ZM

Zoom Communications, Inc.

Nasdaq · Services-Computer Programming, Data Processing, Etc. · Inc. DE · CIK 0001585521
$101.15 -0.46% $29.7B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)4 Institutional Exits
Vol
Market Cap$29.7B
Cap SizeLarge Cap
Analyst ConsensusBuy (59%)
Inst. Holders9 funds
Inst. Value$4.5B
Inst. Activity1 buys / 4 sells
Insider Activity0B / 15S
Insider Net $-$5.9M
Reddit Sentiment48° Neutral
SEC Reports11
Exchange Nasdaq·Sector Services-Computer Programming, Data Processing, Etc.·Inc. DE·CIK 0001585521·Prev Close $101.62

Recent Activity

Jun 8, 2026 short_volume
Short Volume: ZM — 70.5% short (0.9M / 1.2M)
Short: 866,192 | Exempt: 11,828 | TRF Vol: 1,227,842 | Short Ratio: 70.5% | Off-exchange volume (dar
Jun 3, 2026 Insider
Yuan Eric S. sold 9,100 shares
Chief Executive Officer @ $106.20 ($966.5K)
Jun 3, 2026 Insider
Yuan Eric S. sold 12,100 shares
Chief Executive Officer @ $0.00 ($0.00)
Jun 3, 2026 Insider
Yuan Eric S. sold 12,100 shares
Chief Executive Officer @ $0.00 ($0.00)
May 21, 2026 SEC
Zoom reported Q1 FY2027 revenue of $1.239B (+5.5% YoY) and GAAP EPS of $1.42, a 1.7% beat vs $1.42 consensus. Enterprise
PRESS-RELEASE — Impact 5/10
May 21, 2026 SEC
Zoom reported Q1 FY2027 revenue of $1.239B (+5.5% YoY), slightly above the high end of guidance, and non-GAAP diluted EP
8-K — Impact 7/10
May 6, 2026 SEC
CEO Eric Yuan and a director sold a total of ~$280K in open-market sales over a 7-day window. The amount is negligible r
CLUSTER — Impact 2/10
Inst.
NORGES BANK — NEW
5,907,844 shares ($509.8M)

Price Targets

$113.92 +17.7% upside Buy
Current $96.83 Low $79.00 Median $116.50 High $135.00 26 analysts
$79.00 $135.00

Analyst Ratings

Hold59% buy · 39 analysts
10Strong Buy
13Buy
15Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 2, 2026 HSBC MAINTAIN Buy → Buy
May 26, 2026 Citigroup MAINTAIN Buy → Buy
May 22, 2026 Jefferies MAINTAIN Buy → Buy
May 22, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 22, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.48 $1.45 — $1.60 -4% YoY 26
Next Q $0.88 ▲ +1.1% $0.57 — $1.07 -56% YoY 8
Current FY $6.08 ▲ +3.5% $5.97 — $6.96 3% YoY 30
Next FY $6.30 ▲ +2.6% $5.73 — $6.86 4% YoY 30

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$2.3B
FMR LLC$1.0BTRIM
NORGES BANK$509.8MNEW
RENAISSANCE TECHNOLOGIES LLC$265.6M
MORGAN STANLEY$139.6MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Yuan EricSELL$966.5K
Jun 3, 2026Yuan EricC$0.00
Jun 3, 2026Yuan EricC$0.00
Jun 2, 2026Yuan EricC$0.00
Jun 2, 2026Yuan EricSELL$65.0K

Reddit Sentiment

48°
Neutral
Bearish Neutral Bullish
27 mentions 2 bullish 3 bearish
9 institutional holders with $4.5B total value (52,682,738 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net selling activity: 4 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC26,967,224$2.3B51.2%
2FMR LLC11,794,572$1.0B22.4%TRIM -25.4%
3NORGES BANK5,907,844$509.8M11.2%NEW
4RENAISSANCE TECHNOLOGIES LLC3,078,504$265.6M5.8%
5MORGAN STANLEY1,618,308$139.6M3.1%TRIM -34.7%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,371,585$118.4M2.6%NEW
7BANK OF AMERICA CORP /DE/1,174,829$101.4M2.2%TRIM -28.6%
8TWO SIGMA INVESTMENTS, LP598,343$51.6M1.1%TRIM -43.1%
9WELLS FARGO & COMPANY/MN171,529$14.8M0.3%TRIM -42.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW5,907,844$509.8M2025-Q4
MORGAN STANLEYTRIM2,479,2291,618,308-34.7%$139.6M2025-Q4
BANK OF AMERICA CORP /DE/TRIM1,646,4471,174,829-28.6%$101.4M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM1,051,017598,343-43.1%$51.6M2025-Q4
WELLS FARGO & COMPANY/MNTRIM297,020171,529-42.3%$14.8M2025-Q4
MORGAN STANLEYADD1,618,9432,479,229+53.1%$204.5M2025-Q3
BANK OF AMERICA CORP /DE/ADD1,265,2231,646,447+30.1%$135.8M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW1,051,017$86.7M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED83,168297,020+257.1%$24.5M2025-Q3
NORGES BANKEXIT6,924,8270-100.0%$0.002025-Q3
NORGES BANKNEW6,924,827$540.0M2025-Q2
WELLS FARGO & COMPANY/MNNEAR_EXIT352,76183,168-76.4%$6.5M2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT142,0530-100.0%$0.002025-Q2
FMR LLCTRIM12,727,5329,496,514-25.4%$700.6M2025-Q1
CITADEL ADVISORS LLCTRIM5,395,5993,012,513-44.2%$222.2M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT877,995142,053-83.8%$10.5M2025-Q1
NORGES BANKEXIT9,213,4260-100.0%$0.002025-Q1
NORGES BANKADD6,009,9879,213,426+53.3%$751.9M2024-Q4
UBS Group AGADD2,382,9203,366,766+41.3%$274.8M2024-Q4
MORGAN STANLEYTRIM1,961,4531,446,019-26.3%$118.0M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,297,443$90.5M2024-Q3
5 unique insiders with 15 transactions. Net insider value: -$5.9M ($0.00 bought, $5.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Yuan Eric S.Chief Executive OfficerSELL9,100$106.20$966.5K
Jun 3, 2026Yuan Eric S.Chief Executive OfficerC12,100$0.00$0.00
Jun 3, 2026Yuan Eric S.Chief Executive OfficerC12,100$0.00$0.00
Jun 2, 2026Yuan Eric S.Chief Executive OfficerC12,100$0.00$0.00
Jun 2, 2026Yuan Eric S.Chief Executive OfficerSELL593$109.63$65.0K
Jun 2, 2026Yuan Eric S.Chief Executive OfficerC12,100$0.00$0.00
Jun 1, 2026Subotovsky SantiagoDirectorSELL269$104.03$28.0K
May 5, 2026Yuan Eric S.Chief Executive OfficerSELL1,731$106.13$183.7K
May 5, 2026Yuan Eric S.Chief Executive OfficerC12,100$0.00$0.00
May 4, 2026Yuan Eric S.Chief Executive OfficerSELL217$104.00$22.6K
May 4, 2026Yuan Eric S.Chief Executive OfficerC12,100$0.00$0.00
May 4, 2026Yuan Eric S.Chief Executive OfficerC12,100$0.00$0.00
May 4, 2026Subotovsky SantiagoDirectorSELL392$104.78$41.1K
May 1, 2026Subotovsky SantiagoDirectorSELL328$100.71$33.0K
Apr 17, 2026Bawa AparnaChief Operating OfficerSELL11,981$87.57$1.0M
Apr 16, 2026Subotovsky SantiagoDirectorSELL1,250$86.55$108.2K
Apr 15, 2026Sankarlingam VelchamyPres. of Engineering & ProductSELL1,947$83.80$163.2K
Apr 14, 2026Yuan Eric S.Chief Executive OfficerC15,273$0.00$0.00
Apr 14, 2026Yuan Eric S.Chief Executive OfficerSELL7,025$81.80$574.6K
Apr 14, 2026Yuan Eric S.Chief Executive OfficerC15,273$0.00$0.00
Apr 13, 2026Yuan Eric S.Chief Executive OfficerC69,923$0.00$0.00
Apr 13, 2026Yuan Eric S.Chief Executive OfficerSELL25,650$79.95$2.1M
Apr 13, 2026Yuan Eric S.Chief Executive OfficerC69,923$0.00$0.00
Apr 10, 2026Chang MichelleChief Financial OfficerSELL5,156$80.36$414.3K
Apr 9, 2026Yuan Eric S.Chief Executive OfficerM6,460$0.00$0.00
Apr 9, 2026Yuan Eric S.Chief Executive OfficerM6,460$0.00$0.00
Apr 9, 2026Yuan Eric S.Chief Executive OfficerF3,287$83.23$273.6K
Apr 9, 2026Bawa AparnaChief Operating OfficerM4,845$0.00$0.00
Apr 9, 2026Bawa AparnaChief Operating OfficerM4,845$0.00$0.00
Apr 9, 2026Bawa AparnaChief Operating OfficerF2,466$83.23$205.2K
Apr 9, 2026Sankarlingam VelchamyPres. of Engineering & ProductM20,752$0.00$0.00
Apr 9, 2026Sankarlingam VelchamyPres. of Engineering & ProductF10,559$83.23$878.8K
Apr 9, 2026Sankarlingam VelchamyPres. of Engineering & ProductM20,752$0.00$0.00
Apr 9, 2026Chang MichelleChief Financial OfficerM0$0.00$0.00
Apr 9, 2026Sankarlingam VelchamyPres. of Engineering & ProductM4,845$0.00$0.00
Apr 9, 2026Chang MichelleChief Financial OfficerM22,217$0.00$0.00
Apr 9, 2026Chang MichelleChief Financial OfficerF8,743$83.23$727.7K
Apr 9, 2026Yuan Eric S.Chief Executive OfficerA561,588$0.00$0.00
Apr 8, 2026Yuan Eric S.Chief Executive OfficerM68,454$0.00$0.00
Apr 8, 2026Yuan Eric S.Chief Executive OfficerF34,831$84.02$2.9M
Apr 8, 2026Yuan Eric S.Chief Executive OfficerM38,281$0.00$0.00
Apr 8, 2026Bawa AparnaChief Operating OfficerM21,392$0.00$0.00
Apr 8, 2026Bawa AparnaChief Operating OfficerF10,885$84.02$914.6K
Apr 8, 2026Bawa AparnaChief Operating OfficerM11,963$0.00$0.00
Mar 10, 2026Sankarlingam VelchamyPres. of Engineering & ProductSELL2,590$78.24$202.6K
Mar 9, 2026Sankarlingam VelchamyPres. of Engineering & ProductM4,224$0.00$0.00
Mar 9, 2026Sankarlingam VelchamyPres. of Engineering & ProductF3,579$77.50$277.4K
Mar 9, 2026Sankarlingam VelchamyPres. of Engineering & ProductM7,031$0.00$0.00
Mar 4, 2026Subotovsky SantiagoDirectorSELL278$75.56$21.0K
Feb 27, 2026Sankarlingam VelchamyPres. of Engineering & ProductA4,845$0.00$0.00
11 SEC filing reports analyzed. Sentiment: 2 bullish, 6 bearish, 0 mixed, 3 neutral. Avg impact: 5.6/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (59% buy). Based on 39 analysts: 10 strong buy, 13 buy, 15 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$113.92 mean target +17.7% upside Buy (2.00)
$79.00 Low $135.00 High
MetricValue
Current Price$96.83
Target Low$79.00
Target Mean$113.92
Target Median$116.50
Target High$135.00
# Analysts26
RecommendationBuy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$1.48 $1.45 $1.60 -3.6% +0.1% 12↑ 10↓ $1.3B 4.3% 26
Next Q
2026-10-31
$0.88 $0.57 $1.07 -56.2% +1.1% 7↑ 1↓ $1.3B 4.3% 8
Current FY
2027-01-31
$6.08 $5.97 $6.96 2.7% +3.5% 25↑ 2↓ $5.1B 4.6% 30
Next FY
2028-01-31
$6.30 $5.73 $6.86 3.6% +2.6% 22↑ 3↓ $5.3B 4.0% 30

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.475
7d ago$1.476-0.001
30d ago$1.474+0.001
60d ago$1.474+0.001
90d ago$1.477-0.001
17 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 2, 2026 HSBC MAINTAIN Buy Buy
May 26, 2026 Citigroup MAINTAIN Buy Buy
May 22, 2026 Jefferies MAINTAIN Buy Buy
May 22, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 22, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 22, 2026 RBC Capital MAINTAIN Outperform Outperform
May 22, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
May 22, 2026 Benchmark MAINTAIN Buy Buy
May 22, 2026 Rosenblatt MAINTAIN Buy Buy
May 22, 2026 Piper Sandler MAINTAIN Neutral Neutral
May 22, 2026 Mizuho MAINTAIN Outperform Outperform
May 22, 2026 Keybanc UPGRADE Underweight Sector Weight
May 22, 2026 BTIG MAINTAIN Buy Buy
May 22, 2026 Needham MAINTAIN Buy Buy
May 21, 2026 Benchmark MAINTAIN Buy Buy
May 20, 2026 Citizens REITERATE Market Perform Market Perform
May 19, 2026 Baird MAINTAIN Outperform Outperform
May 15, 2026 Citigroup MAINTAIN Buy Buy
Mar 13, 2026 Needham REITERATE Buy Buy
Feb 26, 2026 Bernstein MAINTAIN Market Perform Market Perform
Feb 26, 2026 Keybanc MAINTAIN Underweight Underweight
Feb 26, 2026 BTIG MAINTAIN Buy Buy
Feb 26, 2026 Rosenblatt MAINTAIN Buy Buy
Feb 24, 2026 Citizens REITERATE Market Perform Market Perform
Feb 24, 2026 Benchmark MAINTAIN Buy Buy
Jan 12, 2026 Citigroup UPGRADE Neutral Buy
Jan 5, 2026 Piper Sandler MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261013151059%
May 1, 20261013133059%
Apr 1, 20261013133059%
Mar 1, 20261014123062%
Feb 1, 2026914142059%
Jan 1, 2026814162055%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

48°
Neutral
Bearish Neutral Bullish
27 mentions 2 bullish 3 bearish 22 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026150° Neutral001
Jun 9, 2026150° Neutral001
Jun 3, 2026150° Neutral001
Jun 3, 2026150° Neutral001
Jun 3, 2026150° Neutral001
Jun 3, 2026150° Neutral001
May 31, 2026160° Warm101
May 31, 2026160° Warm101
May 4, 2026242° Neutral012
May 4, 2026140° Cool011
May 2, 2026150° Neutral001
May 2, 2026150° Neutral001
May 2, 2026552° Neutral005
May 2, 2026140° Cool011
May 1, 2026150° Neutral001
May 1, 2026150° Neutral001
Apr 15, 2026150° Neutral001
Apr 15, 2026150° Neutral001
Apr 15, 2026156° Neutral001
Apr 15, 2026156° Neutral001
Mar 25, 2026150° Neutral001
Mar 25, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 6d 10h ago
SPXC is the non-scam SpaceX confusion trade
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 6d 20h ago
SPXC is the non-scam SpaceX confusion trade
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
$ZM = Anthropic + Zoom
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Load Zoom $ZM - Embedded Call Option on Anthropic 44B Revenue Run Rate
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
Zoom $ZM Thesis - Embedded Calls on Anthropic 44B Revenue Run Rate
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Zoom $ZM - Embedded Call Option on Anthropic 44B Revenue Run Rate
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Zoom $ZM - Embedded Call Option after Anthropic 44B Revenue Run Rate
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Load Zoom $ZM - Free Anthropic Call option on a 44B revenue run rate
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
Load up on Zoom $ZM - Free Anthropic Call option on a 44B revenue run rate
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
I’m sold on $ZM. Anthropic should acquire them
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
$ZM trade for Anthropic at a 800b valuation
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
$ZM trade for Anthropic at a 800b valuation
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
$ZM - Best Anthropic Play, Trades Below Nav.
▲ 1 💬 1 ⚡ 0.5
r/options Neutral 2mo ago
$ZM - Best Anthropic Play, Below Nav 20-1 Idea
▲ 1 💬 0 ⚡ 0.5
Jun 8, 2026
short_volume
Short Volume: ZM — 70.5% short (0.9M / 1.2M)
Short: 866,192 | Exempt: 11,828 | TRF Vol: 1,227,842 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: ZM — 56.0% short (0.8M / 1.5M)
Short: 817,554 | Exempt: 1,251 | TRF Vol: 1,459,455 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 21, 2026
earnings
Zoom Communications Reports Financial Results for the First Quarter of Fiscal Year 2027
<p align="left">SAN JOSE, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ: ZM), today announced financial results for the
May 21, 2026
earnings_calendar
ZM Q1 2027 Earnings After Market Close — 2026-05-21
May 18, 2026
dark_pool
Dark Pool: ZM — 9.3M shares, 136,291 trades
Week starting 2026-05-18. Total ATS volume: 9,341,560 shares across 136,291 trades.
May 11, 2026
dark_pool
Dark Pool: ZM — 7.3M shares, 123,728 trades
Week starting 2026-05-11. Total ATS volume: 7,251,137 shares across 123,728 trades.
May 5, 2026
short_interest
FTD: ZM — 59,968 shares ($6.4M) failed to deliver
Settlement: 20260505, Price: $106.63, FTD Value: $6,394,387.84, ZOOM COMMUNICATIONS INC
May 4, 2026
routine
Zoom Recognizes the Rise of AI-Powered Businesses of One with Inaugural Solopreneur 50
New recognition program and proprietary research highlight how solopreneurs are using AI to replace traditional team functions and build scalable, ind
May 4, 2026
dark_pool
Dark Pool: ZM — 5.6M shares, 105,732 trades
Week starting 2026-05-04. Total ATS volume: 5,575,392 shares across 105,732 trades.
May 1, 2026
Enforcement
Ricoh Company, Ltd. v. Zoom Communications, Inc.
Court ruling from District Court, D. Delaware. Docket: 1:25-cv-01095
Apr 30, 2026
short_interest
FTD: ZM — 6,486 shares ($0.6M) failed to deliver
Settlement: 20260430, Price: $95.76, FTD Value: $621,099.36, ZOOM COMMUNICATIONS INC
Apr 27, 2026
dark_pool
Dark Pool: ZM — 6.9M shares, 125,358 trades
Week starting 2026-04-27. Total ATS volume: 6,928,235 shares across 125,358 trades.
Apr 20, 2026
short_interest
FTD: ZM — 6,589 shares ($0.6M) failed to deliver
Settlement: 20260420, Price: $88.02, FTD Value: $579,963.78, ZOOM COMMUNICATIONS INC
Apr 20, 2026
dark_pool
Dark Pool: ZM — 5.5M shares, 102,062 trades
Week starting 2026-04-20. Total ATS volume: 5,492,101 shares across 102,062 trades.
Apr 15, 2026
other
Zoom appoints Russell Dicker as chief product officer to advance AI-first product strategy and workflow automation
<p>SAN JOSE, Calif., April 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=zadGiLOLsEVshAX3ipcrY3aClOaS7hCMoyOmcj4L
Apr 13, 2026
short_interest
FTD: ZM — 29,345 shares ($2.3M) failed to deliver
Settlement: 20260413, Price: $79.24, FTD Value: $2,325,297.8, ZOOM COMMUNICATIONS INC
Mar 30, 2026
Enforcement
1:25-cv-01095 Ricoh Company, Ltd. v. Zoom Communications, Inc.
Court ruling from United States District Court for the District of Delaware. Docket: N/A