ZM

ZM Earnings Preview

Zoom Communications, Inc. · Technology · $31B

14d until earnings

ZM Earnings

Thursday, May 21 2026
EPS Estimate
$1.42
$1.40 – $1.53
Revenue Estimate
$1.2B
Current Price
$109.10

Our Position

bullish

Zoom integrates AI face verification, shares jump 8%

est. revisions rising (+1.7pp / 30d)

This partnership addresses growing fraud risks in video calls with AI, potentially boosting user trust and retention, supporting Zoom's shift towards pricing and product innovation for growth.

Watch: Monitor Zoom’s next earnings report and adoption rate of AI verification technology to assess impact on user growth and churn.

Data Signal Summary

0 bullish
1 bearish
Insider selling cluster

Key Context

Insider Activity
selling
Price Trend
mixed
From 52w High
0.0%
P/E Ratio
17.0
Est. Revisions (30d)
+0.0% 2up/13dn
Analyst Target (mean)
$97 $66–$115 -11%
Options P/C Ratio
1.14
Est. Dispersion
9% 26 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, Citadel, Two Sigma, Bridgewater, D.E. Shaw

Recent Activity

insider trades 128 transactions
Other · YUAN ERIC S. (Chief Executive Officer) ·68,454 shares
Other · YUAN ERIC S. (Chief Executive Officer) ·24,200 shares
Other · SANKARLINGAM VELCHAMY (Officer) ·20,751 shares
Other · CHANG MICHELLE (Chief Financial Officer) ·88,869 shares
Other · YUAN ERIC S. (Chief Executive Officer) ·74,914 shares
123 more
Other · BAWA APARNA ·26,237 shr
Sell · SANKARLINGAM VELCHAMY ·2,590 shr ·$202,642
Other · SANKARLINGAM VELCHAMY ·7,031 shr
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$191,619
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$223,716
Sell · YUAN ERIC S. ·24,200 shr ·$2,206,077
Sell · BAWA APARNA ·12,137 shr ·$987,553
Sell · YUAN ERIC S. ·59,469 shr ·$4,972,188
Other · YUAN ERIC S. ·24,215 shr
Sell · SANKARLINGAM VELCHAMY ·7,568 shr ·$654,997
Other · SUBOTOVSKY SANTIAGO ·1,345,000 shr
Sell · CHANG MICHELLE ·8,417 shr ·$728,424
Other · SANKARLINGAM VELCHAMY ·20,752 shr
Other · CHANG MICHELLE ·22,217 shr
Other · YUAN ERIC S. ·68,453 shr
Other · BAWA APARNA ·21,392 shr
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$212,877
Sell · YUAN ERIC S. ·146,756 shr ·$12,792,425
Other · YUAN ERIC S. ·146,756 shr
Sell · SANKARLINGAM VELCHAMY ·2,595 shr ·$227,945
Other · SANKARLINGAM VELCHAMY ·7,030 shr
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$212,985
Sell · YUAN ERIC S. ·146,756 shr ·$12,556,744
Sell · YUAN ERIC S. ·146,756 shr ·$12,033,550
Sell · YUAN ERIC S. ·146,756 shr ·$12,496,816
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$208,262
Sell · YUAN ERIC S. ·146,761 shr ·$12,144,888
Other · YUAN ERIC S. ·146,761 shr
Sell · BAWA APARNA ·10,528 shr ·$839,860
Sell · YUAN ERIC S. ·33,692 shr ·$2,687,368
Sell · SANKARLINGAM VELCHAMY ·7,660 shr ·$628,121
Sell · CHANG MICHELLE ·33,956 shr ·$2,784,318
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$199,929
Sell · SANKARLINGAM VELCHAMY ·2,595 shr ·$220,809
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$206,424
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$197,142
Sell · MCMASTER HERBERT RAYMOND ·3,000 shr ·$246,000
Other · SUBOTOVSKY SANTIAGO ·807,265 shr
Sell · CHADWICK JONATHAN C ·25,000 shr ·$1,871,442
Other · CHADWICK JONATHAN C ·25,000 shr
Sell · YUAN ERIC S. ·33,691 shr ·$2,519,733
Sell · MCMASTER HERBERT RAYMOND ·500 shr ·$37,500
Sell · BAWA APARNA ·10,528 shr ·$787,329
Sell · SANKARLINGAM VELCHAMY ·7,661 shr ·$593,728
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$190,996
Sell · NAPOLITANO JANET ANN ·2,617 shr ·$200,922
Other · MCDERMOTT WILLIAM R ·4,361 shr
Other · FENGER MICHAEL J ·3,738 shr
Other · MCMASTER HERBERT RAYMOND ·4,361 shr
Other · GASSNER PETER P ·4,361 shr
Other · SCHEINMAN DANIEL ·4,361 shr
Other · SUBOTOVSKY SANTIAGO ·4,361 shr
Other · CHADWICK JONATHAN C ·4,361 shr
Other · NAPOLITANO JANET ANN ·4,361 shr
Other · HOOTS CINDY L ·4,361 shr
Sell · SANKARLINGAM VELCHAMY ·2,595 shr ·$208,275
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$199,663
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$195,087
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$186,684
Sell · CHADWICK JONATHAN C ·12,500 shr ·$937,926
Other · CHADWICK JONATHAN C ·12,500 shr
Sell · SANKARLINGAM VELCHAMY ·11,839 shr ·$851,342
Sell · BAWA APARNA ·16,099 shr ·$1,168,623
Sell · CHADWICK JONATHAN C ·12,500 shr ·$907,162
Sell · YUAN ERIC S. ·41,121 shr ·$2,968,229
Sell · SUBOTOVSKY SANTIAGO ·2,475 shr ·$192,702
Other · CREHAN SHANE ·3,013 shr
Sell · YUAN ERIC S. ·166,664 shr ·$12,514,326
Other · YUAN ERIC S. ·166,664 shr
Sell · YUAN ERIC S. ·166,664 shr ·$14,365,935
Sell · CHADWICK JONATHAN C ·25,000 shr ·$2,008,195
Sell · YUAN ERIC S. ·201,369 shr ·$15,929,343
Other · YUAN ERIC S. ·166,666 shr
Sell · BAWA APARNA ·12,075 shr ·$955,796
Sell · SANKARLINGAM VELCHAMY ·10,817 shr ·$851,170
Sell · CREHAN SHANE ·1,412 shr ·$111,104
Sell · BAWA APARNA ·9,317 shr ·$733,125
Sell · YUAN ERIC S. ·33,751 shr ·$2,655,809
Other · CREHAN SHANE ·3,565 shr
Other · SUBOTOVSKY SANTIAGO ·1,408,514 shr
Sell · SANKARLINGAM VELCHAMY ·3,618 shr ·$307,309
Sell · CREHAN SHANE ·1,551 shr ·$131,740
Sell · YUAN ERIC S. ·166,666 shr ·$13,958,666
Sell · SUBOTOVSKY SANTIAGO ·193 shr ·$16,000
Sell · YUAN ERIC S. ·261,904 shr ·$20,371,685
Other · YUAN ERIC S. ·240,247 shr
Sell · CHADWICK JONATHAN C ·12,500 shr ·$937,995
Sell · YUAN ERIC S. ·71,436 shr ·$5,131,292
Sell · BAWA APARNA ·10,520 shr ·$721,529
Sell · CHADWICK JONATHAN C ·12,500 shr ·$854,507
Sell · YUAN ERIC S. ·58,454 shr ·$4,037,548
Sell · SANKARLINGAM VELCHAMY ·10,338 shr ·$718,604
Sell · CREHAN SHANE ·1,776 shr ·$123,451
Sell · STECKELBERG KELLY ·14,151 shr ·$963,966
Sell · NAPOLITANO JANET ANN ·4,477 shr ·$310,650
Sell · CREHAN SHANE ·4,861 shr ·$333,964
Sell · BAWA APARNA ·10,871 shr ·$740,533
Other · BAWA APARNA ·21,391 shr
Other · STECKELBERG KELLY ·33,217 shr
Other · CREHAN SHANE ·4,861 shr
Sell · STECKELBERG KELLY ·8,901 shr ·$603,436
Other · STECKELBERG KELLY ·8,901 shr
Sell · STECKELBERG KELLY ·8,901 shr ·$591,671
Sell · CREHAN SHANE ·3,013 shr ·$201,099
Sell · SANKARLINGAM VELCHAMY ·3,614 shr ·$241,668
Sell · BAWA APARNA ·831 shr ·$55,083
Sell · YUAN ERIC S. ·4,840 shr ·$329,298
Sell · BAWA APARNA ·880 shr ·$59,919
Other · BAWA APARNA ·1,711 shr
Sell · STECKELBERG KELLY ·8,901 shr ·$609,187
Sell · STECKELBERG KELLY ·5,013 shr ·$299,298
Other · STECKELBERG KELLY ·5,013 shr
Sell · STECKELBERG KELLY ·5,007 shr ·$283,601
Other · STECKELBERG KELLY ·5,007 shr
Sell · YUAN ERIC S. ·4,840 shr ·$271,637
Sell · STECKELBERG KELLY ·5,007 shr ·$293,612
Sell · CHANG MICHELLE ·8,489 shr ·$690,331
Other · SANKARLINGAM VELCHAMY ·25,597 shr
Sell · YUAN ERIC S. ·85,196 shr ·$6,934,723
Other · YUAN ERIC S. ·85,196 shr
Sell · SANKARLINGAM VELCHAMY ·7,645 shr ·$653,191
Sell · SUBOTOVSKY SANTIAGO ·5,031 shr ·$439,286
Sell · BAWA APARNA ·12,886 shr ·$1,129,110