ZM

ZoomB

Nasdaq / Software & Services

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$116.00

+3.7% vs current

Most likely

Base case

55%

Probability

Target price

$102.00

-8.8% vs current

B-

Bear case

20%

Probability

Target price

$88.00

-21.3% vs current

AI sentiment snapshot

Latest data as of 2026-05-29

AI commentary

Primary-source results were strong and the tone is positive: Zoom beat the high end of guidance, lifted FY27 outlook, and expanded buybacks. Recent news in the packet shows post-print mover coverage and Jefferies target-change commentary, but analyst revision breadth remains incomplete. Coverage still needs proof that AI Companion and My Notes convert into recurring revenue while Zoom competes against Microsoft Teams, Google Meet, Cisco Webex, RingCentral, 8x8, Five9, Genesys, and NICE inContact, so this is a favorable monitoring setup rather than a clean sustained-growth confirmation.

RankAlpha Sentiment Codex - 2026-05-29

Open full AI memo

Evidence flagged

peer set is too generic or lacks enough direct operating comparators

Impact

tentative

Confidence

AI events

2026-05-29eventQ1 beat, FY27 outlook raise, and bigger buybackHigh impact

Zoom reported Q1 FY27 revenue of $1.239B (+5.5% YoY) and non-GAAP EPS of $1.55, said results exceeded the high end of guidance, raised FY27 revenue guidance to $5.080B-$5.090B and non-GAAP EPS to $5.96-$6.00, and authorized an additional $1.0B of repurchases. [#8-K-2026-05-21]

2026-11-30catalystAI Companion and My Notes adoption can extend the growth storyMedium impact

Management said AI Companion paid users grew 184% YoY, My Notes reached 1.5M licensed users in four months, and Zoom Customer Experience continued high-double-digit growth, which supports a longer runway if engagement converts into monetization. [#8-K-2026-05-21]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-29 • Updated nightlySource: Internal modelMethodology