Citizens JMP reiterates Market Perform rating on Zoom stock after strong Q2

Published 22/08/2025, 09:56
Citizens JMP reiterates Market Perform rating on Zoom stock after strong Q2

Investing.com - Citizens JMP analyst Patrick Walravens has reiterated a Market Perform rating on Zoom Video (NASDAQ:ZM) following the company’s better-than-expected fiscal second-quarter 2026 results. The company maintains an impressive financial health score of "GREAT" according to InvestingPro analysis.

Zoom reported non-GAAP earnings per share of $1.53, exceeding the consensus estimate of $1.37. The company’s non-GAAP operating margin reached 41.3%, surpassing the consensus of 38.8% and improving from 39.8% in the previous quarter. This performance is supported by the company’s robust gross profit margin of 76.4%.

Free cash flow came in at $508 million, significantly above the consensus estimate of $392 million, while revenue totaled $1.217 billion compared to the expected $1.198 billion. This represented a 5% year-over-year increase, up from 3% growth in the previous quarter, and a 4% year-over-year increase in constant currency.

Current remaining performance obligations (cRPO) reached $2.411 billion, growing 6% year-over-year, compared to $2.357 billion in the previous quarter.

The strong quarterly performance sent Zoom shares up 6% in after-hours trading, following a 10% decline year-to-date, compared to an 8% increase for both the S&P 500 and the Russell 3000 during the same period.

In other recent news, Zoom Video Communications Inc. reported its fiscal second-quarter 2025 earnings, exceeding analyst expectations. The company achieved an earnings per share (EPS) of $1.53, surpassing the forecasted $1.38. Revenue also slightly outperformed projections, reaching $1.22 billion compared to the anticipated $1.20 billion. These results mark a positive development for Zoom, showcasing its ability to exceed market expectations. Despite this, the stock experienced a decline in aftermarket trading. Analysts continue to monitor the company’s performance closely, with some firms adjusting their outlooks based on these earnings results. The market’s reaction to these developments remains a point of interest for investors.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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