Zoom Eyes AI-Powered Growth, Analyst Highlights Innovation Momentum, Revenue Challenges
1. JPMorgan rates ZM neutral; price target set at $80. 2. Q4 revenue reached $1.18B (+3.3%); EPS beat estimates at $1.41. 3. FX and leap year dynamics pressured growth; quarter-to-quarter acceleration lagged. 4. Fiscal 2026 revenue guidance nearly meets Street consensus on constant currency. 5. Potential rerating catalyst exists if revenue accelerates to mid-high single digits.