Santiago Subotovsky Sells 2,643 Shares of Zoom Communications (NASDAQ:ZM) Stock

Zoom Communications, Inc. (NASDAQ:ZM) Director Santiago Subotovsky sold 2,643 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $102.85, for a total value of $271,832.55. Following the completion of the transaction, the director directly owned 148,156 shares in the company, valued at $15,237,844.60. The trade was a 1.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through 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 Monday, May 4th, Santiago Subotovsky sold 5,274 shares of Zoom Communications stock. The stock was sold at an average price of $106.58, for a total value of $562,102.92.
• On Thursday, April 16th, Santiago Subotovsky sold 2,388 shares of Zoom Communications stock. The shares were sold at an average price of $87.32, for a total value 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 Stock Performance

Shares of Zoom Communications stock opened at $105.13 on Thursday. The firm has a 50-day moving average of $82.82 and a 200-day moving average of $85.17. The stock has a market cap of $30.98 billion, a PE ratio of 16.96, a PEG ratio of 6.24 and a beta of 1.00. Zoom Communications, Inc. has a 52-week low of $69.15 and a 52-week high of $109.50.

Zoom Communications (NASDAQ:ZM) last released its quarterly earnings results on Wednesday, February 25th. The company reported $1.44 EPS for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.04). Zoom Communications had a return on equity of 11.88% and a net margin of 39.03%.The business had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.23 billion. During the same period in the prior year, the business posted $1.41 earnings per share. Zoom Communications’s revenue was up 5.3% compared to the same quarter last year. 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. Equities research analysts predict 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 made changes to their positions in the company. Advocate Investing Services LLC bought a new position in Zoom Communications in the fourth quarter valued at approximately $26,000. Strive Financial Group LLC bought a new stake in Zoom Communications during the fourth quarter worth $27,000. Toth Financial Advisory Corp bought a new stake in Zoom Communications during the fourth quarter worth $28,000. Rexford Capital Inc. boosted its holdings in shares of Zoom Communications by 45.7% in the 1st quarter. Rexford Capital Inc. now owns 389 shares of the company’s stock valued at $31,000 after purchasing an additional 122 shares in the last quarter. Finally, Root Financial Partners LLC acquired a new stake in shares of Zoom Communications in the 3rd quarter valued at $33,000. Institutional investors and hedge funds own 66.54% of the company’s stock.

Key Stories Impacting Zoom Communications

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

• Positive Sentiment: New product leadership — Zoom named Russell Dicker as Chief Product Officer, a hire that signals focus on product roadmap and AI integration that could support longer?term growth. Zoom Appoints Russell Dicker as Chief Product Officer
• Positive Sentiment: Product/market expansion — Zoom launched a “Solopreneur 50” grants program and research aimed at AI?enabled solo businesses, highlighting management’s push to diversify revenue beyond meetings. Zoom Grants Solopreneurs With $150,000 Cash Grants
• Positive Sentiment: Technical momentum — ZM cleared a cup?with?handle breakout and received an IBD rating upgrade, which can attract momentum and retail buyers. Zoom Stock Soars After Cup With Handle Breakout; Rating Upgraded
• Positive Sentiment: Enterprise transition thesis — industry commentary and investor notes point to Zoom moving into larger enterprise deals, which could raise revenue quality and margins if execution continues. Zoom: The Transition To Large Enterprise
• Neutral Sentiment: Valuation debate — analyses argue ZM may be reasonably valued around ~18x earnings for some investors, but views differ; valuation alone is not an immediate catalyst. Does Zoom Look Undervalued At 18x Earnings?
• Negative Sentiment: Insider selling — CEO Eric Yuan and director Santiago Subotovsky disclosed sales (executed under 10b5?1 plans), which can create short?term selling pressure even if pre?arranged. Insider Sale SEC Filing
• Negative Sentiment: Sector headwinds — commentary about rotation away from high?beta cloud/software names amid rate and geopolitical uncertainty is a persistent multiple?compression risk for ZM. Josh Brown now has just one software name in his ‘best stocks’ list

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Wall Street Zen downgraded shares of Zoom Communications from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Argus upgraded Zoom Communications to a “hold” rating in a research note on Monday, March 9th. Sanford C. Bernstein dropped their price objective on Zoom Communications from $90.00 to $88.00 and set a “market perform” rating for the company in a report on Thursday, February 26th. Benchmark cut their target price on Zoom Communications from $115.00 to $110.00 and set a “buy” rating for the company in a research report on Tuesday, February 24th. Finally, KeyCorp increased 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. Fourteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Zoom Communications presently has an average rating of “Hold” and an average target price of $95.32.

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.