Zscaler Résultats passés
Passé contrôle des critères 0/6
Zscaler a connu une croissance annuelle moyenne de ses bénéfices de 35.6%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 21.2% par an. Les revenus ont augmenté de en hausse à un taux moyen de 30.5% par an.
Informations clés
35.59%
Taux de croissance des bénéfices
37.37%
Taux de croissance du BPA
| Software Croissance de l'industrie | 17.33% |
| Taux de croissance des recettes | 30.54% |
| Rendement des fonds propres | -3.08% |
| Marge nette | -2.25% |
| Dernière mise à jour des bénéfices | 31 Jan 2026 |
Mises à jour récentes des performances passées
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
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 04Ventilation des recettes et des dépenses
Comment Zscaler gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Jan 26 | 3,001 | -68 | 1,644 | 763 |
| 31 Oct 25 | 2,833 | -41 | 1,567 | 704 |
| 31 Jul 25 | 2,673 | -41 | 1,496 | 660 |
| 30 Apr 25 | 2,547 | -39 | 1,448 | 628 |
| 31 Jan 25 | 2,422 | -16 | 1,382 | 584 |
| 31 Oct 24 | 2,299 | -36 | 1,344 | 535 |
| 31 Jul 24 | 2,168 | -58 | 1,298 | 494 |
| 30 Apr 24 | 2,030 | -74 | 1,247 | 452 |
| 31 Jan 24 | 1,896 | -139 | 1,218 | 420 |
| 31 Oct 23 | 1,758 | -168 | 1,168 | 385 |
| 31 Jul 23 | 1,617 | -202 | 1,124 | 347 |
| 30 Apr 23 | 1,480 | -269 | 1,078 | 329 |
| 31 Jan 23 | 1,348 | -325 | 1,029 | 312 |
| 31 Oct 22 | 1,216 | -368 | 961 | 294 |
| 31 Jul 22 | 1,091 | -390 | 873 | 284 |
| 30 Apr 22 | 970 | -374 | 779 | 261 |
| 31 Jan 22 | 860 | -331 | 687 | 226 |
| 31 Oct 21 | 761 | -298 | 609 | 198 |
| 31 Jul 21 | 673 | -262 | 541 | 169 |
| 30 Apr 21 | 602 | -231 | 485 | 147 |
| 31 Jan 21 | 536 | -191 | 429 | 131 |
| 31 Oct 20 | 480 | -153 | 371 | 111 |
| 31 Jul 20 | 431 | -115 | 325 | 96 |
| 30 Apr 20 | 391 | -71 | 279 | 82 |
| 31 Jan 20 | 360 | -64 | 253 | 74 |
| 31 Oct 19 | 333 | -38 | 228 | 69 |
| 31 Jul 19 | 303 | -29 | 196 | 61 |
| 30 Apr 19 | 273 | -30 | 187 | 56 |
| 31 Jan 19 | 243 | -28 | 168 | 50 |
| 31 Oct 18 | 214 | -34 | 152 | 44 |
| 31 Jul 18 | 190 | -40 | 140 | 39 |
| 30 Apr 18 | 171 | -49 | 128 | 37 |
| 31 Jan 18 | 154 | -49 | 117 | 34 |
| 31 Oct 17 | 139 | -49 | 106 | 32 |
| 31 Jul 17 | 126 | -45 | 94 | 29 |
| 30 Apr 17 | 113 | -38 | 84 | 26 |
| 31 Jul 16 | 80 | -36 | 66 | 21 |
| 31 Jul 15 | 54 | -13 | 37 | 15 |
Des revenus de qualité: ZS n'est actuellement pas rentable.
Augmentation de la marge bénéficiaire: ZS n'est actuellement pas rentable.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: ZS n'est pas rentable, mais a réduit ses pertes au cours des 5 dernières années à un taux de 35.6% par an.
Accélération de la croissance: Impossible de comparer la croissance des bénéfices de ZS au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable
Bénéfices par rapport au secteur d'activité: ZS n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Software ( 14.3% ).
Rendement des fonds propres
ROE élevé: ZS a un retour sur capitaux propres négatif ( -3.08% ), car il n'est actuellement pas rentable.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/03 14:18 |
| Cours de l'action en fin de journée | 2026/05/01 00:00 |
| Les revenus | 2026/01/31 |
| 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 |
|
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| 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 65 analystes. 47 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 |