Santiago Subotovsky Sells 5,274 Shares of Zoom Communications (NASDAQ:ZM) Stock

Key Points

• Santiago Subotovsky, a Zoom director, sold 5,274 shares on May 4 at an average price of $106.58 under a pre-arranged Rule 10b5-1 plan, generating about $562,103 and trimming his ownership by 3.56% to 142,882 shares (~$15.23M).
• ZM traded around $109.10 (near its one-year high of $109.50) with a market cap of roughly $32.15 billion and a P/E of 17.6, while its 50‑ and 200‑day moving averages sit in the low $80s.
• Zoom reported quarterly EPS of $1.44 (missing estimates by $0.04) and revenue of $1.25B (up 5.3% YoY), issued FY2027 EPS guidance of 5.770–5.810, and carries a consensus analyst rating of Hold with a $95.32 price target.

Zoom Communications, Inc. (NASDAQ:ZM - Get Free Report) Director Santiago Subotovsky sold 5,274 shares of Zoom Communications stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $106.58, for a total transaction of $562,102.92. Following the completion of the sale, the director owned 142,882 shares in the company, valued at $15,228,363.56. This trade represents a 3.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Santiago Subotovsky also recently made the following trade(s):

• On Friday, May 1st, Santiago Subotovsky sold 2,643 shares of Zoom Communications stock. The shares were sold at an average price of $102.85, for a total transaction of $271,832.55.
• On Thursday, April 16th, Santiago Subotovsky sold 2,388 shares of Zoom Communications stock. The stock was sold at an average price of $87.32, for a total transaction of $208,520.16.
• On Thursday, April 16th, Santiago Subotovsky sold 2,643 shares of Zoom Communications stock. The stock was sold at an average price of $87.32, for a total transaction of $230,786.76.
• On Wednesday, March 4th, Santiago Subotovsky sold 2,475 shares of Zoom Communications stock. The stock was sold at an average price of $77.42, for a total transaction of $191,614.50.
• On Thursday, February 5th, Santiago Subotovsky sold 2,475 shares of Zoom Communications stock. The stock was sold at an average price of $90.39, for a total transaction of $223,715.25.

Zoom Communications Price Performance

ZM stock traded up $2.47 during midday trading on Tuesday, reaching $109.10. 4,223,285 shares of the company were exchanged, compared to its average volume of 4,243,917. The business has a 50-day moving average price of $82.06 and a two-hundred day moving average price of $84.78. Zoom Communications, Inc. has a one year low of $69.15 and a one year high of $109.50. The firm has a market capitalization of $32.15 billion, a price-to-earnings ratio of 17.60, a price-to-earnings-growth ratio of 5.92 and a beta of 1.00.

Zoom Communications (NASDAQ:ZM - Get Free Report) last released 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 net margin of 39.03% and a return on equity of 11.88%. The firm had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.23 billion. During the same quarter last year, the firm earned $1.41 earnings per share. The business's revenue for the quarter 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, analysts anticipate that Zoom Communications, Inc. will post 3.94 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Zoom Communications

Large investors have recently modified their holdings of the business. NewEdge Advisors LLC grew its position in shares of Zoom Communications by 16.8% during the 1st quarter. NewEdge Advisors LLC now owns 8,009 shares of the company's stock worth $591,000 after buying an additional 1,153 shares during the period. Intech Investment Management LLC raised its holdings in shares of Zoom Communications by 59.1% in the 1st quarter. Intech Investment Management LLC now owns 16,785 shares of the company's stock worth $1,238,000 after acquiring an additional 6,235 shares during the last quarter. Geneos Wealth Management Inc. raised its stake in shares of Zoom Communications by 82.0% in the first quarter. Geneos Wealth Management Inc. now owns 881 shares of the company's stock valued at $65,000 after buying an additional 397 shares during the period. Sivia Capital Partners LLC purchased a new stake in shares of Zoom Communications during the 2nd quarter valued at $217,000. Finally, Invesco Ltd. boosted its stake in Zoom Communications by 7.0% during the second quarter. Invesco Ltd. now owns 730,207 shares of the company's stock worth $56,942,000 after acquiring an additional 47,749 shares in the last quarter. Hedge funds and other institutional investors own 66.54% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on ZM. Needham & Company LLC reiterated a "buy" rating and set a $100.00 price objective on shares of Zoom Communications in a research note on Friday, March 13th. Argus upgraded Zoom Communications to a "hold" rating in a research note on Monday, March 9th. KeyCorp lifted their price target on Zoom Communications from $69.00 to $74.00 and gave the company an "underweight" rating in a research note on Thursday, February 26th. Rosenblatt Securities restated a "buy" rating and issued a $115.00 price target on shares of Zoom Communications in a research note on Thursday, February 26th. Finally, Piper Sandler lifted their price target on Zoom Communications from $85.00 to $91.00 and gave the company a "neutral" rating in a research note on Monday, January 5th. Fourteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Hold" and a consensus price target of $95.32.

Trending Headlines about Zoom Communications

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

• Positive Sentiment: Zoom named Russell Dicker as Chief Product Officer, strengthening product leadership and signaling execution focus on roadmap and AI-driven offerings. Zoom Appoints Russell Dicker as Chief Product Officer
• Positive Sentiment: Technical momentum: ZM cleared a cup‑with‑handle breakout and IBD upgraded its Relative Strength score into the 80s, which can attract momentum and retail/technical buyers. Zoom Stock Soars After Cup With Handle Breakout; Rating Upgraded
• Positive Sentiment: Product/market positioning: Zoom launched the “Solopreneur 50” program and released research on AI‑powered solo businesses — a signal management is targeting new addressable markets (AI-enabled SMB/creator workflows). This supports longer-term revenue diversification beyond meetings. Zoom Solopreneur 50
• Positive Sentiment: Investor research suggests Zoom is transitioning from SMB to larger enterprise deals, which could support higher-quality revenue and margin stability if execution continues. Zoom: The Transition To Large Enterprise
• Neutral Sentiment: Relative valuation and peer comparisons: Several outlets published side‑by‑side analyses (Five9 vs Zoom) for value investors — useful for allocation decisions but not an immediate catalyst. FIVN or ZM: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Analyst/idea lists: Coverage noting Zoom as a beaten‑down tech name that could rebound may support medium‑term interest but represents opinion rather than fresh fundamental proof. 3 Beaten-Down Tech Stocks That Could Soar
• Negative Sentiment: Sector/headwind risk: Prominent market voices and commentary note a rotation out of high‑beta cloud/software names amid rate and geopolitical uncertainty — a persistent headwind that can cap multiple expansion for ZM. Josh Brown now has just one software name in his 'best stocks' list

About Zoom Communications

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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