Insider Selling: Zoom Communications (NASDAQ:ZM) Director Sells 2,643 Shares of Stock

Zoom Communications, Inc. (NASDAQ:ZM) Director Santiago Subotovsky sold 2,643 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $102.85, for a total value of $271,832.55. Following the transaction, the director owned 148,156 shares in the company, valued at $15,237,844.60. This represents a 1.75% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Santiago Subotovsky also recently made the following trade(s):

• On Monday, May 4th, Santiago Subotovsky sold 5,274 shares of Zoom Communications stock. The stock was sold at an average price of $106.58, for a total transaction of $562,102.92.
• On Thursday, April 16th, Santiago Subotovsky sold 2,388 shares of Zoom Communications stock. The stock was sold at an average price of $87.32, for a total transaction of $208,520.16.
• On Thursday, April 16th, Santiago Subotovsky sold 2,643 shares of Zoom Communications stock. The stock was sold at an average price of $87.32, for a total transaction of $230,786.76.
• On Wednesday, March 4th, Santiago Subotovsky sold 2,475 shares of Zoom Communications stock. The stock was sold at an average price of $77.42, for a total transaction of $191,614.50.
• On Thursday, February 5th, Santiago Subotovsky sold 2,475 shares of Zoom Communications stock. The stock was sold at an average price of $90.39, for a total transaction of $223,715.25.

Zoom Communications Stock Up 2.3%

NASDAQ:ZM traded up $2.47 during trading hours on Tuesday, reaching $109.10. 4,223,285 shares of the company’s stock were exchanged, compared to its average volume of 4,243,917. The firm has a market capitalization of $32.15 billion, a price-to-earnings ratio of 17.60, a P/E/G ratio of 5.92 and a beta of 1.00. The company has a 50-day moving average of $82.06 and a 200 day moving average of $84.78. Zoom Communications, Inc. has a 1-year low of $69.15 and a 1-year high of $109.50.

Zoom Communications (NASDAQ:ZM) last issued its quarterly earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.04). The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. Zoom Communications had a return on equity of 11.88% and a net margin of 39.03%.The firm’s revenue for the quarter was up 5.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.41 EPS. Zoom Communications has set its FY 2027 guidance at 5.770-5.810 EPS and its Q1 2027 guidance at 1.400-1.420 EPS. Research analysts forecast that Zoom Communications, Inc. will post 3.94 EPS for the current fiscal year.

Trending Headlines about Zoom Communications

Here are the key news stories impacting Zoom Communications this week:

• Positive Sentiment: Zoom named Russell Dicker as Chief Product Officer, strengthening product leadership and signaling execution focus on roadmap and AI-driven offerings. Zoom Appoints Russell Dicker as Chief Product Officer
• Positive Sentiment: Technical momentum: ZM cleared a cup?with?handle breakout and IBD upgraded its Relative Strength score into the 80s, which can attract momentum and retail/technical buyers. Zoom Stock Soars After Cup With Handle Breakout; Rating Upgraded
• Positive Sentiment: Product/market positioning: Zoom launched the “Solopreneur 50” program and released research on AI?powered solo businesses — a signal management is targeting new addressable markets (AI-enabled SMB/creator workflows). This supports longer-term revenue diversification beyond meetings. Zoom Solopreneur 50
• Positive Sentiment: Investor research suggests Zoom is transitioning from SMB to larger enterprise deals, which could support higher-quality revenue and margin stability if execution continues. Zoom: The Transition To Large Enterprise
• Neutral Sentiment: Relative valuation and peer comparisons: Several outlets published side?by?side analyses (Five9 vs Zoom) for value investors — useful for allocation decisions but not an immediate catalyst. FIVN or ZM: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Analyst/idea lists: Coverage noting Zoom as a beaten?down tech name that could rebound may support medium?term interest but represents opinion rather than fresh fundamental proof. 3 Beaten-Down Tech Stocks That Could Soar
• Negative Sentiment: Sector/headwind risk: Prominent market voices and commentary note a rotation out of high?beta cloud/software names amid rate and geopolitical uncertainty — a persistent headwind that can cap multiple expansion for ZM. Josh Brown now has just one software name in his ‘best stocks’ list

Analyst Ratings Changes

Several analysts have commented on ZM shares. Wolfe Research raised Zoom Communications from a “peer perform” rating to an “outperform” rating and set a $115.00 price objective for the company in a research note on Thursday, February 5th. Citigroup raised shares of Zoom Communications from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $94.00 to $106.00 in a research note on Monday, January 12th. Argus raised shares of Zoom Communications to a “hold” rating in a research note on Monday, March 9th. Piper Sandler boosted their price objective on shares of Zoom Communications from $85.00 to $91.00 and gave the company a “neutral” rating in a research note on Monday, January 5th. Finally, Zacks Research cut shares of Zoom Communications from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 13th. Fourteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $95.32.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in ZM. Advocate Investing Services LLC purchased a new position in Zoom Communications in the fourth quarter valued at about $26,000. Strive Financial Group LLC purchased a new position in Zoom Communications in the fourth quarter valued at about $27,000. Toth Financial Advisory Corp purchased a new position in Zoom Communications in the fourth quarter valued at about $28,000. Rexford Capital Inc. increased its holdings in Zoom Communications by 45.7% in the first quarter. Rexford Capital Inc. now owns 389 shares of the company’s stock valued at $31,000 after buying an additional 122 shares in the last quarter. Finally, Root Financial Partners LLC acquired a new stake in Zoom Communications in the third quarter valued at $33,000. 66.54% of the stock is owned by hedge funds and other institutional investors.

About Zoom Communications

Zoom Video Communications, Inc (commonly referred to as Zoom) is a provider of cloud-based communications and collaboration solutions. The company’s platform supports video conferencing, voice calling, instant messaging, webinars and large-scale virtual events, and meeting room systems, marketed to businesses, educational institutions, government organizations and individual users. Zoom’s product lineup includes Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Video Webinars and Zoom Chat, and the company offers integrations and extensions through a developer marketplace and third-party apps.

Founded in 2011 by Eric S.