异动解读 | Zoom股价盘前大涨5.06%,业绩超预期并上调全年指引

异动解读
Nov 25, 2025

视频会议巨头Zoom(股票代码:ZM)周二盘前股价大涨5.06%,引发市场广泛关注。这一显著涨幅主要源于公司发布的强劲财报以及乐观的未来展望。

根据最新公布的2026财年第三季度业绩报告,Zoom的销售额同比增长4.4%至12.3亿美元,高于分析师预期的12.1亿美元。经调整后的每股盈利达到1.52美元,同样超出市场预期的1.44美元。值得注意的是,公司个人和小型企业用户的平均每月流失率降至2.7%,低于上一季度的2.9%,显示出客户粘性的提升。

更令投资者兴奋的是,Zoom上调了全年业绩指引。公司预计2026财年营收将达到48.5亿至48.6亿美元,高于此前48.3亿至48.4亿美元的预期。同时,Zoom还宣布了一项新的10亿美元股票回购计划,进一步提振了市场信心。此外,多家华尔街分析机构纷纷上调了Zoom的目标价,其中杰富瑞将目标价从100美元上调至105美元,摩根大通将目标价从85美元上调至90美元,这些利好因素共同推动了Zoom股价的强劲上涨。

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