Selected Stock Price Target News of the Day — May 22, 2026

Today’s stock price target news centers on nineteen analyst actions across three earnings beats. Zoom Video Communications drew nine firms after Q1 FY2027 revenue exceeded estimates. Workday attracted six analyst reactions following a Q1 beat and raised operating margin guidance. Ross Stores earned four price target raises after Q1 revenue grew 20.6% year over year.

Zoom Video: Nine Analysts Weigh In on Today’s Stock Price Target News

Zoom reported Q1 FY2027 revenue of $1.239 billion on May 21, 2026. Revenue grew 5.5% year over year and beat consensus estimates. Enterprise revenue reached $755.7 million, a 7.2% gain from the prior year. Non-GAAP earnings per share landed at $1.55, beating the $1.42 consensus. GAAP operating margin expanded 450 basis points to 25.1% for the quarter. Non-GAAP operating margin reached 41.1%, the highest in Zoom’s public history. Management guided full-year revenue to a range of $5.08 billion to $5.09 billion. Full-year free cash flow guidance came in at $1.70 billion to $1.74 billion. The board authorized a $1 billion share repurchase program alongside the earnings release.

Jackson Ader of KeyBanc upgraded Zoom from Underweight to Sector Weight on May 22. The upgrade reversed a below-market stance that preceded the Q1 results. Joshua Reilly of Needham maintained a Buy rating and raised his target from $100 to $130. Reilly holds a 37.77% hit ratio across 259 forecasts in the AnaChart database. Catharine Trebnick of Rosenblatt lifted her target to $130 as well. Trebnick carries a 60.81% hit ratio across 273 forecasts. Siti Panigrahi of Mizuho maintained Outperform and raised his target from $100 to $120. Panigrahi holds a 58.71% hit ratio across 470 forecasts.

James Fish of Piper Sandler kept a Neutral rating and raised his target from $91 to $107. Fish holds a 74.27% hit ratio across 508 forecasts. That is the highest accuracy rate among Zoom’s nine-analyst group on May 22. Michael Funk of B of A Securities kept Neutral and raised his target from $90 to $105. Thomas Blakey of Cantor Fitzgerald raised his target from $87 to $104. Patrick Walravens of Citizens reiterated a Market Perform rating on the stock. Walravens carries a 55.18% hit ratio across 721 forecasts. BTIG analyst Allan Verkhovski raised his Buy target from $100 to $125.

The nine-analyst response reflects the breadth of Zoom’s institutional coverage. Non-GAAP operating margin above 41% positions Zoom as a high-efficiency software business. Enterprise revenue growth of 7.2% confirms sustained traction in large-organization contracts. Zoom Phone and Zoom AI Companion contributed incremental seat additions in the quarter. The $1 billion buyback signals management confidence in the free cash flow outlook. Funk’s $105 target and Blakey’s $104 target both sit near the lower end of the nine-analyst range.

Workday Reports Q1 Beat as Six Analysts Adjust Targets

Workday reported Q1 FY2027 revenue of $2.542 billion on May 21, 2026. Revenue grew 13.5% year over year and topped consensus. Subscription revenue grew 14.3% to $2.354 billion in the quarter. Non-GAAP earnings per share reached $2.66, beating the $2.52 estimate. Management raised full-year non-GAAP operating margin guidance to 30.5%. Q2 subscription revenue guidance of $2.455 billion implies 13% year-over-year growth. Full-year subscription revenue guidance landed at $9.925 billion to $9.950 billion. The company repurchased roughly 12 million shares for $1.6 billion in the quarter. Returning CEO Aneel Bhusri led the call and fielded questions on Workday’s AI strategy.

Scott Berg of Needham maintained a Buy rating and cut his price target from $300 to $180. Berg holds a 47.21% hit ratio across 856 forecasts in the AnaChart dataset. The cut resets Berg’s target closer to Workday’s current trading level without abandoning a positive rating. Kenneth Wong of Oppenheimer maintained Outperform with a $165 price target. Wong carries a 72.45% hit ratio across 127 forecasts. Matthew VanVliet of Cantor Fitzgerald maintained Overweight with a $160 price target. VanVliet holds a 44.57% hit ratio across 165 forecasts.

Allan Verkhovski of BTIG maintained a Buy rating with a $175 target on Workday. Billy Fitzsimmons of Piper Sandler held a Neutral rating and raised his target from $135 to $145. Patrick Walravens reiterated his Market Perform rating on Workday. The six-analyst coverage confirms Workday’s standing as a widely held enterprise software name. Non-GAAP operating margin guidance of 30.5% for FY2027 marks a 50-basis-point lift from prior guidance. Bhusri’s return to the CEO seat brings a continuity narrative analysts addressed on the call.

Workday added AI-native capabilities to its core HCM and finance products throughout FY2026. Bhusri highlighted contract expansions with existing enterprise customers during the earnings call. The 30.5% non-GAAP operating margin target for FY2027 gives Workday a credibility floor on profitability. Share repurchases of $1.6 billion in a single quarter signal balance sheet confidence. Workday’s 13.5% revenue growth is below the 17% pace of FY2026. Berg’s cut acknowledges this deceleration while maintaining a positive rating. The range of analyst targets, $145 to $180, reflects moderate spread in near-term valuation. Wong’s 72.45% accuracy rate at Oppenheimer is the highest among the six analysts here.

Ross Stores Q1 Beat Draws Four Price Target Raises

Ross Stores reported Q1 FY2026 revenue of $6.01 billion on May 20, 2026. The result beat the $5.75 billion estimate and grew 20.6% year over year. Earnings per share reached $2.02, ahead of the $1.71 estimate. Net income rose to $650 million from $479 million in the prior-year period. Operating margin expanded 120 basis points to 13.4%. Management issued full-year EPS guidance of $7.50 to $7.74. That range implies 13% to 17% growth year over year. Full-year comparable store sales guidance came in at 6% to 7%. Second-quarter EPS guidance landed at $1.85 to $1.93.

Matthew Boss of JPMorgan raised his price target from $251 to $265. Boss holds a 65.4% hit ratio across 912 forecasts in the AnaChart database. Dana Telsey of Telsey Advisory Group raised her target to $265 as well. Telsey’s forecast count of 1,720 is among the largest in AnaChart’s retail coverage. Her hit ratio of 64.76% spans that entire dataset. Aneesha Sherman of Bernstein raised her target from $200 to $230. Sherman holds a 69.21% hit ratio across 88 forecasts. Joseph Civello of Truist raised his target from $270 to $290. Civello initiated coverage on Ross Stores on May 18 with a Buy rating.

The 20.6% revenue growth rate positions Ross Stores as one of Q1’s strongest retail results. Off-price retail continues to gain share as consumers seek value in a high-price environment. The operating margin expansion to 13.4% reflects disciplined buying and lean inventory control. Ross Stores added net new locations in Q1 to sustain its store count growth trajectory. The full-year EPS guidance midpoint of $7.62 implies a meaningful earnings acceleration from the prior year. Boss and Telsey both land at $265, offering two independent confirmations at that target level. Sherman’s $230 from Bernstein is the most conservative of the four. Civello’s $290 from Truist is the highest target, anchored by the May 18 initiation with a Buy rating.

Today’s stock price target news includes nineteen analyst actions across cloud software and retail. Zoom’s nine-firm response centers on margin expansion and renewed confidence in the free cash flow trajectory. Workday’s six-analyst coverage underlines the stock’s status as a consensus enterprise software position. Ross Stores’ four target raises validate Q1 execution in a challenging consumer environment. Analyst track records and forecast histories for all three stocks are available on anachart.com. Institutional users and data teams can access the full analyst price target dataset, 661,383 price targets and 759,654 ratings from 7,191 analysts, 3,754 active and 3,437 retired, across 9,686 tickers and 424 brokers, covering 2008 through 2026.