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 | 5/6 |
| Croissance future | 5/6 |
| Performances passées | 0/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
ZS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$172.68
FV
24.5% sous-évalué décote intrinsèque968
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Zscaler, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$130.42 |
| Plus haut sur 52 semaines | US$336.99 |
| Plus bas sur 52 semaines | US$114.63 |
| Bêta | 0.96 |
| Variation sur 1 mois | -19.02% |
| Variation sur 3 mois | -16.40% |
| Variation sur 1 an | -57.24% |
| Variation sur 3 ans | -15.32% |
| Variation sur 5 ans | -39.73% |
| Évolution depuis l'introduction en bourse | 295.21% |
Nouvelles et mises à jour récentes
Recent updates
Mise à jour du récit • Jun 06
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.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 AlphaMise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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
Nouveau récit • 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 AlphaRendement pour les actionnaires
| ZS | US Software | US Marché | |
|---|---|---|---|
| 7D | 0.9% | -3.2% | 2.2% |
| 1Y | -57.2% | -15.1% | 24.8% |
Rendement vs Industrie: ZS a sous-performé le secteur US Software qui a rapporté -15.1 % au cours de l'année écoulée.
Rendement vs marché: ZS a sous-performé le marché US qui a rapporté 24.8 % au cours de l'année écoulée.
Volatilité des prix
| ZS volatility | |
|---|---|
| ZS Average Weekly Movement | 12.9% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: Le cours de l'action de ZS a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ZS ( 13% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2007 | 7,923 | Jay Chaudhry | www.zscaler.com |
Zscaler, Inc. est une entreprise de sécurité en nuage qui opère dans le monde entier. L'entreprise propose des produits de protection contre les cybermenaces, notamment Zscaler Internet Access, qui offre une protection contre les menaces, un bac à sable en nuage et une isolation du navigateur en nuage ; la solution Zscaler Private Access, qui comprend la protection contre les cybermenaces et les données, la découverte d'applications, l'accès sécurisé aux applications, la segmentation des applications, la protection des applications, la réduction de la surface d'attaque et l'isolation du navigateur ; le pare-feu Zero Trust ; le bac à sable en nuage ; et le navigateur Zero Trust. Elle propose également des produits de sécurité des données, tels que le DLP pour le web et le courrier électronique, le DLP pour les terminaux, la sécurité BYOD, le CASB multimode, la sécurité SaaS unifiée, le DSPM, l'AI-SPM, la sécurité de l'IA dans le secteur public et la protection des données Microsoft Copilot ; la solution Zero Trust Cloud.
Zscaler, Inc. Résumé des fondamentaux
| ZS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$20.94b |
| Bénéfices(TTM) | -US$77.39m |
| Recettes(TTM) | US$3.17b |
6.6x
Ratio P/S-272.5x
Ratio P/ELe site ZS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ZS compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.17b |
| Coût des recettes | US$738.28m |
| Marge brute | US$2.44b |
| Autres dépenses | US$2.51b |
| Les revenus | -US$77.39m |
Derniers bénéfices déclarés
Apr 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.48 |
| Marge brute | 76.74% |
| Marge bénéficiaire nette | -2.44% |
| Ratio dettes/capitaux propres | 72.1% |
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 | 2026/06/15 10:57 |
| Cours de l'action en fin de journée | 2026/06/15 00:00 |
| Les revenus | 2026/04/30 |
| Revenus annuels | 2025/07/31 |
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 |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale 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 64 analystes. 46 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 |
| Rahul Chopra | Berenberg |