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

Verkauft mit +15%. Steige tiefer wieder ein, falls nicht auch gut

Ich habe mir gerade alles angeschaut und eine Bemerkung fällt mir besonders auf: Der neue Vertriebsleiter, Mike Rich, der von ServiceNow kommt, macht einen schwachen Eindruck.

Jun 12, 2024 at 10:15 AM PDT Zscaler Investor Innovations Briefing - Zenith Live 2024 Webcast jetzt auf der Website veröffentlicht. https://ir.zscaler.com/video/zscaler-investor-innovations-briefing-zenith-live-2024

Von 180 $ zu é§( $ 'Bank of America Securities analyst Tal Liani maintained a Buy rating on Zscaler today and set a price target of $265.00. The company’s shares closed last Friday at $184.22.' https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-technology-companies-zeta-global-holdings-corp-zeta-zscaler-zs-and-braze-brze?mod=mw_quote_news

Sehr interessant auf den Zscaler website unter EVENTS: Jun 5, 2024 at 12:20 PM EDT Bank of America Global Technology Conference. https://bofa.veracast.com/webcasts/bofa/globaltech2024/idJ63RJ9.cfm

JP Morgan analyst Brian Essex upgraded the rating for Zscaler, Inc. from Neutral to Overweight, while raising the price target from $205 to $230.

Needham war schon auf $ 290

Entschuldigung $ 290 !

Ziel $ 280. Ziel 280 !!! Wall Street Analysts Are Bullish on Top Technology Picks Christine Brown Jun 14, 2024, 12:05 PM Needham analyst Alex Henderson maintained a Buy rating on Zscaler today and set a price target of $290.00. The company’s shares closed last Thursday at $181.05. According to TipRanks.com, Henderson is a 5-star analyst with an average return of 11.0% and a 53.1% success rate. Henderson covers the Technology sector, focusing on stocks such as CrowdStrike Holdings, CyberArk Software, and Lumentum Holdings. The word on The Street in general, suggests a Strong Buy analyst consensus rating for Zscaler with a $229.46 average price target, which is a 21.3% upside from current levels. In a report released today, J.P. Morgan also upgraded the stock to Buy with a $230.00 price target.

New Buy Rating for Zscaler (ZS), the Technology Giant Carrie Williams Jun 14, 2024, 09:05 AM Barclays analyst Saket Kalia maintained a Buy rating on Zscaler (ZS – Research Report) today and set a price target of $210.00. The company’s shares closed yesterday at $181.05. According to TipRanks, Kalia is a 5-star analyst with an average return of 13.1% and a 56.53% success rate. Kalia covers the Technology sector, focusing on stocks such as Adobe, Autodesk, and Fortinet. In addition to Barclays, Zscaler also received a Buy from TD Cowen’s Shaul Eyal in a report issued today. However, yesterday, Goldman Sachs maintained a Hold rating on Zscaler (NASDAQ: ZS). https://www.tipranks.com/news/blurbs/new-buy-rating-for-zscaler-zs-the-technology-giant-24?mod=mw_quote_news

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.'