$ZM

Zoom Communications, Inc.

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0
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$4.4M
Yuan Eric S.
100%
See all $ZM insider activity →
Low

Chang Michelle sold $844K of ZM

Chang Michelle (Chief Financial Officer) sold 8,489 shares of Zoom Communications, Inc. (ZM) at an average of $99.46 ($98.67–$99.84, $0.84M total) across 2 trades on 2026-10-12 under a Rule 10b5-1 trading plan.

Sankarlingam Velchamy sold $759K of ZM

Sankarlingam Velchamy (Pres. of Engineering & Product) sold 7,645 shares of Zoom Communications, Inc. (ZM) at an average of $99.26 ($98.63–$99.54, $0.76M total) across 2 trades on 2026-10-12 under a Rule 10b5-1 trading plan.

Zoom stock price target maintained at $125 by StoneX on AI growth

StoneX maintained a Buy rating and $125 price target for Zoom (ZM), citing AI integration and strong financials. The stock is undervalued per InvestingPro data. Zoom's Q2 2027 results showed mixed revenue trends, with enterprise growth accelerating. Analysts have varying ratings and targets, from $104 to $125.

ZM sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 3 news stories mentioning ZM (Zoom Communications, Inc.). Coverage has skewed bearish: 1 bullish, 0 neutral, and 2 bearish.

Recent ZM coverage spans financial news, insider activity and earnings.

In the last 30 days, ZM insiders filed 11 SEC Form 4 transactions — no purchases and 11 sales ($4.4M). The most active reporter was Yuan Eric S., Chief Executive Officer, with 4 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving ZM

AlphAI scores every news story that mentions ZM with an AI model for sentiment and relevance, and aggregates insider trades from Zoom Communications, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ZM

Score

Q2 Earnings Review: Video Conferencing Stocks Led by RingCentral (NYSE:RNG)

Q2 earnings for video conferencing stocks showed revenue growth of 2% above estimates. RingCentral (RNG) reported $657M in revenue, up 5.9% YoY, beating expectations. 8x8 (EGHT) saw 4.9% YoY growth, exceeding estimates by 4.3%. Five9 (FIVN) grew 10.3% YoY, beating estimates by 1.9%. Zoom (ZM) reported $1.28B in revenue, up 4.9% YoY, surpassing expectations by 0.7%.

Unpacking Q2 Earnings: Five9 (NASDAQ:FIVN) In The Context Of Other Video Conferencing Stocks

Five9 (FIVN) reported Q2 revenue of $312.4M, up 10.3% YoY, beating estimates by 1.9%. Despite mixed results, its stock rose 22.9%. RingCentral (RNG) saw revenue increase 5.9%, stock up 106%. Zoom (ZM) reported $1.28B revenue, up 4.9%, but stock fell 6.8%. 8x8 (EGHT) beat estimates with 4.9% revenue growth, stock flat. Video conferencing stocks averaged 30.5% gains post-earnings.

BofA Reveals Software Stocks To Sell List Due to AI Agents Risk

Bank of America warns that AI agents like Meta's Muse and OpenAI's Dots may disrupt software companies serving consumers and SMBs, citing potential replacement of standalone tools. The bank lists Asana, monday.com, BlackLine, Dropbox, HubSpot, Intuit, Paycom, Paylocity, and Zoom as vulnerable. It also notes that AI adoption could benefit CoreWeave, Nebius, Oracle, Datadog, Dynatrace, Microsoft, MongoDB, and Shopify.

$AMZNLow

Amazon, Google Make $23 Million Education Pledge

Amazon, Google, Intel, Adobe, SpaceX's Starlink, and Zoom pledged over $23 million to expand AI education globally. Amazon will offer free AI coding tools to 5M students and training to 2M. Google committed $4M for its Educator Series. Intel will deploy tech in 10 countries. Adobe and Zoom also contributed resources.

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