9,736 Shares in Zoom Communications, Inc. $ZM Bought by PFG Advisors

PFG Advisors bought a new position in shares of Zoom Communications, Inc. (NASDAQ:ZM) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund bought 9,736 shares of the company’s stock, valued at approximately $803,000.

A number of other institutional investors have also recently made changes to their positions in the stock. Candriam S.C.A. lifted its holdings in Zoom Communications by 49.4% in the second quarter. Candriam S.C.A. now owns 16,560 shares of the company’s stock valued at $1,291,000 after buying an additional 5,477 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Zoom Communications by 10.5% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 238,753 shares of the company’s stock worth $19,697,000 after acquiring an additional 22,704 shares during the period. Strive Asset Management LLC bought a new position in shares of Zoom Communications in the 3rd quarter worth about $1,238,000. LSV Asset Management raised its position in shares of Zoom Communications by 5.0% in the 3rd quarter. LSV Asset Management now owns 1,069,440 shares of the company’s stock worth $88,229,000 after acquiring an additional 50,579 shares in the last quarter. Finally, Catalyst Funds Management Pty Ltd acquired a new position in shares of Zoom Communications in the 2nd quarter valued at about $1,248,000. Institutional investors own 66.54% of the company’s stock.

Insider Transactions at Zoom Communications

In related news, insider Velchamy Sankarlingam sold 2,590 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $78.24, for a total transaction of $202,641.60. Following the transaction, the insider directly owned 137,044 shares in the company, valued at approximately $10,722,322.56. The trade was a 1.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Aparna Bawa sold 12,137 shares of the business’s 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 transaction, the chief operating officer owned 1,978 shares in the company, valued at approximately $160,949.86. This trade represents a 85.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 183,084 shares of company stock worth $15,704,721. 11.51% of the stock is owned by insiders.

Key Stories Impacting Zoom Communications

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

• Positive Sentiment: Zoom expanded its enterprise “agentic” AI platform and rolled out AI Companion 3.0 plus custom AI agents to orchestrate workflows across meetings, Phone, CX and Workplace — a product push that could drive enterprise upsells and stickier revenue. Zoom expands enterprise agentic AI platform to orchestrate workflows across collaboration and customer experience
• Positive Sentiment: TechCrunch reports Zoom launched an AI-powered office suite (Docs, Slides, Sheets), an AI agent builder, voice translation and imminent AI avatars for meetings — new product initiatives that broaden revenue opportunities beyond Meetings. Zoom introduces an AI-powered office suite, says AI avatars for meetings arrive this month
• Positive Sentiment: PCI Pal expanded its partnership to add secure, compliant payment capabilities to Zoom Virtual Agent — a niche but valuable CX integration that can enhance Zoom’s customer-experience (CX) product value and enterprise adoption. PCI Pal Advances AI-Driven Customer Engagement with Secure Payment Experiences for Zoom Virtual Agent
• Positive Sentiment: Coverage reiterating Zoom’s focus on AI integration and enterprise revenue growth (citing CFO comments at the Morgan Stanley TMT conference) supports the narrative of strategic refocus toward higher-value enterprise offerings. Zoom Communications, Inc. (ZM) Focused on AI Integration and Enterprise Revenue Growth
• Neutral Sentiment: Argus moved Zoom to a “hold” rating — not a strong buy signal, but also not a downgrade to sell; this may temper bullish sentiment without creating a major catalyst. Argus upgrade to hold
• Neutral Sentiment: An article on small-cap Russell 2000 names appeared in coverage; this is likely immaterial to Zoom’s story and investor reaction given Zoom’s market cap and enterprise focus. 3 Russell 2000 Stocks We Think Twice About
• Negative Sentiment: An insider (Velchamy Sankarlingam) sold 2,590 shares (~$202k) on Mar 10, reducing his stake ~1.85% — a small but visible insider sale that can be interpreted negatively by short-term investors. Insider sale filing

Zoom Communications Stock Down 0.4%

ZM stock opened at $76.05 on Thursday. The firm has a market capitalization of $22.52 billion, a PE ratio of 12.27, a P/E/G ratio of 4.37 and a beta of 0.93. Zoom Communications, Inc. has a twelve month low of $64.41 and a twelve month high of $97.58. The stock’s 50 day moving average is $85.82 and its 200-day moving average is $84.62.

Zoom Communications (NASDAQ:ZM) last announced its quarterly 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). Zoom Communications had a return on equity of 11.88% 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 last year, the company posted $1.41 EPS. The company’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. On average, equities research analysts anticipate that Zoom Communications, Inc. will post 2.93 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. Sanford C. Bernstein cut their target price on Zoom Communications from $90.00 to $88.00 and set a “market perform” rating on the stock in a research report on Thursday, February 26th. BTIG Research dropped their price target on Zoom Communications from $105.00 to $100.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Needham & Company LLC restated a “buy” rating and set a $100.00 price target on shares of Zoom Communications in a report on Tuesday, November 25th. Weiss Ratings restated a “buy (b-)” rating on shares of Zoom Communications in a report on Monday, December 29th. Finally, Jefferies Financial Group raised their price objective on shares of Zoom Communications from $100.00 to $105.00 and gave the stock a “buy” rating in a research report on Tuesday, November 25th. Fourteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $95.32.

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.