Zscaler
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 16 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
91% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 77
13% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 237
11% more capital invested
Capital invested by funds: $12.6B [Q3] → $14.1B (+$1.45B) [Q4]
8% more funds holding
Funds holding: 679 [Q3] → 735 (+56) [Q4]
0.52% more ownership
Funds ownership: 48.49% [Q3] → 49.01% (+0.52%) [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
16 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$210
6%
upside
Avg. target
$241
21%
upside
High target
$260
31%
upside
16 analyst ratings
14 positive
88%
2 neutral
13%
0 negative
0%
Stephens & Co. | 28%upside $255 | Overweight Initiated | 1 Apr 2025 |
Jefferies Joseph Gallo 67% 1-year accuracy 14 / 21 met price target | 21%upside $240 | Buy Maintained | 31 Mar 2025 |
B of A Securities Tal Liani 60% 1-year accuracy 12 / 20 met price target | 21%upside $240 | Buy Upgraded | 7 Mar 2025 |
UBS Roger Boyd 56% 1-year accuracy 9 / 16 met price target | 31%upside $260 | Buy Maintained | 6 Mar 2025 |
Scotiabank Patrick Colville 49% 1-year accuracy 20 / 41 met price target | 22%upside $242 | Sector Outperform Maintained | 6 Mar 2025 |
Financial journalist opinion
Based on 41 articles about ZS published over the past 30 days
Positive
Zacks Investment Research
3 hours ago
Zscaler Rises 9% in 3 Months: Should You Buy, Hold or Sell the Stock?
ZS' strong financial performance on the back of AI-driven innovation and leading Zero Trust security solutions makes the stock worth holding.
Neutral
GlobeNewsWire
11 hours ago
Zscaler Zero Trust Exchange Platform Deployed Across T-Mobile Operations
SAN JOSE, Calif., April 01, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc . (NASDAQ: ZS), the leader in cloud security, collaborated with T-Mobile in late 2023 to rapidly deploy hybrid zero trust throughout its operations. In just three months, T-Mobile implemented the Zscaler Zero Trust Exchange™ AI-powered cloud security platform, which is designed to secure access to applications and the internet, regardless of user location or device. Now, one year later, the roll-out has further secured the Un-carrier's infrastructure against potential cyber threats and over that time, T-Mobile is retiring its traditional VPNs. By reducing the need for traditional VPNs and providing secure and direct access to applications, T-Mobile's employees and other team members can access needed resources efficiently and effectively, whether they are in the office, at home or on the go.
Positive
Seeking Alpha
3 days ago
Zscaler: Reiterate Buy As Upside Remains Attractive
I reiterate a buy rating for ZS, as the share price has reached my target, and I see further upside potential. The new GTM model has proven effective, with improved sales productivity and significant growth in billings and large deal activity. ZS's platform is resonating well with customers, driving platform consolidation and higher attach rates, especially in the upmarket segment.
Positive
Seeking Alpha
3 days ago
Zscaler: This Is Just The Beginning
I continue to remain bullish on Zscaler, Inc. as it sees ongoing enterprise momentum in its $100K+ and $1M+ ARR cohort driven by its AI-powered product roadmap and increasing sales productivity. Zscaler set a new standard called Zero Trust Everywhere and they are looking to triple the number of enterprise customers under the standard in 18 months. Plus their AI-powered products are seeing growing adoption with revenue from their emerging products expected to reach the mid-twenties percent of all business in FY25.
Positive
CNBC Television
5 days ago
Josh Brown: Zscaler is breaking out
Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to explain why he thinks Zscaler is about to break out.
Positive
Seeking Alpha
5 days ago
Zscaler: Sales Machine Is Operating Well Again, After A Clunky 2024
Zscaler has outperformed most growth stocks in 2024, rising nearly 20% year to date, driven in part by a recent "beat and raise" in Q2. The company benefits from a shift towards cloud-based security tools, essential for modern data storage and AI applications, unlike traditional firewalls. Zscaler's net retention rates improved to 115% in Q2, indicating robust customer spending despite a challenging economic environment.
Neutral
Seeking Alpha
5 days ago
Zscaler: Downgrading On Anticipated Slowdown In Growth
Zscaler is a leading cybersecurity firm riding long-term tailwinds. The company delivered 23% YoY revenue growth and expanded non-GAAP operating margins to 21.7%. Management has suggested optimism, but I am skeptical and expect revenue growth to decelerate to 16-18% in the upcoming fiscal year.
Negative
Market Watch
5 days ago
Software stocks sold off on ‘DOGE' fears. Is it time to get back in the sector?
A number of prominent software stocks have sold off this year — reflecting fears about government cutbacks and a potential recession, as well as artificial-intelligence benefits that haven't manifested as quickly as some investors would have liked.
Neutral
Business Wire
1 week ago
Red River Awarded Zscaler Americas Public Sector Partner of the Year
CHANTILLY, Va.--(BUSINESS WIRE)--Red River recognized as Zscaler Americas Public Sector Partner of the Year for its leadership and commitment to advancing zero trust security.
Positive
MarketBeat
1 week ago
Analysts Are Upgrading These 5 Software Stocks—Should You Buy?
Software stocks aren't always favored, but now is a good time to own them. Analysts are lifting targets for leading names and indicating significant gains for stocks like Snowflake NYSE: SNOW, Okta NASDAQ: OKTA, CrowdStrike NASDAQ: CRWD, Workday NASDAQ: WDAY, and Zscaler NASDAQ: ZS.
Charts implemented using Lightweight Charts™