged to see continued traction with AI products, accelerating ($100,000 plus) customer growth, and strength of the (contact center as a service) business," Jaluria said.The updated full-year outlook, however, implies a cut to second-half growth on a constant currency basis, said Jaluria, who views it as "appropriately cautious" amid higher customer churn in the company's online division.Jaluria said "fundamentals remain strong" in the enterprise segment, with durable margins.RBC raised its price target for Zoom to $130 from $110, while reiterating its outperform rating on the stock.Price: $109.05, Change: $+12.30, Percent Change: +12.71%
Zoom Communications (ZM) has an average rating of overweight and mean price target of $105.80, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Zoom delivered its strongest quarterly revenue growth, with Q1 FY 27 revenue of $1,239M (+5.5% Y/Y), accelerating from Q4's 5.3% growth rate. Enterprise revenue of $755.7M (+7.2% Y/Y) drove the strong outperformance, while Online revenue of $483.3M (+2.8% Y/Y) continued stabilizing. The AI transformation showed strong traction, with AI Companion paid users growing 184% Y/Y and continued high double-digit Contact Center growth. Management provided confident Q2 revenue guidance of $1.265B-$1.270B and FY 27 revenue of $5.080B-$5.090B, plus secured an additional $1B share repurchase authorization. Customer metrics improved, with $100K+ revenue customers growing 8.2% Y/Y to 4,534 and Enterprise net dollar expansion advancing to 99% from 98%. Operating margins expanded significantly, with non-GAAP margin improving 130 bps Y/Y to 41.1% and robust free cash flow increasing to $500.5M. We expect AI monetization products to drive continued growth momentum.
Zoom Communications (ZM) reported fiscal Q1 adjusted diluted earnings late Thursday of $1.55 a share, up from $1.43 a year earlier.Analysts polled by FactSet expected $1.42.Revenue in the three months ended April 30 rose to $1.24 billion from $1.17 billion a year earlier.Analysts surveyed by FactSet expected $1.22 billion.The company expects fiscal Q2 non-GAAP diluted EPS of $1.45 to $1.47 on revenue of $1.265 billion to $1.27 billion. Analysts expect EPS of $1.49 on revenue of $1.266 billion.Zoom expects full-year non-GAAP diluted EPS of $5.96 to $6 on revenue of $5.08 billion to $5.09 billion, up from the prior outlook of EPS of $5.77 to $5.81 on revenue of $5.065 billion to $5.075 billion.Analysts polled by FactSet expect EPS of $5.88 on revenue of $5.075 billion.Zoom shares rose 7% in after-hours trading.
US equity markets were trending lower before the opening bell Thursday as traders monitor the latest developments in the US-Iran conflict and digest tech bellwether Nvidia's (NVDA) quarterly earnings.The S&P 500 fell 0.4% and the Dow Jones Industrial Average slipped 0.3% in premarket activity, while the Nasdaq was down 0.5%. The indexes finished the previous trading session higher, with the Nasdaq and S&P 500 snapping a three-day losing streak.Iranian Foreign Ministry spokesperson Esmaeil Baghaei said Thursday that Tehran is reviewing the latest US proposal to end the war in the Middle East, CNBC reported, citing state-run agency Nour News.President Donald Trump told reporters on Wednesday that negotiations with Iran had reached the final stages, though he warned of further attacks if Tehran backs out, according to several media outlets. "We'll either have a deal or we're going to do some things that are a little bit nasty," Trump said, according to a Bloomberg News report. "But hopefully that won't happen."Earlier on Wednesday, Iran's Islamic Revolutionary Guard Corps reportedly said that it would retaliate beyond the Middle East if the US or Israel resumed their military attacks against the country.West Texas Intermediate crude oil slipped 0.2% to $98.01 a barrel before the open, while Brent decreased 0.6% to $104.42.Shares of Nvidia (NVDA) slipped 0.2% pre-bell after the chipmaking giant reported fiscal first-quarter revenue above Wall Street's estimates, as data center sales outperformed expectations amid an artificial intelligence boom. For the current quarter, Nvidia said it anticipates revenue of $91 billion, plus or minus 2%.Intuit's (INTU) stock dropped 14% after the financial technology platform reported better-than-expected fiscal third-quarter results and disclosed plans to reduce its workforce by about 17%. Urban Outfitters (URBN) declined 1.4% after its financial results.Federal Reserve officials flagged the possibility of higher interest rates if the Middle East conflict drags on and keeps inflation above the 2% goal, minutes from the central bank's April meeting showed on Wednesday.Meeting participants generally determined that elevated inflation, combined with uncertainty around the duration and impact of the Iran war, could justify holding rates for longer than previously anticipated. However, majority of Fed officials pointed out that "some policy firming would likely become appropriate if inflation were to continue to run persistently above 2%."Treasury yields were rising before the open, with the two-year rate gaining 6.6 basis points to 4.1% and the 10-year rate adding 5.1 basis points to 4.62%.Thursday's economic calendar has the housing starts and permits report for April at 8:30 am ET, along with the weekly jobless claims bulletin and the Philadelphia Fed manufacturing index for May. The S&P Global's (SPGI) flash purchasing managers' index for May is out at 9:45 am, followed by the Kansas City Fed manufacturing index for the same month at 11 am.Richmond Fed President Thomas Barkin is scheduled to speak at 12:20 pm.Walmart (WMT), Deere (DE), NetEase (NTES), Williams-Sonoma (WSM), Ralph Lauren (RL), Nio (NIO) and Advance Auto Parts (AAP) report their latest financial results before the bell, among others. Ross Stores (ROST), Take-Two Interactive Software (TTWO), Workday (WDAY), Zoom Communications (ZM) and Deckers Outdoor (DECK) release their earnings after the markets close.Gold was down 0.4% at $4,519 per troy ounce, while bitcoin fell 0.3% to $77,255.
Eric S. Yuan, Director, Chief Executive Officer, on May 04, 2026, sold 24,200 shares in Zoom Communications (ZM) for $2,599,495.SEC Filing:https://www.sec.gov/Archives/edgar/data/1585521/000158552126000064/xslF345X05/wk-form4_1778102851.xml
Santiago Subotovsky, Director, on May 01, 2026, sold 7,917 shares in Zoom Communications (ZM) for $833,941. Following the Form 4 filing with the SEC, Subotovsky has control over a total of 142,882 Class A common shares of the company, with 142,882 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1585521/000158552126000062/xslF345X05/wk-form4_1778021016.xml
Aparna Bawa, Chief Operating Officer, on April 17, 2026, sold 12,886 shares in Zoom Communications (ZM) for $1,129,110. Following the Form 4 filing with the SEC, Bawa has control over a total of 1,978 Class A common shares of the company, with 1,978 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1585521/000158552126000060/xslF345X05/wk-form4_1776804839.xml
Eric S. Yuan, Director, Chief Executive Officer, on April 13, 2026, sold 85,196 shares in Zoom Communications (ZM) for $6,934,723. Following the Form 4 filing with the SEC, Yuan has control over a total of 36,796 common shares of the company, with 36,796 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1585521/000158552126000054/xslF345X05/wk-form4_1776285401.xml
Zoom Communications (ZM) said Wednesday it has appointed Russell Dicker as chief product officer.Before joining Zoom, Dicker most recently served as corporate vice president of Product at Microsoft (MSFT), where he led the product management and data science organizations for Microsoft Teams, the company said.Shares of Zoom were up 7.4% in Wednesday afternoon trading.Price: $88.39, Change: $+5.99, Percent Change: +7.27%