ZM
Zoom Communications, Inc.Technology · $25.8B market cap
Verdict
Share price
$92.88
close of Oct 3, 2026
Fair value
$60.58
Sticker Price
Payback Price
$24.23
buy price
ZM is Overpriced: at $92.88 it trades 53% above its fair value of $60.58. Its buy price (Payback Price) is $24.23, 74% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 3% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
3 of 5 clear the 10% bar. What are the Big Five?
Follow ZM
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1 of the investors we track holds ZM. In Q2 2026, 1 opened a position. Who we track
Moves in Q2 2026
New position: Torray Funds
Insider activity
Since Jun 15, 2026: no open-market purchases, 35 sales worth $13.1M and 22 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Sankarlingam Velchamy
Pres. of Engineering & Product · 2026-09-10
Sold
$20K
Sankarlingam Velchamy
Pres. of Engineering & Product · 2026-09-10
Sold
$228K
Subotovsky Santiago
director · 2026-09-08
Sold
$82K
Subotovsky Santiago
director · 2026-09-08
Sold
$173K
Yuan Eric S.
Chief Executive Officer · 2026-09-02
Sold
$171K
Show all 35 salesShow fewer
Yuan Eric S.
Chief Executive Officer · 2026-09-02
Sold
$988K
Yuan Eric S.
Chief Executive Officer · 2026-09-01
Sold
$132K
Yuan Eric S.
Chief Executive Officer · 2026-09-01
Sold
$1.0M
Yuan Eric S.
Chief Executive Officer · 2026-08-06
Sold
$298K
Yuan Eric S.
Chief Executive Officer · 2026-08-06
Sold
$879K
Yuan Eric S.
Chief Executive Officer · 2026-08-06
Sold
$35K
Yuan Eric S.
Chief Executive Officer · 2026-08-05
Sold
$7K
Yuan Eric S.
Chief Executive Officer · 2026-08-05
Sold
$77K
Yuan Eric S.
Chief Executive Officer · 2026-08-05
Sold
$419K
Yuan Eric S.
Chief Executive Officer · 2026-08-05
Sold
$709K
Subotovsky Santiago
director · 2026-08-04
Sold
$2K
Subotovsky Santiago
director · 2026-08-04
Sold
$495K
Subotovsky Santiago
director · 2026-08-04
Sold
$268K
Subotovsky Santiago
director · 2026-08-04
Sold
$26K
Subotovsky Santiago
director · 2026-08-04
Sold
$7K
Subotovsky Santiago
director · 2026-08-04
Sold
$4K
Sankarlingam Velchamy
Pres. of Engineering & Product · 2026-07-15
Sold
$703K
Yuan Eric S.
Chief Executive Officer · 2026-07-14
Sold
$329K
Yuan Eric S.
Chief Executive Officer · 2026-07-14
Sold
$660K
Yuan Eric S.
Chief Executive Officer · 2026-07-14
Sold
$108K
McMaster Herbert Raymond
director · 2026-07-14
Sold
$444
Yuan Eric S.
Chief Executive Officer · 2026-07-13
Sold
$1.4M
Yuan Eric S.
Chief Executive Officer · 2026-07-13
Sold
$1.7M
Yuan Eric S.
Chief Executive Officer · 2026-07-13
Sold
$1.0M
Chang Michelle
Chief Financial Officer · 2026-07-10
Sold
$27K
Chang Michelle
Chief Financial Officer · 2026-07-10
Sold
$743K
Subotovsky Santiago
director · 2026-07-01
Sold
$153K
Subotovsky Santiago
director · 2026-07-01
Sold
$52K
Subotovsky Santiago
director · 2026-07-01
Sold
$33K
Chang Michelle
Chief Financial Officer · 2026-06-15
Sold
$31K
Other filings
Sankarlingam Velchamy
Pres. of Engineering & Product · 2026-09-09
Option exercise
2,807 shares
Sankarlingam Velchamy
Pres. of Engineering & Product · 2026-09-09
Tax withholding
$345K
Sankarlingam Velchamy
Pres. of Engineering & Product · 2026-09-09
Option exercise
7,031 shares
Yuan Eric S.
Chief Executive Officer · 2026-09-02
C-Conversion
12,100 shares
Yuan Eric S.
Chief Executive Officer · 2026-09-01
C-Conversion
12,100 shares
Show all 22 other filingsShow fewer
Epstein Jeff
director · 2026-08-31
Award
2,233 shares
Yuan Eric S.
Chief Executive Officer · 2026-08-06
C-Conversion
12,100 shares
Yuan Eric S.
Chief Executive Officer · 2026-08-05
C-Conversion
12,100 shares
Yuan Eric S.
Chief Executive Officer · 2026-07-14
C-Conversion
12,100 shares
Yuan Eric S.
Chief Executive Officer · 2026-07-13
C-Conversion
$1.1M
Yuan Eric S.
Chief Executive Officer · 2026-07-13
C-Conversion
12,100 shares
Yuan Eric S.
Chief Executive Officer · 2026-07-09
Tax withholding
$2.1M
Yuan Eric S.
Chief Executive Officer · 2026-07-09
Option exercise
46,822 shares
Chang Michelle
Chief Financial Officer · 2026-07-09
Tax withholding
$764K
Chang Michelle
Chief Financial Officer · 2026-07-09
Option exercise
22,217 shares
McGarry Kimberly J
Chief Accounting Officer · 2026-07-09
Tax withholding
$483K
McGarry Kimberly J
Chief Accounting Officer · 2026-07-09
Option exercise
12,486 shares
Sankarlingam Velchamy
Pres. of Engineering & Product · 2026-07-09
Tax withholding
$923K
Sankarlingam Velchamy
Pres. of Engineering & Product · 2026-07-09
Option exercise
20,751 shares
Yuan Eric S.
Chief Executive Officer · 2026-07-08
Option exercise
30,173 shares
Yuan Eric S.
Chief Executive Officer · 2026-07-08
Tax withholding
$3.0M
Yuan Eric S.
Chief Executive Officer · 2026-07-08
Option exercise
68,455 shares
About Zoom Communications, Inc.
Zoom Communications, Inc. provides a robust platform for enhancing communication and fostering collaboration. The company's global reach is organized into three primary operational regions: the Americas, the Asia Pacific, and Europe, the Middle East, and Africa (EMEA). Eric S. Yuan founded the enterprise in 2011, and its corporate headquarters are situated in San Jose, California.
Software - Application
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works