Zscaler (ZS) Aperçu de l'action
Zscaler, Inc. est une société de sécurité en nuage qui opère dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 4/6 |
| Performances passées | 0/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour ZS à partir de nos contrôles de risques.
ZS Community Fair Values
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Analyst Price Targets
Top Community Narratives
Zscaler, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$191.58 |
| Plus haut sur 52 semaines | US$336.99 |
| Plus bas sur 52 semaines | US$114.63 |
| Bêta | 0.95 |
| Variation sur 1 mois | 3.87% |
| Variation sur 3 mois | 53.45% |
| Variation sur 1 an | -31.45% |
| Variation sur 3 ans | 24.22% |
| Variation sur 5 ans | -31.01% |
| Évolution depuis l'introduction en bourse | 480.55% |
Nouvelles et mises à jour récentes
Recent updates
Zscaler Is Very Cheap, But I'm Not Convinced After Fiscal Q4 Earnings
Summary Zscaler, Inc. delivered strong Q4 results, with 25% YoY revenue growth and a record non-GAAP operating margin, but guides for decelerating growth in fiscal 2027. ZS trades at a historically low forward P/E of ~36x, offering relative value, yet it lacks the explosive AI-driven growth seen in leading cybersecurity peers. Large-deal activity surged, with Fortune 500 penetration reaching 50% and net retention rate at 115%, indicating solid enterprise adoption and expansion. ZS remains a patient investor play, as future growth is likely priced in and near-term upside is limited by competitive intensity and modest AI innovation. Read the full article on Seeking Alpha
Zscaler: The Market May Still Be Treating AI Security As An Add-On. Management Is Betting It Becomes The Platform.
The market largely views Zscaler as a Zero Trust networking company. I think that framing increasingly understates where future value creation could come from.
ZS: AI Security Budget Shifts And Tactical Underperform Risk Will Pressure Returns
Analysts have lifted the modeled fair value for Zscaler to about $149 from about $145, reflecting a mix of higher assumed revenue growth, a sharply lower profit margin input, and a much higher future P/E. This is framed against a series of recent price target increases and one tactically cautious view on the stock.
ZS: Future Returns Will Rely On AI Security And Zero Trust Adoption
Analysts raised their fair value estimate for Zscaler, increasing the price target from about $193 to $197 as they considered recent target revisions that emphasize AI security, Zero Trust adoption, channel checks, and reseller surveys indicating solid security demand, along with continued debate about growth beyond FY27. Analyst Commentary Recent research on Zscaler shows a split between bullish analysts who emphasize product strength and security demand, and more cautious analysts who focus on execution risk and the medium term growth profile.ZS: Mixed Outlook On Zero Trust Demand And Execution Will Shape Returns
For Zscaler, the analyst price target embedded in this narrative framework shifts from about $238 to $145 as analysts balance softer projected revenue growth and a lower future P/E with slightly firmer margin expectations and a modestly higher discount rate following mixed guidance and survey feedback. Analyst Commentary Recent research on Zscaler points to a mixed setup where solid reported quarters sit alongside more cautious outlooks.ZS: Future Returns Will Rely On Zero Trust AI Security Demand
Zscaler's updated analyst price target reflects a reduced fair value estimate from about $228 to $193, as analysts factor in moderated revenue growth expectations, slightly lower projected profit margins, and a somewhat lower future P/E multiple following the recent wave of cautious target cuts tied to softer forward guidance and questions around sales execution. Analyst Commentary Recent Street research on Zscaler highlights a split view, with many analysts trimming price targets after the latest guidance while still pointing to long term demand for zero trust security and AI driven security solutions.
ZS: AI Security And Zero Trust Leadership Will Drive Long Term Upside
Analysts have made a small upward adjustment to the Zscaler fair value estimate, to $246.04 from $245.26, reflecting mixed but generally constructive research that highlights the company as a leading Zero Trust security provider in a still-developing market, despite recent cuts to several Street price targets. Analyst Commentary Street research on Zscaler reflects a split view, with several firms trimming price targets after the latest guidance while still emphasizing the company’s position in Zero Trust security and multi-product adoption across secure access, data security, and AI-focused offerings.ZS: AI Security Demand Will Drive Long Term Upside Despite Reset Expectations
Analysts have reset their view on Zscaler with a lower implied price target of about $245, reflecting trimmed revenue growth and profit margin assumptions, along with a higher future P/E multiple, while still pointing to demand for Zero Trust and AI security as key parts of the story. Analyst Commentary Recent research shows a split tape on Zscaler, with many firms trimming price targets after the latest guidance reset while still highlighting the company as a key Zero Trust and AI security platform.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.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.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.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
Zscaler, Inc. ( NASDAQ:ZS ) shareholders won't be pleased to see that the share price has had a very rough month...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.Rendement pour les actionnaires
| ZS | US Software | US Marché | |
|---|---|---|---|
| 7D | 15.3% | 0.6% | -1.1% |
| 1Y | -31.4% | -9.3% | 11.7% |
Rendement vs Industrie: ZS a sous-performé le secteur US Software qui a rapporté -9.3 % au cours de l'année écoulée.
Rendement vs marché: ZS a sous-performé le marché US qui a rapporté 11.7 % au cours de l'année écoulée.
Volatilité des prix
| ZS volatility | |
|---|---|
| ZS Average Weekly Movement | 8.7% |
| Software Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: ZS n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ZS ( 9% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2007 | 8,700 | Jay Chaudhry | www.zscaler.com |
Zscaler, Inc. est une entreprise spécialisée dans la sécurité dans le cloud, présente à l’échelle mondiale. La société propose des produits de protection contre les cybermenaces, notamment Zero Trust SASE, une solution qui connecte en toute sécurité les collaborateurs, les agents IA, les charges de travail et les appareils IoT/OT aux applications cloud et aux services d’IA ; Zscaler Internet Access, qui offre une protection avancée contre les menaces, un environnement sandbox et un pare-feu « zero trust » ; la solution Zscaler Private Access, qui inclut la protection contre les cybermenaces et la protection des données, la découverte des applications, l'accès sécurisé aux applications, la segmentation des applications, la protection des applications et la réduction de la surface d'attaque ; Zero Trust Browser, une solution qui sécurise l’accès via navigateur aux applications d’entreprise pour l’ensemble du personnel, y compris les tiers et les partenaires ; Zscaler Digital Experience, une solution qui surveille l’expérience utilisateur et aide les organisations à identifier et à résoudre les problèmes de performances dans l’ensemble de leur environnement numérique ; Zero Trust Branch ; et les solutions Zero Trust Cloud. Elle propose également une solution « Security for AI » destinée à sécuriser l’adoption de l’IA dans l’ensemble de l’écosystème de l’IA ; des services de sécurité des données, notamment la classification des données et les analyses contextuelles basées sur l’IA, la prévention des pertes de données, la sécurité SaaS et une solution de gestion de la posture de sécurité des données.
Zscaler, Inc. Résumé des fondamentaux
| ZS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$31.61b |
| Bénéfices(TTM) | -US$63.18m |
| Recettes(TTM) | US$3.35b |
Le site ZS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ZS compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.35b |
| Coût des recettes | US$775.37m |
| Marge brute | US$2.58b |
| Autres dépenses | US$2.64b |
| Les revenus | -US$63.18m |
Derniers bénéfices déclarés
Jul 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.39 |
| Marge brute | 76.87% |
| Marge bénéficiaire nette | -1.88% |
| Ratio dettes/capitaux propres | 65.8% |
Quelles ont été les performances à long terme de ZS?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/16 09:21 |
| Cours de l'action en fin de journée | 2026/09/16 00:00 |
| Les revenus | 2026/07/31 |
| Revenus annuels | 2026/07/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
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| Propriété | 10 ans |
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| Gestion | 10 ans |
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| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Zscaler, Inc. est couverte par 60 analystes. 44 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| "Saket Kalia | Barclays |