SAN JOSE, Calif., April 16, 2024 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ:ZS), the leader in cloud security, announced that GLP, a global real estate logistics provider and investment manager, is leveraging Zscaler for Users, part of the AI-powered Zscaler Zero Trust Exchange™ cloud security platform, to further strengthen its cybersecurity practice across its portfolio. GLP determined the security limitations and risk associated with their legacy security stack built on VPNs was not able to protect their ...

公司业绩 - Zscaler在2024年初获得了买入评级，认为公司将继续扩大市场份额，提高利润率，并实现长期目标[1] - 公司在企业客户中取得了良好的增长势头，特别是在年度重复收入（ARR）达到100K美元和1M美元的客户增长明显[2] - 公司设定了中期目标，包括在ARR方面达到50亿美元，并通过账户为中心的市场策略来加深平台参与度[7] 产品与服务 - Zscaler的云端安全解决方案在市场上表现出色，通过Zero Trust Exchange（ZTE）平台实现了安全和高效的授权应用和服务使用[4] - 公司的商业模式主要依靠订阅销售，并通过现有客户的“扩张”模式来增加产品使用率[5] - Zscaler在不断推动产品采用率的成功中取得了增长ARR的成果，同时在联邦市场垂直领域也取得了成功[6] 财务表现 - Zscaler的盈利能力不断提升，非通用会计净收入增长110%，运营利润率达到20%[10] - 公司的长期目标包括提高利润率至20-22%，并在2028年达到非通用会计运营收入约12亿美元的目标[16] - 根据估算，Zscaler在2028年的前市盈率应该约为42，相比标普500指数，公司的股价有望上涨约30%至236美元[17] 风险与挑战 - 公司面临竞争威胁，但通过不断创新产品和投资研发来应对[13] - Zscaler在AI/ML工具的使用方面取得了巨大进展，但也面临着AI辅助的网络安全风险[15] - 作者认为Zscaler目前被低估，有望在未来取得30%的增长空间[18]

Thomas Barwick Investment overview I give a buy rating for Zscaler (NASDAQ:ZS), as I think the business is going to see growth accelerate in the near term, sustaining growth above >30%. ZS has proven that its products are a better alternative to peers’ offerings as it continues to win market share. The additional growth drivers, like Fed spending tailwinds and the shift in the GTM model to focus on upselling, should further support growth ahead. With growth expected to grow faster than peers, I believe ...

Zscaler公司财报表现 - Zscaler今年股价大幅下跌，但公司在财报中表现良好，未来前景乐观[2] Zscaler公司市场优势 - Zscaler在云安全领域有明显优势，随着云计算的普及，公司将继续增长并获得更多市场份额[3] 投资建议 - 投资者应该充分接受目前市场的波动，特别是在单只股票中捕捉大涨的机会[1]

公司收购 - Zscaler宣布收购Airgap Networks，后者是一家提供Zero Trust安全和网络服务的托管软件即服务（SaaS）公司[1] 解决方案特点 - Airgap Networks是一种完全云管理的解决方案，提供安全访问、无代理分段和快速部署，为分支机构、校园、工厂和数据中心实施Zero Trust分段提供了经济实惠的解决方案[2] 功能增强 - Zscaler的产品组合将获得多项功能，包括在LAN设备上实施Zero Trust原则，减少内部攻击面，实现实时设备发现和功能，如勒索软件关闭开关，禁用非必要设备通信，消除校园和OT网络上的横向威胁移动[3]

A downtrend has been apparent in Zscaler (ZS) lately with too much selling pressure. The stock has declined 8.7% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting ...

SAN JOSE, April 11, 2024 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ:ZS), the leader in cloud security, today announced they have signed an agreement to acquire Airgap Networks, the leader in cybersecurity solutions for business-critical networks. Combining Zscaler's Zero Trust SD-WAN and Airgap Networks' agentless segmentation technology will transform how enterprises implement Zero Trust Segmentation to IoT/OT devices, and critical infrastructure across branches, campuses, factories, and data centers, inclu ...

Despite strong quarterly results, Zscaler's outlook wasn't strong enough to support its valuation.Shares of Zscaler (ZS 0.73%) fell 20.4% in March, according to data provided by S&P Global Market Intelligence. Despite delivering impressive quarterly financial results, the cybersecurity stock still slid lower thanks to a combination of pessimism about its outlook, an expensive valuation, and unfavorable market conditions.Zscaler's quarterly results were solid, but its outlook was less impressiveZscaler repor ...

The stock's valuation isn't traditionally cheap, but the company has a lot of growth opportunities ahead.Cybersecurity has been one of the hottest investment sectors in recent years. Given the number of high-profile cybersecurity attacks and breaches, this probably should not be surprising. For example, the casino industry was hit with attacks on MGM Resorts and Caesars Entertainment last year, while this earlier this year UnitedHealth Group subsidiary Change Healthcare was the victim of a ransomware attack ...

Zscaler has pulled back, but some investors may perceive it as too expensive.Zscaler (ZS 0.73%) has emerged as one of the top cybersecurity companies. Although it is a leader in zero trust security (hence the name), it offers cybersecurity on several fronts.However, it competes with CrowdStrike, Palo Alto Networks, Fortinet, and others, and investors may hesitate to buy the stock with its forward P/E ratio near 70. Given such conditions, did investors wait too long to buy this cybersecurity stock? Let's tak ...