Zoom Communications, Inc. $ZM Shares Purchased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in shares of Zoom Communications, Inc. (NASDAQ:ZM) by 10.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 238,753 shares of the company’s stock after acquiring an additional 22,704 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.08% of Zoom Communications worth $19,697,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Zoom Communications by 4.0% in the third quarter. Vanguard Group Inc. now owns 25,937,601 shares of the company’s stock valued at $2,139,852,000 after purchasing an additional 986,164 shares during the period. State Street Corp lifted its holdings in Zoom Communications by 6.0% during the 2nd quarter. State Street Corp now owns 7,189,501 shares of the company’s stock worth $560,637,000 after buying an additional 410,051 shares in the last quarter. Norges Bank acquired a new stake in Zoom Communications during the 2nd quarter worth approximately $539,998,000. Geode Capital Management LLC boosted its position in Zoom Communications by 0.5% in the 2nd quarter. Geode Capital Management LLC now owns 4,795,307 shares of the company’s stock valued at $373,504,000 after buying an additional 23,910 shares during the period. Finally, Acadian Asset Management LLC grew its stake in shares of Zoom Communications by 41.1% in the second quarter. Acadian Asset Management LLC now owns 3,769,480 shares of the company’s stock worth $293,909,000 after acquiring an additional 1,097,333 shares in the last quarter. 66.54% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on ZM shares. Wedbush reiterated an “outperform” rating and issued a $95.00 price objective on shares of Zoom Communications in a research note on Tuesday, November 25th. KeyCorp upped their price target on Zoom Communications from $69.00 to $74.00 and gave the stock an “underweight” rating in a report on Thursday. Jefferies Financial Group increased their price target on Zoom Communications from $100.00 to $105.00 and gave the company a “buy” rating in a research report on Tuesday, November 25th. BTIG Research lowered their price objective on Zoom Communications from $105.00 to $100.00 and set a “buy” rating for the company in a research report on Thursday. Finally, Cantor Fitzgerald restated a “neutral” rating and set a $87.00 target price on shares of Zoom Communications in a research note on Tuesday, November 25th. Fourteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $95.32.

Insiders Place Their Bets

In related news, CEO Eric S. Yuan sold 73,378 shares of the business’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $87.29, for a total value of $6,405,165.62. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Michelle Chang sold 8,417 shares of the firm’s stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $86.54, for a total value of $728,407.18. Following the transaction, the chief financial officer directly owned 25,482 shares in the company, valued at approximately $2,205,212.28. The trade was a 24.83% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 183,089 shares of company stock worth $15,751,383. 10.78% of the stock is currently owned by company insiders.

Key Headlines Impacting Zoom Communications

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

• Positive Sentiment: Revenue and enterprise strength — Zoom reported Q4 revenue of ~$1.25B, up ~5% year‑over‑year, with enterprise revenue growing ~7% and more customers contributing >$100k ARR, showing continued strength in higher‑value customers. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Share repurchase completed — Zoom finished a $2.7B buyback program, which supports EPS and signals capital‑allocation confidence. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Positive Sentiment: AI product launch — Zoom rolled out Virtual Agent 3.0 and is pushing embedded AI for customer service and collaboration, expanding monetization opportunities. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Neutral Sentiment: Revenue beat but slight EPS miss — Q4 non‑GAAP EPS was $1.44, just below consensus (reported misses ranged ~$0.04–$0.05), leaving fundamentals mixed. Zoom Q4 Earnings Miss Estimates, Revenues Increase Y/Y
• Neutral Sentiment: Macroeconomic and market context — softer futures and sector rotation (housing/manufacturing signals) and post‑earnings profit‑taking amplified the move. US Stock Market Today S&P 500 Futures Slip As Housing And Factory Signals Mix
• Neutral Sentiment: Unclear impact from AI-investment narrative — one analyst piece highlights early investments in Anthropic by pandemic‑era winners; relevance to Zoom is uncertain and should be treated cautiously. Want Exposure to Anthropic? Then Buy This AI Software Stock.
• Negative Sentiment: Profit/guidance disappointed some investors — Zoom’s FY‑27 and Q1 EPS guidance was viewed as conservative by some analysts, prompting concerns about near‑term EPS trajectory. Zoom forecasts quarterly profit below estimates amid tough competition
• Negative Sentiment: Analyst reactions and target moves — several firms adjusted targets/ratings (mixed raises and cuts; Sanford Bernstein trimmed its target to $88 with a Market Perform), increasing uncertainty for investors. Analyst coverage/target updates
• Negative Sentiment: Shares fell sharply after hours and into the next session as traders digested the mixed print and guidance, driving a notable pullback from recent gains. Zoom (ZM) Stock Trades Down, Here Is Why

Zoom Communications Stock Performance

NASDAQ:ZM opened at $73.94 on Monday. Zoom Communications, Inc. has a 1 year low of $64.41 and a 1 year high of $97.58. The stock has a market cap of $21.89 billion, a P/E ratio of 11.93, a P/E/G ratio of 4.28 and a beta of 0.93. The stock has a 50-day simple moving average of $87.63 and a 200-day simple moving average of $84.58.

Zoom Communications (NASDAQ:ZM) last issued its earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share for the quarter, missing the consensus estimate of $1.48 by ($0.04). The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. Zoom Communications had a return on equity of 12.13% and a net margin of 39.03%.Zoom Communications’s revenue was up 5.3% on a year-over-year basis. During the same period last year, the business posted $1.41 EPS. 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, equities research analysts predict that Zoom Communications, Inc. will post 2.93 EPS for the current year.

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.