Zscaler, Inc.

NasdaqGS:ZS Voorraadrapport

Marktkapitalisatie: US$22.5b

Zscaler Inkomsten in het verleden

Verleden criteriumcontroles 0/6

Zscaler is de winst gegroeid met een gemiddeld jaarlijks percentage van 35.6%, terwijl de Software industrie de winst jaarlijks groeide met 21.2%. De inkomsten zijn gegroeid met een gemiddelde van 30.5% per jaar.

Belangrijke informatie

35.59%

Groei van de winst

37.37%

Groei van de winst per aandeel

Software Groei van de industrie17.33%
Inkomstengroei30.54%
Rendement op eigen vermogen-3.08%
Nettomarge-2.25%
Laatste winstupdate31 Jan 2026

Recente prestatie-updates uit het verleden

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
Zscaler, Inc.'s (NASDAQ:ZS) 27% Share Price Plunge Could Signal Some Risk

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 17
Is Now An Opportune Moment To Examine Zscaler, Inc. (NASDAQ:ZS)?

A Look At The Fair Value Of Zscaler, Inc. (NASDAQ:ZS)

Jun 27
A Look At The Fair Value Of Zscaler, Inc. (NASDAQ:ZS)

After Leaping 30% Zscaler, Inc. (NASDAQ:ZS) Shares Are Not Flying Under The Radar

May 08
After Leaping 30% Zscaler, Inc. (NASDAQ:ZS) Shares Are Not Flying Under The Radar

Zscaler: Downgrading On Anticipated Slowdown In Growth

Mar 27

Zscaler: The Q2 Earnings Look Great, But I Keep My 'Hold' In Place

Mar 07

Zscaler: Out With The New, In With The Old (Revisited)

Feb 23

Zscaler: Anticipate Diminishing Returns With Slowdown In Growth

Feb 05

Zscaler: The Next Long-Term Winner In Cybersecurity

Jan 03
User avatar

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 03

Zscaler: A Compelling Long-Term Investment

Nov 12

Zscaler's Valuation Woes: A Case For Selling

Oct 21

Zscaler: GAAP Profitability And The Pursuit Of Alpha

Oct 04

Opbrengsten en kosten

Hoe Zscaler geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NasdaqGS:ZS Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Jan 263,001-681,644763
31 Oct 252,833-411,567704
31 Jul 252,673-411,496660
30 Apr 252,547-391,448628
31 Jan 252,422-161,382584
31 Oct 242,299-361,344535
31 Jul 242,168-581,298494
30 Apr 242,030-741,247452
31 Jan 241,896-1391,218420
31 Oct 231,758-1681,168385
31 Jul 231,617-2021,124347
30 Apr 231,480-2691,078329
31 Jan 231,348-3251,029312
31 Oct 221,216-368961294
31 Jul 221,091-390873284
30 Apr 22970-374779261
31 Jan 22860-331687226
31 Oct 21761-298609198
31 Jul 21673-262541169
30 Apr 21602-231485147
31 Jan 21536-191429131
31 Oct 20480-153371111
31 Jul 20431-11532596
30 Apr 20391-7127982
31 Jan 20360-6425374
31 Oct 19333-3822869
31 Jul 19303-2919661
30 Apr 19273-3018756
31 Jan 19243-2816850
31 Oct 18214-3415244
31 Jul 18190-4014039
30 Apr 18171-4912837
31 Jan 18154-4911734
31 Oct 17139-4910632
31 Jul 17126-459429
30 Apr 17113-388426
31 Jul 1680-366621
31 Jul 1554-133715

Kwaliteitswinsten: ZS is momenteel verliesgevend.

Groeiende winstmarge: ZS is momenteel verliesgevend.


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: ZS is verlieslatend, maar heeft de verliezen de afgelopen 5 jaar met een snelheid van 35.6% per jaar verminderd.

Versnelling van de groei: Het is niet mogelijk om de winstgroei van ZS over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.

Winst versus industrie: ZS is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Software industrie ( 14.3% ).


Rendement op eigen vermogen

Hoge ROE: ZS heeft een negatief Return on Equity ( -3.08% ), omdat het momenteel verliesgevend is.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/03 18:26
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2026/01/31
Jaarlijkse inkomsten2025/07/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je 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 65 analisten. 47 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.

AnalistInstelling
Shrenik KothariBaird
Saket KaliaBarclays
Rahul ChopraBerenberg