Pallas Capital Advisors LLC Boosts Stock Position in Zoom Communications, Inc. $ZM

Key Points

• Pallas Capital Advisors LLC boosted its stake in Zoom Communications by 62.6%, adding 18,567 shares to own 48,250 shares valued at about $4.16 million per its latest SEC filing.
• Zoom reported Q4 revenue of $1.25 billion (+5.3% YoY) but missed EPS by $0.04, set FY2027 EPS guidance of 5.770–5.810 and Q1 guidance of 1.400–1.420, and carries an analyst consensus of "Hold" with an average target of $95.32.
• Insiders have sold 109,706 shares (~$9.3M) in the past 90 days while institutional investors own 66.54% of the company and corporate insiders hold 11.51%.

Pallas Capital Advisors LLC boosted its holdings in shares of Zoom Communications, Inc. (NASDAQ:ZM - Free Report) by 62.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,250 shares of the company's stock after purchasing an additional 18,567 shares during the quarter. Pallas Capital Advisors LLC's holdings in Zoom Communications were worth $4,164,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Elevation Point Wealth Partners LLC purchased a new position in shares of Zoom Communications in the 2nd quarter worth $27,000. Root Financial Partners LLC purchased a new stake in shares of Zoom Communications during the 3rd quarter valued at about $33,000. Quent Capital LLC purchased a new stake in shares of Zoom Communications during the 3rd quarter valued at about $34,000. Cloud Capital Management LLC bought a new position in shares of Zoom Communications in the 3rd quarter valued at about $42,000. Finally, SJS Investment Consulting Inc. lifted its holdings 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 acquiring an additional 562 shares during the last quarter. Institutional investors own 66.54% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on ZM shares. Zacks Research cut Zoom Communications from a "strong-buy" rating to a "hold" rating in a research note on Friday, February 13th. Rosenblatt Securities reaffirmed a "buy" rating and issued a $115.00 price objective on shares of Zoom Communications in a research note on Thursday, February 26th. Needham & Company LLC reiterated a "buy" rating and issued a $100.00 target price on shares of Zoom Communications in a report on Friday, March 13th. Argus raised Zoom Communications to a "hold" rating in a research report on Monday, March 9th. Finally, BTIG Research decreased their price target on Zoom Communications from $105.00 to $100.00 and set a "buy" rating on the stock in a report on Thursday, February 26th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Hold" and an average target price of $95.32.

Zoom Communications Price Performance

Shares of NASDAQ ZM opened at $77.71 on Friday. The company has a market cap of $22.90 billion, a P/E ratio of 12.53, a PEG ratio of 4.54 and a beta of 0.93. Zoom Communications, Inc. has a 1 year low of $64.41 and a 1 year high of $97.58. The firm has a 50-day simple moving average of $83.91 and a two-hundred day simple moving average of $84.15.

Zoom Communications (NASDAQ:ZM - Get Free Report) last released its earnings results on Wednesday, February 25th. The company reported $1.44 EPS for the quarter, missing analysts' consensus estimates of $1.48 by ($0.04). Zoom Communications had a net margin of 39.03% and a return on equity of 11.88%. The business had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.23 billion. During the same period in the prior 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. As a group, equities research analysts expect that Zoom Communications, Inc. will post 2.93 EPS for the current year.

Insider Buying and Selling

In other Zoom Communications news, insider Velchamy Sankarlingam sold 7,568 shares of the stock in a transaction on Monday, January 12th. The stock was sold at an average price of $86.55, for a total value of $655,010.40. Following the sale, the insider owned 136,182 shares in the company, valued at $11,786,552.10. This trade represents a 5.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Michelle Chang sold 8,417 shares of Zoom Communications stock in a transaction on Monday, January 12th. The stock was sold at an average price of $86.54, for a total value of $728,407.18. Following the sale, the chief financial officer owned 25,482 shares of the company's stock, valued at approximately $2,205,212.28. This trade represents a 24.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 109,706 shares of company stock worth $9,299,555 over the last ninety days. Corporate insiders own 11.51% of the company's stock.

Key Zoom Communications News

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

• Positive Sentiment: Analyst support tied to AI momentum — Needham and other bullish voices highlight Zoom’s AI roadmap and see the company as undervalued, with a consensus price target near $97.50 (roughly mid- to high‑teens-to-20s % upside from current levels), which supports upside over a multi‑quarter horizon. Needham Bullish on Zoom Communications
• Positive Sentiment: Product/AI expansions that broaden TAM — Zoom expanded integrations (Pindrop voice-authentication/deepfake detection in Zoom Contact Center) and pushed AI Companion 3.0 features, which could grow contact‑center revenue and enterprise spend beyond core video. Pindrop AI Fraud Detection Expansion
• Neutral Sentiment: Short‑term price context — Coverage pieces note the stock ran up after earnings (a ~5% move since the report) as investors parsed the beat/miss details; these explain recent volatility but don’t resolve the longer-term story. Why Is Zoom Up 5% Since Last Earnings Report?
• Neutral Sentiment: Narrative is splitting — Some analysts lean into AI and Anthropic exposure as growth drivers, while others flag margin trade‑offs and slower revenue growth versus faster SaaS peers; fair‑value estimates were only slightly trimmed, reflecting a divided outlook. How The Narrative For Zoom Is Shifting With AI Bets And Growth Trade Offs
• Negative Sentiment: Mixed earnings fundamentals — Q4 revenue beat modestly (+5.3% YoY) but EPS missed by $0.04; the full‑year picture disappointed some investors, and management provided FY/Q1 EPS guidance that leaves the growth story mixed, prompting profit‑taking. Reddit’s Bull Case for Zoom Has Nothing to Do With Video Calls
• Negative Sentiment: Technical and valuation pressure — the shares are below recent 50/200‑day averages and trading on a mid‑teens PE relative to slower revenue growth, making the stock vulnerable to short‑term selling until clearer evidence of AI‑driven revenue acceleration appears.

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.

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