Handelsbanken Fonder AB Purchases 240,390 Shares of Zoom Communications, Inc. $ZM

Handelsbanken Fonder AB increased its position in shares of Zoom Communications, Inc. (NASDAQ:ZM) by 33.4% in the third quarter, HoldingsChannel reports. The firm owned 959,510 shares of the company’s stock after purchasing an additional 240,390 shares during the period. Handelsbanken Fonder AB’s holdings in Zoom Communications were worth $79,160,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in Zoom Communications during the second quarter worth about $539,998,000. Acadian Asset Management LLC raised its stake in shares of Zoom Communications by 41.1% in the second quarter. Acadian Asset Management LLC now owns 3,769,480 shares of the company’s stock valued at $293,909,000 after acquiring an additional 1,097,333 shares during the last quarter. Vanguard Group Inc. boosted its holdings in shares of Zoom Communications by 4.0% in the 3rd quarter. Vanguard Group Inc. now owns 25,937,601 shares of the company’s stock worth $2,139,852,000 after acquiring an additional 986,164 shares in the last quarter. Pacer Advisors Inc. grew its position in Zoom Communications by 54.4% during the 3rd quarter. Pacer Advisors Inc. now owns 2,695,193 shares of the company’s stock worth $222,353,000 after acquiring an additional 949,829 shares during the last quarter. Finally, Wedge Capital Management L L P NC bought a new stake in Zoom Communications during the 3rd quarter worth approximately $63,357,000. 66.54% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have issued reports on the company. Wall Street Zen downgraded Zoom Communications from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 15th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Zoom Communications in a report on Monday, December 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $100.00 price objective on shares of Zoom Communications in a report on Tuesday, November 25th. KeyCorp raised their price objective on shares of Zoom Communications from $69.00 to $74.00 and gave the company an “underweight” rating in a research report on Thursday. Finally, Citigroup raised shares of Zoom Communications from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $94.00 to $106.00 in a research note on Monday, January 12th. Fourteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $95.32.

Insider Transactions at Zoom Communications

In other news, insider Velchamy Sankarlingam sold 7,568 shares of the firm’s stock in a transaction on Monday, January 12th. The stock was sold at an average price of $86.55, for a total value of $655,010.40. Following the transaction, the insider directly owned 136,182 shares in the company, valued at $11,786,552.10. This trade represents a 5.26% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Eric S. Yuan sold 73,378 shares of Zoom Communications stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $87.29, for a total value of $6,405,165.62. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 183,089 shares of company stock valued at $15,751,383. 11.51% of the stock is currently owned by company insiders.

Zoom Communications News Roundup

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

• Positive Sentiment: Revenue and enterprise traction: Q4 revenue of ~$1.25B (+5.3% Y/Y) and enterprise revenue growth (customers >$100k up ~9.3% Y/Y) show durable commercial demand that supports longer‑term monetization. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Buyback & AI push: Company completed a ~$2.7B repurchase program and launched Zoom Virtual Agent 3.0, signaling capital return and continued AI product expansion that could lift enterprise ARPU over time. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Positive Sentiment: Top‑line beat vs. Street: Revenue modestly beat consensus, underscoring steady demand that could support valuation if margins/cash flow remain strong. Zoom (NASDAQ:ZM) Exceeds Q4 CY2025 Expectations, Guides For 4.1% Growth Next Year
• Neutral Sentiment: Analyst moves mixed: Several firms adjusted targets and ratings in both directions (some trims, some reiterations/raises), reflecting disagreement over how to value Zoom’s growth vs. margin trajectory. Analyst price target and rating notes
• Neutral Sentiment: Mixed signals on guidance: Company issued FY27/Q1 figures that markets and some reporters parsed differently (non‑GAAP vs. GAAP, one‑time items), leaving near‑term interpretation ambiguous. Zoom Q4 Earnings Miss Estimates, Revenues Increase Y/Y
• Negative Sentiment: EPS miss and weak near‑term profit outlook: Non‑GAAP EPS of $1.44 missed consensus (~$1.48), and guidance/comments around quarterly profit were read as soft, prompting immediate selling pressure. Zoom (ZM) Nosedives 11.6% After Earnings
• Negative Sentiment: Market reaction and downgrades: Shares plunged in after‑hours/premarket trading (double‑digit moves reported) and some sell‑side shops trimmed targets or shifted to market‑perform/underweight on the profit outlook. Zoom shares tumble on earnings miss, soft profit guidance
• Negative Sentiment: Competitive pressure highlighted: Management reiterated challenges from bundled rivals (Microsoft, Google) and a tougher spending environment for some customer segments, which threatens margin and growth if enterprise wins slow. Zoom forecasts quarterly profit below estimates amid tough competition

Zoom Communications Stock Down 11.6%

Zoom Communications stock opened at $75.54 on Friday. The business’s 50-day simple moving average is $87.95 and its 200 day simple moving average is $84.36. The stock has a market cap of $22.37 billion, a price-to-earnings ratio of 12.18, a P/E/G ratio of 7.65 and a beta of 0.90. Zoom Communications, Inc. has a 12-month low of $64.41 and a 12-month high of $97.58.

Zoom Communications (NASDAQ:ZM) last released its earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.04). Zoom Communications had a net margin of 39.03% and a return on equity of 12.13%. The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. During the same quarter in the previous year, the company posted $1.41 earnings per share. The business’s revenue for the quarter was up 5.3% on a year-over-year basis. 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 expect that Zoom Communications, Inc. will post 2.93 EPS for the current year.

About Zoom Communications

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.