Zscaler (ZS) Aandelenoverzicht
Zscaler, Inc. is wereldwijd actief als cloud security-bedrijf. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 5/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
ZS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$172.68
FV
11.9% ondergewaardeerd intrinsieke korting1k
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Zscaler, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$152.09 |
| 52 Week Hoogtepunt | US$336.99 |
| 52 Week Laag | US$114.63 |
| Bèta | 0.96 |
| 1 maand verandering | 17.43% |
| 3 maanden verandering | 16.09% |
| 1 Jaar Verandering | -47.36% |
| 3 jaar verandering | -1.76% |
| 5 jaar verandering | -33.62% |
| Verandering sinds IPO | 360.88% |
Recent nieuws en updates
Narratiefupdate • Jul 08
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.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 AlphaRecent updates
Narratiefupdate • Jul 08
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.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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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 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 AlphaRendement voor aandeelhouders
| ZS | US Software | US Markt | |
|---|---|---|---|
| 7D | 1.7% | -1.3% | 0.2% |
| 1Y | -47.4% | -22.0% | 19.6% |
Rendement versus industrie: ZS presteerde slechter dan de US Software -sector, die het afgelopen jaar een rendement van -22 % opleverde.
Rendement versus markt: ZS presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 19.6 % opleverde.
Prijsvolatiliteit
| ZS volatility | |
|---|---|
| ZS Average Weekly Movement | 12.7% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: De aandelenkoers van ZS is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 13% ) van ZS is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2007 | 7,923 | Jay Chaudhry | www.zscaler.com |
Zscaler, Inc. is wereldwijd actief als cloudbeveiligingsbedrijf. Het bedrijf biedt producten voor de bescherming tegen cyberbedreigingen, waaronder Zscaler Internet Access, dat bescherming tegen bedreigingen, cloud-sandbox en cloud-browserisolatie biedt; Zscaler Private Access-oplossing die bescherming tegen cyberbedreigingen en gegevensbescherming, applicatiedetectie, veilige applicatietoegang, applicatiesegmentatie, applicatiebescherming, verminderd aanvalsoppervlak en browserisolatie omvat; Zero Trust Firewall; Cloud Sandbox; en Zero Trust Browser. Het levert ook gegevensbeveiligingsproducten, zoals web en e-mail DLP, endpoint DLP, BYOD-beveiliging, multi-mode CASB, unified SaaS security, DSPM, AI-SPM, public gen AI-beveiliging en Microsoft Copilot gegevensbescherming; Zero Trust Cloud-oplossing.
Zscaler, Inc. Samenvatting
| ZS fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$22.93b |
| Inkomsten(TTM) | -US$77.39m |
| Inkomsten(TTM) | US$3.17b |
7.7x
P/S-verhouding-317.8x
Koers/WinstverhoudingIs ZS overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ZS resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$3.17b |
| Kosten van inkomsten | US$738.28m |
| Brutowinst | US$2.44b |
| Overige uitgaven | US$2.51b |
| Inkomsten | -US$77.39m |
Laatst gerapporteerde inkomsten
Apr 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -0.48 |
| Brutomarge | 76.74% |
| Nettowinstmarge | -2.44% |
| Schuld/Eigen Vermogen Verhouding | 72.1% |
Hoe presteerde ZS op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/14 01:16 |
| Aandelenkoers aan het einde van de dag | 2026/07/14 00:00 |
| Inkomsten | 2026/04/30 |
| Jaarlijkse inkomsten | 2025/07/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Zscaler, Inc. wordt gevolgd door 64 analisten. 45 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Rahul Chopra | Berenberg |