New virtual agent capabilities reduce customer effort, prevent repeat contacts, and give service leaders confidence to scale automationWith 43% of consumers saying chatbots fail to resolve their issues, Zoom Virtual Agent 3.0 can help organizations close that gap SAN JOSE, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Today Zoom Communications, Inc. (NASDAQ: ZM) unveiled Zoom Virtual Agent 3.0 (ZVA), the next evolution in agentic automation. ZVA introduces a new execution architecture and expanded AI capabiliti ...

Zoom Video Communications, Inc. (NASDAQ:ZM) is under pressure Monday, dropping ahead of its closely watched quarterly earnings report due after the market close on Wednesday.Zoom’s decline is unfolding against a backdrop for equities broadly. The Nasdaq Composite is off 1.25% while the S&P 500 has shed 1.02% on Monday.What Analysts Expect From Q4 2026Wall Street is projecting earnings per share of $1.27 on revenue of $1.23 billion for Q4 2026, according to consensus estimates. That compares to EPS of $1.41 ...

Core Insights - Zoom Video Communications (ZM) is expected to report fourth-quarter fiscal 2026 results on February 25, with projected revenues between $1.23 billion and $1.235 billion, indicating a year-over-year growth of 4.08% [1] - Non-GAAP earnings per share are anticipated to be in the range of $1.48 to $1.49, reflecting a year-over-year increase of 4.96% [2] - The company has maintained a steady consensus estimate for earnings at $1.48 per share, with an average surprise of 8.9% over the last four quarters [2] Revenue and Earnings Expectations - The Zacks Consensus Estimate for revenue is currently pegged at $1.23 billion, aligning with the company's expectations [1] - The Earnings ESP for ZM is 0.00%, and it currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook for earnings performance [3] Business Environment and Growth Factors - Zoom is navigating a mature growth phase, leading to cautious optimism among investors [4] - The launch of AI Companion 3.0 in December 2025 and new agentic tools are expected to drive enterprise upsell activity [5] - Strategic partnerships with Oracle and NVIDIA are seen as potential growth levers, enhancing customer engagement and enterprise AI capabilities [6] Competitive Landscape and Challenges - The competitive environment remains challenging, with Microsoft Teams, RingCentral, and Cisco Webex aggressively targeting enterprise collaboration budgets [7] - ZM's net dollar expansion rate is at 98%, but online segment growth is only 2%, indicating constraints in expanding within the existing customer base [7] - The projected non-GAAP operating margin for Q4 is 38.9%, slightly down from 41.2% in the previous quarter, suggesting near-term profitability pressure [7] Investor Sentiment - Given the modest growth trajectory and limited near-term catalysts, investors may consider holding existing positions or waiting for a more favorable entry point before increasing exposure [8][9]

Zoom Video stock price has held steady in the past few years as its growth trajectory waned after the COVID-19 boom. ZM was trading at $90, inside a range it has remained at in the past few years. ...

Wall Street analysts expect Zoom Communications (ZM) to post quarterly earnings of $1.48 per share in its upcoming report, which indicates a year-over-year increase of 5%. Revenues are expected to be $1.23 billion, up 4.1% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of a company's earnings disclosure, it is crucial to g ...

Core Viewpoint - Zoom Communications is experiencing fluctuations in stock performance, with a recent decline of 4.4% while showing a significant monthly gain of 14.38% compared to broader market indices [1] Financial Performance Expectations - The upcoming earnings report on February 25, 2026, is anticipated to show earnings of $1.48 per share, reflecting a year-over-year growth of 4.96% and revenue of $1.23 billion, indicating a 4.08% increase from the same quarter last year [2] - For the full year, analysts expect earnings of $5.96 per share and revenue of $4.85 billion, representing increases of 7.58% and 4% respectively from the previous year [3] Analyst Sentiment - Recent changes in analyst estimates suggest a favorable outlook on Zoom Communications' business health and profitability, indicating positive near-term trends [4] - The Zacks Rank system currently rates Zoom Communications at 3 (Hold), with a stagnant consensus EPS projection over the past 30 days [6] Valuation Metrics - Zoom Communications has a Forward P/E ratio of 15.6, which is lower than the industry average of 19.23, indicating it is trading at a discount [7] - The company has a PEG ratio of 5.43, significantly higher than the industry average of 1.14, suggesting that its projected earnings growth is not being reflected in its current valuation [8] Industry Context - The Internet - Software industry, to which Zoom belongs, ranks in the top 36% of all industries according to the Zacks Industry Rank, indicating a relatively strong position within the market [8]

Company Performance - Zoom Communications closed at $90.64, with a +2.15% increase from the previous day, outperforming the S&P 500 which fell by 0.51% [1] - Over the past month, Zoom's shares appreciated by 3.46%, while the Computer and Technology sector experienced a loss of 0.27% and the S&P 500 gained 0.93% [1] Upcoming Earnings - Zoom is set to release its earnings on February 25, 2026, with analysts expecting earnings of $1.48 per share, reflecting a year-over-year growth of 4.96% [2] - Revenue is anticipated to be $1.23 billion, indicating a 4.08% increase compared to the same quarter last year [2] Annual Forecast - The Zacks Consensus Estimates predict earnings of $5.96 per share and revenue of $4.85 billion for the entire year, showing changes of +7.58% in earnings and 0% in revenue compared to the previous year [3] Analyst Estimates - Recent changes in analyst estimates for Zoom are crucial as they indicate the evolving nature of business trends, with positive revisions suggesting analyst optimism about profitability [3] Valuation Metrics - Zoom Communications has a Forward P/E ratio of 14.94, which is lower than the industry average of 20.67 [6] - The company has a PEG ratio of 5.21, compared to the Internet - Software industry's average PEG ratio of 1.17 [6] Industry Ranking - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 95, placing it in the top 39% of over 250 industries [7] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Investors may be underestimating a shift away from U.S. assets, particularly large technology firms, as Europe and other regions seek to reduce dependence on American platforms and policies [1][2] Group 1: Shift in Technology and Policy - There is a growing push by governments and corporations to build alternatives to U.S.-based technology and policy frameworks [2] - This shift is becoming evident in procurement decisions, supply chains, defense spending, and capital allocation, which may become difficult for markets to ignore once momentum builds [3] Group 2: Digital Sovereignty in Europe - Europe is pursuing a shift towards digital sovereignty to ensure that communications and core systems remain operational even if relations with the U.S. deteriorate [4] - Several European companies identified as potential beneficiaries of this shift include OVH Groupe, IONOS, Orange, Deutsche Telekom, and Capgemini [4] Group 3: Regulatory Scrutiny - The EU has initiated a probe into Elon Musk's X regarding its AI chatbot's nonconsensual image editing feature, reflecting an increasing focus on digital ethics and privacy [5] Group 4: Strained EU-U.S. Relations - Relations between the EU and the U.S. have been strained due to tariff threats from President Donald Trump, which may impact future collaborations and investments [6]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website discusses the complexities and high risks associated with cryptocurrencies and CFDs, highlighting the potential for significant financial loss [1]. - It encourages users to conduct their own research and fully understand the instruments and risks involved before making investment decisions [1].

Europe is hitting the kills witch on some U.S. tech - Getty Images The nomination of Kevin Warsh to lead the Fed has taken the sails out of the idea that the U.S. dollar would sink. But Matthew Tuttle, chief executive of Tuttle Capital Management, thinks investors are missing the big issue regarding a shift away from U.S. assets. Most Read from MarketWatch In a note released Monday, Tuttle says most investors have explained the reason why international and emerging market equities have been outperformi ...