Rosenblatt Rates Zoom Communications (ZM) Buy, $130 Price Target
Key Points
- Rosenblatt maintained a Buy rating on Zoom Communications, Inc. on October 21, 2026, keeping its price target steady at $130.00.
- Rosenblatt's $130 price target implies 32.84% upside from Zoom Communications, Inc.'s ($ZM) current $97.86 share price.
- The software firm recently reported trailing twelve-month revenue of about $5.0 billion alongside strong profitability metrics.
- Other major Wall Street firms also updated their outlooks on the stock on October 21, 2026, as institutional investors adjust positions.
Since the rating, $ZM is down 1.4% to date (from the $99.44 close on Oct 21, 2026).
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Rosenblatt reaffirmed its Buy rating on Zoom Communications, Inc. (NASDAQ:ZM) on October 21, 2026, keeping its price target at $130.00. The update came during a busy session of analyst revisions for the cloud communications platform. Prior to this note, the firm maintained the same $130.00 price target on the stock.## What Changed in Rosenblatt's Zoom Communications, Inc. Position
Rosenblatt kept its stance unchanged on October 21, 2026, preserving its Buy rating and a $130.00 price target for Zoom Communications, Inc. The firm left its target flat compared to its previous level. Shares of Zoom closed at $99.44 on the day of the announcement.
ZM
Zoom Communications, Inc.
Other Institutional Activity in Zoom Communications, Inc.
Acaridian Asset Management LLC grew its holdings by 65,373 shares, ending with 4,003,535 shares worth about $395.1 million. Meanwhile, AQR Capital Management, LLC reduced its stake by 1,832,207 shares, finishing the period with 6,530,217 shares valued at roughly $644.4 million.
Zoom Communications, Inc. Stock Up 0.4%
Zoom Communications, Inc. shares recently traded around $99.38 as of October 22, 2026. The stock closed at $99.44 on October 21, 2026. The share price sits above both its 50-day moving average of $96.84 and its 200-day moving average of $91.69.
$ZM price target
Zoom Communications, Inc. daily closes and this analyst's $130 target. Not advice.
Recent Earnings
Zoom Communications, Inc. generated trailing twelve-month revenue of $4,993,050,112.00 with trailing earnings of $10.78 per share. The business posted a net profit margin of 65.2% and a return on equity of 32.1%. The company is scheduled to release its next earnings report on November 24, 2026.
Insider Buying and Selling at Zoom Communications, Inc.
Chief Executive Officer Eric S. Yuan sold 24,200 shares on October 6, 2026, for a total value of about $2.3 million. Director Herbert Raymond Mcmaster sold 3,000 shares on October 8, 2026, at an average price of $94.71, totaling $284,120.00. Pres. of Engineering & Product Velchamy Sankarlingam sold 7,645 shares on October 12, 2026, at an average price of $99.26, totaling about $758,874.81 under a planned trading program. Chief Financial Officer Michelle Chang sold 8,489 shares on October 12, 2026, at an average price of $99.46, totaling about $844,340.56 under a Rule 10b5-1 plan.
Analysts Set New Price Targets
On October 21, 2026, UBS maintained its Neutral rating on the stock while lowering its price target from $115.00 to $112.00. RBC Capital reiterated its Outperform rating with an unchanged price target of $130.00 on October 21, 2026. Rosenblatt maintained its Buy rating on October 21, 2026, keeping its target at $130.00. BTIG reiterated a Buy rating with a $125.00 price target on October 21, 2026. Cantor Fitzgerald reiterated a Neutral rating with a $104.00 price target on October 21, 2026. The stock carries a consensus buy recommendation from 26 analysts with a mean price target of $118.58.
About Zoom Communications, Inc.
Zoom Communications, Inc. provides a digital communication platform focused on video meetings, phone systems, chat, and collaborative workspaces for businesses and individuals around the world. The company leverages artificial intelligence tools to streamline virtual workflows and team interactions across multiple devices.
Bottom Line
Investors are keeping an eye on the company's upcoming financial results scheduled for late November. Wall Street continues to monitor broader institutional shifts and insider transactions as market conditions evolve.
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Source: Rosenblatt's rating change on $ZM (Oct 21, 2026). Written by software, not financial advice. How we make alerts