Banco Bilbao Vizcaya Argentaria S.A. Lowers Stock Holdings in Zoom Communications, Inc. $ZM

Banco Bilbao Vizcaya Argentaria S.A. cut its position in Zoom Communications, Inc. (NASDAQ:ZM) by 39.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 118,410 shares of the company’s stock after selling 77,736 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Zoom Communications were worth $9,838,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Wynn Capital LLC boosted its holdings in Zoom Communications by 1.3% during 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 period. MAI Capital Management increased its stake in Zoom Communications by 34.7% during the third quarter. MAI Capital Management now owns 579 shares of the company’s stock worth $48,000 after purchasing an additional 149 shares during the period. Daiwa Securities Group Inc. increased its stake in Zoom Communications by 0.7% during the second quarter. Daiwa Securities Group Inc. now owns 24,395 shares of the company’s stock worth $1,902,000 after purchasing an additional 181 shares during the period. Yousif Capital Management LLC lifted its position in shares of Zoom Communications by 4.5% during the third quarter. Yousif Capital Management LLC now owns 4,552 shares of the company’s stock worth $376,000 after purchasing an additional 198 shares in the last quarter. Finally, REAP Financial Group LLC lifted its position in shares of Zoom Communications by 67.0% during the third quarter. REAP Financial Group LLC now owns 593 shares of the company’s stock worth $49,000 after purchasing an additional 238 shares in the last quarter. Hedge funds and other institutional investors own 66.54% of the company’s stock.

Key Headlines 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

Analysts Set New Price Targets

A number of brokerages recently weighed in on ZM. JPMorgan Chase & Co. lifted their price objective on shares of Zoom Communications from $85.00 to $90.00 and gave the company a “neutral” rating in a report on Tuesday, November 25th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $100.00 price objective on shares of Zoom Communications in a research report on Tuesday, November 25th. Wedbush reiterated an “outperform” rating and issued a $95.00 price objective on shares of Zoom Communications in a research note on Tuesday, November 25th. Wolfe Research raised Zoom Communications from a “peer perform” rating to an “outperform” rating and set a $115.00 target price for the company in a research note on Thursday, February 5th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $100.00 price target on shares of Zoom Communications in a research report on Friday. 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. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $95.32.

Zoom Communications Stock Down 1.1%

Shares of Zoom Communications stock opened at $74.10 on Monday. The firm has a market capitalization of $21.94 billion, a P/E ratio of 11.95, a P/E/G ratio of 4.24 and a beta of 0.93. Zoom Communications, Inc. has a 52 week low of $64.41 and a 52 week high of $97.58. The firm’s 50 day moving average is $85.41 and its two-hundred day moving average is $84.56.

Zoom Communications (NASDAQ:ZM) last issued its quarterly earnings data on Wednesday, February 25th. The company reported $1.44 earnings per share for the quarter, missing the consensus estimate of $1.48 by ($0.04). Zoom Communications had a return on equity of 11.88% and a net margin of 39.03%.The company had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.23 billion. During the same quarter in the prior year, the firm posted $1.41 EPS. The firm’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, research analysts expect that Zoom Communications, Inc. will post 2.93 earnings per share for the current fiscal year.

Insider Activity

In other Zoom Communications news, COO Aparna Bawa sold 12,137 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $81.37, for a total transaction of $987,587.69. Following the transaction, the chief operating officer owned 1,978 shares of the company’s stock, valued at approximately $160,949.86. This trade represents a 85.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Michelle Chang sold 8,417 shares of Zoom Communications stock in a transaction dated 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 in the company, valued at $2,205,212.28. This trade represents a 24.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 183,084 shares of company stock worth $15,704,721 over the last three months. Company insiders own 10.78% of the company’s stock.

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.