29,300 Shares in Zoom Communications, Inc. $ZM Purchased by Aragon Global Management LP

Aragon Global Management LP bought a new stake in shares of Zoom Communications, Inc. (NASDAQ:ZM) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 29,300 shares of the company’s stock, valued at approximately $2,417,000. Zoom Communications accounts for 0.7% of Aragon Global Management LP’s holdings, making the stock its 25th largest holding.

A number of other hedge funds have also recently modified their holdings of ZM. Wynn Capital LLC grew its position in Zoom Communications by 1.3% in the 3rd quarter. Wynn Capital LLC now owns 10,429 shares of the company’s stock valued at $860,000 after acquiring an additional 130 shares during the last quarter. MAI Capital Management increased its stake in Zoom Communications by 34.7% in the 3rd quarter. MAI Capital Management now owns 579 shares of the company’s stock worth $48,000 after buying an additional 149 shares during the period. Penserra Capital Management LLC lifted its holdings in Zoom Communications by 12.6% during the 2nd quarter. Penserra Capital Management LLC now owns 1,446 shares of the company’s stock valued at $111,000 after buying an additional 162 shares in the last quarter. Daiwa Securities Group Inc. boosted its position in Zoom Communications by 0.7% in the 2nd quarter. Daiwa Securities Group Inc. now owns 24,395 shares of the company’s stock valued at $1,902,000 after buying an additional 181 shares during the period. Finally, Yousif Capital Management LLC boosted its position in Zoom Communications by 4.5% in the 3rd quarter. Yousif Capital Management LLC now owns 4,552 shares of the company’s stock valued at $376,000 after buying an additional 198 shares during the period. Institutional investors own 66.54% of the company’s stock.

Zoom Communications Stock Performance

ZM opened at $74.10 on Friday. The company has a fifty day moving average of $85.41 and a two-hundred day moving average of $84.50. The stock has a market capitalization of $21.94 billion, a price-to-earnings ratio of 11.95, a PEG ratio of 4.29 and a beta of 0.93. Zoom Communications, Inc. has a fifty-two week low of $64.41 and a fifty-two week high of $97.58.

Zoom Communications (NASDAQ:ZM) last posted 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). The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. Zoom Communications had a net margin of 39.03% and a return on equity of 11.88%. Zoom Communications’s revenue was up 5.3% on a year-over-year basis. During the same quarter last year, the business earned $1.41 earnings per share. 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. On average, equities research analysts forecast that Zoom Communications, Inc. will post 2.93 earnings per share for the current year.

Insider Activity

In related news, Director Santiago Subotovsky sold 2,475 shares of Zoom Communications stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $77.42, for a total value of $191,614.50. Following the sale, the director owned 153,442 shares of the company’s stock, valued at approximately $11,879,479.64. This trade represents a 1.59% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Eric S. Yuan sold 73,378 shares of the business’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $87.29, for a total transaction of $6,405,165.62. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 183,084 shares of company stock worth $15,704,721. Insiders own 11.51% of the company’s stock.

Analyst Ratings Changes

ZM has been the topic of a number of research reports. Needham & Company LLC reaffirmed a “buy” rating and set a $100.00 target price on shares of Zoom Communications in a research report on Friday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Zoom Communications in a report on Monday, December 29th. Wedbush reissued an “outperform” rating and issued a $95.00 price objective on shares of Zoom Communications in a research note on Tuesday, November 25th. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $87.00 target price on shares of Zoom Communications in a research report on Tuesday, November 25th. Finally, BTIG Research lowered their target price on Zoom Communications from $105.00 to $100.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Fourteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus 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 continues to push AI deeper into enterprise workflows — new virtual agent and workflow automation features (including PCI Pal payments support and broader third‑party interoperability) make Zoom more central to customer service and back‑office use cases, which supports revenue expansion potential. Zoom AI Push Aims To Make Platform Core To Enterprise Workflows
• Positive Sentiment: Security and fraud protection for Zoom Contact Center improved via Pindrop integration (real‑time deepfake detection and voice authentication). This reduces enterprise implementation risk and can ease sales into regulated verticals. Pindrop Zoom Integration Embeds Real-Time Deepfake Detection and Identity Verification in Zoom Contact Center
• Positive Sentiment: Industry momentum: Enterprise Connect’s successful Las Vegas debut highlights demand and partner visibility for enterprise communications players like Zoom — positive for pipeline and partner relationships. Enterprise Connect Debuts in Las Vegas with Record Energy, Sets Return for 2027
• Neutral Sentiment: Analyst backing: Needham reaffirmed a Buy and set a $100 target (≈35% upside from current levels), supporting upside narrative, but the broader consensus remains split (many Holds). Analyst views are a mixed but important sentiment driver. Benzinga
• Neutral Sentiment: Third‑party competition and ecosystem: Otter.ai (speech/notes AI) named a new CRO to accelerate enterprise adoption — a reminder that specialized transcription/AI tools are competing for the same corporate workflows Zoom targets. This raises competitive intensity but doesn’t directly undercut Zoom’s integrated platform advantages. Otter.ai Appoints Kenny Scannell as Chief Revenue Officer to Accelerate Global Growth and Enterprise Adoption of AI
• Negative Sentiment: Insider selling: Senior executive Velchamy Sankarlingam sold 2,590 shares (filed 3/10), which can be read negatively by some investors even though the sale is small relative to his holdings. Zoom Communications (NASDAQ:ZM) Insider Velchamy Sankarlingam Sells 2,590 Shares
• Positive Sentiment: Value argument after earnings pullback: Commentary from The Motley Fool highlights that Zoom’s network effects and enterprise positioning lessen near‑term AI disruption risk and that the stock’s post‑earnings decline presents a value opportunity to some long‑term investors. This Software Stock Looks Like an Incredible Value After Its Post-Earnings Sell-Off

Zoom Communications Company 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.