--- title: "Zoom Boasts 11-Quarter Growth Streak, Raises 2026 Guidance" description: "Zoom Communications reported a 4.7% year-on-year revenue growth, reaching $1.22 billion, marking its strongest growth in 11 quarters. Analysts reacted positively, with price target adjustments: Rosenb" type: "news" locale: "en" url: "https://longbridge.com/en/news/254218874.md" published_at: "2025-08-22T17:27:03.000Z" --- # Zoom Boasts 11-Quarter Growth Streak, Raises 2026 Guidance > Zoom Communications reported a 4.7% year-on-year revenue growth, reaching $1.22 billion, marking its strongest growth in 11 quarters. Analysts reacted positively, with price target adjustments: Rosenblatt raised to $110, KeyBanc lowered to $69, RBC maintained at $100, and Wedbush at $95. The company raised its fiscal 2026 guidance for revenue and earnings, driven by enterprise demand and AI adoption. Shares rose 10.45% to $80.82 following the earnings report. Shares of **Zoom Communications Inc** ZM rallied Friday after the company reported upbeat fiscal second-quarter earnings. Here are some key analyst takeaways. - Rosenblatt Securities analyst Catharine Trebnick reiterated a Buy rating, while raising the price target from $100 to $110. - KeyBanc Capital Markets analyst Jackson Ader reaffirmed an Underweight rating, while reducing the price target from $73 to $69. - RBC Capital Markets analyst Rishi Jaluria maintained an Outperform rating , while raising the price target from $95 to $100. - Wedbush analyst Daniel Ives reiterated an Outperform rating and price target of $95. - Needham analyst Joshua Reilly maintained a Buy rating and price target of $100. **Check out other analyst stock ratings**. **Rosenblatt Securities:** Zoom delivered the strongest revenue growth in 11 quarters. Its sales are up 4.7% year-on-year to $1.22 billion and pro forma earnings are $1.53 per share. Accelerating enterprise demand, rapid AI adoption, and continued Contact Center momentum drove the upbeat results, Trebnick said in a note. Management raised their fiscal 2026 guidance for revenue, earnings, and free cash flow. This highlights both "top-line stability and industry-leading profitability," the analyst stated. The company’s Virtual Agent 2.0 product "has already secured significant deals including one with SecureOne," he added. **KeyBanc Capital Markets:** Q2 results highlighted a few positives, Ader said. For example, the Enterprise and Online segments outperformed expectations. The scrutiny that Zoom highlighted in the previous quarter was less than anticipated and management expects a more normal level of scrutiny through the rest of the year, the analyst stated. However, the company's constant currency revenue was $15 million higher than the midpoint of the second quarter guidance, while the full-year expectation was raised by only $9 million, he commented. **RBC Capital Markets:** Zoom reported "solid" quarterly results, ahead of consensus "across all metrics," Jaluria said. The fiscal third-quarter guidance implies billings of $1,174 million, up around 2.4% year-on-year, which was slightly below consensus, he added. Contact Center customers with over $100,000 in annual recurrent revenue (ARR) grew 94% year-on-year to 229, the analyst stated. "FY26 revenue, operating income, EPS, and FCF, were all raised, with all metrics coming in above street estimates," he further wrote. **Wedbush:** Zoom reported "solid" beats on revenue and earnings, Ives said. Non-GAAP gross margin expanded to 79.8%, from the previous quarter's 79.2%, with the company implementing AI into its operations, he added. Zoom seems to be on track to reach its long-term gross margin target of 80%, the analyst stated. For fiscal 2026, the company guided to total revenue $4.825-$4.835 billion and non-GAAP earnings of $5.81-$5.84 per share, higher than Street expectations of $4.807 billion and $5.61 per share, respectively, he commented. **Needham:** Zoom's results indicated a reacceleration in the Enterprise segment, with a 1% sequential increase in customer count to 184,000, Reilly said. "We believe the key message for investors exiting Q2 is another quarter of stabilizing trends is a precursor to a more significant re-acceleration of revenue growth," he wrote. Zoom is "now poised for a higher trajectory,” the analyst stated. The enterprise segment is expected to continue accelerating in the second half of the year. The guidance does not reflect a flow-through of the second-quarter beat, which is "prudent" and sets up the company for further beats in the back half of the year, he added. **Price Action:** Shares of Zoom Communications had risen by 10.45% to $80.82 at the time of publication on Friday. - **Cracker Barrel, Zoom, Workday, Nio And XPeng: Why These 5 Stocks Are On Investors’ Radars Today** *Image: Shutterstock* ### Related Stocks - [ZM.US - Zoom Communications](https://longbridge.com/en/quote/ZM.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 3 年前投了 5100 万美元，如今值 20-40 亿美元？Anthropic 持股爆赚，Zoom 股价大涨 | Zoom 股价周一大涨，除了 Zoom 收入增长和 AI 业务机会外，市场也应关注其对 Claude AI 模型开发商 Anthropic 的战略投资为其带来的利润增长和潜在的业务协同。目前 Zoom 对 Anthropic 这笔早期投资的 | [Link](https://longbridge.com/en/news/273773422.md) | | 挚文集团公司 $ZM 的持仓被 Rhumbline Advisers 增加 | Rhumbline Advisers 在第三季度将其在 Zoom Communications, Inc. 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