Zscaler (ZS) Resumen de Acciones
Zscaler, Inc. opera como empresa de seguridad en la nube en todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
ZS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$172.68
FV
24.7% infravalorado descuento intrínseco868
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Competidores de Zscaler, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$130.04 |
| Máximo en las últimas 52 semanas | US$336.99 |
| Mínimo de 52 semanas | US$114.63 |
| Beta | 0.96 |
| Cambio en 1 mes | -4.43% |
| Variación en 3 meses | -11.53% |
| Cambio de 1 año | -48.21% |
| Variación en 3 años | -3.74% |
| Variación en 5 años | -29.42% |
| Variación desde la OPV | 294.06% |
Noticias y actualizaciones recientes
Recent updates
Seeking Alpha • May 27
Zscaler Q1: I Was Right (Rating Downgrade)
Summary I am downgrading Zscaler (ZS) to a “sell” following a disappointing Q3 FY26, with structural growth concerns outweighing its cheap valuation. Organic revenue growth stagnates at 21%, with FY27 guidance cut to 16-17% and organic Net New ARR growth slowing to single digits, as Zscaler struggles to win new enterprise customers. Competitive pressures from fully integrated platforms and leadership departures threaten ZS’s pipeline and sales velocity, compounding platformization headwinds. Consensus price targets are likely to be revised lower, as ZS’s weak pipeline and guidance signal persistent structural challenges, putting downward pressure on the stock. Read the full article on Seeking Alpha
Actualización de narrativa • May 23
ZS: AI Security And Platform Expansion Will Drive Long Term Upside
Analysts have trimmed the fair value estimate for Zscaler to about $309 from roughly $320, reflecting a slightly higher discount rate and lower future P/E multiples, even as they point to steady revenue growth expectations, improving profit margins, and ongoing interest in secure network access, AI related offerings, and platform expansion highlighted in recent research updates. Analyst Commentary Recent Street research on Zscaler reflects a mix of target cuts and reaffirmed positive views, with many firms citing broader software multiple compression rather than company specific issues as the main driver of lower price targets.
Actualización de narrativa • May 03
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.
Nueva narrativa • Apr 20
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.Actualización de narrativa • Apr 18
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.Actualización de narrativa • Apr 04
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.Actualización de narrativa • Mar 21
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.Actualización de narrativa • Mar 06
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.Actualización de narrativa • Feb 20
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.
Nueva narrativa • Feb 11
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?Actualización de narrativa • Feb 05
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.Actualización de narrativa • Jan 22
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.Actualización de narrativa • Jan 07
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.Actualización de narrativa • Dec 15
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.Artículo de análisis • Dec 02
Zscaler, Inc.'s (NASDAQ:ZS) 27% Share Price Plunge Could Signal Some Risk
Zscaler, Inc. ( NASDAQ:ZS ) shareholders won't be pleased to see that the share price has had a very rough month...Actualización de narrativa • Dec 01
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.Actualización de narrativa • Nov 17
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.Actualización de narrativa • Sep 04
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.Artículo de análisis • Aug 17
Is Now An Opportune Moment To Examine Zscaler, Inc. (NASDAQ:ZS)?
NasdaqGS:ZS 1 Year Share Price vs Fair Value Explore Zscaler's Fair Values from the Community and select yours Let's...Artículo de análisis • Jun 27
A Look At The Fair Value Of Zscaler, Inc. (NASDAQ:ZS)
Key Insights The projected fair value for Zscaler is US$291 based on 2 Stage Free Cash Flow to Equity Zscaler's US$314...Seeking Alpha • Mar 27
Zscaler: Downgrading On Anticipated Slowdown In Growth
Summary Zscaler is a leading cybersecurity firm riding long-term tailwinds. The company delivered 23% YoY revenue growth and expanded non-GAAP operating margins to 21.7%. Management has suggested optimism, but I am skeptical and expect revenue growth to decelerate to 16-18% in the upcoming fiscal year. I am downgrading the stock on valuation. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
Zscaler: The Q2 Earnings Look Great, But I Keep My 'Hold' In Place
Summary Zscaler's Q2 FY2025 earnings exceeded expectations with strong sales, billings, and customer growth, showcasing robust unit economics and profitability improvements. Despite positive results, Wall Street analysts lowered Q3 expectations, contrasting with management's raised guidance and bullish outlook on Zero Trust architecture and AI solutions. Zscaler's valuation remains high, trading at a significant premium compared to the IT sector, raising concerns about overvaluation despite strong growth prospects. I maintain a "Hold" rating due to potential risks from overvaluation, despite Zscaler's impressive performance and growth potential in the Zero Trust and AI markets. Read the full article on Seeking AlphaSeeking Alpha • Feb 23
Zscaler: Out With The New, In With The Old (Revisited)
Summary In December 2021, I recommended selling Zscaler and buying Check Point Software; recent performance supports this thesis. Zscaler's P/E ratio is exorbitantly high, even worse when including dilutive shares, indicating the stock is overvalued despite revenue growth. Check Point Software, with positive earnings and stock buybacks, presents a far more attractive P/E ratio and better value proposition. Zscaler faces increasing competition, and its revenue growth is slowing, making Check Point the more prudent investment choice. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Zscaler: Anticipate Diminishing Returns With Slowdown In Growth
Summary Zscaler's customer growth has slowed significantly, from 24% in 2021 to 12% in 2024, amid intense competition from Palo Alto Networks and Cloudflare. Declining Dollar-based net retention rate, from 125% during Covid to 114% in Q1'25, signals future revenue slowdown as deferred revenue is realized. Headwinds include lack of a broader portfolio, reduced need for hybrid workforce security, and discretionary IT budgets shifting towards GenAI. Expansion to SASE market will be challenging due to incumbent SD-WAN players expanding their portfolio to offer SSE services. Despite strong margins and a solid financial position, Zscaler's premium valuation is no longer justified due to anticipated growth saturation and competitive pressures. Read the full article on Seeking AlphaSeeking Alpha • Jan 03
Zscaler: The Next Long-Term Winner In Cybersecurity
Summary Amidst a frothy tech market, Zscaler is curiously performing weakly. I expect the company to achieve GAAP profitability on a sustainable basis some time this year. Management's guidance suggests billings growth acceleration in the second half, with a full-year revenue growth forecast of 21.8%. The current valuation looks more than reasonable even assuming some conservatism. Read the full article on Seeking Alpha
Nueva narrativa • Dec 08
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.Seeking Alpha • Dec 03
Zscaler: The Market Got It Wrong After Earnings
Summary Zscaler's Q3 earnings showcased strong financial performance, with revenue up 26% YoY and a record 21% non-GAAP operating margin. The company's innovation-driven strategy and robust customer base, including Fortune 500 and Global 2000 companies, position it well for long-term growth. ZS's raised full-year guidance and strong financial flexibility, backed by a $2.7 billion cash pile, highlight management's confidence in sustained growth. Competitive risks and potential market volatility exist, but Zscaler's intrinsic value per share at $315 suggests a 65% upside from the current price. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Zscaler: A Compelling Long-Term Investment
Summary Zscaler, a leading cloud security company, exhibits strong financial health with high recurring revenue, robust customer retention, and impressive free cash flow margins. Despite slowing YoY revenue growth, Zscaler's valuation remains justified due to its high FCF margins and stable, recurring revenue from a growing customer base. The company's strategic shift to an account-centric sales approach and focus on upselling opportunities position it well for future growth. While facing fierce competition and macroeconomic challenges, Zscaler's leadership in a growing market and innovative solutions make it a compelling long-term investment. Read the full article on Seeking AlphaRentabilidad de los accionistas
| ZS | US Software | Mercado US | |
|---|---|---|---|
| 7D | -24.0% | -1.0% | 1.3% |
| 1Y | -48.2% | -9.4% | 27.7% |
Rentabilidad vs. Industria: Los resultados de ZS fueron inferiores a los de la industria US Software, que obtuvo un rendimiento del -9.4% el año pasado.
Rentabilidad vs. Mercado: ZS obtuvo unos resultados inferiores a los del mercado US, que fueron del 27.7% el año pasado.
Volatilidad de los precios
| ZS volatility | |
|---|---|
| ZS Average Weekly Movement | 12.2% |
| Software Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
Precio estable de las acciones: El precio de las acciones de ZS ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ZS(12%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2007 | 7,923 | Jay Chaudhry | www.zscaler.com |
Zscaler, Inc. opera como empresa de seguridad en la nube en todo el mundo. La empresa ofrece productos de protección frente a ciberamenazas, como Zscaler Internet Access, que proporciona protección frente a amenazas, sandbox en la nube y aislamiento del navegador en la nube; la solución Zscaler Private Access, que incluye protección frente a ciberamenazas y datos, descubrimiento de aplicaciones, acceso seguro a aplicaciones, segmentación de aplicaciones, protección de aplicaciones, superficie de ataque reducida y aislamiento del navegador; Zero Trust Firewall; Cloud Sandbox; y Zero Trust Browser. También ofrece productos de seguridad de datos, como DLP web y de correo electrónico, DLP de punto final, seguridad BYOD, CASB multimodo, seguridad SaaS unificada, DSPM, AI-SPM, seguridad de IA de gen público y protección de datos Microsoft Copilot; solución Zero Trust Cloud.
Resumen de fundamentos de Zscaler, Inc.
| Estadísticas fundamentales de ZS | |
|---|---|
| Capitalización bursátil | US$20.44b |
| Beneficios(TTM) | -US$77.39m |
| Ingresos (TTM) | US$3.17b |
6.6x
Ratio precio-ventas (PS)-271.7x
Ratio precio-beneficio (PE)¿Está ZS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ZS | |
|---|---|
| Ingresos | US$3.17b |
| Coste de los ingresos | US$738.28m |
| Beneficio bruto | US$2.44b |
| Otros gastos | US$2.51b |
| Beneficios | -US$77.39m |
Últimos beneficios comunicados
Apr 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -0.48 |
| Margen bruto | 76.74% |
| Margen de beneficio neto | -2.44% |
| Ratio deuda/patrimonio | 72.1% |
¿Cómo se ha desempeñado ZS a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/28 22:42 |
| Precio de las acciones al final del día | 2026/05/28 00:00 |
| Beneficios | 2026/04/30 |
| Ingresos anuales | 2025/07/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Zscaler, Inc. está cubierta por 66 analistas. 46 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Rahul Chopra | Berenberg |