Zscaler, Inc. Common Stock ZS

Zscaler, Inc. (Zscaler) se enfoca en proporcionar una plataforma de seguridad en la nube diseñada en una arquitectura de confianza cero. La arquitectura de la compañía está diseñada para permitir que los usuarios y dispositivos accedan de forma segura a aplicaciones y servicios autorizados en la nube utilizando Internet como medio de conectividad preferido. Las soluciones de seguridad y experiencia de usuario de Zscaler están diseñadas específicamente en un intercambio de nube distribuido de varios inquilinos que asegura el acceso de usuarios y dispositivos a aplicaciones y servicios, independientemente de la ubicación. La compañía ofrece sus soluciones utilizando un modelo de negocio de software como servicio (SaaS) y vende suscripciones a clientes para acceder a su plataforma en la nube, junto con servicios de soporte relacionados. Los servicios en la nube de la compañía incluyen Zscaler Internet Access (ZIA), Zscaler Private Access (ZPA) y Zscaler Digital Experience (ZDX).

• Zacks Investment Research 2 oct

  Zscaler (ZS) Stock Drops Despite Market Gains: Important Facts to Note

  Zscaler (ZS) closed at $196.60, down 1.1% on a day when the S&P 500 gained 0.73%. The cloud-based security provider has risen 11.8% over the past month. Analysts project Q earnings of $1.16 EPS (up 20.83% YoY) and full-year earnings of $4.91 per share with revenue of $3.93 billion (up 17.22% YoY). The stock trades at a Forward P/E of 40.48, below the industry average of 54.15, and carries a Zacks Rank of #3 (Hold).

  

• The Motley Fool 2 oct

  Cybersecurity Stocks Are Soaring, but This One Might Still be a Bargain

  AI-driven cyberattacks are prompting organizations to prioritize cybersecurity, boosting demand for exposure management solutions. Tenable, which specializes in vulnerability identification and AI-powered exposure management through its Tenable One platform, has gained 48.6% year-to-date but trades at a P/S ratio of 3.9—significantly cheaper than rivals like CrowdStrike, Palo Alto Networks, and Zscaler. The company is improving profitability while maintaining modest 8.6% revenue growth, positioning it as a potential bargain in the expanding cybersecurity market.

  

• Zacks Investment Research 2 oct

  Why Zscaler (ZS) is a Top Momentum Stock for the Long-Term

  Zscaler (ZS), a cloud-based security solutions provider, is highlighted as a stock to watch with strong momentum performance. The company has seen 14 analysts revise earnings estimates upward in the last 60 days, with the consensus estimate increasing to $4.91 per share for fiscal 2027. Despite holding a #3 (Hold) Zacks Rank, ZS boasts an A-rated Momentum Style Score and has gained 11.8% over the past four weeks.

  

• Zacks Investment Research 2 oct

  Zscaler, Inc. (ZS) is Attracting Investor Attention: Here is What You Should Know

  Zscaler (ZS) has gained 11.8% over the past month, outperforming the S&P 500. The company shows strong earnings growth expectations (+20.8% YoY for current quarter) and consistent revenue beats. However, it carries a Zacks Rank #3 (Hold) rating and trades at a premium valuation (F grade) compared to peers, suggesting near-term performance may align with the broader market.

  

• Zacks Investment Research 1 oct

  PANW Stock Rises 21% in a Month: Should You Hold or Book Profits?

  Palo Alto Networks (PANW) demonstrates strong momentum with XSIAM ARR exceeding $700M (up 70% y/y) and Prisma AIRS reaching $100M ARR in record time, driven by enterprise AI security demand. However, declining gross margins due to SaaS scaling and rising commodity costs, combined with a premium 22.37X forward P/S valuation, warrant caution. The stock receives a Hold rating despite solid long-term growth prospects.