
Zoom Video (ZM) Stock Forecast & Price Target
Zoom Video (ZM) Analyst Ratings
Bulls say
Zoom Video Communications has demonstrated solid growth in its enterprise customer segment, with the total enterprise customer count rising to approximately 185,100, along with a notable increase in the number of high-value customers contributing over $100,000 in TTM revenue, reaching 4,363, which now accounts for 32% of total revenue. Revenue growth of 4.4% year-over-year, complemented by a substantial increase in cRPO bookings to $2.411 billion, highlights the company's robust financial health and ability to expand market share. Furthermore, the increased common stock repurchase authorization of $1 billion signifies Zoom's commitment to enhancing shareholder value, supported by a solid retention rate of 98% and margin expansion of 1,020 basis points year-over-year.
Bears say
The analysis identifies several fundamental concerns contributing to a negative outlook for Zoom Video Communications. Significant execution risks related to staffing and go-to-market strategies may hinder revenue growth, combined with adverse macroeconomic factors leading to cautious customer behaviors, such as deferring deals and reducing IT investments. Additionally, a modest churn rate amidst stagnating key segments and underperformance in the company’s new product initiatives further exacerbates investor sentiment regarding the stock's viability.
This aggregate rating is based on analysts' research of Zoom Video and is not a guaranteed prediction by Public.com or investment advice.
Zoom Video (ZM) Analyst Forecast & Price Prediction
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