Zoom Communications (ZM) is up 3.1% today. Here is some analysis on what might have caused this price movement.
Analysis: A single clear catalyst is hard to pin down, but the move appears tied to continued optimism around Zoom’s AI and revenue-platform expansion, layered on top of a stronger first-quarter report and upbeat near-term guidance. This could also be because traders are positioning ahead of the close of Zoom’s fiscal second quarter on July 31, which often brings more attention to companies with recent product momentum. ([investors.zoom.us](https://investors.zoom.us/node/14381/pdf?utm_source=openai))
Details:
Zoom’s fiscal first-quarter 2027 results topped expectations, and the company guided second-quarter revenue to about $1.265 billion to $1.270 billion, with non-GAAP diluted EPS of $1.45 to $1.47. ([investors.zoom.us](https://investors.zoom.us/static-files/e491abb1-abb0-4701-abbd-cdc57c3bf5ea?utm_source=openai))On July 22, Zoom highlighted new AI capabilities in Zoom Revenue Accelerator aimed at turning customer conversations into revenue actions, reinforcing its push beyond video meetings. ([investors.zoom.us](https://investors.zoom.us/?utm_source=openai))Earlier in July, Zoom announced a deal to acquire Common Room, a move designed to strengthen its AI revenue platform with buyer-intelligence tools. ([investors.zoom.us](https://investors.zoom.us/?utm_source=openai))Zoom also ended the last reported quarter with a sizable remaining share repurchase authorization, which can support sentiment around the stock. ([investors.zoom.us](https://investors.zoom.us/node/14151/pdf?utm_source=openai))Sources:
Zoom Investor Relations, SEC, StockStory
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$ZM Insider Trading Activity
$ZM insiders have traded $ZM stock on the open market 95 times in the past 6 months. Of those trades, 0 have been purchases and 95 have been sales.
Here’s a breakdown of recent trading of $ZM stock by insiders over the last 6 months:
- ERIC S. YUAN (Chief Executive Officer) has made 0 purchases and 43 sales selling 215,620 shares for an estimated $19,668,382.
- SANTIAGO SUBOTOVSKY has made 0 purchases and 38 sales selling 25,809 shares for an estimated $2,505,283.
- MICHELLE CHANG (Chief Financial Officer) has made 0 purchases and 7 sales selling 17,305 shares for an estimated $1,491,832.
- APARNA BAWA (Chief Operating Officer) has made 0 purchases and 2 sales selling 12,886 shares for an estimated $1,129,109.
- VELCHAMY SANKARLINGAM (Pres. of Engineering & Product) has made 0 purchases and 4 sales selling 10,235 shares for an estimated $855,832.
- HERBERT RAYMOND MCMASTER sold 5 shares for an estimated $444
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Quiver Alerts
Receive ZM Data Alerts
Get market-moving data, filings, and signals for ZM in real time.
Sign Up
$ZM Hedge Fund Activity
We have seen 394 institutional investors add shares of $ZM stock to their portfolio, and 398 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 4,134,300 shares (-35.1%) from their portfolio in Q1 2026, for an estimated $332,356,377
- AQR CAPITAL MANAGEMENT LLC removed 3,833,232 shares (-31.4%) from their portfolio in Q1 2026, for an estimated $308,153,520
- CITADEL ADVISORS LLC added 3,601,442 shares (+572.3%) to their portfolio in Q1 2026, for an estimated $289,519,922
- ALYESKA INVESTMENT GROUP, L.P. added 2,844,498 shares (+974.6%) to their portfolio in Q1 2026, for an estimated $228,669,194
- ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. removed 1,912,180 shares (-70.5%) from their portfolio in Q2 2026, for an estimated $165,040,255
- ACADIAN ASSET MANAGEMENT LLC removed 1,470,722 shares (-27.2%) from their portfolio in Q1 2026, for an estimated $118,231,341
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,427,645 shares (-70.5%) from their portfolio in Q1 2026, for an estimated $114,768,381
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ZM Price Targets
Multiple analysts have issued price targets for $ZM recently. We have seen 16 analysts offer price targets for $ZM in the last 6 months, with a median target of $119.0.
Here are some recent targets:
- Joshua Reilly from Needham set a target price of $130.0 on 07/02/2026
- Rishi Jaluria from RBC Capital set a target price of $130.0 on 06/30/2026
- Stephen Bersey from HSBC set a target price of $133.0 on 06/02/2026
- Tyler Radke from Citigroup set a target price of $126.0 on 05/26/2026
- Samad Samana from Jefferies set a target price of $118.0 on 05/22/2026
- Ryan Macwilliams from Wells Fargo set a target price of $105.0 on 05/22/2026
- Matthew Harrigan from Benchmark set a target price of $125.0 on 05/22/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »
View the Zacks #1 Rank List
Zoom Communications stock gains as investors weigh recent AI and platform updates
Zoom Communications (ZM) is up 3.1% today. Here is some analysis on what might have caused this price movement.
Analysis: A single clear catalyst is hard to pin down, but the move appears tied to continued optimism around Zoom’s AI and revenue-platform expansion, layered on top of a stronger first-quarter report and upbeat near-term guidance. This could also be because traders are positioning ahead of the close of Zoom’s fiscal second quarter on July 31, which often brings more attention to companies with recent product momentum. ([investors.zoom.us](https://investors.zoom.us/node/14381/pdf?utm_source=openai))
Details:
Sources:
Zoom Investor Relations, SEC, StockStory
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$ZM Insider Trading Activity
$ZM insiders have traded $ZM stock on the open market 95 times in the past 6 months. Of those trades, 0 have been purchases and 95 have been sales.
Here’s a breakdown of recent trading of $ZM stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ZM Hedge Fund Activity
We have seen 394 institutional investors add shares of $ZM stock to their portfolio, and 398 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ZM Price Targets
Multiple analysts have issued price targets for $ZM recently. We have seen 16 analysts offer price targets for $ZM in the last 6 months, with a median target of $119.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »