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 7,425 funds
0
Analysts bullish %
of 19 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
94% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 77
13% more capital invested
Capital invested by funds: $12.5B [Q3] → $14.1B (+$1.58B) [Q4]
13% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 237
9% more funds holding
Funds holding: 679 [Q3] → 737 (+58) [Q4]
1.03% more ownership
Funds ownership: 47.96% [Q3] → 48.99% (+1.03%) [Q4]
20% less call options, than puts
Call options by funds: $1.2B | Put options by funds: $1.51B
33% less funds holding in top 10
Funds holding in top 10: 9 [Q3] → 6 (-3) [Q4]
Research analyst outlook
19 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$200
12%
downside
Avg. target
$238
5%
upside
High target
$260
15%
upside
19 analyst ratings
15 positive
79%
4 neutral
21%
0 negative
0%
Roth Capital Taz Koujalgi 75% 1-year accuracy 15 / 20 met price target | 5%downside $215 | Neutral Initiated | 23 Apr 2025 |
Morgan Stanley Hamza Fodderwala 70% 1-year accuracy 21 / 30 met price target | 12%downside $200 | Equal-Weight Maintained | 16 Apr 2025 |
Rosenblatt Catharine Trebnick 53% 1-year accuracy 37 / 70 met price target | 4%upside $235 | Buy Maintained | 15 Apr 2025 |
Cantor Fitzgerald Jonathan Ruykhaver 55% 1-year accuracy 11 / 20 met price target | 11%upside $250 | Overweight Upgraded | 3 Apr 2025 |
Stephens & Co. Todd Weller 100% 1-year accuracy 4 / 4 met price target | 13%upside $255 | Overweight Initiated | 1 Apr 2025 |
Financial journalist opinion
Based on 18 articles about ZS published over the past 30 days
Positive
Seeking Alpha
7 hours ago
Zscaler Expands Its Go-To-Market Strategy For Zero Trust Everywhere
Zscaler, Inc. has a strong growth outlook driven by enterprise GenAI adoption and reshoring manufacturing, necessitating increased data protection and zero trust security. Despite macroeconomic challenges, Zscaler's robust investments in its sales department may drive growth through upselling additional services. Zscaler's Q2 '25 saw 23% ARR growth, bolstered by a larger ZS sales team and strong upselling, with expectations to close eFY25 at $3b in ARR.
Negative
MarketBeat
1 day ago
These 3 Cybersecurity Stocks Are Defying the Downturn
The technology sector, which had been primarily responsible for powering the market's recent ascent until this year, was at the forefront of the recent downturn, weighed down by global economic uncertainty and a renewed wave of risk-off sentiment. However, within the broader tech landscape, one industry has stood out for its relative strength and resilience: cybersecurity stocks.
Positive
Zacks Investment Research
2 days ago
Zscaler (ZS) Outperforms Broader Market: What You Need to Know
Zscaler (ZS) concluded the recent trading session at $219.86, signifying a +1.99% move from its prior day's close.
Positive
The Motley Fool
4 days ago
3 Cybersecurity Stocks You Can Buy and Hold for the Next Decade
When investing in growth stocks, it pays to latch on to a sustainable trend or catalyst that can enable the business to continue posting healthy long-term growth. One such trend is cybersecurity.
Positive
Zacks Investment Research
5 days ago
4 Cybersecurity Stocks Set to Shine in the AI-Driven Digital Era
As digital transformation speeds up and cyber threats intensify, cybersecurity stocks are poised to deliver market-beating returns.
Neutral
GlobeNewsWire
6 days ago
Zscaler ThreatLabz Uncovers Surge in AI-Driven Cyberattacks Targeting Critical Business Operations
Zscaler's 2025 Phishing Report reveals cybercriminals are exploiting AI to launch precise attacks, underscoring the need for Zero Trust + AI powered defenses Zscaler's 2025 Phishing Report reveals cybercriminals are exploiting AI to launch precise attacks, underscoring the need for Zero Trust + AI powered defenses
Positive
Zacks Investment Research
1 week ago
Zscaler, Inc. (ZS) Is a Trending Stock: Facts to Know Before Betting on It
Zscaler (ZS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Neutral
Zacks Investment Research
1 week ago
Zscaler vs. Check Point: Which Cybersecurity Stock Has an Edge Now?
Let's find out which cybersecurity stock between Zscaler and Check Point is a better bet.
Neutral
Business Wire
1 week ago
Tufinnovate 2025 to Feature Executives from Wiz, Zscaler and Tufin in Keynote Panel on Protecting the Networks of Tomorrow
BOSTON--(BUSINESS WIRE)-- #AKIPS--Tufinnovate 2025 keynote to feature Wiz, Zscaler and Tufin discussing "AI, Cloud, and Edge: Rewriting the Rules of Network Security.".
Positive
The Motley Fool
1 week ago
Prediction: 2 Growth Stocks That Will Be Worth More Than Block 2 Years From Now
Block (XYZ -2.56%), the fintech company formerly known as Square, was once a hot growth stock. It went public in 2015, and its revenue grew at a compound annual growth rate (CAGR) of 55% from 2015 to 2021.
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