Churchill Financial Advisors LLC Purchases Shares of 14,004 Zoom Communications, Inc. $ZM

Churchill Financial Advisors LLC purchased a new stake in shares of Zoom Communications, Inc. (NASDAQ:ZM) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 14,004 shares of the company’s stock, valued at approximately $1,208,000.

Other hedge funds also recently bought and sold shares of the company. Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in Zoom Communications by 10.5% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 238,753 shares of the company’s stock valued at $19,697,000 after acquiring an additional 22,704 shares during the period. Strive Asset Management LLC bought a new stake in Zoom Communications during the third quarter valued at about $1,238,000. LSV Asset Management boosted its holdings in Zoom Communications by 5.0% during the third quarter. LSV Asset Management now owns 1,069,440 shares of the company’s stock valued at $88,229,000 after acquiring an additional 50,579 shares during the period. Krilogy Financial LLC bought a new stake in Zoom Communications during the third quarter valued at about $1,963,000. Finally, Sherry Group Inc. bought a new stake in Zoom Communications during the fourth quarter valued at about $894,000. 66.54% of the stock is currently owned by institutional investors.

Insider Transactions at Zoom Communications

In related news, CEO Eric S. Yuan sold 69,923 shares of the stock in a transaction dated Monday, April 13th. The shares were sold at an average price of $81.22, for a total value of $5,679,146.06. Following the completion of the transaction, the chief executive officer owned 36,796 shares of the company’s stock, valued at $2,988,571.12. This represents a 65.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Santiago Subotovsky sold 5,274 shares of the stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $106.58, for a total transaction of $562,102.92. Following the completion of the transaction, the director directly owned 142,882 shares of the company’s stock, valued at $15,228,363.56. This trade represents a 3.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 144,329 shares of company stock valued at $12,364,989. Corporate insiders own 11.51% of the company’s stock.

Zoom Communications Price Performance

NASDAQ:ZM opened at $105.64 on Monday. Zoom Communications, Inc. has a 12-month low of $69.15 and a 12-month high of $113.73. The firm has a market capitalization of $31.13 billion, a PE ratio of 15.51, a price-to-earnings-growth ratio of 6.04 and a beta of 1.00. The firm has a 50-day moving average price of $88.73 and a 200 day moving average price of $86.72.

Zoom Communications (NASDAQ:ZM) last posted its quarterly earnings results on Thursday, May 21st. The company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.42 by $0.13. Zoom Communications had a net margin of 41.99% and a return on equity of 12.06%. The firm had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.22 billion. During the same quarter in the prior year, the business posted $1.43 earnings per share. The company’s quarterly revenue was up 5.5% compared to the same quarter last year. Zoom Communications has set its FY 2027 guidance at 5.960-6.000 EPS and its Q2 2027 guidance at 1.450-1.470 EPS. On average, research analysts expect that Zoom Communications, Inc. will post 3.94 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. BTIG Research increased their target price on shares of Zoom Communications from $100.00 to $125.00 and gave the company a “buy” rating in a research note on Friday. Piper Sandler increased their target price on shares of Zoom Communications from $91.00 to $107.00 and gave the company a “neutral” rating in a research note on Friday. Argus upgraded shares of Zoom Communications to a “hold” rating in a research note on Monday, March 9th. Wolfe Research upgraded shares of Zoom Communications from a “peer perform” rating to an “outperform” rating and set a $115.00 target price for the company in a research note on Thursday, February 5th. Finally, KeyCorp upgraded shares of Zoom Communications from an “underweight” rating to a “sector weight” rating in a research note on Friday. Fourteen investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, Zoom Communications currently has an average rating of “Moderate Buy” and a consensus target price of $107.95.

Key Zoom Communications News

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

• Positive Sentiment: Zoom beat fiscal Q1 expectations, posting EPS of $1.55 versus the $1.41 consensus and revenue of $1.24 billion versus $1.22 billion expected, with revenue up 5.5% year over year. Zoom Communications Reports Financial Results for the First Quarter of Fiscal Year 2027
• Positive Sentiment: The company lifted FY2027 guidance, now targeting EPS of $5.96-$6.00, above prior expectations, which signals management confidence in continued margin and profit expansion. Zoom Raises FY2027 Outlook After 184% Paid AI User Growth
• Positive Sentiment: AI momentum was a key driver, with paid AI users surging 184% and enterprise revenue rising 7.2%, suggesting Zoom is successfully expanding beyond basic video conferencing into higher-value enterprise tools. Zoom raises annual forecasts, banks on AI features to drive demand
• Positive Sentiment: Several Wall Street firms raised price targets after the results, including RBC, Rosenblatt, Needham, BTIG, Mizuho, Benchmark, and Piper Sandler, reflecting improved sentiment around Zoom’s growth outlook. These Analysts Increase Their Forecasts On Zoom After Upbeat Q1 Results
• Neutral Sentiment: Zoom also reported a modest uptick in churn and competitive pressure, which investors may continue to monitor even as the broader earnings picture remains strong. Zoom Communications Inc (ZM) Q1 2027 Earnings Call Highlights: Strong Revenue Growth and AI …

Zoom Communications 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.