Zoom Communications (ZM)
Connects meetings, calls, customer service, and employee communications in an AI-assisted cloud platform.
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Connects meetings, calls, chat, documents, whiteboards, contact centers, and employee communications through a cloud platform with AI assistance. Revenue is reported as one segment, while the portfolio depends on secure handling of communications data and continued execution under founder-CEO Eric S. Yuan.
Connects work through cloud software for meetings, calls, chat, documents, whiteboards, webinars, and rooms. Zoom Workplace anchors the portfolio, while AI Companion adds assistance and workflow automation across the platform.
Extends the same communications foundation into Zoom Phone, Contact Center, Workvivo employee communications, and BrightHire recruiting workflows. All products are managed as one reportable segment, so product-level revenue weights are not disclosed.
Maintains an internationally distributed workforce, with more employees outside the United States than inside. Founder Eric S. Yuan still leads product, strategy, engineering, culture, and global operations. The platform depends on trusted security practices under an FTC order requiring a comprehensive security program, independent assessments, and breach notification.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 26, 2026 | Bernstein | Reiterate | Rating: —Target: $90 | Target: $108 |
| Aug 26, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $105 | Target: $107 |
| Aug 26, 2026 | Jefferies | Reiterate | Rating: —Target: $118 | Target: $116 |
| Aug 20, 2026 | UBS | Reiterate | Rating: —Target: $85 | Target: $115 |
| Jun 2, 2026 | HSBC | Reiterate | Rating: —Target: — | Target: $133 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $7.25B · Total debt $60.3M · Total assets $13.59B · Shareholders' equity $11.30B
- Revenue
- $1.28B
- Operating income
- $314.3M
- Net income
- $1.54B
No dividends on record.
| Institutions | 69.85% | 203.82M shares | |
|---|---|---|---|
| 940 holders · as of Jun 30, 2026 | |||
| Insiders | 7.27% | 21.23M shares | |
| 16 holders · as of Sep 11, 2026 | |||
| Other | 22.88% | 66.74M shares | |
| remainder | |||
291.78M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Eric S. YuanInsiderdirector, officer: Chief Executive Officer | 7.08% | 20.67M B | filed Sep 3, 2026 |
BlackRock, Inc.Institution | 6.17% | 18.02M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.49% | 13.11M A | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.96% | 11.54M A | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 2.93% | 8.56M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 10, 2026 | Velchamy Sankarlingam | officer: Pres. of Engineering & Product | −2,590 | $95.81 |
| Sep 8, 2026 | Santiago Subotovsky | director | −2,637 | $96.63 |
| Sep 2, 2026 | Eric S. Yuan | director, officer: Chief Executive Officer | −12,100 | $95.82 |
| Sep 1, 2026 | Eric S. Yuan | director, officer: Chief Executive Officer | −12,100 | $95.34 |
| Jul 15, 2026 | Velchamy Sankarlingam | officer: Pres. of Engineering & Product | −7,644 | $91.98 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Zoom Communications | $91.00 | +0.03% | $26.65B | 8.4 | 14.8 | 5.3 | +4.9% |
| Microsoft | $497.65 | −0.08% | $3.72T | 27.9 | 25.4 | 11.2 | +17.8% |
| Cisco Systems | $106.07 | −0.35% | $439.31B | 33.5 | 20.8 | 6.9 | +17.6% |
| Alphabet Class A | $351.79 | +0.18% | $4.30T | 17.8 | 26.1 | 9.6 | +24.2% |
| RingCentral | $80.20 | +0.55% | $6.67B | 61.8 | 15.1 | 2.6 | +5.9% |
| Five9 | $37.01 | −4.29% | $2.83B | 53.6 | 10.7 | 2.4 | +10.3% |
| NiCE (ADR) | $117.76 | −0.52% | $6.71B | 16.6 | 9.9 | 2.2 | +7.7% |
| Median | 30.7 | 17.9 | 4.8 | +13.9% |