Ark Invest has given Zoom Video Communications a $1,500 price target for 2026, implying over 2,000 upside from current levels. Ark sees Zoom's ability to monetize users through increasing average revenue per user as the most important driver of growth. It expects ARPU to rise from $113 in 2022 to $188 in 2026 due to new AI-powered products and services. Zoom is releasing more AI features for meetings, like summaries, chat tools, and translation.