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Zscaler, Inc.NasdaqGS:ZS Rapporto sulle azioni

Cap. di mercato US$23.7b
Prezzo delle azioni
n/a
1Y-53.2%
7D19.0%
1D0.6%
Valore del portafoglio
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Zscaler, Inc.

Report azionario NasdaqGS:ZS

Capitalizzazione di mercato: US$23.7b

Zscaler (ZS) Panoramica del titolo

Zscaler, Inc. opera come azienda di sicurezza cloud a livello mondiale. Maggiori dettagli

ZS analisi fondamentale
Punteggio fiocco di neve
Valutazione5/6
Crescita futura5/6
Prestazioni passate0/6
Salute finanziaria6/6
Dividendi0/6

Premi

Negoziato a 33.9% al di sotto della nostra stima del suo valore equo

Si prevede che gli utili cresceranno del 55.01% all'anno

Gli analisti concordano sul fatto che il prezzo delle azioni salirà di 30.7%

Analisi del rischio

Importanti vendite da parte di insider negli ultimi 3 mesi

Prezzo delle azioni volatile negli ultimi 3 mesi rispetto al mercato US


ZS Community Fair Values

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See what 325 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

Top Community Narratives

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Concorrenti di Zscaler, Inc.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Zscaler
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$147.33
Massimo di 52 settimaneUS$336.99
Minimo di 52 settimaneUS$114.63
Beta0.96
Variazione di 1 mese2.21%
Variazione a 3 mesi6.33%
Variazione di 1 anno-53.19%
Variazione a 3 anni3.94%
Variazione a 5 anni-35.15%
Variazione dall'IPO346.45%

Notizie e aggiornamenti recenti

Seeking Alpha • Jun 29

Zscaler: Why The FY27 Reset Is Just A Hiccup

Summary Zscaler remains a "Strong Buy" despite recent volatility and decelerating growth, supported by robust cybersecurity demand and AI-driven resilience. ZS delivered 25% YoY revenue growth to $850 million, beat guidance, and achieved 100 bps non-GAAP operating margin expansion, though GAAP losses widened. Management guides for 22% Q4 and 17% FY27 revenue growth, citing sales leadership volatility but expects long-term acceleration from agentic AI adoption. ZS trades at a justified premium, with long-term 30% net margin targets and attractive double-digit return potential even without multiple expansion. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 24

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.

Recent updates

Seeking Alpha • Jun 29

Zscaler: Why The FY27 Reset Is Just A Hiccup

Summary Zscaler remains a "Strong Buy" despite recent volatility and decelerating growth, supported by robust cybersecurity demand and AI-driven resilience. ZS delivered 25% YoY revenue growth to $850 million, beat guidance, and achieved 100 bps non-GAAP operating margin expansion, though GAAP losses widened. Management guides for 22% Q4 and 17% FY27 revenue growth, citing sales leadership volatility but expects long-term acceleration from agentic AI adoption. ZS trades at a justified premium, with long-term 30% net margin targets and attractive double-digit return potential even without multiple expansion. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 24

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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Nuova narrazione • 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?
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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Nuova narrazione • 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.

Rendimenti per gli azionisti

ZSUS SoftwareUS Mercato
7D19.0%6.0%1.4%
1Y-53.2%-21.1%19.1%

Ritorno vs Industria: ZS ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -21.1 % nell'ultimo anno.

Rendimento vs Mercato: ZS ha avuto una performance inferiore al mercato US che ha registrato un rendimento 19.1 % nell'ultimo anno.

Volatilità dei prezzi

Is ZS's price volatile compared to industry and market?
ZS volatility
ZS Average Weekly Movement13.0%
Software Industry Average Movement10.2%
Market Average Movement7.3%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.2%

Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di ZS è stato volatile rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 13% ) di ZS è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
20077,923Jay Chaudhrywww.zscaler.com

Zscaler, Inc. opera in tutto il mondo come azienda di sicurezza cloud. L'azienda offre prodotti per la protezione dalle minacce informatiche, tra cui Zscaler Internet Access, che fornisce protezione dalle minacce, sandbox nel cloud e isolamento del browser nel cloud; Zscaler Private Access, che include protezione dalle minacce informatiche e dai dati, individuazione delle applicazioni, accesso sicuro alle applicazioni, segmentazione delle applicazioni, protezione delle applicazioni, riduzione della superficie di attacco e isolamento del browser; Zero Trust Firewall; Cloud Sandbox e Zero Trust Browser. Fornisce anche prodotti per la sicurezza dei dati, come DLP per web ed email, DLP per endpoint, sicurezza BYOD, CASB multimodale, sicurezza SaaS unificata, DSPM, AI-SPM, sicurezza AI public gen e protezione dei dati Microsoft Copilot; soluzione Zero Trust Cloud.

Zscaler, Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Zscaler con la sua capitalizzazione di mercato?
ZS statistiche fondamentali
Capitalizzazione di mercatoUS$23.68b
Utili (TTM)-US$77.39m
Ricavi(TTM)US$3.17b
7.5x
Rapporto P/S
-307.9x
Rapporto P/E

ZS è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
ZS Conto economico (TTM)
RicaviUS$3.17b
Costo del fatturatoUS$738.28m
Profitto lordoUS$2.44b
Altre speseUS$2.51b
Utili-US$77.39m

Ultimi utili riportati

Apr 30, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)-0.48
Margine lordo76.74%
Margine di profitto netto-2.44%
Rapporto debito/patrimonio netto72.1%

Come si è comportato ZS nel lungo periodo?

Vedi performance storica e confronto

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/02 18:42
Prezzo dell'azione a fine giornata2026/07/02 00:00
Utili2026/04/30
Utili annuali2025/07/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Zscaler, Inc. è coperta da 64 analisti. 45 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Shrenik KothariBaird
Saket KaliaBarclays
Rahul ChopraBerenberg