Zscaler Management
Management Kriterienprüfungen 3/4
Zscaler CEO ist Jay Chaudhry , ernannt in Sep 2007, hat eine Amtszeit von 18.67 Jahren. Die jährliche Gesamtvergütung beträgt $29.75K , bestehend aus 79.5% Gehalt und 20.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 16.7% der Aktien des Unternehmens, im Wert von $3.76B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.2 Jahre bzw. 9.4 Jahre.
Wichtige Informationen
Jay Chaudhry
Geschäftsführender
US$29.8k
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 79.52% |
| Amtszeit als Geschäftsführer | 18.7yrs |
| Eigentum des Geschäftsführers | 16.7% |
| Durchschnittliche Amtszeit des Managements | 4.2yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 9.4yrs |
Jüngste Management Updates
Recent updates
ZS: Future Returns Will Rely On Zero Trust AI Security Adoption
Analysts have trimmed the Zscaler fair value estimate by about $3 to roughly $228, reflecting lower price targets across the Street as peer security multiples reset, while still highlighting healthy core fundamentals and product momentum. Analyst Commentary Recent research on Zscaler reflects a mixed but engaged analyst community, with widespread price target reductions alongside generally constructive views on the core business, product pipeline, and longer term opportunities in zero trust and AI security.
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
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 17A Look At The Fair Value Of Zscaler, Inc. (NASDAQ:ZS)
Jun 27After Leaping 30% Zscaler, Inc. (NASDAQ:ZS) Shares Are Not Flying Under The Radar
May 08Zscaler: Downgrading On Anticipated Slowdown In Growth
Mar 27Zscaler: The Q2 Earnings Look Great, But I Keep My 'Hold' In Place
Mar 07Zscaler: Out With The New, In With The Old (Revisited)
Feb 23Zscaler: Anticipate Diminishing Returns With Slowdown In Growth
Feb 05Zscaler: The Next Long-Term Winner In Cybersecurity
Jan 03
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 03Zscaler: A Compelling Long-Term Investment
Nov 12Zscaler's Valuation Woes: A Case For Selling
Oct 21Zscaler: GAAP Profitability And The Pursuit Of Alpha
Oct 04Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jan 31 2026 | n/a | n/a | -US$68m |
| Oct 31 2025 | n/a | n/a | -US$41m |
| Jul 31 2025 | US$30k | US$24k | -US$41m |
| Apr 30 2025 | n/a | n/a | -US$39m |
| Jan 31 2025 | n/a | n/a | -US$16m |
| Oct 31 2024 | n/a | n/a | -US$36m |
| Jul 31 2024 | US$25k | US$24k | -US$58m |
| Apr 30 2024 | n/a | n/a | -US$74m |
| Jan 31 2024 | n/a | n/a | -US$139m |
| Oct 31 2023 | n/a | n/a | -US$168m |
| Jul 31 2023 | US$58m | US$24k | -US$202m |
| Apr 30 2023 | n/a | n/a | -US$269m |
| Jan 31 2023 | n/a | n/a | -US$325m |
| Oct 31 2022 | n/a | n/a | -US$368m |
| Jul 31 2022 | US$42m | US$24k | -US$390m |
| Apr 30 2022 | n/a | n/a | -US$374m |
| Jan 31 2022 | n/a | n/a | -US$331m |
| Oct 31 2021 | n/a | n/a | -US$298m |
| Jul 31 2021 | US$20m | US$24k | -US$262m |
| Apr 30 2021 | n/a | n/a | -US$231m |
| Jan 31 2021 | n/a | n/a | -US$191m |
| Oct 31 2020 | n/a | n/a | -US$153m |
| Jul 31 2020 | US$7m | US$24k | -US$115m |
| Apr 30 2020 | n/a | n/a | -US$71m |
| Jan 31 2020 | n/a | n/a | -US$64m |
| Oct 31 2019 | n/a | n/a | -US$38m |
| Jul 31 2019 | US$6m | US$24k | -US$29m |
Vergütung im Vergleich zum Markt: JayDie Gesamtvergütung ($USD29.75K) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.60M).
Entschädigung vs. Einkommen: JayDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.
Geschäftsführer
Jay Chaudhry (66 yo)
18.7yrs
Amtszeit
US$29,753
Vergütung
Mr. Jagtar S. Chaudhry, also known as Jay, is the Co-Founder of Zscaler, Inc. and has been its Chief Executive Officer and Chairman of the Board since September 2007 and serves as its Director since 2007 a...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 18.7yrs | US$29.75k | 16.7% $ 3.8b | |
| Chief Revenue Officer & President of Global Sales | 2.5yrs | US$7.70m | 0.029% $ 6.4m | |
| Chief Financial Officer | 1yr | US$30.68m | 0.0029% $ 660.9k | |
| Chief Product Officer | 1.7yrs | US$28.71m | 0.00054% $ 121.4k | |
| Founder & Chief Architect | 19.3yrs | keine Daten | keine Daten | |
| Chief Information Officer | 4.3yrs | keine Daten | keine Daten | |
| Vice President of Investor Relations & Strategic Finance | no data | keine Daten | keine Daten | |
| Chief Legal Officer & Secretary | 10.3yrs | US$7.13m | 0.025% $ 5.7m | |
| Global Public Relations Director | no data | keine Daten | keine Daten | |
| Chief Marketing Officer | less than a year | keine Daten | keine Daten | |
| Chief People Officer | 4yrs | keine Daten | keine Daten | |
| Chief Innovation Officer & Executive VP | 4.3yrs | keine Daten | keine Daten |
4.2yrs
Durchschnittliche Betriebszugehörigkeit
53.5yo
Durchschnittliches Alter
Erfahrenes Management: ZSDas Führungsteam des Unternehmens gilt als erfahren (4.2 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 18.7yrs | US$29.75k | 16.7% $ 3.8b | |
| Independent Director | 9.6yrs | US$305.81k | 0.18% $ 40.2m | |
| Independent Director | 9.3yrs | US$309.93k | 0.042% $ 9.4m | |
| Independent Director | 4.7yrs | US$294.93k | 0.0042% $ 932.9k | |
| Independent Director | 9.5yrs | US$303.06k | 0.033% $ 7.4m | |
| Independent Director | 2yrs | US$297.56k | 0.0015% $ 335.0k | |
| Independent Director | 7.3yrs | US$291.68k | 0.015% $ 3.3m | |
| Independent Director | 10.5yrs | US$315.56k | 0.014% $ 3.1m |
9.4yrs
Durchschnittliche Betriebszugehörigkeit
66.5yo
Durchschnittliches Alter
Erfahrener Vorstand: ZSDie Vorstandsmitglieder gelten als erfahren (9.4 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/04 06:25 |
| Aktienkurs zum Tagesende | 2026/05/01 00:00 |
| Gewinne | 2026/01/31 |
| Jährliche Einnahmen | 2025/07/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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.
| Analyst | Einrichtung |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Rahul Chopra | Berenberg |