Market Cap
$25.8B
ZM
Zoom Communications, Inc.
$93.06 ▼ -0.79%
Prev close $93.80Market cap$25.8B
ConsensusBuy
12-mo target$118.24 (+27.1%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Cloud & SaaS
Snapshot
The big-picture read on ZM right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (62%)
Inst. Holders
50 funds
Inst. Value
$13.7B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $12.8M sell
Insider Net $
-$12.8M
Social Sentiment
50° Neutral
SEC Reports
20
Press Releases
1
Price chart 30d -2.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 other
Sep 12, 2026 SEC Zoom Got It Done: Company’s New Ad Campaign Featuring Kate McKinnon Shows How Zoom Turns Conversations into Completed Work
New ad spot, produced by Colin Jost's No Notes Productions, airs during NFL Monday Night Football, a
Zoom Communications insiders, including CEO Eric Yuan and a director, sold a total of ~$1.16M in shares over a 7-day win
CLUSTER — Impact 2/10
Two Zoom insiders—CEO Eric Yuan and Director Santiago Subotovsky—sold a combined $1.16M in open-market sales over a 7-da
CLUSTER — Impact 3/10
Sep 10, 2026 Insider
Sankarlingam Velchamy sold 206 shares
Pres. of Engineering & Product @ $96.37 ($19.9K)
Sep 10, 2026 Insider
Sankarlingam Velchamy sold 2,384 shares
Pres. of Engineering & Product @ $95.76 ($228.3K)
Sep 9, 2026 Insider
Sep 2, 2026 SEC Sankarlingam Velchamy acquired via exercise 7,031 shares
Pres. of Engineering & Product
Zoom Communications appointed former Oracle CFO Jeff Epstein to its Board of Directors, effective August 31, 2026, and a
8-K — Impact 2/10
Zoom Communications announced the acquisition of Common Room, an AI-native GTM intelligence platform, to extend its Zoom
Impact 6/10
Analyst ratings buy % +12.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
62% rate it Buy or better · 39 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 26, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 26, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Aug 26, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Aug 26, 2026 | Citizens | REITERATE | Market Perform | 38% |
| Aug 26, 2026 | Keybanc | REITERATE | Sector Weight | 52% |
| Aug 26, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 26, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 26, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 26, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Aug 24, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 11 | 13 | 14 | 1 | 0 | 62% | |
| Aug 1, 2026 | 10 | 13 | 15 | 1 | 0 | 59% | |
| Jul 1, 2026 | 10 | 13 | 15 | 1 | 0 | 59% | |
| Jun 1, 2026 | 10 | 13 | 15 | 1 | 0 | 59% | |
| May 1, 2026 | 10 | 13 | 13 | 3 | 0 | 59% | |
| Apr 1, 2026 | 10 | 13 | 13 | 3 | 0 | 59% | |
| Mar 1, 2026 | 10 | 14 | 12 | 3 | 0 | 62% | |
| Feb 1, 2026 | 9 | 14 | 14 | 2 | 0 | 59% |
Price targets
Where 25 covering analysts think ZM trades over the next 12 months.
$118.24 +27.1% upside Strong Buy
Current$93.06 Low$79.00 Median$120.00 High$135.00 25 analysts
$79.00$135.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 3 bullish, 6 bearish, 0 mixed, 11 neutral · avg impact 4.5/10.Plus 1 press releases.
NEUTRALCLUSTER2/10
Zoom Communications insiders, including CEO Eric Yuan and a director, sold a total of ~$1.16M in sha
Sep 12, 2026
NEUTRALCLUSTER3/10
Two Zoom insiders—CEO Eric Yuan and Director Santiago Subotovsky—sold a combined $1.16M in open-mark
Sep 10, 2026
NEUTRAL8-K2/10
Zoom Communications appointed former Oracle CFO Jeff Epstein to its Board of Directors, effective Au
Sep 2, 2026
BULLISHPRESS-RELEASE6/10
Zoom reported Q2 FY27 results with a 5.0% EPS beat ($1.55 vs $1.48 consensus) and 4.9% YoY revenue g
Aug 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
other
Zoom Got It Done: Company’s New Ad Campaign Featuring Kate McKinnon Shows How Zoom Turns Conversations into Completed Work
New ad spot, produced by Colin Jost's No Notes Productions, airs during NFL Monday Night Football, as part of the company’s Zoom Ahead campaign New ad
Sep 7, 2026
dark_pool
Dark Pool: ZM — 2.5M shares, 57,858 trades
Week starting 2026-09-07. Total ATS volume: 2,457,097 shares across 57,858 trades.
Sep 2, 2026
leadership
Zoom Appoints Former Oracle CFO Jeff Epstein to Board of Directors; Jonathan Chadwick to Retire
SAN JOSE, Calif., Sept. 02, 2026 (GLOBE NEWSWIRE) -- Zoom announced today the appointment of Jeff Epstein to its Board of Directors, effective immedia
Aug 31, 2026
dark_pool
Dark Pool: ZM — 4.1M shares, 86,805 trades
Week starting 2026-08-31. Total ATS volume: 4,118,848 shares across 86,805 trades.
Aug 26, 2026
short_volume
Short Volume: ZM — 58.7% short (1.9M / 3.3M)
Short: 1,935,973 | Exempt: 2,743 | TRF Vol: 3,295,758 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.49 | $1.47–$1.59 | -2.3% | -1.0% | 2↑ 16↓ | $1.3B | 25 |
| Next Q | $0.95 | $0.73–$1.09 | -57.1% | +6.0% | 6↑ 1↓ | $1.3B | 7 |
| Current FY | $6.14 | $5.99–$6.41 | 3.7% | +0.9% | 19↑ 3↓ | $5.1B | 27 |
| Next FY | $6.34 | $5.82–$6.94 | 3.3% | +0.6% | 15↑ 7↓ | $5.3B | 28 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.486 | — |
| 7d ago | $1.491 | -0.005 |
| 30d ago | $1.501 | -0.015 |
| 60d ago | $1.501 | -0.015 |
| 90d ago | $1.501 | -0.015 |
Institutional ownership
Which big funds own ZM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $13.7B total value (158,832,866 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 18,017,253 | $1.6B | 11.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,108,114 | $1.1B | 8.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,542,227 | $996.2M | 7.3% | — |
| JPMORGAN CHASE & CO | 8,561,233 | $737.5M | 5.4% | — |
| NORGES BANK | 7,970,328 | $687.9M | 5.0% | NEW |
| STATE STREET CORP | 7,562,489 | $652.7M | 4.8% | — |
| FMR LLC | 7,198,258 | $621.3M | 4.5% | — |
| AQR CAPITAL MANAGEMENT LLC | 6,530,217 | $563.4M | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,151,343 | $534.2M | 3.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 7,970,328 | — | $687.9M |
| Rubric Capital Management LP | DOUBLED | 1,001,006 | 2,766,009 | +176.3% | $238.7M |
| D. E. Shaw & Co., Inc. | DOUBLED | 705,685 | 2,736,806 | +287.8% | $236.2M |
| Qube Research & Technologies Ltd | DOUBLED | 598,485 | 2,520,290 | +321.1% | $217.5M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,767,728 | 2,304,515 | +30.4% | $198.9M |
| GOLDMAN SACHS GROUP INC | ADD | 1,601,513 | 2,195,336 | +37.1% | $189.5M |
| Alyeska Investment Group, L.P. | TRIM | 3,136,350 | 2,017,972 | -35.7% | $174.2M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 2,352,451 | 1,521,085 | -35.3% | $131.3M |
| Point72 Asset Management, L.P. | ADD | 606,952 | 1,187,308 | +95.6% | $102.5M |
| Amundi | ADD | 656,679 | 1,144,998 | +74.4% | $98.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$12.8M — $0.00 bought, $12.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Sankarlingam Velchamy | Pres. of Engineering & Product | SELL | 206 | $96.37 | $19.9K |
| Sep 10, 2026 | Sankarlingam Velchamy | Pres. of Engineering & Product | SELL | 2,384 | $95.76 | $228.3K |
| Sep 9, 2026 | Sankarlingam Velchamy | Pres. of Engineering & Product | EXERCISE | 7,031 | — | — |
| Sep 9, 2026 | Sankarlingam Velchamy | Pres. of Engineering & Product | TAX W/H | 3,579 | $96.44 | $345.2K |
| Sep 9, 2026 | Sankarlingam Velchamy | Pres. of Engineering & Product | EXERCISE | 4,224 | — | — |
| Sep 9, 2026 | Sankarlingam Velchamy | Pres. of Engineering & Product | EXERCISE | 2,807 | — | — |
| Sep 8, 2026 | Subotovsky Santiago | Director | SELL | 1,792 | $96.48 | $172.9K |
| Sep 8, 2026 | Subotovsky Santiago | Director | SELL | 845 | $96.95 | $81.9K |
| Sep 2, 2026 | Yuan Eric S. | Chief Executive Officer | CONVERT | 12,100 | — | — |
| Sep 2, 2026 | Yuan Eric S. | Chief Executive Officer | CONVERT | 12,100 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ZM.
Shares short
7,058,003
Settlement Sep 15, 2026
Change vs prior
-1.0%
Semi-monthly cycle
Days to cover
2.6
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All ZM filing & press-release reports (21)
- CLUSTER reportSep 12, 2026
- CLUSTER reportSep 10, 2026
- 8-K reportSep 2, 2026
- PRESS-RELEASE reportAug 25, 2026
- CLUSTER reportAug 14, 2026
- CLUSTER reportAug 7, 2026
- PRESS-RELEASE reportJul 22, 2026
- CLUSTER reportJul 16, 2026
- CLUSTER reportJul 15, 2026
- PRESS-RELEASE reportJul 2, 2026
- PRESS-RELEASE reportMay 21, 2026
- 8-K reportMay 21, 2026
- CLUSTER reportMay 6, 2026
- COURT-RULING reportMay 2, 2026
- CLUSTER reportApr 21, 2026
- CLUSTER reportApr 20, 2026
- CLUSTER reportApr 17, 2026
- CLUSTER reportApr 15, 2026
- COURT-RULING reportMar 30, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 25, 2026