KeyBanc Raises Zoom (ZM) Target to $74, Keeps Underweight Rating
Zoom Communications, Inc. (NASDAQ:ZM) is one of the Top 10 Stocks Warren Buffett Would Buy in 2026.
On February 26, 2026, KeyBanc raised its price target on Zoom Communications, Inc. (NASDAQ:ZM) from $69 to $74 while maintaining an Underweight rating. The analyst noted that the firm remains bearish on the stock despite the enterprise and online growth exceeding year-end estimates. The firm further cited the expectation of a pause in margin expansion, as investments in product development and sales initiatives are likely to increase the company’s expenses.
Conversely, on the same day, Bernstein lowered its price target on Zoom Communications, Inc. (NASDAQ:ZM) by $2, from $90 to $88, and maintained a Market Perform rating on the stock. According to the firm’s analyst, the company’s fourth-quarter results showed operational consistency, exceeding guidance for the third consecutive time. Stability in the online segment, with 2.9% monthly churn, contributed to performance. The firm anticipates further revenue growth in 2026, owing to price hikes from last June and an upcoming annual SKU price increase starting in March.
Founded in 2011, Zoom Communications, Inc. (NASDAQ:ZM) is a California-based communications technology company known for its videoconferencing application Zoom.
While we acknowledge the potential of ZM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 10 Best Stocks to Buy in 2026 According to Reddit and 13 High-Quality S&P 500 Financial Stocks According to Hedge Funds.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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