Robert W. Baird’s Buy on Zoom (ZM) Driven by Innovation-Led Growth
From Yahoo Finance: 2025-05-24 06:00:00
After a strong Q1 2026 performance, analyst William Power of Robert W. Baird reaffirmed his Buy rating on Zoom Communications Inc. (NASDAQ: ZM). Revenue, EPS, and free cash flows exceeded expectations, with an 8.0% increase in customers contributing over $100,000 in revenue indicating growing enterprise adoption. Zoom’s newer products and AI-driven innovation efforts were highlighted as key drivers of growth. The company raised its FY 2026 revenue guidance by $15 million to $4.80-4.81 billion, attributing the increase to better pricing in the online division. With a $100 price target, Power expressed confidence in Zoom’s stock repurchase program and solid financial position. Zoom Communications Inc. (NASDAQ: ZM) is a leading communications and collaboration technology company known for its videoconferencing applications. While Zoom shows promise as an investment, some believe other AI stocks offer higher return potential with limited downside risk. For those seeking AI stocks with significant upside potential, exploring alternatives beyond ZM may be beneficial.
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