Zoom Communications, Inc. $ZM Shares Sold by Fox Run Management L.L.C.

Fox Run Management L.L.C. lowered its holdings in Zoom Communications, Inc. (NASDAQ:ZM) by 66.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,664 shares of the company’s stock after selling 12,952 shares during the period. Fox Run Management L.L.C.’s holdings in Zoom Communications were worth $550,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of ZM. MAI Capital Management raised its position in shares of Zoom Communications by 34.7% in the 3rd quarter. MAI Capital Management now owns 579 shares of the company’s stock valued at $48,000 after purchasing an additional 149 shares in the last quarter. Waddell & Associates LLC acquired a new stake in Zoom Communications in the third quarter valued at $454,000. Affinity Investment Advisors LLC raised its holdings in Zoom Communications by 8.1% in the third quarter. Affinity Investment Advisors LLC now owns 9,610 shares of the company’s stock valued at $793,000 after acquiring an additional 720 shares in the last quarter. Compound Planning Inc. boosted its stake in Zoom Communications by 4.4% during the 3rd quarter. Compound Planning Inc. now owns 7,215 shares of the company’s stock valued at $595,000 after acquiring an additional 301 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its holdings in Zoom Communications by 40.8% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 6,020 shares of the company’s stock worth $497,000 after acquiring an additional 1,745 shares in the last quarter. Institutional investors and hedge funds own 66.54% of the company’s stock.

Zoom Communications Trading Down 2.1%

Shares of Zoom Communications stock opened at $73.94 on Friday. The stock has a market capitalization of $21.89 billion, a price-to-earnings ratio of 11.93, a PEG ratio of 6.62 and a beta of 0.90. Zoom Communications, Inc. has a twelve month low of $64.41 and a twelve month high of $97.58. The business’s 50 day simple moving average is $87.63 and its 200-day simple moving average is $84.49.

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

Insider Buying and Selling at Zoom Communications

In other Zoom Communications news, COO Aparna Bawa sold 12,137 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $81.37, for a total value of $987,587.69. Following the completion of the transaction, the chief operating officer owned 1,978 shares in the company, valued at approximately $160,949.86. This represents a 85.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Michelle Chang sold 8,417 shares of Zoom Communications stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $86.54, for a total value of $728,407.18. Following the sale, the chief financial officer directly owned 25,482 shares in the company, valued at approximately $2,205,212.28. This trade represents a 24.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 183,089 shares of company stock valued at $15,751,383. Corporate insiders own 11.51% of the company’s stock.

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

Analysts Set New Price Targets

ZM has been the topic of several research analyst reports. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $87.00 price target on shares of Zoom Communications in a research report on Tuesday, November 25th. Jefferies Financial Group increased their target price on Zoom Communications from $100.00 to $105.00 and gave the stock a “buy” rating in a report on Tuesday, November 25th. KeyCorp boosted their price target on Zoom Communications from $69.00 to $74.00 and gave the company an “underweight” rating in a report on Thursday. Piper Sandler upped their price target on Zoom Communications from $85.00 to $91.00 and gave the company a “neutral” rating in a research report on Monday, January 5th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $100.00 price objective on shares of Zoom Communications in a report on Tuesday, November 25th. Fourteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus 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.