Zoom Communications (NASDAQ:ZM) Insider Velchamy Sankarlingam Sells 7,568 Shares of Stock

Zoom Communications, Inc. (NASDAQ:ZM) insider Velchamy Sankarlingam sold 7,568 shares of the stock in a transaction on Monday, January 12th. The stock was sold at an average price of $86.55, for a total transaction of $655,010.40. Following the sale, the insider directly owned 136,182 shares in the company, valued at $11,786,552.10. This trade represents a 5.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

Velchamy Sankarlingam also recently made the following trade(s):

• On Wednesday, December 10th, Velchamy Sankarlingam sold 2,595 shares of Zoom Communications stock. The shares were sold at an average price of $87.84, for a total transaction of $227,944.80.

Zoom Communications Stock Down 4.1%

ZM opened at $83.19 on Wednesday. The firm has a market cap of $24.63 billion, a price-to-earnings ratio of 16.18, a price-to-earnings-growth ratio of 7.79 and a beta of 0.87. Zoom Communications, Inc. has a fifty-two week low of $64.41 and a fifty-two week high of $91.43. The company’s 50-day moving average price is $85.45 and its 200 day moving average price is $81.39.

Zoom Communications (NASDAQ:ZM) last issued its earnings results on Monday, November 24th. The company reported $1.52 EPS for the quarter, beating analysts’ consensus estimates of $1.44 by $0.08. The company had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.21 billion. Zoom Communications had a return on equity of 12.20% and a net margin of 33.17%.Zoom Communications’s quarterly revenue was up 4.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.38 earnings per share. Zoom Communications has set its FY 2026 guidance at 5.950-5.970 EPS and its Q4 2026 guidance at 1.480-1.490 EPS. Research analysts anticipate that Zoom Communications, Inc. will post 2.93 earnings per share for the current year.

Institutional Trading of Zoom Communications

A number of institutional investors have recently made changes to their positions in the stock. Norges Bank bought a new position in shares of Zoom Communications in the second quarter valued at approximately $539,998,000. AQR Capital Management LLC lifted its position in Zoom Communications by 23.4% in the third quarter. AQR Capital Management LLC now owns 8,477,057 shares of the company’s stock worth $699,357,000 after purchasing an additional 1,607,253 shares during the period. Acadian Asset Management LLC boosted its stake in Zoom Communications by 41.1% during the 2nd quarter. Acadian Asset Management LLC now owns 3,769,480 shares of the company’s stock valued at $293,909,000 after purchasing an additional 1,097,333 shares in the last quarter. Two Sigma Investments LP acquired a new position in shares of Zoom Communications during the 3rd quarter valued at $86,709,000. Finally, Vanguard Group Inc. raised its stake in shares of Zoom Communications by 4.0% in the 3rd quarter. Vanguard Group Inc. now owns 25,937,601 shares of the company’s stock worth $2,139,852,000 after buying an additional 986,164 shares in the last quarter. 66.54% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Zoom Communications

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

• Positive Sentiment: Citi upgraded ZM from Neutral to Buy and raised its price target to $106, highlighting AI growth opportunities at Zoom and signaling renewed fundamental momentum; that upgrade sparked an intraday rally. Citigroup upgrades Zoom Communications (ZM)
• Positive Sentiment: Coverage across outlets repeated Citi’s bullish view (multiple write-ups on Yahoo Finance/Business Insider and MSN), amplifying buying interest on AI-related growth expectations. Zoom Stock Surges After Citi Upgrade on AI Growth Bets
• Positive Sentiment: Zoom promoted an AI-focused education initiative (national student learning experience), reinforcing its strategy to expand AI use cases and customer engagement beyond meetings. That product/strategy news supports the narrative behind analyst optimism. Zoom reinforces commitment to AI literacy
• Neutral Sentiment: Benzinga and other outlets ran broader analyst-roundup pieces and commentary on Zoom; mixed analyst views mean these stories amplified attention but contained both bullish and cautious takes. Beyond The Numbers: 13 Analysts Discuss Zoom Communications Stock
• Neutral Sentiment: One feature piece (Zacks) framed Zoom as a pandemic-era winner that could rebound — useful context but not a direct catalyst. Time For This Pandemic Favorite Stock to Roar Back?
• Neutral Sentiment: Reported short-interest data for January is inconsistent (shows 0 shares / NaN changes), indicating no clear short-pressure signal; this data point is noisy and unlikely to be driving today’s move. (Internal short-interest report)

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the company. Rosenblatt Securities reiterated a “buy” rating and issued a $115.00 target price on shares of Zoom Communications in a research note on Tuesday, November 25th. Zacks Research upgraded shares of Zoom Communications from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, December 31st. Wall Street Zen lowered shares of Zoom Communications from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 15th. UBS Group assumed coverage on shares of Zoom Communications in a research report on Monday, October 20th. They issued a “neutral” rating and a $85.00 target price for the company. Finally, Stifel Nicolaus lifted their price target on Zoom Communications from $80.00 to $90.00 and gave the company a “hold” rating in a report on Thursday, September 18th. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $93.82.

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.