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 stock in a transaction 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 sale, the director owned 148,156 shares in the company, valued at approximately $15,237,844.60. The trade was a 1.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, 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 Monday, May 4th, Santiago Subotovsky sold 5,274 shares of Zoom Communications stock. The shares were 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 shares were 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 transaction of $223,715.25.

Zoom Communications Price Performance

Shares of ZM stock traded up $2.47 during trading hours on Tuesday, reaching $109.10. 4,223,285 shares of the stock were exchanged, compared to its average volume of 4,243,917. The business’s fifty day moving average is $82.06 and its two-hundred day moving average is $84.78. Zoom Communications, Inc. has a 12-month low of $69.15 and a 12-month high of $109.50. The firm has a market capitalization of $32.15 billion, a P/E ratio of 17.60, a P/E/G ratio of 5.92 and a beta of 1.00.

Zoom Communications (NASDAQ:ZM) last released its earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share 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 firm had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.23 billion. During the same quarter in the previous year, the company posted $1.41 earnings per share. The firm’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. As a group, equities research analysts predict that Zoom Communications, Inc. will post 3.94 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on ZM. Wall Street Zen downgraded shares of Zoom Communications from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th. Benchmark lowered their target price on shares of Zoom Communications from $115.00 to $110.00 and set a “buy” rating for the company in a research note on Tuesday, February 24th. Needham & Company LLC reiterated a “buy” rating and set a $100.00 target price on shares of Zoom Communications in a research note on Friday, March 13th. Zacks Research downgraded shares of Zoom Communications from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 13th. Finally, KeyCorp boosted their target price on Zoom Communications from $69.00 to $74.00 and gave the stock an “underweight” rating in a research note on Thursday, February 26th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Zoom Communications has a consensus rating of “Hold” and an average price target of $95.32.

Zoom Communications News Summary

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

Institutional Investors Weigh In On Zoom Communications

Several hedge funds and other institutional investors have recently bought and sold shares of ZM. NewEdge Advisors LLC raised its stake in Zoom Communications by 16.8% during the 1st quarter. NewEdge Advisors LLC now owns 8,009 shares of the company’s stock worth $591,000 after acquiring an additional 1,153 shares in the last quarter. Intech Investment Management LLC raised its stake in Zoom Communications by 59.1% during 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 in the last quarter. Geneos Wealth Management Inc. raised its stake in Zoom Communications by 82.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 881 shares of the company’s stock worth $65,000 after acquiring an additional 397 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in Zoom Communications during the 2nd quarter worth $217,000. Finally, Invesco Ltd. grew its stake in 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 buying an additional 47,749 shares during the last quarter. 66.54% of the stock is currently owned by institutional investors and hedge funds.

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.