Alta Wealth Advisors LLC Makes New Investment in Zoom Communications, Inc. $ZM

Alta Wealth Advisors LLC purchased a new stake in Zoom Communications, Inc. (NASDAQ:ZM) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 11,536 shares of the company’s stock, valued at approximately $952,000.

A number of other large investors have also recently bought and sold shares of the stock. Elevation Point Wealth Partners LLC acquired a new position in Zoom Communications in the second quarter worth $27,000. REAP Financial Group LLC raised its holdings in shares of Zoom Communications by 181.7% in the second quarter. REAP Financial Group LLC now owns 355 shares of the company’s stock valued at $28,000 after buying an additional 229 shares during the last quarter. FNY Investment Advisers LLC bought a new position in shares of Zoom Communications in the second quarter valued at about $31,000. Root Financial Partners LLC acquired a new position in Zoom Communications during the 3rd quarter worth about $33,000. Finally, Quent Capital LLC acquired a new position in Zoom Communications during the 3rd quarter worth about $34,000. 66.54% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CFO Michelle Chang sold 8,417 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chief financial officer owned 25,482 shares in the company, valued at $2,205,212.28. The trade was a 24.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, COO Aparna Bawa sold 12,137 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $81.37, for a total value of $987,587.69. Following the completion of the sale, the chief operating officer directly owned 1,978 shares of the company’s stock, valued at approximately $160,949.86. This trade represents a 85.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 317,745 shares of company stock valued at $27,002,595 in the last 90 days. 10.78% of the stock is owned by company insiders.

Zoom Communications Stock Performance

Shares of ZM opened at $95.46 on Tuesday. Zoom Communications, Inc. has a 52-week low of $64.41 and a 52-week high of $95.83. The stock’s 50-day simple moving average is $85.54 and its 200 day simple moving average is $81.80. The stock has a market capitalization of $28.27 billion, a price-to-earnings ratio of 18.57, a price-to-earnings-growth ratio of 7.71 and a beta of 0.87.

Zoom Communications (NASDAQ:ZM) last released its quarterly earnings data on Monday, November 24th. The company reported $1.52 EPS for the quarter, beating analysts’ consensus estimates of $1.44 by $0.08. Zoom Communications had a net margin of 33.17% and a return on equity of 12.20%. The company had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.21 billion. During the same period last year, the business earned $1.38 earnings per share. Zoom Communications’s revenue was up 4.4% compared to the same quarter last year. 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 forecast that Zoom Communications, Inc. will post 2.93 earnings per share for the current fiscal year.

Key Zoom Communications News

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

• Positive Sentiment: Baird estimates Zoom’s 2023 investment in Anthropic could now be worth $2 billion–$4 billion; the report framed the stake as a meaningful, previously underappreciated asset that lifted investor optimism. Zoom’s ‘hidden gem’ investment in Anthropic could be worth $2 billion to $4 billion, analysts say
• Positive Sentiment: Coverage in Barron’s amplified the same valuation view, reiterating the potential multi‑billion upside of Zoom’s Anthropic stake and driving further investor interest. Zoom Stock Is Soaring. Its Investment in Anthropic Is a ‘Hidden Gem.
• Positive Sentiment: Unusual options activity: traders bought ~33,095 call contracts (about +154% vs typical daily call volume), signaling speculative bullish bets that likely amplified upward price momentum intraday.
• Positive Sentiment: Market momentum: multiple outlets noted Zoom hit a 52‑week high, reflecting the combination of the Anthropic narrative and stronger near‑term fundamentals. Zoom Video stock hits 52-week high at 91.43 USD
• Neutral Sentiment: Analyst price‑target and narrative shifts: coverage notes analysts are revisiting Zoom’s story — some lifting targets on the Anthropic angle while others remain cautious, so follow subsequent analyst notes for conviction and magnitude of upgrades. Why The Story Behind Zoom Communications (ZM) Is Shifting With New Analyst Price Targets

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. Wedbush restated an “outperform” rating and issued a $95.00 price objective on shares of Zoom Communications in a research report on Tuesday, November 25th. William Blair reissued an “outperform” rating on shares of Zoom Communications in a research note on Tuesday, September 30th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Zoom Communications in a research note on Monday, December 29th. Cantor Fitzgerald reiterated a “neutral” rating and issued a $87.00 price target on shares of Zoom Communications in a report on Tuesday, November 25th. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $90.00 price objective on shares of Zoom Communications in a research report on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $93.82.

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.