Pallas Capital Advisors LLC Buys 18,567 Shares of Zoom Communications, Inc. $ZM

Pallas Capital Advisors LLC grew its stake in shares of Zoom Communications, Inc. (NASDAQ:ZM) by 62.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 48,250 shares of the company’s stock after acquiring an additional 18,567 shares during the period. Pallas Capital Advisors LLC’s holdings in Zoom Communications were worth $4,164,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Family Wealth Partners LLC bought a new position in Zoom Communications in the fourth quarter worth approximately $274,000. CoreCap Advisors LLC raised its position in Zoom Communications by 35.5% during the 4th quarter. CoreCap Advisors LLC now owns 855 shares of the company’s stock valued at $74,000 after purchasing an additional 224 shares in the last quarter. Albert D Mason Inc. raised its position in Zoom Communications by 12.3% during the 4th quarter. Albert D Mason Inc. now owns 3,145 shares of the company’s stock valued at $271,000 after purchasing an additional 344 shares in the last quarter. Harrington Investments INC lifted its holdings in shares of Zoom Communications by 1.1% in the 4th quarter. Harrington Investments INC now owns 16,174 shares of the company’s stock worth $1,396,000 after buying an additional 169 shares during the period. Finally, E. Ohman J or Asset Management AB bought a new position in shares of Zoom Communications during the 4th quarter worth $781,000. Hedge funds and other institutional investors own 66.54% of the company’s stock.

Insiders Place Their Bets

In related news, COO Aparna Bawa sold 12,137 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $81.37, for a total transaction of $987,587.69. Following the completion of the sale, the chief operating officer owned 1,978 shares of the company’s stock, valued at $160,949.86. This represents a 85.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Velchamy Sankarlingam sold 2,590 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $78.24, for a total transaction of $202,641.60. Following the completion of the sale, the insider owned 137,044 shares of the company’s stock, valued at approximately $10,722,322.56. This trade represents a 1.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 109,706 shares of company stock worth $9,299,555. Insiders own 11.51% of the company’s stock.

Key Zoom Communications News

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

• Positive Sentiment: Analyst support tied to AI momentum — Needham and other bullish voices highlight Zoom’s AI roadmap and see the company as undervalued, with a consensus price target near $97.50 (roughly mid- to high‑teens-to-20s % upside from current levels), which supports upside over a multi‑quarter horizon. Needham Bullish on Zoom Communications
• Positive Sentiment: Product/AI expansions that broaden TAM — Zoom expanded integrations (Pindrop voice-authentication/deepfake detection in Zoom Contact Center) and pushed AI Companion 3.0 features, which could grow contact‑center revenue and enterprise spend beyond core video. Pindrop AI Fraud Detection Expansion
• Neutral Sentiment: Short‑term price context — Coverage pieces note the stock ran up after earnings (a ~5% move since the report) as investors parsed the beat/miss details; these explain recent volatility but don’t resolve the longer-term story. Why Is Zoom Up 5% Since Last Earnings Report?
• Neutral Sentiment: Narrative is splitting — Some analysts lean into AI and Anthropic exposure as growth drivers, while others flag margin trade‑offs and slower revenue growth versus faster SaaS peers; fair‑value estimates were only slightly trimmed, reflecting a divided outlook. How The Narrative For Zoom Is Shifting With AI Bets And Growth Trade Offs
• Negative Sentiment: Mixed earnings fundamentals — Q4 revenue beat modestly (+5.3% YoY) but EPS missed by $0.04; the full‑year picture disappointed some investors, and management provided FY/Q1 EPS guidance that leaves the growth story mixed, prompting profit‑taking. Reddit’s Bull Case for Zoom Has Nothing to Do With Video Calls
• Negative Sentiment: Technical and valuation pressure — the shares are below recent 50/200‑day averages and trading on a mid‑teens PE relative to slower revenue growth, making the stock vulnerable to short‑term selling until clearer evidence of AI‑driven revenue acceleration appears.

Zoom Communications Price Performance

Shares of NASDAQ ZM opened at $77.71 on Friday. Zoom Communications, Inc. has a 1-year low of $64.41 and a 1-year high of $97.58. The business has a fifty day moving average price of $83.91 and a 200 day moving average price of $84.15. The stock has a market capitalization of $22.90 billion, a P/E ratio of 12.53, a price-to-earnings-growth ratio of 4.54 and a beta of 0.93.

Zoom Communications (NASDAQ:ZM) last posted 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). The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.23 billion. Zoom Communications had a net margin of 39.03% and a return on equity of 11.88%. Zoom Communications’s revenue for the quarter was up 5.3% on a year-over-year basis. During the same quarter last year, the firm earned $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. As a group, equities research analysts anticipate that Zoom Communications, Inc. will post 2.93 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have recently commented on ZM shares. KeyCorp raised their price target on Zoom Communications from $69.00 to $74.00 and gave the company an “underweight” rating in a research note on Thursday, February 26th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Zoom Communications in a report on Monday, December 29th. Wall Street Zen downgraded shares of Zoom Communications from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Needham & Company LLC restated a “buy” rating and issued a $100.00 price target on shares of Zoom Communications in a report on Friday, March 13th. Finally, Wolfe Research raised shares of Zoom Communications from a “peer perform” rating to an “outperform” rating and set a $115.00 price target for the company in a research report on Thursday, February 5th. 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 company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $95.32.

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.