公司基本情况 - Zscaler公司是网络安全领域的领先企业总部位于加利福尼亚市值为320亿美元[1] 公司股票表现 - 2023年年初强劲上涨但2月后势头减弱夏季暴跌40% 近期几个月盘整自9月以来上涨30%[1][2] - 12个月股票价格预测为217.18美元有4.16%的上涨空间基于34个分析师评级最高预测270.00美元最低预测165.00美元[2] 公司基本面表现 - 连续几个季度实现创纪录营收保持30%的年同比增长率最新财报超出预期[3] 宏观环境影响 - 美联储转向鸽派开始降息当前股票市场风险偏好情绪强烈有利于Zscaler这种高增长网络安全行业的股票[4] 分析师观点 - JMP证券重申对该公司股票的跑赢大盘评级花旗集团10月和萨斯奎汉纳9月也持类似乐观态度JMP的目标价为270美元暗示潜在涨幅近30%[5][6] - BNP Paribas上个月给予中性评级公司近期下调前瞻性指引[7] 技术指标情况 - 相对强弱指数(RSI)目前为72可能接近超买区域[8] 投资建议 - 尽管有谨慎信号但随着股票突破近期盘整区间前景看起来越来越乐观投资者应期待股票继续上涨短期获利回吐可能带来有吸引力的入场机会[9][10]

When a company management clearly mentions in its financials that they continue to expect net losses for the company in the foreseeable future, the investors are left with two questions. 1) Whether the business has enough competitive offering or economic moatAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am ...

I'm an investment analyst with several years of clinical experience and a Master of Business Administration, now expanding my focus beyond biotech and healthcare into a range of sectors. I've had the privilege of sharing my insights on Seeking Alpha since 2017. Outside of spending time with my family, it is my favorite thing to do. My work emphasizes financial modeling techniques, such as Discounted Cash Flow (DCF) analysis, to uncover hidden assumptions within stock valuations across multiple industries. B ...

文章核心观点 - Zscaler公司推出行业首个零信任分段解决方案提供更安全高效低成本的连接方式 [1] 关于零信任分段解决方案的优势 - 传统网络虽扩展企业连接但加速勒索软件传播防火墙分段有诸多弊端零信任分段可防勒索软件无需防火墙等设备 [2] - 零信任架构下各分支等成虚拟岛通过Zscaler云安全平台通信可减少攻击面阻止勒索软件传播 [3] - 利用防火墙分段业务网络复杂Zscaler零信任分段含先进技术可快速实施且最多节省50%成本 [4] 零信任分段在不同场景中的应用 - 在分支和工厂场景下可保护含旧有OT设备的环境免受攻击 [5] - 在数据中心和公共云场景下可标准化多云工作负载安全简化并强化安全 [6] - 目前支持AWS和Azure 2025年2月将支持GCP [7] 关于Zscaler公司 - 加速数字化转型通过零信任交换平台保护客户免受网络攻击和数据丢失 [8]

文章核心观点 - 公司在最新的交易会议上收盘价为186.91美元,较前一交易日上涨1.09% [1] - 公司股价在过去一个月内上涨7.42%,超过了计算机和技术行业下跌0.04%和标普500指数下跌0.54% [1] - 分析师预计公司将在即将发布的财报中报告每股收益0.63美元,同比下降5.97%;预计收入将达到605.68百万美元,同比增长21.94% [2] - 分析师预计公司全年每股收益将为2.87美元,同比下降10.03%;收入将达到2.61十亿美元,同比增长20.57% [3] 行业分析 - 公司所属的互联网服务行业目前在250多个行业中排名前20% [7] - 该行业的平均PEG比率为2.21,而公司的PEG比率为8.41,显示出较高的估值 [6] 公司评级 - 公司目前的扎克斯排名为4(卖出),这是基于分析师对公司业绩预期的变化 [4][5] - 扎克斯排名体系的历史表现良好,1级别的股票平均年收益率为25% [5]

The most recent trading session ended with Zscaler (ZS) standing at $183.93, reflecting a +1.61% shift from the previouse trading day's closing. This move outpaced the S&P 500's daily gain of 0.22%. Elsewhere, the Dow lost 0.33%, while the tech-heavy Nasdaq added 0.76%.Coming into today, shares of the cloud-based information security provider had gained 5.39% in the past month. In that same time, the Computer and Technology sector gained 2.29%, while the S&P 500 gained 1.47%.The investment community will be ...

Zscaler (ZS) closed the latest trading day at $188.76, indicating a -1.46% change from the previous session's end. The stock's change was less than the S&P 500's daily loss of 0.02%. Elsewhere, the Dow gained 0.38%, while the tech-heavy Nasdaq added 0.04%. Prior to today's trading, shares of the cloud-based information security provider had gained 13.67% over the past month. This has outpaced the Computer and Technology sector's gain of 4.44% and the S&P 500's gain of 3.77% in that time. Investors will be e ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sellside) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Zscaler (ZS) . Zscaler currently has an average brokerage recommendation ( ...

文章核心观点 - 移动设备仍然是主要的威胁向量,移动恶意软件和银行恶意软件分别增长111%和29% [1][3] - 技术、教育和制造业是最容易受到攻击的行业 [4] - 美国仍然是物联网、工业控制系统和移动网络安全攻击的主要目标 [5] - 遗留和生命周期结束的操作系统使工业控制系统容易受到攻击 [6] 行业总结 移动安全 - 移动恶意软件和银行恶意软件攻击持续增长,威胁行为者通过勒索或出售个人信息获取利益 [3] - 安卓银行恶意软件Anatsa已经针对650多家金融机构发动攻击,主要针对德国、西班牙、芬兰、韩国和新加坡用户 [3] 行业受攻击情况 - 技术、教育和制造业是移动恶意软件的主要目标,其中教育行业遭受的攻击增加了136% [4] - 制造业是物联网恶意软件攻击的重灾区,占所有观察到的物联网恶意软件攻击的36% [4] 地理分布 - 美国是物联网攻击的主要目标,占81%的物联网设备流量 [5] - 印度是移动恶意软件攻击的主要目标,其他目标国包括美国、加拿大、南非和荷兰 [5] 解决方案 - 企业需要采用零信任架构,实现任何用户设备到任何应用程序的安全远程访问 [7] - 通过零信任交换平台,企业可以降低物联网和工业控制系统的网络风险,同时提高业务敏捷性和生产力 [7]

The most recent trading session ended with Zscaler (ZS) standing at $198.26, reflecting a +1.41% shift from the previouse trading day's closing. The stock outperformed the S&P 500, which registered a daily gain of 0.61%. Elsewhere, the Dow gained 0.97%, while the tech-heavy Nasdaq added 0.33%. Shares of the cloud-based information security provider have appreciated by 17.27% over the course of the past month, outperforming the Computer and Technology sector's gain of 8.6% and the S&P 500's gain of 5.36%. Th ...