Is this U.S.-China selloff a buy? A top Wall Street voice weighs in
Director Santiago Subotovsky of Zoom Communications (NASDAQ:ZM) sold 2,475 shares of Class A Common Stock on October 6, 2025, according to a recent SEC filing. The company, which maintains impressive gross profit margins of 76% and holds more cash than debt, currently trades at $79.84 per share, showing a 20% gain over the past six months. The sales were executed in two transactions, with prices ranging from $80.7381 to $81.134, resulting in a total value of $199928.
The first sale involved 2,217 shares sold at a weighted average price of $80.7381, with individual prices ranging from $80.05 to $81.045. The second transaction involved 258 shares at a weighted average price of $81.134, with prices ranging from $81.05 to $81.48.
Following these transactions, Subotovsky directly owns 152,644 shares of Zoom Communications. Additionally, the Subotovsky Mann Family Trust, of which Subotovsky is a trustee, holds 2,388 shares.
The reported sales were executed under a Rule 10b5-1 trading plan adopted on December 19, 2024.
In other recent news, Zoom Video has seen a series of analyst updates following its Zoomtopia 2025 event. Benchmark raised its price target for Zoom Video to $110 from $102, maintaining a Buy rating, driven by the unveiling of AI Companion 3.0, which enhances the platform’s proactive capabilities. Stifel also increased its price target to $90, up from $80, while holding a Hold rating, citing the same AI advancements as a key factor. RBC Capital reiterated an Outperform rating with a $100 price target, noting Zoom’s consistent long-term margin targets. Mizuho maintained its Outperform rating and $100 price target, highlighting the company’s focus on product diversification and business stabilization. Meanwhile, Cantor Fitzgerald kept its Neutral rating and $87 price target, observing that Zoom’s revenue is increasingly supported by new products like Phone and Contact Center. These developments reflect a broader analyst interest in Zoom’s strategic initiatives and financial outlook.
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