Zscaler
About: Zscaler is a software-as-a-service, or SaaS, firm focusing on providing cloud-native cybersecurity solutions to primarily enterprise customers. Zscaler's offerings can be broadly partitioned into Zscaler Internet Access, which provides secure access to external applications, and Zscaler Private Access, which provides secure access to internal applications. The firm is headquartered in San Jose, California, and went public in 2018.
Employees: 7,348
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 29 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
59% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 202
33% more funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 8 (+2) [Q1 2025]
18% more capital invested
Capital invested by funds: $14.1B [Q4 2024] → $16.6B (+$2.52B) [Q1 2025]
16% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 97
5.03% more ownership
Funds ownership: 48.99% [Q4 2024] → 54.03% (+5.03%) [Q1 2025]
0% more funds holding
Funds holding: 738 [Q4 2024] → 740 (+2) [Q1 2025]
14% less call options, than puts
Call options by funds: $1.51B | Put options by funds: $1.77B
Research analyst outlook
29 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$215
29%
downside
Avg. target
$304
1%
upside
High target
$385
28%
upside
29 analyst ratings
24 positive
83%
5 neutral
17%
0 negative
0%
Wells Fargo Andrew Nowinski | 28%upside $385 | Overweight Upgraded | 13 Jun 2025 |
Cantor Fitzgerald Jonathan Ruykhaver | 13%upside $340 | Overweight Maintained | 11 Jun 2025 |
B of A Securities Tal Liani | 13%upside $340 | Buy Maintained | 9 Jun 2025 |
Scotiabank Patrick Colville | 19%upside $360 | Sector Outperform Maintained | 6 Jun 2025 |
Oppenheimer Ittai Kidron | 14%upside $345 | Outperform Maintained | 6 Jun 2025 |
Financial journalist opinion
Based on 50 articles about ZS published over the past 30 days
Positive
Schwab Network
1 day ago
AMD Muscles for A.I. Market Share, ORCL Upgrade, ZS Wells Fargo Top Pick
"The future of A.I. is not going to be built by any one company," said AMD Inc. (AMD) CEO Lisa Su as AMD unveiled new tech aimed to compete against giants like Nvidia (NVDA).
Positive
Zacks Investment Research
1 day ago
Investors Heavily Search Zscaler, Inc. (ZS): Here is What You Need to Know
Zacks.com users have recently been watching Zscaler (ZS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Positive
Seeking Alpha
4 days ago
Zscaler Flywheel: Turning AI Traffic Into Cash Flow
Zscaler is uniquely positioned at the intersection of zero-trust security and enterprise AI adoption, leveraging massive data scale for superior threat detection and platform expansion. The company's cloud-native architecture, AI-driven capabilities, and expanding module suite create strong network effects, high switching costs, and robust cross-sell opportunities. Financial momentum is accelerating: 23% revenue growth, 25% billings growth, strong cash flow, and raised guidance support a sustainable mid-20% revenue CAGR through 2027.
Positive
Zacks Investment Research
4 days ago
Zscaler Nears $3B ARR Goal: Can It Maintain the Momentum Through FY25?
ZS closes in on $3B ARR goal as Z-Flex and Zero Trust push momentum.
Neutral
The Motley Fool
4 days ago
3 Top Cybersecurity Stocks to Buy in June
Cybersecurity companies are relatively well-insulated from macroeconomic headwinds because even when belt-tightening is needed, companies generally don't choose to shut off their digital defenses to save a few bucks. That makes such companies attractive investments right now as tariffs, trade wars, and geopolitical conflicts rattle the U.S. economy and the markets.
Positive
The Motley Fool
4 days ago
The 3 Best Nasdaq-100 Stocks in 2025: Wall Street Says Buy One and Sell the Others
The Nasdaq-100 measures the performance of 100 large non-financial companies listed on the Nasdaq Stock Exchange. Year to date, the three best-performing stocks in the index are Palantir Technologies (PLTR 3.36%), Zscaler (ZS -0.98%), and MercadoLibre (MELI -1.36%) as of June 8.
Neutral
GlobeNewsWire
4 days ago
Zero Trust Security Reduces Cyber Insurance Claims, Preventing up to $465 Billion Annually in Global Economic Loss from Cyber Attacks
Research From Marsh Mclennan's Cyber Risk Intelligence Center Suggests That Implementation of a Zero Trust Platform Can Reduce Associated Insurance Claims and Losses Across Industries Research From Marsh Mclennan's Cyber Risk Intelligence Center Suggests That Implementation of a Zero Trust Platform Can Reduce Associated Insurance Claims and Losses Across Industries
Positive
Zacks Investment Research
5 days ago
ZS vs. QLYS: Which Cybersecurity Stock is the Smarter Pick Now?
Qualys benefits from earnings growth, discounted valuation, and traction across its product line while ZS continues to struggle with rising S&M and R&D costs.
Neutral
Benzinga
5 days ago
Zscaler Stock: Where Is It Headed After The Strong Rally?
On the weekly charts, Zscaler (ZS) is currently in the 10th Phase of its 18 Phase Adhishthana Cycle. Since entering this phase, the stock has already rallied by approximately 33%.
Positive
CNBC
6 days ago
Top Wall Street analysts believe in the potential of these stocks despite macro woes
TipRanks' analyst ranking service highlights three stocks, including Nvidia and Salesforce, favored by Wall Street's top pros.
Charts implemented using Lightweight Charts™