ZM — Zoom Video Communications Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Zoom Video Communications Inc

Zoom Communications, Inc. provides an Artificial Intelligence-first open work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, a cloud phone system; and Zoom Team Chat enables users to share messages, images, file… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$100.16
Market Cap$28.95B
Float240.9M
Shares Outstanding266.0M
P/E (Forward)18.76
P/E (TTM)15.89
Price/Sales (TTM)5.95
vs. Analyst Target-2.8% to analyst PT
Profit Margin39.03%
Operating Margin (TTM)21.50%
Revenue (TTM)$4.87B
Earnings Growth (YoY)91.50%
Dividend RateNone
Analyst Target Price$97.33 (34 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $2.65B $672M $1.83B $689M
2022 $4.10B $1.38B $3.05B $1.11B
2023 $4.39B $104M $3.29B $328M
2024 $4.53B $637M $3.45B $630M
2025 $4.67B $1.01B $3.54B $936M
2026 $4.87B $1.90B $3.75B $2.56B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Apr 2025 $1.17B $255M
Jul 2025 $1.22B $359M
Oct 2025 $1.23B $613M
Jan 2026 $1.25B $674M

Ownership & Float

Insider Ownership0.2%
Institutional Ownership79.8%
Short Float2.7%
% of All Funds Holding9.32%
Number of Funds Holding766

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$88.29Near-term / short-term trend
Weekly40-Week SMA$85.19Medium-term trend
Weekly80-Week SMA$82.03Cyclical trend (business cycle)
Weekly200-Week SMA$74.82Secular trend (multi-year)
Monthly10-Month SMA$86.61Near-term monthly trend
Monthly20-Month SMA$82.52Medium-term monthly trend
Monthly40-Month SMA$74.77Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$81.00 support 1.24x 0 months ago
$73.00 support 1.24x 1 months ago
$61.00 support 1.30x 20 months ago

Historical Earnings Reactions (28 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.30% -1.99% 39.29% 35.19% -15.40%
1 Day -0.51% -1.25% 35.71% 40.78% -16.69%
1 Week -1.91% -5.76% 39.29% 26.26% -18.40%
2 Weeks -0.29% -2.93% 42.86% 29.25% -25.36%
1 Month -0.12% -3.81% 46.43% 48.33% -24.75%

Next earnings: May 21, 2026 (3 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan2.9%71.4%7
Feb-0.3%42.9%7
Mar2.0%42.9%7
Apr-2.9%28.6%7
May9.8%100.0%7
Jun9.1%71.4%7
Jul1.0%57.1%7
Aug-0.1%42.9%7
Sep1.5%42.9%7
Oct1.0%57.1%7
Nov-0.2%57.1%7
Dec-7.9%28.6%7

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.32% 50.8% 333
Tuesday -0.19% 48.0% 367
Wednesday -0.03% 47.1% 363
Thursday 0.13% 52.1% 355
Friday 0.24% 49.2% 356

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 79.8%

Insider Transactions — Smart Summary

Total insider ownership: 0.2%

Founder-led management: Eric Yuan (Founder, President, CEO & Chairman)

12-Month Insider Activity Summary

Total Filings42
Net Value-$103M
Net Shares Change652,405
% of Float0.3%
C-Suite Filings26
Clusters Detected6

Key Insiders

NameTitleNet ValueFilingsActivity
Chang Michelle Chief Financial Officer -$8.5M 3 N/A
Bawa Aparna Chief Operating Officer -$3.7M 4 N/A
Subotovsky Santiago -$833,941.154 1 N/A
Sankarlingam Velchamy Pres. of Engineering and Product -$653,190.329 1 N/A
McMaster Herbert Raymond -$246,000 1 N/A

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-06-05 – 2025-06-13 3 3 -$895,789.743 1 C-suite
2025-07-07 – 2025-07-16 6 6 -$6.8M 3 C-suite
2025-10-08 – 2025-10-20 5 5 -$10.8M 4 C-suite
2025-12-05 – 2025-12-17 4 3 -$26.1M 3 C-suite
2026-01-07 – 2026-01-21 5 5 -$9.2M 4 C-suite
2026-04-13 – 2026-04-21 5 5 -$10.6M 4 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-04-21 Bawa Aparna Chief Operating Officer -$1.1M Transaction at $87.62, now +14.3%
2026-04-13 Chang Michelle Chief Financial Officer -$1.4M Transaction at $82.28, now +21.7%
2026-01-13 Chang Michelle Chief Financial Officer -$1.5M Transaction at $86.10, now +16.3%
2026-05-05 Subotovsky Santiago -$833,941.154 Transaction at $105.34, now -4.9%
2026-01-21 Bawa Aparna Chief Operating Officer -$987,553.706 Transaction at $81.37, now +23.1%
2025-10-14 Chang Michelle Chief Financial Officer -$5.6M Transaction at $80.92, now +23.8%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Zoom Video Communications Inc (ZM) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for ZM on Trend Edge →