Zoom Raises 2026 Revenue Forecast on AI-Driven Demand

Zoom Video Communications is receiving strong buy ratings from multiple analysts, driven by its strategic transformation into an AI-first productivity platform and its expansion beyond video conferencing. The company reported a 3% year-over-year revenue growth in Q4 and raised its fiscal 2026 revenue forecast to between $4.80 billion and $4.81 billion, surpassing previous estimates, largely due to robust demand fueled by hybrid work trends and AI integration. Zoom's AI capabilities, particularly its agentic AI Companion, enable autonomous workflow orchestration and productivity improvements across departments, with integrations into Microsoft Teams, ServiceNow, and Google platforms enhancing its value proposition. Despite a challenging global economic environment, Zoom has no plans for price increases and continues to grow customer engagement and demand for AI-driven solutions. Analysts highlight Zoom's focus on product development, sales optimization, and capital returns as critical to sustainable revenue growth, with potential for significant upside in 2026 and beyond. The company's AI-driven transformation and cross-platform interoperability position it well to meet evolving enterprise needs and drive future growth.