Zoom Video Communications has updated its long-term operating profit outlook during its annual Zoomtopia event, raising the target to 33%-36% of revenue, up from a previous range of 28%-32%. The company also expects a long-term gross profit of approximately 80% of revenue. Analysts have noted that Zoom's operating margin midpoint for fiscal year 2026 is now projected at 34.5%, a revision from earlier estimates of 38%. This adjustment has been viewed as potentially disappointing. Meanwhile, ZIM Integrated Shipping Services is experiencing a notable increase in market activity, with consensus estimates indicating a 20% rise in third-quarter revenue compared to the second quarter. The shipping sector has seen significant volatility, with ZIM's stock price fluctuating around $19 and a notable increase in short selling, marking the highest levels in over three months. The Shanghai Containerized Freight Index has also reported a 3.4% decline week-over-week, reflecting broader challenges in freight rates.