Zoom Communications (ZM) is down 3.1% today. Here is some analysis on what might have caused this price movement.
Analysis: A clear negative company-specific catalyst was not easy to identify, so the move appears more likely tied to positioning ahead of earnings and profit-taking after a run of recent AI and product announcements. This could be because investors are waiting for the company’s next quarterly report before rewarding its latest strategy moves.
Details:
Zoom’s next earnings report is expected in late August 2026, which can make shares choppy as traders reset expectations before results.The company announced an agreement in July to acquire Common Room, expanding its AI-native go-to-market and revenue platform capabilities.Zoom also introduced new AI and virtual agent features in June and July, highlighting a broader push to turn collaboration and customer conversations into workflow automation and sales tools.Recent analyst data showed mostly maintained or raised price targets in late June and July, suggesting today’s decline may reflect short-term sentiment rather than a fresh downgrade.Sources:
Zoom, SEC, Benzinga, Stock Analysis
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 94 times in the past 6 months. Of those trades, 0 have been purchases and 94 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 40 sales selling 215,620 shares for an estimated $19,886,759.
- SANTIAGO SUBOTOVSKY has made 0 purchases and 40 sales selling 31,245 shares for an estimated $3,083,217.
- 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 $444
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$ZM Hedge Fund Activity
We have seen 442 institutional investors add shares of $ZM stock to their portfolio, and 443 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 8,561,233 shares (+inf%) to their portfolio in Q2 2026, for an estimated $738,920,020
- 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
- NORGES BANK added 2,062,484 shares (+34.9%) to their portfolio in Q2 2026, for an estimated $178,012,994
- 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
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,593,018 shares (+inf%) to their portfolio in Q2 2026, for an estimated $137,493,383
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.
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Zoom Communications slips as investors appear to pause ahead of earnings
Zoom Communications (ZM) is down 3.1% today. Here is some analysis on what might have caused this price movement.
Analysis: A clear negative company-specific catalyst was not easy to identify, so the move appears more likely tied to positioning ahead of earnings and profit-taking after a run of recent AI and product announcements. This could be because investors are waiting for the company’s next quarterly report before rewarding its latest strategy moves.
Details:
Sources:
Zoom, SEC, Benzinga, Stock Analysis
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 94 times in the past 6 months. Of those trades, 0 have been purchases and 94 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 442 institutional investors add shares of $ZM stock to their portfolio, and 443 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 »