SAN JOSE, Calif., Oct. 09, 2024 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced that the Zscaler Zero Trust Exchange™ cloud security platform has surpassed half a trillion daily transactions which is nearly 60 times greater than the total number of Google searches per day. This milestone underscores the unparalleled scalability, resilience, and trust customers have placed in the Zscaler platform, which enables organizations to secure users and applications, simp ...

Zscaler (ZS) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this cloud-based information security provider have returned +8.2% over the past month versus the Zacks S&P 500 composite's +5.4% change. The Zacks Internet - Services industry, to which Zscaler belongs, has gained 8.4% over this period. Now the key question is: Where could the stock be headed in the near term? Alt ...

Zscaler, Inc. (ZS) is one of the standout companies in the cybersecurity sector, known for its high-growth trajectory. However, its current price-to-earnings (P/E) multiple of 57.67X raises concerns about whether the stock's valuation is justified. This multiple is significantly higher than the Zacks Internet – Services industry average of 20.9X, making the stock seem expensive in comparison. Zscaler's price-to-sales (P/S) ratio also adds to investor unease, especially when considering the company's recent ...

文章核心观点 - Zscaler (NASDAQ: ZS)的股价在发布业绩后大幅下跌 [1] - 对于能够看重半年以上的投资者来说,这种下跌可能是不合理的 [1] 公司表现 - Outperforming the Market专注于帮助投资者在波动市场中获得超额收益并提供下行保护 [2] - Outperforming the Market的投资组合在过去一年中超越标普500指数50% [2] - Outperforming the Market提供自下而上的基本面研究,包括内在价值、1年和3年价格目标 [2]

文章核心观点 - Zscaler公司的股价近期受到公司前景疲软的影响而下跌 [1] - Narweena资产管理公司专注于发现由于对企业长期前景理解不足而导致的市场失衡,并通过发现具有进入壁垒的行业中的长期增长机会来获得超额风险调整收益 [1] - Narweena的研究过程专注于公司和行业基本面,以发现独特的洞见为目标 [1] - Narweena有较高的风险偏好和长期投资视野,追求深度被低估的股票,主要关注小市值股票和竞争优势不明显的市场 [1] - Narweena认为人口老龄化、人口增长乏力和生产率增长乏力将创造与过去不同的投资机会,许多行业可能面临停滞或长期衰退,但这可能会提高业绩,因为竞争减少 [1] - 相反,其他企业可能面临成本上升和规模不经济,同时资产轻资产企业占主导地位,基础设施投资需求下降,大量资本追捧有限的投资机会,推高资产价格,压缩风险溢价 [1] 公司信息 - Zscaler公司是一家网络安全公司,其股价近期受到公司前景疲软的影响而下跌 [1] 行业信息 - Narweena资产管理公司专注于发现由于对企业长期前景理解不足而导致的市场失衡,并通过发现具有进入壁垒的行业中的长期增长机会来获得超额风险调整收益 [1] - Narweena认为人口老龄化、人口增长乏力和生产率增长乏力将创造与过去不同的投资机会,许多行业可能面临停滞或长期衰退,但这可能会提高业绩,因为竞争减少 [1] - 相反,其他企业可能面临成本上升和规模不经济,同时资产轻资产企业占主导地位,基础设施投资需求下降,大量资本追捧有限的投资机会,推高资产价格,压缩风险溢价 [1]

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios. I last wrote about Zscaler (NASDAQ: ZS ) in August, where I had reiterating my "buy" rating as the company was showing tremendous momentum in acquiring net new logos in the Enterprise segment and deepening adoption Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the ...

I often stay away from high-flying stocks as they're in the euphoric phase, trading mostly on momentum. However, I don't show away from these plays at all once they stumble, and once we're able to assess the underlying fundamentals and assign a reasonable valuation With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today ...

Zscaler, Inc. (NASDAQ: ZS ) has not suffered an IT outage like CrowdStrike ( CRWD ), but its pullback from year-to-date highs is almost implying otherwise. The company reported strong fiscal fourth-quarter results , highlighted by resilient top-line growth Julian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valu ...

文章核心观点 - 公司第四季度财报超预期,营收和非GAAP利润均超出市场预期 [1][2] - 公司业务发展良好,获得大客户订单,续费率保持高位 [3][4] - 公司毛利率和经营利润率均有所提升 [5] - 公司现金流状况良好,现金储备充足 [6] - 公司对下一财年的业绩指引也较为乐观 [7] 公司财务和运营情况 - 第四季度营收592.86百万美元,同比增长30% [2] - 第四季度计算账单增长26.6%至910.8百万美元 [3] - 第四季度新增1百万美元以上年化经常性收入(ARR)客户44家,总数达567家 [4] - 第四季度非GAAP毛利率81%,与去年持平 [5] - 第四季度非GAAP经营利润率22%,同比提升300个基点 [5] - 第四季度经营现金流和自由现金流分别为203.6百万美元和136.3百万美元 [6] - 公司现金及等价物余额为24.1亿美元 [6] 公司未来展望 - 2025财年营收预期为26-26.2亿美元,计算账单预期31.1-31.35亿美元 [7] - 2025财年非GAAP经营利润预期5.3-5.4亿美元,非GAAP每股收益2.81-2.87美元 [7] - 2025财年第一季度营收预期6.04-6.06亿美元,非GAAP经营利润1.14-1.16亿美元,非GAAP每股收益0.62-0.63美元 [7]

SAN JOSE, Calif., Sept. 30, 2024 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced the appointment of Adam Geller as Chief Product Officer to scale and accelerate the company's next phase of innovation and growth. "I am truly excited to have Adam join us as we expand Zscaler's product suite to support our rapidly growing business and customer base," said Jay Chaudhry, CEO, Chairman, and Founder of Zscaler. "Adam was an integral part of the growth at Exabeam as CEO ...