Zoom Communications (NASDAQ:ZM) Director Santiago Subotovsky Sells 5,274 Shares of Stock

Zoom Communications, Inc. (NASDAQ:ZM) Director Santiago Subotovsky sold 5,274 shares of the company’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $106.58, for a total transaction of $562,102.92. Following the transaction, the director owned 142,882 shares of the company’s stock, valued at approximately $15,228,363.56. This trade represents a 3.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Santiago Subotovsky also recently made the following trade(s):

• On Friday, May 1st, Santiago Subotovsky sold 2,643 shares of Zoom Communications stock. The stock was sold at an average price of $102.85, for a total transaction of $271,832.55.
• On Thursday, April 16th, Santiago Subotovsky sold 2,388 shares of Zoom Communications stock. The stock was sold at an average price of $87.32, for a total transaction of $208,520.16.
• On Thursday, April 16th, Santiago Subotovsky sold 2,643 shares of Zoom Communications stock. The shares were sold at an average price of $87.32, for a total value of $230,786.76.
• On Wednesday, March 4th, Santiago Subotovsky sold 2,475 shares of Zoom Communications stock. The stock was sold at an average price of $77.42, for a total value of $191,614.50.
• On Thursday, February 5th, Santiago Subotovsky sold 2,475 shares of Zoom Communications stock. The stock was sold at an average price of $90.39, for a total value of $223,715.25.

Zoom Communications Trading Up 2.3%

Shares of NASDAQ:ZM traded up $2.47 during trading on Tuesday, reaching $109.10. 4,223,285 shares of the stock were exchanged, compared to its average volume of 4,243,917. The firm has a market cap of $32.15 billion, a PE ratio of 17.60, a PEG ratio of 5.92 and a beta of 1.00. Zoom Communications, Inc. has a 12 month low of $69.15 and a 12 month high of $109.50. The stock has a 50-day moving average price of $82.06 and a 200-day moving average price of $84.78.

Zoom Communications (NASDAQ:ZM) last released its earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.48 by ($0.04). Zoom Communications had a net margin of 39.03% and a return on equity of 11.88%. The firm had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.23 billion. During the same quarter in the previous year, the firm earned $1.41 EPS. Zoom Communications’s quarterly revenue was up 5.3% on a year-over-year basis. 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, sell-side analysts expect that Zoom Communications, Inc. will post 3.94 earnings per share for the current fiscal year.

Institutional Trading of Zoom Communications

Large investors have recently added to or reduced their stakes in the business. NewEdge Advisors LLC grew its stake in shares of Zoom Communications by 16.8% in the 1st quarter. NewEdge Advisors LLC now owns 8,009 shares of the company’s stock worth $591,000 after buying an additional 1,153 shares in the last quarter. Intech Investment Management LLC raised its stake in Zoom Communications by 59.1% in the 1st quarter. Intech Investment Management LLC now owns 16,785 shares of the company’s stock worth $1,238,000 after acquiring an additional 6,235 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Zoom Communications by 82.0% in the first quarter. Geneos Wealth Management Inc. now owns 881 shares of the company’s stock valued at $65,000 after purchasing an additional 397 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in Zoom Communications during the second quarter valued at $217,000. Finally, Invesco Ltd. boosted its holdings in shares of Zoom Communications by 7.0% during the 2nd quarter. Invesco Ltd. now owns 730,207 shares of the company’s stock worth $56,942,000 after purchasing an additional 47,749 shares during the last quarter. 66.54% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. Citizens Jmp reiterated a “market perform” rating on shares of Zoom Communications in a report on Tuesday, February 24th. Needham & Company LLC reiterated a “buy” rating and issued a $100.00 price objective on shares of Zoom Communications in a research report on Friday, March 13th. Sanford C. Bernstein cut their target price on shares of Zoom Communications from $90.00 to $88.00 and set a “market perform” rating on the stock in a research note on Thursday, February 26th. KeyCorp lifted their target price on Zoom Communications from $69.00 to $74.00 and gave the stock an “underweight” rating in a report on Thursday, February 26th. Finally, Argus raised Zoom Communications to a “hold” rating in a report on Monday, March 9th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Zoom Communications currently has an average rating of “Hold” and a consensus target price of $95.32.

Key Zoom Communications News

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

• Positive Sentiment: Zoom named Russell Dicker as Chief Product Officer, strengthening product leadership and signaling execution focus on roadmap and AI-driven offerings. Zoom Appoints Russell Dicker as Chief Product Officer
• Positive Sentiment: Technical momentum: ZM cleared a cup?with?handle breakout and IBD upgraded its Relative Strength score into the 80s, which can attract momentum and retail/technical buyers. Zoom Stock Soars After Cup With Handle Breakout; Rating Upgraded
• Positive Sentiment: Product/market positioning: Zoom launched the “Solopreneur 50” program and released research on AI?powered solo businesses — a signal management is targeting new addressable markets (AI-enabled SMB/creator workflows). This supports longer-term revenue diversification beyond meetings. Zoom Solopreneur 50
• Positive Sentiment: Investor research suggests Zoom is transitioning from SMB to larger enterprise deals, which could support higher-quality revenue and margin stability if execution continues. Zoom: The Transition To Large Enterprise
• Neutral Sentiment: Relative valuation and peer comparisons: Several outlets published side?by?side analyses (Five9 vs Zoom) for value investors — useful for allocation decisions but not an immediate catalyst. FIVN or ZM: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Analyst/idea lists: Coverage noting Zoom as a beaten?down tech name that could rebound may support medium?term interest but represents opinion rather than fresh fundamental proof. 3 Beaten-Down Tech Stocks That Could Soar
• Negative Sentiment: Sector/headwind risk: Prominent market voices and commentary note a rotation out of high?beta cloud/software names amid rate and geopolitical uncertainty — a persistent headwind that can cap multiple expansion for ZM. Josh Brown now has just one software name in his ‘best stocks’ list

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.