Zoom Communications (NASDAQ:ZM) Insider Sells $655,010.40 in Stock

Zoom Communications, Inc. (NASDAQ:ZM) insider Velchamy Sankarlingam sold 7,568 shares of the company’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $86.55, for a total transaction of $655,010.40. Following the sale, the insider directly owned 136,182 shares in the company, valued at $11,786,552.10. This trade represents a 5.26% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink.

Velchamy Sankarlingam also recently made the following trade(s):

• On Wednesday, December 10th, Velchamy Sankarlingam sold 2,595 shares of Zoom Communications stock. The shares were sold at an average price of $87.84, for a total transaction of $227,944.80.

Zoom Communications Trading Down 4.1%

Shares of ZM traded down $3.56 during mid-day trading on Tuesday, reaching $83.19. 3,367,395 shares of the stock traded hands, compared to its average volume of 2,056,332. The company has a market cap of $24.63 billion, a price-to-earnings ratio of 16.18, a price-to-earnings-growth ratio of 7.79 and a beta of 0.87. Zoom Communications, Inc. has a 1 year low of $64.41 and a 1 year high of $91.43. The firm has a fifty day moving average price of $85.46 and a 200 day moving average price of $81.36.

Zoom Communications (NASDAQ:ZM) last issued its quarterly earnings data on Monday, November 24th. The company reported $1.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.44 by $0.08. The company had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.21 billion. Zoom Communications had a return on equity of 12.20% and a net margin of 33.17%.The firm’s revenue was up 4.4% compared to the same quarter last year. During the same quarter last year, the business posted $1.38 earnings per share. Zoom Communications has set its FY 2026 guidance at 5.950-5.970 EPS and its Q4 2026 guidance at 1.480-1.490 EPS. On average, sell-side analysts anticipate that Zoom Communications, Inc. will post 2.93 EPS for the current year.

Analysts Set New Price Targets

Several research firms recently weighed in on ZM. Rosenblatt Securities restated a “buy” rating and issued a $115.00 price objective on shares of Zoom Communications in a research report on Tuesday, November 25th. Sanford C. Bernstein reissued a “market perform” rating and issued a $90.00 price target on shares of Zoom Communications in a research note on Tuesday, November 25th. Benchmark increased their price target on shares of Zoom Communications from $102.00 to $110.00 and gave the stock a “buy” rating in a report on Thursday, September 18th. Piper Sandler raised their price objective on shares of Zoom Communications from $85.00 to $91.00 and gave the company a “neutral” rating in a research report on Monday, January 5th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $100.00 target price on shares of Zoom Communications in a research report on Tuesday, November 25th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $93.82.

Hedge Funds Weigh In On Zoom Communications

Several institutional investors and hedge funds have recently made changes to their positions in ZM. Elevation Point Wealth Partners LLC bought a new stake in Zoom Communications in the second quarter worth $27,000. REAP Financial Group LLC increased its holdings in shares of Zoom Communications by 181.7% in the second quarter. REAP Financial Group LLC now owns 355 shares of the company’s stock worth $28,000 after buying an additional 229 shares during the period. FNY Investment Advisers LLC purchased a new position in shares of Zoom Communications in the second quarter worth about $31,000. Root Financial Partners LLC bought a new stake in shares of Zoom Communications in the 3rd quarter valued at about $33,000. Finally, Quent Capital LLC purchased a new stake in Zoom Communications during the 3rd quarter valued at about $34,000. Institutional investors own 66.54% of the company’s stock.

Key Headlines Impacting Zoom Communications

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

• Positive Sentiment: Citi upgraded ZM from Neutral to Buy and raised its price target to $106, highlighting AI growth opportunities at Zoom and signaling renewed fundamental momentum; that upgrade sparked an intraday rally. Citigroup upgrades Zoom Communications (ZM)
• Positive Sentiment: Coverage across outlets repeated Citi’s bullish view (multiple write-ups on Yahoo Finance/Business Insider and MSN), amplifying buying interest on AI-related growth expectations. Zoom Stock Surges After Citi Upgrade on AI Growth Bets
• Positive Sentiment: Zoom promoted an AI-focused education initiative (national student learning experience), reinforcing its strategy to expand AI use cases and customer engagement beyond meetings. That product/strategy news supports the narrative behind analyst optimism. Zoom reinforces commitment to AI literacy
• Neutral Sentiment: Benzinga and other outlets ran broader analyst-roundup pieces and commentary on Zoom; mixed analyst views mean these stories amplified attention but contained both bullish and cautious takes. Beyond The Numbers: 13 Analysts Discuss Zoom Communications Stock
• Neutral Sentiment: One feature piece (Zacks) framed Zoom as a pandemic-era winner that could rebound — useful context but not a direct catalyst. Time For This Pandemic Favorite Stock to Roar Back?
• Neutral Sentiment: Reported short-interest data for January is inconsistent (shows 0 shares / NaN changes), indicating no clear short-pressure signal; this data point is noisy and unlikely to be driving today’s move. (Internal short-interest report)

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.