111 Capital Grows Stock Position in Zoom Communications, Inc. $ZM

111 Capital increased its stake in shares of Zoom Communications, Inc. (NASDAQ:ZM) by 353.9% in the 3rd quarter, HoldingsChannel reports. The firm owned 16,607 shares of the company’s stock after purchasing an additional 12,948 shares during the period. 111 Capital’s holdings in Zoom Communications were worth $1,370,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the stock. Vanguard Group Inc. grew its position in shares of Zoom Communications by 4.0% during the third quarter. Vanguard Group Inc. now owns 25,937,601 shares of the company’s stock worth $2,139,852,000 after buying an additional 986,164 shares in the last quarter. State Street Corp lifted its stake in Zoom Communications by 6.0% in the second quarter. State Street Corp now owns 7,189,501 shares of the company’s stock worth $560,637,000 after acquiring an additional 410,051 shares during the last quarter. Norges Bank acquired a new position in Zoom Communications during the 2nd quarter worth approximately $539,998,000. Geode Capital Management LLC grew its holdings in Zoom Communications by 0.5% during the 2nd quarter. Geode Capital Management LLC now owns 4,795,307 shares of the company’s stock worth $373,504,000 after acquiring an additional 23,910 shares in the last quarter. Finally, Acadian Asset Management LLC increased its position in shares of Zoom Communications by 41.1% in the 2nd quarter. Acadian Asset Management LLC now owns 3,769,480 shares of the company’s stock valued at $293,909,000 after purchasing an additional 1,097,333 shares during the last quarter. Institutional investors and hedge funds own 66.54% of the company’s stock.

Trending Headlines about Zoom Communications

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

• Positive Sentiment: Revenue and enterprise strength — Zoom reported Q4 revenue of ~$1.25B, up ~5% year‑over‑year, with enterprise revenue growing ~7% and more customers contributing >$100k ARR, showing continued strength in higher‑value customers. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Share repurchase completed — Zoom finished a $2.7B buyback program, which supports EPS and signals capital‑allocation confidence. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Positive Sentiment: AI product launch — Zoom rolled out Virtual Agent 3.0 and is pushing embedded AI for customer service and collaboration, expanding monetization opportunities. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Neutral Sentiment: Revenue beat but slight EPS miss — Q4 non‑GAAP EPS was $1.44, just below consensus (reported misses ranged ~$0.04–$0.05), leaving fundamentals mixed. Zoom Q4 Earnings Miss Estimates, Revenues Increase Y/Y
• Neutral Sentiment: Macroeconomic and market context — softer futures and sector rotation (housing/manufacturing signals) and post‑earnings profit‑taking amplified the move. US Stock Market Today S&P 500 Futures Slip As Housing And Factory Signals Mix
• Neutral Sentiment: Unclear impact from AI-investment narrative — one analyst piece highlights early investments in Anthropic by pandemic‑era winners; relevance to Zoom is uncertain and should be treated cautiously. Want Exposure to Anthropic? Then Buy This AI Software Stock.
• Negative Sentiment: Profit/guidance disappointed some investors — Zoom’s FY‑27 and Q1 EPS guidance was viewed as conservative by some analysts, prompting concerns about near‑term EPS trajectory. Zoom forecasts quarterly profit below estimates amid tough competition
• Negative Sentiment: Analyst reactions and target moves — several firms adjusted targets/ratings (mixed raises and cuts; Sanford Bernstein trimmed its target to $88 with a Market Perform), increasing uncertainty for investors. Analyst coverage/target updates
• Negative Sentiment: Shares fell sharply after hours and into the next session as traders digested the mixed print and guidance, driving a notable pullback from recent gains. Zoom (ZM) Stock Trades Down, Here Is Why

Insider Activity at Zoom Communications

In other news, insider Velchamy Sankarlingam sold 7,568 shares of the stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $86.55, for a total transaction of $655,010.40. Following the completion of the sale, the insider owned 136,182 shares in the company, valued at approximately $11,786,552.10. This represents a 5.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Eric S. Yuan sold 73,378 shares of Zoom Communications stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $87.29, for a total value of $6,405,165.62. The SEC filing for this sale provides additional information. Insiders sold a total of 183,089 shares of company stock worth $15,751,383 in the last three months. Company insiders own 10.78% of the company’s stock.

Analyst Ratings Changes

ZM has been the subject of several recent analyst reports. JPMorgan Chase & Co. lifted their price objective on shares of Zoom Communications from $85.00 to $90.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 25th. Needham & Company LLC reissued a “buy” rating and issued a $100.00 target price on shares of Zoom Communications in a report on Tuesday, November 25th. BTIG Research decreased their price target on Zoom Communications from $105.00 to $100.00 and set a “buy” rating for the company in a report on Thursday. Zacks Research cut Zoom Communications from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 13th. Finally, Wedbush reiterated an “outperform” rating and issued a $95.00 price objective on shares of Zoom Communications in a report on Tuesday, November 25th. Fourteen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Zoom Communications currently has a consensus rating of “Hold” and an average price target of $95.32.

Zoom Communications Stock Down 2.1%

NASDAQ:ZM opened at $73.94 on Monday. The company has a market capitalization of $21.89 billion, a PE ratio of 11.93, a P/E/G ratio of 4.28 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 stock’s 50 day moving average price is $87.63 and its 200 day moving average price is $84.58.

Zoom Communications (NASDAQ:ZM) last posted 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). The firm had revenue of $1.25 billion during 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 12.13%. Zoom Communications’s revenue was up 5.3% compared to the same quarter last year. During the same period in the previous year, the company posted $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. As a group, sell-side analysts anticipate that Zoom Communications, Inc. will post 2.93 EPS for the current fiscal year.

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.