Zoom Communications, Inc. $ZM Shares Sold by Fox Run Management L.L.C.

Fox Run Management L.L.C. reduced its stake in shares of Zoom Communications, Inc. (NASDAQ:ZM) by 66.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,664 shares of the company’s stock after selling 12,952 shares during the quarter. Fox Run Management L.L.C.’s holdings in Zoom Communications were worth $550,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. raised its position in shares of Zoom Communications by 4.0% during 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. State Street Corp raised its holdings in Zoom Communications by 6.0% during the second quarter. State Street Corp now owns 7,189,501 shares of the company’s stock worth $560,637,000 after purchasing an additional 410,051 shares in the last quarter. Norges Bank bought a new stake in Zoom Communications during the second quarter worth approximately $539,998,000. Geode Capital Management LLC lifted its position in Zoom Communications by 0.5% in the second quarter. Geode Capital Management LLC now owns 4,795,307 shares of the company’s stock worth $373,504,000 after purchasing an additional 23,910 shares during the period. Finally, 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. Institutional investors and hedge funds own 66.54% of the company’s stock.

Analysts Set New Price Targets

ZM has been the topic of a number of research reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Zoom Communications in a research note on Monday, December 29th. Piper Sandler boosted their price target on shares of Zoom Communications from $85.00 to $91.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. JPMorgan Chase & Co. upped their price target on shares of Zoom Communications from $85.00 to $90.00 and gave the company a “neutral” rating in a report on Tuesday, November 25th. Citigroup upgraded shares of Zoom Communications from a “neutral” rating to a “buy” rating and raised their price objective for the company from $94.00 to $106.00 in a research report on Monday, January 12th. Finally, Wall Street Zen downgraded shares of Zoom Communications from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 15th. Fourteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $95.32.

Insider Transactions at Zoom Communications

In other Zoom Communications news, Director Santiago Subotovsky sold 2,475 shares of Zoom Communications stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $90.39, for a total transaction of $223,715.25. Following the transaction, the director directly owned 155,917 shares in the company, valued at approximately $14,093,337.63. The trade was a 1.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Michelle Chang sold 8,417 shares of the business’s stock in a transaction on Monday, January 12th. The shares were sold at an average price of $86.54, for a total transaction of $728,407.18. Following the sale, the chief financial officer directly owned 25,482 shares in the company, valued at approximately $2,205,212.28. This trade represents a 24.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 183,089 shares of company stock worth $15,751,383. 11.51% of the stock is currently owned by insiders.

Zoom Communications Trading Down 2.1%

Shares of ZM opened at $73.94 on Friday. The business’s 50-day moving average price is $87.63 and its 200 day moving average price is $84.49. The stock has a market capitalization of $21.89 billion, a P/E ratio of 11.93, a P/E/G ratio of 6.62 and a beta of 0.90. Zoom Communications, Inc. has a 1-year low of $64.41 and a 1-year high of $97.58.

Zoom Communications (NASDAQ:ZM) last announced its earnings results on Wednesday, February 25th. The company reported $1.44 EPS for the quarter, missing the consensus estimate of $1.48 by ($0.04). The firm had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.23 billion. Zoom Communications had a return on equity of 12.13% and a net margin of 39.03%.The business’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.41 earnings per share. 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. On average, research analysts predict that Zoom Communications, Inc. will post 2.93 earnings per share for the current year.

Zoom Communications News Summary

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

• Positive Sentiment: Revenue and enterprise strength — Zoom reported Q4 revenue of ~$1.25B, up ~5% year‑over‑year, with enterprise revenue growing ~7% and more customers contributing >$100k ARR, showing continued strength in higher‑value customers. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Share repurchase completed — Zoom finished a $2.7B buyback program, which supports EPS and signals capital‑allocation confidence. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Positive Sentiment: AI product launch — Zoom rolled out Virtual Agent 3.0 and is pushing embedded AI for customer service and collaboration, expanding monetization opportunities. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Neutral Sentiment: Revenue beat but slight EPS miss — Q4 non‑GAAP EPS was $1.44, just below consensus (reported misses ranged ~$0.04–$0.05), leaving fundamentals mixed. Zoom Q4 Earnings Miss Estimates, Revenues Increase Y/Y
• Neutral Sentiment: Macroeconomic and market context — softer futures and sector rotation (housing/manufacturing signals) and post‑earnings profit‑taking amplified the move. US Stock Market Today S&P 500 Futures Slip As Housing And Factory Signals Mix
• Neutral Sentiment: Unclear impact from AI-investment narrative — one analyst piece highlights early investments in Anthropic by pandemic‑era winners; relevance to Zoom is uncertain and should be treated cautiously. Want Exposure to Anthropic? Then Buy This AI Software Stock.
• Negative Sentiment: Profit/guidance disappointed some investors — Zoom’s FY‑27 and Q1 EPS guidance was viewed as conservative by some analysts, prompting concerns about near‑term EPS trajectory. Zoom forecasts quarterly profit below estimates amid tough competition
• Negative Sentiment: Analyst reactions and target moves — several firms adjusted targets/ratings (mixed raises and cuts; Sanford Bernstein trimmed its target to $88 with a Market Perform), increasing uncertainty for investors. Analyst coverage/target updates
• Negative Sentiment: Shares fell sharply after hours and into the next session as traders digested the mixed print and guidance, driving a notable pullback from recent gains. Zoom (ZM) Stock Trades Down, Here Is Why

Zoom Communications Company Profile

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.