PFG Advisors Invests $803,000 in Zoom Communications, Inc. $ZM

PFG Advisors bought a new stake in Zoom Communications, Inc. (NASDAQ:ZM) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 9,736 shares of the company’s stock, valued at approximately $803,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Candriam S.C.A. boosted its position in Zoom Communications by 49.4% in the second quarter. Candriam S.C.A. now owns 16,560 shares of the company’s stock worth $1,291,000 after purchasing an additional 5,477 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of Zoom Communications by 10.5% during 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 last quarter. Strive Asset Management LLC purchased a new stake in shares of Zoom Communications during the 3rd quarter valued at $1,238,000. LSV Asset Management raised its stake in shares of Zoom Communications by 5.0% during the 3rd quarter. LSV Asset Management now owns 1,069,440 shares of the company’s stock worth $88,229,000 after purchasing an additional 50,579 shares during the period. Finally, Catalyst Funds Management Pty Ltd bought a new stake in shares of Zoom Communications during the 2nd quarter worth $1,248,000. 66.54% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

ZM has been the topic of a number of research analyst reports. Jefferies Financial Group boosted their price target on shares of Zoom Communications from $100.00 to $105.00 and gave the stock a “buy” rating in a report on Tuesday, November 25th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $115.00 price objective on shares of Zoom Communications in a research report on Thursday, February 26th. Needham & Company LLC reaffirmed a “buy” rating and issued a $100.00 price objective on shares of Zoom Communications in a research report on Tuesday, November 25th. Argus upgraded shares of Zoom Communications to a “hold” rating in a research note on Monday. Finally, Morgan Stanley increased their target price on shares of Zoom Communications from $85.00 to $92.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 25th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $95.32.

Zoom Communications Stock Down 0.4%

Shares of ZM opened at $76.05 on Thursday. Zoom Communications, Inc. has a twelve month low of $64.41 and a twelve month high of $97.58. The stock has a market cap of $22.52 billion, a PE ratio of 12.27, a P/E/G ratio of 4.37 and a beta of 0.93. The business’s 50-day moving average price is $85.82 and its 200-day moving average price is $84.62.

Zoom Communications (NASDAQ:ZM) last released its quarterly earnings data on Wednesday, February 25th. The company reported $1.44 EPS for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.04). The firm had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.23 billion. Zoom Communications had a net margin of 39.03% and a return on equity of 11.88%. Zoom Communications’s revenue was up 5.3% compared to the same quarter last year. During the same quarter last year, the business posted $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. Analysts expect that Zoom Communications, Inc. will post 2.93 earnings per share for the current fiscal year.

More Zoom Communications News

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

• Positive Sentiment: Zoom expanded its enterprise “agentic” AI platform and rolled out AI Companion 3.0 plus custom AI agents to orchestrate workflows across meetings, Phone, CX and Workplace — a product push that could drive enterprise upsells and stickier revenue. Zoom expands enterprise agentic AI platform to orchestrate workflows across collaboration and customer experience
• Positive Sentiment: TechCrunch reports Zoom launched an AI-powered office suite (Docs, Slides, Sheets), an AI agent builder, voice translation and imminent AI avatars for meetings — new product initiatives that broaden revenue opportunities beyond Meetings. Zoom introduces an AI-powered office suite, says AI avatars for meetings arrive this month
• Positive Sentiment: PCI Pal expanded its partnership to add secure, compliant payment capabilities to Zoom Virtual Agent — a niche but valuable CX integration that can enhance Zoom’s customer-experience (CX) product value and enterprise adoption. PCI Pal Advances AI-Driven Customer Engagement with Secure Payment Experiences for Zoom Virtual Agent
• Positive Sentiment: Coverage reiterating Zoom’s focus on AI integration and enterprise revenue growth (citing CFO comments at the Morgan Stanley TMT conference) supports the narrative of strategic refocus toward higher-value enterprise offerings. Zoom Communications, Inc. (ZM) Focused on AI Integration and Enterprise Revenue Growth
• Neutral Sentiment: Argus moved Zoom to a “hold” rating — not a strong buy signal, but also not a downgrade to sell; this may temper bullish sentiment without creating a major catalyst. Argus upgrade to hold
• Neutral Sentiment: An article on small-cap Russell 2000 names appeared in coverage; this is likely immaterial to Zoom’s story and investor reaction given Zoom’s market cap and enterprise focus. 3 Russell 2000 Stocks We Think Twice About
• Negative Sentiment: An insider (Velchamy Sankarlingam) sold 2,590 shares (~$202k) on Mar 10, reducing his stake ~1.85% — a small but visible insider sale that can be interpreted negatively by short-term investors. Insider sale filing

Insider Transactions at Zoom Communications

In other Zoom Communications news, CFO Michelle Chang sold 8,417 shares of the firm’s stock in a transaction on Monday, January 12th. The shares were sold at an average price of $86.54, for a total value of $728,407.18. Following the completion of the transaction, the chief financial officer directly owned 25,482 shares of the company’s stock, valued at $2,205,212.28. This trade represents a 24.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Aparna Bawa sold 12,137 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $81.37, for a total transaction of $987,587.69. Following the transaction, the chief operating officer owned 1,978 shares of the company’s stock, valued at $160,949.86. This trade represents a 85.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 183,084 shares of company stock worth $15,704,721. 11.51% of the stock is owned by corporate 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.