Qsemble Capital Management LP Has $2.95 Million Position in Zoom Communications, Inc. $ZM

Qsemble Capital Management LP boosted its position in Zoom Communications, Inc. (NASDAQ:ZM) by 201.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 34,201 shares of the company’s stock after purchasing an additional 22,874 shares during the quarter. Qsemble Capital Management LP’s holdings in Zoom Communications were worth $2,951,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in Zoom Communications by 10.5% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 238,753 shares of the company’s stock valued at $19,697,000 after purchasing an additional 22,704 shares during the period. Strive Asset Management LLC bought a new stake in Zoom Communications in the 3rd quarter valued at $1,238,000. LSV Asset Management boosted its stake in Zoom Communications by 5.0% in the 3rd quarter. LSV Asset Management now owns 1,069,440 shares of the company’s stock valued at $88,229,000 after purchasing an additional 50,579 shares during the period. Krilogy Financial LLC bought a new stake in Zoom Communications in the 3rd quarter valued at $1,963,000. Finally, Boston Common Asset Management LLC bought a new stake in Zoom Communications in the 4th quarter valued at $2,163,000. 66.54% of the stock is currently owned by institutional investors.

Zoom Communications Stock Up 2.0%

Shares of ZM stock opened at $100.16 on Friday. Zoom Communications, Inc. has a twelve month low of $69.15 and a twelve month high of $111.56. The company has a market cap of $29.51 billion, a P/E ratio of 16.15, a P/E/G ratio of 5.73 and a beta of 1.00. The business has a fifty day simple moving average of $86.46 and a 200 day simple moving average of $86.21.

Zoom Communications (NASDAQ:ZM) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $1.44 earnings per share for the quarter, missing the consensus estimate of $1.48 by ($0.04). Zoom Communications had a return on equity of 11.88% and a net margin of 39.03%.The business had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.23 billion. During the same quarter in the prior year, the company earned $1.41 earnings per share. Zoom Communications’s quarterly revenue was up 5.3% compared to the same quarter last year. 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. As a group, equities research analysts anticipate that Zoom Communications, Inc. will post 3.94 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

ZM has been the subject of several recent research reports. Argus upgraded Zoom Communications to a “hold” rating in a research note on Monday, March 9th. BTIG Research reduced their price target on Zoom Communications from $105.00 to $100.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Citizens Jmp restated a “market perform” rating on shares of Zoom Communications in a research note on Tuesday, February 24th. Needham & Company LLC reiterated a “buy” rating and set a $100.00 target price on shares of Zoom Communications in a research report on Friday, March 13th. Finally, KeyCorp upped their target price on Zoom Communications from $69.00 to $74.00 and gave the company an “underweight” rating in a research report on Thursday, February 26th. Fourteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $96.57.

Insider Buying and Selling at Zoom Communications

In related news, insider Velchamy Sankarlingam sold 7,645 shares of the company’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $85.44, for a total transaction of $653,188.80. Following the completion of the sale, the insider directly owned 141,971 shares in the company, valued at $12,130,002.24. This represents a 5.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Eric S. Yuan sold 12,100 shares of the stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $106.60, for a total value of $1,289,860.00. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 144,329 shares of company stock worth $12,364,989 over the last quarter. 11.51% of the stock is currently owned by company insiders.

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.