LSV Asset Management Purchases 98,367 Shares of Zoom Communications, Inc. $ZM

Posted by Brenda Bartman on May 24th, 2026

LSV Asset Management lifted its position in shares of Zoom Communications, Inc. (NASDAQ:ZM – Free Report) by 9.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,167,807 shares of the company’s stock after acquiring an additional 98,367 shares during the quarter. LSV Asset Management’s holdings in Zoom Communications were worth $100,770,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Mitsubishi UFJ Asset Management Co. Ltd. raised its position in shares of Zoom Communications by 10.5% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 238,753 shares of the company’s stock worth $19,697,000 after acquiring an additional 22,704 shares during the last quarter. Strive Asset Management LLC bought a new stake in Zoom Communications in the third quarter valued at about $1,238,000. Krilogy Financial LLC bought a new stake in Zoom Communications in the third quarter valued at about $1,963,000. Sherry Group Inc. bought a new stake in Zoom Communications in the fourth quarter valued at about $894,000. Finally, Boston Common Asset Management LLC bought a new stake in Zoom Communications in the fourth quarter valued at about $2,163,000. Institutional investors own 66.54% of the company’s stock.

Insider Buying and Selling

In other Zoom Communications news, COO Aparna Bawa sold 12,886 shares of the stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $87.62, for a total value of $1,129,071.32. Following the completion of the sale, the chief operating officer directly owned 1,978 shares in the company, valued at $173,312.36. This represents a 86.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Santiago Subotovsky sold 5,274 shares of the stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $106.58, for a total value of $562,102.92. Following the completion of the sale, the director owned 142,882 shares of the company’s stock, valued at $15,228,363.56. This trade represents a 3.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 144,329 shares of company stock valued at $12,364,989. 11.51% of the stock is owned by company insiders.

Zoom Communications News Roundup

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

Positive Sentiment: Zoom beat fiscal Q1 expectations, posting EPS of $1.55 versus the $1.41 consensus and revenue of $1.24 billion versus $1.22 billion expected, with revenue up 5.5% year over year. Zoom Communications Reports Financial Results for the First Quarter of Fiscal Year 2027
Positive Sentiment: The company lifted FY2027 guidance, now targeting EPS of $5.96-$6.00, above prior expectations, which signals management confidence in continued margin and profit expansion. Zoom Raises FY2027 Outlook After 184% Paid AI User Growth
Positive Sentiment: AI momentum was a key driver, with paid AI users surging 184% and enterprise revenue rising 7.2%, suggesting Zoom is successfully expanding beyond basic video conferencing into higher-value enterprise tools. Zoom raises annual forecasts, banks on AI features to drive demand
Positive Sentiment: Several Wall Street firms raised price targets after the results, including RBC, Rosenblatt, Needham, BTIG, Mizuho, Benchmark, and Piper Sandler, reflecting improved sentiment around Zoom’s growth outlook. These Analysts Increase Their Forecasts On Zoom After Upbeat Q1 Results
Neutral Sentiment: Zoom also reported a modest uptick in churn and competitive pressure, which investors may continue to monitor even as the broader earnings picture remains strong. Zoom Communications Inc (ZM) Q1 2027 Earnings Call Highlights: Strong Revenue Growth and AI …

Wall Street Analyst Weigh In

ZM has been the subject of a number of recent analyst reports. Citigroup upped their price objective on Zoom Communications from $106.00 to $122.00 and gave the company a “buy” rating in a report on Friday, May 15th. Argus upgraded Zoom Communications to a “hold” rating in a report on Monday, March 9th. Piper Sandler upped their price objective on Zoom Communications from $91.00 to $107.00 and gave the company a “neutral” rating in a report on Friday. Citizens Jmp reiterated a “market perform” rating on shares of Zoom Communications in a report on Wednesday. Finally, Needham & Company LLC upped their price objective on Zoom Communications from $100.00 to $130.00 and gave the company a “buy” rating in a report on Friday. Fourteen analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $107.95.

View Our Latest Analysis on ZM

Zoom Communications Price Performance

Shares of Zoom Communications stock opened at $105.64 on Friday. Zoom Communications, Inc. has a 1 year low of $69.15 and a 1 year high of $113.73. The business has a 50-day moving average of $88.73 and a two-hundred day moving average of $86.72. The company has a market capitalization of $31.13 billion, a P/E ratio of 15.51, a price-to-earnings-growth ratio of 6.04 and a beta of 1.00.

Zoom Communications (NASDAQ:ZM – Get Free Report) last announced its quarterly earnings results on Thursday, May 21st. The company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.42 by $0.13. Zoom Communications had a return on equity of 12.06% and a net margin of 41.99%.The company had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same period in the prior year, the company earned $1.43 earnings per share. The company’s revenue for the quarter was up 5.5% compared to the same quarter last year. Zoom Communications has set its FY 2027 guidance at 5.960-6.000 EPS and its Q2 2027 guidance at 1.450-1.470 EPS. On average, equities analysts anticipate that Zoom Communications, Inc. will post 3.94 EPS for the current fiscal year.

About Zoom Communications

(Free Report)

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.