Intech Investment Management LLC Grows Stock Holdings in Zoom Communications, Inc. $ZM

Intech Investment Management LLC grew its position in shares of Zoom Communications, Inc. (NASDAQ:ZM) by 157.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 150,171 shares of the company’s stock after purchasing an additional 91,807 shares during the period. Intech Investment Management LLC’s holdings in Zoom Communications were worth $12,389,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Elevation Point Wealth Partners LLC bought a new stake in Zoom Communications in the 2nd quarter worth approximately $27,000. Root Financial Partners LLC purchased a new position in shares of Zoom Communications during the third quarter worth approximately $33,000. Quent Capital LLC purchased a new position in shares of Zoom Communications during the third quarter worth approximately $34,000. Cloud Capital Management LLC bought a new stake in shares of Zoom Communications in the 3rd quarter worth approximately $42,000. Finally, SJS Investment Consulting Inc. boosted its stake in shares of Zoom Communications by 2,957.9% in the 3rd quarter. SJS Investment Consulting Inc. now owns 581 shares of the company’s stock valued at $48,000 after purchasing an additional 562 shares in the last quarter. 66.54% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Zoom Communications

In related news, insider Velchamy Sankarlingam sold 7,568 shares of the business’s stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $86.55, for a total transaction of $655,010.40. Following the transaction, the insider owned 136,182 shares in the company, valued at $11,786,552.10. The trade was a 5.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Aparna Bawa sold 12,137 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $81.37, for a total transaction of $987,587.69. Following the completion of the transaction, the chief operating officer directly owned 1,978 shares of the company’s stock, valued at approximately $160,949.86. The trade was a 85.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 183,089 shares of company stock worth $15,751,383. 11.51% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on ZM shares. Wedbush reiterated an “outperform” rating and issued a $95.00 target price on shares of Zoom Communications in a research report on Tuesday, November 25th. BTIG Research decreased their price objective on Zoom Communications from $105.00 to $100.00 and set a “buy” rating on the stock in a report on Thursday. Citigroup raised Zoom Communications from a “neutral” rating to a “buy” rating and boosted their target price for the company from $94.00 to $106.00 in a research note on Monday, January 12th. Wall Street Zen lowered Zoom Communications from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 15th. Finally, Jefferies Financial Group boosted their price objective on Zoom Communications from $100.00 to $105.00 and gave the company a “buy” rating in a research report on Tuesday, November 25th. Fourteen 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. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $95.32.

Key Stories Impacting Zoom Communications

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

• Positive Sentiment: Enterprise momentum and revenue beat — Q4 revenue was about $1.25B, up ~5.3% YoY with enterprise revenue rising ~7% and more large customers (> $100k) year‑over‑year, providing a healthier top‑line backdrop. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: New AI product and execution — Zoom launched Zoom Virtual Agent 3.0 to expand AI‑driven customer service automation, reinforcing its strategy to monetize AI and deepen enterprise ties. Zoom introduces next-gen Zoom Virtual Agent to automate end-to-end customer resolution
• Positive Sentiment: Capital returns and margin progress — management completed a $2.7B buyback program and reported margin expansion and shifting cash flow dynamics that support shareholder returns. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Neutral Sentiment: Full disclosure materials available — investors can review the earnings slide deck and the full earnings call transcript for details on metrics, customer composition and FY27 assumptions. Zoom Q4 Results – Earnings Call Presentation
• Negative Sentiment: EPS miss — non‑GAAP EPS came in at $1.44, a few cents below Street consensus (roughly $1.48–$1.49), which undercut the stock despite the revenue beat. Zoom Q4 Earnings Miss Estimates, Revenues Increase Y/Y
• Negative Sentiment: Softer near‑term profit outlook and analyst concern — several outlets and analysts highlighted guidance and commentary that imply tougher quarterly profit comparisons and prompted reviews of EPS trajectories, sparking downward pressure. Zoom forecasts quarterly profit below estimates amid tough competition
• Negative Sentiment: Mixed analyst moves — several firms adjusted ratings/targets after the print (Sanford Bernstein trimmed its target; others issued divergent price targets), adding to intraday volatility and driving some selling. Zoom tumbles after mixed Q4, analysts mull softer EPS outlook

Zoom Communications Price Performance

Shares of NASDAQ:ZM opened at $75.54 on Friday. The stock’s 50-day moving average is $87.95 and its 200 day moving average is $84.36. The company has a market cap of $22.37 billion, a PE ratio of 12.18, a P/E/G ratio of 7.65 and a beta of 0.90. Zoom Communications, Inc. has a 1 year low of $64.41 and a 1 year high of $97.58.

Zoom Communications (NASDAQ:ZM) last issued its quarterly earnings data 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). The business had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.23 billion. Zoom Communications had a return on equity of 12.13% and a net margin of 39.03%.Zoom Communications’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.41 earnings per share. 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. Analysts expect that Zoom Communications, Inc. will post 2.93 EPS for the current fiscal year.

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.