FORA Capital LLC Purchases Shares of 26,567 Zoom Communications, Inc. $ZM

FORA Capital LLC purchased a new stake in Zoom Communications, Inc. (NASDAQ:ZM) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 26,567 shares of the company’s stock, valued at approximately $2,192,000.

Several other large investors have also modified their holdings of ZM. Candriam S.C.A. increased its stake in shares of Zoom Communications by 49.4% in the second quarter. Candriam S.C.A. now owns 16,560 shares of the company’s stock worth $1,291,000 after purchasing an additional 5,477 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Zoom Communications by 10.5% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 238,753 shares of the company’s stock worth $19,697,000 after purchasing an additional 22,704 shares during the last quarter. Strive Asset Management LLC bought a new stake in Zoom Communications during the 3rd quarter valued at approximately $1,238,000. LSV Asset Management grew its holdings in Zoom Communications by 5.0% in the 3rd quarter. LSV Asset Management now owns 1,069,440 shares of the company’s stock valued at $88,229,000 after buying an additional 50,579 shares during the last quarter. Finally, Catalyst Funds Management Pty Ltd acquired a new stake in Zoom Communications in the 2nd quarter valued at approximately $1,248,000. 66.54% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have recently commented on ZM. Sanford C. Bernstein cut their price target on Zoom Communications from $90.00 to $88.00 and set a “market perform” rating for the company in a report on Thursday, February 26th. Rosenblatt Securities reaffirmed a “buy” rating and set a $115.00 target price on shares of Zoom Communications in a research report on Thursday, February 26th. Morgan Stanley upped their target price on shares of Zoom Communications from $85.00 to $92.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 25th. KeyCorp increased their price target on shares of Zoom Communications from $69.00 to $74.00 and gave the company an “underweight” rating in a report on Thursday, February 26th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Zoom Communications in a research report on Monday, December 29th. Fourteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Zoom Communications has a consensus rating of “Hold” and a consensus target price of $95.32.

Insiders Place Their Bets

In other Zoom Communications news, Director Santiago Subotovsky sold 2,475 shares of the company’s stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $77.42, for a total transaction of $191,614.50. Following the sale, the director directly owned 153,442 shares of the company’s stock, valued at approximately $11,879,479.64. This represents a 1.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Eric S. Yuan sold 12,100 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $93.01, for a total transaction of $1,125,421.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 183,084 shares of company stock worth $15,704,721 in the last quarter. 11.51% of the stock is owned by corporate insiders.

Key Stories Impacting 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 Price Performance

Zoom Communications stock opened at $74.10 on Friday. The business has a 50 day simple moving average of $85.41 and a 200 day simple moving average of $84.50. The company has a market capitalization of $21.94 billion, a PE ratio of 11.95, a price-to-earnings-growth ratio of 4.29 and a beta of 0.93. Zoom Communications, Inc. has a one year low of $64.41 and a one year high of $97.58.

Zoom Communications (NASDAQ:ZM) last announced its quarterly earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.04). The company had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.23 billion. Zoom Communications had a net margin of 39.03% and a return on equity of 11.88%. The business’s revenue was up 5.3% on a year-over-year basis. During the same quarter last year, the company 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. Equities analysts anticipate that Zoom Communications, Inc. will post 2.93 earnings per share for the current fiscal year.

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.