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
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
81% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 74
11% more capital invested
Capital invested by funds: $12.6B [Q3] → $14B (+$1.36B) [Q4]
10% more repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 235
5% more funds holding
Funds holding: 678 [Q3] → 711 (+33) [Q4]
0.18% more ownership
Funds ownership: 48.59% [Q3] → 48.77% (+0.18%) [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
20 Wall Street Analysts provided 1 year price targets over the past 3 months
20 analyst ratings
Barclays Saket Kalia 69% 1-year accuracy 37 / 54 met price target | 26%upside $250 | Overweight Maintained | 21 Feb 2025 |
Mizuho Gregg Moskowitz 69% 1-year accuracy 33 / 48 met price target | 13%upside $225 | Neutral Maintained | 12 Feb 2025 |
Scotiabank Patrick Colville 92% 1-year accuracy 36 / 39 met price target | 13%upside $225 | Sector Outperform Maintained | 21 Jan 2025 |
Needham Mike Cikos 69% 1-year accuracy 66 / 96 met price target | 21%upside $240 | Buy Reiterated | 10 Jan 2025 |
Wells Fargo Andrew Nowinski 69% 1-year accuracy 25 / 36 met price target | 4%downside $190 | Equal-Weight Maintained | 4 Dec 2024 |
Financial journalist opinion
Based on 18 articles about ZS published over the past 30 days
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