ZM Zoom Communications, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon immediate Filed May 4, 2026 Processed 1mo ago
Insider cluster: 2 insiders, $64K total
Latest settled — T+20d
ZM ▲ +4.74% at T+20d
NEUTRAL call ✓ call won +4.74% · α vs SPY -0.91% · entry $106.57 → $111.62
Next anchor: T+60d in 7w
Currently $96.83 · -9.14% from $106.57 entry
Entry anchored
May 1, 03:59 PM ET
via Databento tick
T+1d
+2.31%
call +2.31% · α +1.51%
$109.03
settled 5w ago
T+5d
+0.11%
call +0.11% · α -2.82%
$106.69
settled 5w ago
T+20d
+4.74%
call +4.74% · α -0.91%
$111.62
settled 9d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

CEO Eric Yuan and a director sold a total of ~$280K in open-market sales over a 7-day window. The amount is negligible relative to Zoom's $32.1B market cap (0.00087%), representing routine portfolio adjustments with no material signal.

Key Financial Metrics

Direction
selling
Total Value
$280.4K
Insiders
2

Actionable Insight

This cluster is too small to convey directional conviction. Watch for larger sales or an earnings release to assess insider sentiment. The CEO's derivative conversions are non-cash and do not indicate bearishness.

Key Facts

  • CEO Eric S. Yuan sold 1,948 shares total (~$206K) on May 4-5, 2026.
  • Director Santiago Subotovsky sold 720 shares total (~$74K) on May 1 and May 4, 2026.
  • Total open-market sales of ~$280K equal ~0.00087% of Zoom's $32.1B market cap.
  • Yuan also converted derivative securities (non-cash) on May 4 and May 5.
  • No other insider trading in the past 30 days exceeded $1.6M in total.

Financial Impact

Total insider sales of $280K are immaterial (less than 0.001% of market cap).

Market Snapshot

Exchange
Nasdaq
Sector
Services-Computer Programming, Data Processing, Etc.
Analyst Consensus
59% bullish (39 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ZM-1778102891292
11 reports for ZM
Performance horizon
25% Hit rate 2 of 8 directional calls best @ T+60▲ +16.80%Feb 25, 2026
Filters
Rows
Reports for ZM — sortable, filterable
Type Now
May 21, 2026
19d ago
8-K
BULLISH ★ 7/10
$105.47 $111.52▲ +5.74%▲ +4.08%$96.83 (−8.19%)
May 21, 2026
19d ago
Press Release
NEUTRAL ★ 5/10
$105.47 $111.52▲ +5.74%▲ +4.08%$96.83 (−8.19%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$106.57 $106.69▲ +0.11%▼ −2.82%$96.83 (−9.14%)
May 1, 2026
5w ago
Court Ruling
BEARISH ★ 6/10
$103.00 $108.36▼ −5.20%▼ −2.85%$96.83 (+5.99%)
Apr 10, 2026
8w ago
Insider Cluster
BEARISH ★ 7/10
$78.90 $88.02▼ −11.56%▼ −7.05%$96.83 (−22.72%)
Apr 10, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$78.90 $88.02▼ −11.56%▼ −7.05%$96.83 (−22.72%)
Apr 10, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$78.90 $88.02▼ −11.56%▼ −7.05%$96.83 (−22.72%)
Apr 10, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$78.90 $88.02▼ −11.56%▼ −7.05%$96.83 (−22.72%)
Mar 30, 2026
10w ago
Court Ruling
NEUTRAL ★ 3/10
$78.64 $83.75▲ +6.50%▲ +2.20%$96.83 (+23.13%)
Feb 28, 2026
14w ago
Institutional Cluster
BEARISH ★ 6/10
$72.65 $76.77▼ −5.67%▼ −6.88%$96.83 (−33.28%)
Showing 10 of 11

US Market Status

Market Closed — Opens Thu (10h 6m)

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