ZM Zoom Communications, Inc.

bullish SHIFT track record → $86.68 -2.35 (-2.6%)
Get emailed when ZM changes direction
Mkt Cap $25B P/E 13.4 fwd 13.5 52wk $69.15 - $97.58 2h ago
Insider selling: $206,329,827 sold by 15 insiders (30d)
Est. revisions: +0.0% (2 up, 13 down in 30d)
Factor Model (net -1.3)

Factor Model

net -1.3 2.9 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.9
Narrative Gap
+0.0

Zoom integrates AI face verification, shares jump 8%

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

Zoom partnered with Sam Altman's Tools for Humanity to add World ID Deep Face technology, a three-step facial authentication, to combat AI deepfakes in meetings. The 'Verified Human' badge and real-time verifications aim to enhance meeting security. Zoom shares surged 8.1% to $89.03 amid this news and optimism from broader tech market moves on earnings expectations elsewhere.

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.

Evidence

4d ago Insider sell by YUAN ERIC S. (ZM): $20,371,685
4d ago Insider sell by YUAN ERIC S. (ZM): $13,958,666
4d ago Insider sell by YUAN ERIC S. (ZM): $15,929,343
4d ago Insider sell by YUAN ERIC S. (ZM): $14,365,935
4d ago Insider sell by YUAN ERIC S. (ZM): $12,514,326
7 older signals
4d ago Insider sell by YUAN ERIC S. (ZM): $12,144,888
4d ago Insider sell by YUAN ERIC S. (ZM): $12,496,816
4d ago Insider sell by YUAN ERIC S. (ZM): $12,033,550
4d ago Insider sell by YUAN ERIC S. (ZM): $12,556,744
4d ago Insider sell by YUAN ERIC S. (ZM): $12,792,425
Fundamentals & Data ▾
Zoom Communications, Inc. Technology · Software - Application
Mkt Cap
$25B
P/E
13.4 fwd 13.5
Beta
0.88
52w Range
$69.15 - $97.58
Short Interest
6.1M 2.32%
Days to Cover
1.2 +0%
Technicals downtrend
from 52w Hi
-2.6%
1w return
+3.1%
Insiders
selling 0B / 16S
EPS Estimate
$1.42 +0.0% 30d 2up / 13dn
Est. Dispersion
9% 26 analysts
Analyst Target
$97 $66 - $115
Options P/C
0.47
Insider Cluster
strong sell 0B / 8S
Fund Convergence
strong Renaissance, Citadel, Two Sigma, Bridgewater, D.E. Shaw
Financials
Revenue
$1.2B +5% YoY
FCF
$338M
Gross Margin
76%
Op Margin
20%
Momentum: accelerating
Top Holders
Renaissance $266M
Citadel $212M
Two Sigma $33M
Bridgewater $10M
D.E. Shaw $2M
Recent Filings & Data
insider trade 125
net selling · $206,329,827 sold
15 insiders · 125 transactions (30d)
Recent transactions
YUAN ERIC S. · other
YUAN ERIC S. · other
SANKARLINGAM VELCHAMY · other
CHANG MICHELLE · other
YUAN ERIC S. · other
BAWA APARNA · other
SANKARLINGAM VELCHAMY · sell · $202,642
SANKARLINGAM VELCHAMY · other
SUBOTOVSKY SANTIAGO · sell · $191,619
SUBOTOVSKY SANTIAGO · sell · $223,716
YUAN ERIC S. · sell · $2,206,077
BAWA APARNA · sell · $987,553
YUAN ERIC S. · sell · $4,972,188
YUAN ERIC S. · other
SANKARLINGAM VELCHAMY · sell · $654,997
SUBOTOVSKY SANTIAGO · other
CHANG MICHELLE · sell · $728,424
SANKARLINGAM VELCHAMY · other
CHANG MICHELLE · other
YUAN ERIC S. · other
BAWA APARNA · other
SUBOTOVSKY SANTIAGO · sell · $212,877
YUAN ERIC S. · sell · $12,792,425
YUAN ERIC S. · other
SANKARLINGAM VELCHAMY · sell · $227,945
SANKARLINGAM VELCHAMY · other
SUBOTOVSKY SANTIAGO · sell · $212,985
YUAN ERIC S. · sell · $12,556,744
YUAN ERIC S. · sell · $12,033,550
YUAN ERIC S. · sell · $12,496,816
SUBOTOVSKY SANTIAGO · sell · $208,262
YUAN ERIC S. · sell · $12,144,888
YUAN ERIC S. · other
BAWA APARNA · sell · $839,860
YUAN ERIC S. · sell · $2,687,368
SANKARLINGAM VELCHAMY · sell · $628,121
CHANG MICHELLE · sell · $2,784,318
SUBOTOVSKY SANTIAGO · sell · $199,929
SANKARLINGAM VELCHAMY · sell · $220,809
SUBOTOVSKY SANTIAGO · sell · $206,424
SUBOTOVSKY SANTIAGO · sell · $197,142
MCMASTER HERBERT RAYMOND · sell · $246,000
SUBOTOVSKY SANTIAGO · other
CHADWICK JONATHAN C · sell · $1,871,442
CHADWICK JONATHAN C · other
YUAN ERIC S. · sell · $2,519,733
MCMASTER HERBERT RAYMOND · sell · $37,500
BAWA APARNA · sell · $787,329
SANKARLINGAM VELCHAMY · sell · $593,728
SUBOTOVSKY SANTIAGO · sell · $190,996
NAPOLITANO JANET ANN · sell · $200,922
MCDERMOTT WILLIAM R · other
FENGER MICHAEL J · other
MCMASTER HERBERT RAYMOND · other
GASSNER PETER P · other
SCHEINMAN DANIEL · other
SUBOTOVSKY SANTIAGO · other
CHADWICK JONATHAN C · other
NAPOLITANO JANET ANN · other
HOOTS CINDY L · other
SANKARLINGAM VELCHAMY · sell · $208,275
SUBOTOVSKY SANTIAGO · sell · $199,663
SUBOTOVSKY SANTIAGO · sell · $195,087
SUBOTOVSKY SANTIAGO · sell · $186,684
CHADWICK JONATHAN C · sell · $937,926
CHADWICK JONATHAN C · other
SANKARLINGAM VELCHAMY · sell · $851,342
BAWA APARNA · sell · $1,168,623
CHADWICK JONATHAN C · sell · $907,162
YUAN ERIC S. · sell · $2,968,229
SUBOTOVSKY SANTIAGO · sell · $192,702
CREHAN SHANE · other
YUAN ERIC S. · sell · $12,514,326
YUAN ERIC S. · other
YUAN ERIC S. · sell · $14,365,935
CHADWICK JONATHAN C · sell · $2,008,195
YUAN ERIC S. · sell · $15,929,343
YUAN ERIC S. · other
BAWA APARNA · sell · $955,796
SANKARLINGAM VELCHAMY · sell · $851,170
CREHAN SHANE · sell · $111,104
BAWA APARNA · sell · $733,125
YUAN ERIC S. · sell · $2,655,809
CREHAN SHANE · other
SUBOTOVSKY SANTIAGO · other
SANKARLINGAM VELCHAMY · sell · $307,309
CREHAN SHANE · sell · $131,740
YUAN ERIC S. · sell · $13,958,666
SUBOTOVSKY SANTIAGO · sell · $16,000
YUAN ERIC S. · sell · $20,371,685
YUAN ERIC S. · other
CHADWICK JONATHAN C · sell · $937,995
YUAN ERIC S. · sell · $5,131,292
BAWA APARNA · sell · $721,529
CHADWICK JONATHAN C · sell · $854,507
YUAN ERIC S. · sell · $4,037,548
SANKARLINGAM VELCHAMY · sell · $718,604
CREHAN SHANE · sell · $123,451
STECKELBERG KELLY · sell · $963,966
NAPOLITANO JANET ANN · sell · $310,650
CREHAN SHANE · sell · $333,964
BAWA APARNA · sell · $740,533
BAWA APARNA · other
STECKELBERG KELLY · other
CREHAN SHANE · other
STECKELBERG KELLY · sell · $603,436
STECKELBERG KELLY · other
STECKELBERG KELLY · sell · $591,671
CREHAN SHANE · sell · $201,099
SANKARLINGAM VELCHAMY · sell · $241,668
BAWA APARNA · sell · $55,083
YUAN ERIC S. · sell · $329,298
BAWA APARNA · sell · $59,919
BAWA APARNA · other
STECKELBERG KELLY · sell · $609,187
STECKELBERG KELLY · sell · $299,298
STECKELBERG KELLY · other
STECKELBERG KELLY · sell · $283,601
STECKELBERG KELLY · other
YUAN ERIC S. · sell · $271,637
STECKELBERG KELLY · sell · $293,612
CHANG MICHELLE · sell · $690,331
SANKARLINGAM VELCHAMY · other
YUAN ERIC S. · sell · $6,934,723
YUAN ERIC S. · other
15 signals · latest 2h ago

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