Zoom Communications (NASDAQ:ZM) Director Santiago Subotovsky Sells 717 Shares of Company Stock

Zoom Communications, Inc. (NASDAQ:ZM) Director Santiago Subotovsky sold 717 shares of the business’s stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $96.63, for a total value of $69,283.71. Following the sale, the director owned 118,350 shares in the company, valued at approximately $11,436,160.50. The trade was a 0.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available 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 Thursday, October 22nd, Santiago Subotovsky sold 20 shares of Zoom Communications stock. The shares were sold at an average price of $100.43, for a total value of $2,008.60.
• On Wednesday, October 21st, Santiago Subotovsky sold 3,812 shares of Zoom Communications stock. The shares were sold at an average price of $100.56, for a total value of $383,334.72.
• On Monday, October 5th, Santiago Subotovsky sold 2,637 shares of Zoom Communications stock. The shares were sold at an average price of $93.74, for a total value of $247,192.38.
• On Tuesday, September 8th, Santiago Subotovsky sold 2,637 shares of Zoom Communications stock. The stock was sold at an average price of $96.63, for a total value of $254,813.31.
• On Tuesday, August 4th, Santiago Subotovsky sold 7,911 shares of Zoom Communications stock. The stock was sold at an average price of $101.33, for a total transaction of $801,621.63.

Zoom Communications Stock Down 0.4%

Zoom Communications stock opened at $95.77 on Friday. The firm has a market capitalization of $27.94 billion, a PE ratio of 8.87, a P/E/G ratio of 4.27 and a beta of 1.03. Zoom Communications, Inc. has a 52 week low of $70.70 and a 52 week high of $114.74. The firm’s 50-day simple moving average is $96.29 and its 200 day simple moving average is $95.10.

Zoom Communications (NASDAQ:ZM) last posted its earnings results on Tuesday, August 25th. The company reported $1.55 earnings per share for the quarter, beating the consensus estimate of $1.48 by $0.07. Zoom Communications had a net margin of 65.19% and a return on equity of 10.86%. The firm had revenue of $1.28 billion during the quarter, compared to the consensus estimate of $1.27 billion. During the same period last year, the firm posted $1.53 EPS. The firm’s revenue for the quarter was up 4.9% on a year-over-year basis. Zoom Communications has set its FY 2027 guidance at 6.080-6.120 EPS and its Q3 2027 guidance at 1.460-1.480 EPS. On average, research analysts expect that Zoom Communications, Inc. will post 4.27 EPS for the current fiscal year.

Zoom Communications News Roundup

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

• Positive Sentiment: Analyst support remains broad: Oppenheimer upgraded Zoom, while BTIG Research and RBC initiated or reiterated bullish ratings. Rosenblatt maintained a Buy rating, and Needham reaffirmed its Buy rating with a $130 price target, implying substantial upside from recent levels. Oppenheimer upgrades Zoom BTIG gives Zoom a Buy rating Rosenblatt maintains Buy rating RBC gives Zoom an Outperform rating
• Positive Sentiment: Zoomtopia highlighted a deeper AI push: Zoom introduced a unified context layer and additional AI tools designed to convert meeting discussions into completed work across Zoom Workplace, customer experience, developer tools, and events. The announcements support management’s effort to reaccelerate growth and improve the platform’s strategic value. Zoom AI strategy announcement
• Neutral Sentiment: Valuation arguments are mixed: Some analysis estimates ZM is undervalued following the AI announcements, while comparisons with other software stocks question whether it is currently the better value opportunity. Wells Fargo maintained a Hold rating, and Cantor Fitzgerald reiterated Neutral, limiting the overall bullish signal. Wells Fargo maintains Hold rating
• Negative Sentiment: Near-term sentiment has been pressured: Zoom’s stock recently declined more sharply than the broader market. Commentary also cautions that the shares may trade at a discount after the AI push if investors remain uncertain about monetization, execution, or the pace of revenue growth. Zoom stock valuation after AI push

Analyst Ratings Changes

Several analysts have recently commented on the stock. Morgan Stanley increased their price target on shares of Zoom Communications from $105.00 to $107.00 and gave the company an “equal weight” rating in a research report on Wednesday, August 26th. Oppenheimer upgraded Zoom Communications from a “market perform” rating to an “outperform” rating and set a $130.00 price objective for the company in a research report on Wednesday. Needham & Company LLC reaffirmed a “buy” rating and issued a $130.00 target price on shares of Zoom Communications in a research note on Thursday. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $108.00 target price on shares of Zoom Communications in a research note on Wednesday, August 26th. Finally, Cantor Fitzgerald reiterated a “neutral” rating and set a $104.00 target price on shares of Zoom Communications in a report on Wednesday. Sixteen equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, Zoom Communications presently has an average rating of “Moderate Buy” and an average target price of $114.48.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Pacer Advisors Inc. boosted its stake in shares of Zoom Communications by 10.8% during the 1st quarter. Pacer Advisors Inc. now owns 2,595,840 shares of the company’s stock worth $208,680,000 after purchasing an additional 253,181 shares during the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of Zoom Communications by 4.2% during the first quarter. Dimensional Fund Advisors LP now owns 2,352,126 shares of the company’s stock worth $189,051,000 after buying an additional 94,043 shares in the last quarter. Bank of America Corp DE raised its position in shares of Zoom Communications by 50.5% in the first quarter. Bank of America Corp DE now owns 1,767,728 shares of the company’s stock valued at $142,108,000 after buying an additional 592,899 shares during the last quarter. Bank of New York Mellon Corp raised its position in shares of Zoom Communications by 44.5% in the first quarter. Bank of New York Mellon Corp now owns 1,411,745 shares of the company’s stock valued at $113,490,000 after buying an additional 434,981 shares during the last quarter. Finally, First Trust Advisors LP raised its position in shares of Zoom Communications by 2.8% in the first quarter. First Trust Advisors LP now owns 1,362,501 shares of the company’s stock valued at $109,531,000 after buying an additional 36,657 shares during the last quarter. Institutional investors and hedge funds own 66.54% of the company’s stock.

Zoom Communications Company Profile

Zoom Communications, Inc (NASDAQ: ZM) is a communications technology company that provides cloud-based collaboration and customer engagement solutions. Founded in 2011 and headquartered in San Jose, California, the company is best known for Zoom Meetings, its videoconferencing platform for online meetings, webinars and virtual events.

The company’s product portfolio also includes Zoom Phone, a cloud-based business phone service; Zoom Team Chat; Zoom Rooms for hybrid meeting spaces; Zoom Whiteboard; and Zoom Contact Center.