ZSCALER INC. DL-,001 WKN: A2JF28 ISIN: US98980G1022 Kürzel: ZS Forum: Aktien Thema: Hauptdiskussion

Heute Morgen 2 x 'kaufen': TD Cowen und Barclays

Zusammenfassung: Die Zahlen von Zscaler waren sehr gut, allerdings kamen Zweifel an der Konkurrenz zu Palo Alto auf, da PANW über eine komplette Plattform verfügt, die sie nun vorübergehend als Promotion ausrollen, um die Konkurrenz zu schlagen. Als Reaktion darauf hat Zscaler nun seine eigene vollständige Plattform eingeführt. Natürlich drehen die alten 'Bull' von Palo Alto nicht sofort um.

As a reminder: 'Zscaler Stock Spikes as Earnings Crush Estimates Published: May 30, 2024 at 5:01 p.m. ET By Eric J. Savitz Zscaler’s revenue rose 30% from a year earlier, exceeding both management’s forecast and Wall Street’s expectations. DREAMSTIME Zscaler shares are soaring in late trading Thursday after the security software company posted better-than-expected financial results. The strong numbers, plus an increase to management’s full-year financial guidance, could boost investor sentiment on the security sector. It has been under pressure from recent cautious guidance from companies such as Palo Alto Networks, Cloudflare, and Okta. Zscaler shares were 14% higher at $178.60 late on Thursday. For its fiscal third quarter, ended April 30, Zscaler reported revenue of $553.2 million, up 32% from the year-ago quarter, and ahead of both the company’s guidance range of $534 million to $536 million, and the Street consensus as tracked by FactSet at $536 million. Adjusted profits were 88 cents a share, well above the guidance range of 64 to 65 cents a share, and the consensus call of 65 cents. Zscaler is projecting July quarter revenue of $565 million to $567 million, with adjusted profits of 69 to 70 cents a share. The Street consensus had called for $565 million and 68 cents. The company’s revised full-year forecast calls for revenue of $2.14 billion to $2.142 billion, billings of $2.603 billion to $2.606 billion, and adjusted profits of $2.99 to $3.01 a share. Previous guidance for the year had called for revenue of $2.118 billion to $2.122 billion, billings of $2.55 billion to $2.57 billion, and profits of $2.73 to $2.7 a share.

Und: 'Balancing Act: Growth Prospects and Attrition Risks Justify Hold Rating for Zscaler Jason Carr Jun 13, 2024, 12:00 PM Wells Fargo analyst Andrew Nowinski has maintained their neutral stance on ZS stock, giving a Hold rating today. Andrew Nowinski has given his Hold rating due to a combination of factors that demonstrate potential yet are counterbalanced by challenges within Zscaler. Nowinski acknowledges the company’s strategic moves to tap into new market opportunities, which have expanded its Serviceable Addressable Market considerably. Moreover, he recognizes Zscaler’s efforts in developing new products aimed at driving customer expansion, such as their data protection suite and Risk360 tool, both of which have been identified as significant growth drivers. The focus on these products and the potential for market consolidation present a positive outlook for Zscaler. However, Nowinski also expresses concerns over the company’s rising attrition rates, which may lead to operational disruptions. The worry is that new hires will require a substantial period, estimated at 12 months, to become fully contributory to the company’s growth. Additionally, Nowinski appears skeptical about the management’s portrayal of the attrition as mostly involving underperformers, suggesting this may not fully capture the situation. This, coupled with the fact that substantial customer accounts are currently generating less than optimal revenue, presents a challenge to Zscaler’s near-term performance and expansion efforts, justifying the Hold rating. In another report released today, Morgan Stanley also maintained a Hold rating on the stock with a $202.00 price target.'

Hier die Ursache. GS gibt zu das Zscaler jetzt ein völliges Platform wie die Konkurrenz hat aber es ist nicht genug....'Maintaining Hold: Balancing Zscaler’s Core Services with Platform Growth Potential Catie Powers Jun 13, 2024, 10:15 PM Goldman Sachs analyst Gabriela Borges has maintained their neutral stance on ZS stock, giving a Hold rating today. Gabriela Borges’s rating is based on a nuanced analysis of Zscaler’s market position and strategy following the Zenith Live customer conference. While acknowledging the company’s strength in cost advantages and go-to-market strategy, Borges notes that growth is likely to come from cross-selling rather than new customer acquisition, which aligns with Zscaler’s own messaging. Additionally, the competitive landscape appears less challenging than anticipated, yet there remains a need to balance the growth from Zscaler’s traditional web proxy service with its next-generation data loss protection (DLP) and platform offerings. The report further considers the company’s roadmap and customer budget priorities, recognizing the importance of DLP and virtual private network (VPN) solutions in the medium term. Borges observes Zscaler’s focus on platform selling, anticipating productivity gains in the enterprise sector within the next year. Key technological advancements highlighted include improvements in DLP expected to reach parity with competitors, developments in secure access service edge (SASE) at private edges, microsegmentation, and context-aware policy. These factors collectively contribute to the decision to maintain a Hold rating, with an emphasis on monitoring the company’s progression in balancing its traditional revenue streams with new platform wins. In another report released today, Morgan Stanley also assigned a Hold rating to the stock with a $202.00 price target.'

war wieder mit der Luftpumpe aufgepumpt der Kurs

Mmm Morgan Stanley hat sein 'BUY' auf PANW wiederholt. Hat Jemand die Motivation?

Morgan Stanley wiederhohlt 'HOLD' aber auch verschiedene Zielerhöhungen und ein neuer 'BUY' von Piper Sandler auf 255 $

endlich stimmt der Newsflow und die Honorierung der letzten QZahlen- hoffe demnächst wieder auf break Heaven zu sein- in der Zeit nach den Q Zahlen bei Crowd allerdings schon 25 % dort gemacht- Musik spielt noch woanders...

Presentation: https://ir.zscaler.com/static-files/36e8c4d7-1f17-4c50-b6fb-cbf573688f4b

gute Entscheidung!

Um 19:00: Zenith Live Investor Relations Briefing. https://zscaler.zoom.us/webinar/register/WN_pQVbllqWQEOxaSEAPDa-hA#/registration

Glenn Wilkins - Tuesday, June 11, 2024 Zscaler Hooks up with Nvidia Zscaler, Inc. (NASDAQ: ZS) shares spring Tuesday. The company, purporting to be a leader in cloud security, announced a collaboration with NVIDIA to accelerate AI-powered copilot technologies. Zscaler will leverage NVIDIA AI technologies to deliver new user experience and security-centric copilot services to the enterprise. The introduction of new AI capabilities, leveraging NVIDIA NIM inference microservices, NVIDIA NeMo Guardrails, and the NVIDIA Morpheus framework, will dramatically increase the ability to process data from the Zero Trust Exchange™ platform, further enhancing Zscaler copilot’s ability to proactively defend enterprises against cyber threats and simplify IT and network operations. The rapid advancement of AI is becoming a primary game-changer to accelerate cybersecurity innovations. To effectively manage IT operations and combat threats at scale, enterprises must fully harness their massive volumes of data to equip an offensive and proactive security posture. The new Zscaler ZDX Copilot, a first-of-its-kind digital experience monitoring copilot, with NVIDIA NeMo Guardrails, offers network, device, and application performance insights to enable simplified IT support and operations at scale. NeMo Guardrails orchestrates dialog management, delivering accuracy, appropriateness, and security in smart applications with large language models (LLMs). It helps safeguard organizations by overseeing generative AI systems.

Zscaler 'teams up' mit NVIDIA und GOOGLE. Ich habe PANW verkauft und Zscaler angekauft.

und..biste raus? die 10% sollten ja erreicht sein nach dem letzten Post 😄

Wie oft habe ich das gelesen, 8 Jahre shareholder von Google und nie gezweifelt das die ernsthaft disrupted werden. Daten sind das neue Gold