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Zoom Communications price target raised to $84 from $79 at BofA

BofA raised the firm’s price target on Zoom Communications (ZM) to $84 from $79 and keeps a Neutral rating on the shares. Zoom reported “solid results” and nudged up FY26 constant currency revenue guidance by 0.1%, but the firm notes that the $15M guidance increase was driven by an increase of Online segment revenue expectations from a $1 pricing increase to monthly Pro SKUs in June. This implies a slight guidance reduction for Enterprise, the business segment “we believe investors care most about,” the analyst noted.

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