Zscaler, Inc.

NasdaqGS:ZS Lagerbericht

Marktkapitalisierung: US$21.7b

Zscaler Zukünftiges Wachstum

Future Kriterienprüfungen 5/6

Zscaler wird ein jährliches Gewinn- und Umsatzwachstum von 49.8% bzw. 15.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 38.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 25.9% betragen.

Wichtige Informationen

49.8%

Wachstumsrate der Gewinne

38.70%

EPS-Wachstumsrate

Software Gewinnwachstum18.6%
Wachstumsrate der Einnahmen15.9%
Zukünftige Eigenkapitalrendite25.94%
Analystenabdeckung

Good

Zuletzt aktualisiert24 Apr 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Zscaler (ZS): The Zero Trust Sovereign and the AI Transaction Surge

Zscaler (ZS) , the pioneer of the cloud-native Zero Trust Exchange, enters Monday, April 20, 2026 , as a company navigating a stark contrast between stellar operational execution and a brutal valuation reset. Trading at $134.67 USD —up slightly on the day but down roughly 42% year-to-date —the stock is attempting to find a floor after a dramatic "air pocket" in the enterprise software sector.

ZS: Future Returns Will Rely On Zero Trust AI Security Leadership

Analysts have trimmed the Zscaler fair value estimate from about $304 to $230 as they recalibrate price targets in line with lower peer multiples, slightly softer growth and margin assumptions, and ongoing sector wide multiple compression, even as many still highlight healthy core fundamentals and long term opportunities. Analyst Commentary Recent research on Zscaler reflects a mixed but generally constructive view, with many firms cutting price targets while maintaining positive ratings.

Zscaler: Strong Double-Digit Growth Ahead

Apr 18

ZS: Zero Trust AI Security And Data Sovereignty Set To Drive Upside

The analyst price target for Zscaler is adjusted slightly lower to $320.14, reflecting peer multiple compression across cybersecurity software. At the same time, analysts continue to highlight a healthy core business, expanding platform opportunities such as Red Canary and Agentic Exchange, and supportive views on AI security demand from recent research.

ZS: Zero Trust AI Security And Data Sovereignty Will Drive Future Upside

Analysts have trimmed the average price target for Zscaler, reflecting sector wide multiple compression. They continue to highlight a healthy core business, improving go to market execution, and new opportunities such as Red Canary and Agentic Exchange.

ZS: Zero Trust And AI Security Plus AI Defense Will Drive Future Upside

The analyst price target for Zscaler in our model has been revised lower from about $389 to about $326 as analysts factor in more moderate revenue growth assumptions, slightly higher discount rates, improved margin expectations, and lower future P/E multiples amid broader multiple compression across security software peers. Analyst Commentary Recent Street research on Zscaler reflects a mix of reduced price targets and generally supportive ratings, with many firms maintaining positive views on execution, margins, and the long term opportunity despite sector wide multiple compression.

ZS: Future Returns Will Rely On Zero Trust AI Security Leadership

Narrative Update: Zscaler We trim our Zscaler fair value estimate by about $13 to $304, reflecting lower assumed profit margins and a slightly less aggressive future P/E multiple, while analysts broadly reduce price targets on the stock even as they continue to highlight its Zero Trust leadership, AI security exposure, and potential for earnings beats. Analyst Commentary Recent Street research on Zscaler has shifted toward lower price targets, but most firms still frame the company as a key Zero Trust and AI security player with ongoing execution questions rather than a broken growth story.

AI Security And Zero Trust Execution Risks Will Challenge Progress Yet Still Support Long-Term Upside

Catalysts About Zscaler Zscaler provides cloud delivered security services that help enterprises protect users, data and applications. What are the underlying business or industry changes driving this perspective?

ZS: Future Returns Will Rely On Expanding Zero Trust AI Security Adoption

Analysts have lowered their price targets for Zscaler by roughly $40 to $50, placing them in the $300 to $320 range. This reflects survey feedback on security budgets, shifts in peer multiples, and mixed read-throughs from recent ARR and emerging product trends.

ZS: Future Returns Will Rely On Expanding Zero Trust And AI Security Demand

Analysts have nudged their implied price expectations for Zscaler lower, trimming the fair value estimate by about US$10 to US$318.35. Recent cuts and modest increases in price targets across firms reflect more cautious views on security spending, peer multiples and competitive trends, even as research notes still point to solid ARR performance and interest in emerging products.

ZS: Zero Trust And AI Security Momentum Will Drive Long Term Upside

Analysts have nudged our Zscaler fair value estimate higher to about US$389 from US$385, reflecting a blend of slightly softer modeled revenue growth, modestly better margin expectations, and updated price targets that balance mixed ARR disclosure with continued confidence in emerging product traction and long term Zero Trust and AI security demand. Analyst Commentary Street research around the latest quarter paints a largely constructive picture, with price targets moving in both directions but commentary skewing toward confidence in Zscaler's execution on growth initiatives, especially in Zero Trust, AI Security, and Data Security offerings.

ZS: Future Returns Will Rely On Expanding Demand For Zero Trust Security

Analysts have modestly trimmed our Zscaler price target by a low single digit percentage to reflect slightly higher discount rates and a more balanced interpretation of Q1 results. Strong ARR growth and traction in emerging products were partially offset by mixed guidance, underwhelming bottom line performance, and uneven disclosure around inorganic contributions.

Zscaler, Inc.'s (NASDAQ:ZS) 27% Share Price Plunge Could Signal Some Risk

Dec 02
Zscaler, Inc.'s (NASDAQ:ZS) 27% Share Price Plunge Could Signal Some Risk

ZS: Future Returns Will Rely On Sustained Demand For Cybersecurity Solutions

Zscaler's analyst price target saw a marginal increase of $0.25. Analysts cited solid emerging product traction and improved profit margin expectations, despite mixed operational results.

ZS: Future Share Performance Will Depend On Cybersecurity Demand And Competitive Dynamics

Zscaler's analyst-driven fair value estimate has increased slightly to $327.98 per share. This reflects ongoing optimism among analysts about continued growth opportunities in cybersecurity and resilient fundamentals, despite sector volatility.

Zero Trust And AI Security Will Unlock Future Markets

Analysts maintained Zscaler’s price target at $324.66, as robust Q4 results, platform leadership, and ongoing ARR growth balanced heightened concerns over valuation and FY26 growth visibility. Analyst Commentary Bullish analysts highlighted Zscaler’s strong fiscal Q4 results, consistent beats across key metrics, and positive initial FY26 guidance as validation of robust growth momentum and a solid go-to-market strategy.

Is Now An Opportune Moment To Examine Zscaler, Inc. (NASDAQ:ZS)?

Aug 17
Is Now An Opportune Moment To Examine Zscaler, Inc. (NASDAQ:ZS)?

A Look At The Fair Value Of Zscaler, Inc. (NASDAQ:ZS)

Jun 27
A Look At The Fair Value Of Zscaler, Inc. (NASDAQ:ZS)

After Leaping 30% Zscaler, Inc. (NASDAQ:ZS) Shares Are Not Flying Under The Radar

May 08
After Leaping 30% Zscaler, Inc. (NASDAQ:ZS) Shares Are Not Flying Under The Radar

Zscaler: Downgrading On Anticipated Slowdown In Growth

Mar 27

Zscaler: The Q2 Earnings Look Great, But I Keep My 'Hold' In Place

Mar 07

Zscaler: Out With The New, In With The Old (Revisited)

Feb 23

Zscaler: Anticipate Diminishing Returns With Slowdown In Growth

Feb 05

Zscaler: The Next Long-Term Winner In Cybersecurity

Jan 03
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AI-Powered Zero Trust Exchange Platform Will Accelerate Revenue And Margin Growth

Expansion in AI solutions and strategic customer deals position Zscaler for increased market share and improved net margins.

Zscaler: The Market Got It Wrong After Earnings

Dec 03

Zscaler: A Compelling Long-Term Investment

Nov 12

Zscaler's Valuation Woes: A Case For Selling

Oct 21

Zscaler: GAAP Profitability And The Pursuit Of Alpha

Oct 04

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:ZS - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
7/31/20284,730561,3811,68528
7/31/20273,973-461,1231,39246
7/31/20263,318-908981,09847
1/31/20263,001-688741,114N/A
10/31/20252,833-418481,089N/A
7/31/20252,673-41727972N/A
4/30/20252,547-39691925N/A
1/31/20252,422-16695888N/A
10/31/20242,299-36652850N/A
7/31/20242,168-58585780N/A
4/30/20242,030-74550712N/A
1/31/20241,896-139501647N/A
10/31/20231,758-168463595N/A
7/31/20231,617-202334462N/A
4/30/20231,480-269307430N/A
1/31/20231,348-325277398N/A
10/31/20221,216-368244357N/A
7/31/20221,091-390231322N/A
4/30/2022970-374184264N/A
1/31/2022860-331196260N/A
10/31/2021761-298185242N/A
7/31/2021673-262144202N/A
4/30/2021602-231127189N/A
1/31/2021536-19180136N/A
10/31/2020480-15360111N/A
7/31/2020431-1152879N/A
4/30/2020391-712466N/A
1/31/2020360-642058N/A
10/31/2019333-38N/A68N/A
7/31/2019303-29N/A58N/A
4/30/2019273-30N/A55N/A
1/31/2019243-28N/A49N/A
10/31/2018214-34N/A33N/A
7/31/2018190-40N/A17N/A
4/30/2018171-49N/A-1N/A
1/31/2018154-49N/A-9N/A
10/31/2017139-49N/A-8N/A
7/31/2017126-45N/A-6N/A
4/30/2017113-38N/A-8N/A
7/31/201680-36N/A-12N/A
7/31/201554-13N/A-3N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: ZS wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.4%).

Ertrag vs. Markt: ZS wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: ZS wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: ZSDie Einnahmen des Unternehmens (15.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11% pro Jahr).

Hohe Wachstumseinnahmen: ZSDie Einnahmen des Unternehmens (15.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: ZSDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (25.9%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/04/30 16:30
Aktienkurs zum Tagesende2026/04/29 00:00
Gewinne2026/01/31
Jährliche Einnahmen2025/07/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Zscaler, Inc. wird von 65 Analysten beobachtet. 47 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Shrenik KothariBaird
Saket KaliaBarclays
Rahul ChopraBerenberg