Key Points
- Santiago Subotovsky sold 2,475 shares on December 4 at an average price of $86.05 for $212,973.75, leaving him with 147,694 shares (a 1.65% reduction in his holding).
- This was the third identical-sized sale in recent months by Subotovsky (October 6 at $80.78 and November 4 at $84.15), suggesting a recurring sell-down pattern.
- Zoom beat quarterly estimates (EPS $1.52 vs. $1.44; revenue $1.23B vs. $1.21B), issued FY2026 EPS guidance of $5.95–$5.97, trades near $89 with a ~$26.4B market cap, and holds an average analyst rating of Hold with a $92.43 price target.
Zoom Communications, Inc. (NASDAQ:ZM - Get Free Report) Director Santiago Subotovsky sold 2,475 shares of the company's stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $86.05, for a total transaction of $212,973.75. Following the completion of the transaction, the director directly owned 147,694 shares of the company's stock, valued at $12,709,068.70. This represents a 1.65% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link.
Santiago Subotovsky also recently made the following trade(s):
- On Tuesday, November 4th, Santiago Subotovsky sold 2,475 shares of Zoom Communications stock. The shares were sold at an average price of $84.15, for a total value of $208,271.25.
- On Monday, October 6th, Santiago Subotovsky sold 2,475 shares of Zoom Communications stock. The stock was sold at an average price of $80.78, for a total value of $199,930.50.
Zoom Communications Trading Up 1.6%
NASDAQ:ZM opened at $89.09 on Tuesday. The stock has a 50-day moving average price of $82.88 and a 200 day moving average price of $79.86. The stock has a market capitalization of $26.38 billion, a P/E ratio of 17.33, a P/E/G ratio of 7.94 and a beta of 0.81. Zoom Communications, Inc. has a 12-month low of $64.41 and a 12-month high of $91.04.
Zoom Communications (NASDAQ:ZM - Get Free Report) last posted its quarterly earnings results on Monday, November 24th. The company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.44 by $0.08. The business had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.21 billion. Zoom Communications had a return on equity of 12.20% and a net margin of 33.17%.The firm's revenue for the quarter was up 4.4% compared to the same quarter last year. During the same period in the prior year, the company posted $1.38 EPS. Zoom Communications has set its FY 2026 guidance at 5.950-5.970 EPS and its Q4 2026 guidance at 1.480-1.490 EPS. On average, research analysts predict that Zoom Communications, Inc. will post 2.93 earnings per share for the current fiscal year.
Institutional Inflows and Outflows
A number of institutional investors have recently made changes to their positions in the business. SouthState Corp bought a new stake in Zoom Communications during the first quarter worth approximately $25,000. Elevation Point Wealth Partners LLC purchased a new position in shares of Zoom Communications in the 2nd quarter worth approximately $27,000. REAP Financial Group LLC boosted its holdings in shares of Zoom Communications by 181.7% in the 2nd quarter. REAP Financial Group LLC now owns 355 shares of the company's stock worth $28,000 after purchasing an additional 229 shares during the period. GKV Capital Management Co. Inc. bought a new position in shares of Zoom Communications during the 1st quarter valued at approximately $31,000. Finally, FNY Investment Advisers LLC purchased a new stake in Zoom Communications during the 2nd quarter valued at $31,000. Institutional investors own 66.54% of the company's stock.
Wall Street Analysts Forecast Growth
A number of brokerages have issued reports on ZM. Mizuho lifted their price target on shares of Zoom Communications from $95.00 to $100.00 and gave the company an "outperform" rating in a report on Tuesday, August 26th. Citigroup raised their price objective on Zoom Communications from $85.00 to $94.00 and gave the company a "neutral" rating in a research report on Monday, November 17th. Wells Fargo & Company initiated coverage on Zoom Communications in a research report on Tuesday, September 30th. They issued an "equal weight" rating and a $90.00 target price on the stock. Benchmark increased their price target on Zoom Communications from $102.00 to $110.00 and gave the company a "buy" rating in a research note on Thursday, September 18th. Finally, Dbs Bank upgraded Zoom Communications to a "moderate buy" rating in a report on Tuesday, September 16th. Eleven research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and an average price target of $92.43.
Read Our Latest Stock Analysis on ZM
About Zoom Communications
(
Get Free Report)
Zoom Video Communications, Inc provides unified communications platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, an enterprise cloud phone system; and Zoom Chat enables users to share messages, images, audio files, and content in desktop, laptop, tablet, and mobile devices.
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