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Zscaler (DE:0ZC)
NASDAQ:0ZC

Zscaler (0ZC) Price & Analysis

16 Followers

0ZC Stock Chart & Stats

€114.74
€1.36(0.76%)
At close: 4:00 PM EST
€114.74
€1.36(0.76%)

Bulls Say, Bears Say

Bulls Say
Strong Free Cash Flow GenerationConsistent, large free cash flow provides durable internal funding for R&D, cloud capacity and acquisitions without heavy reliance on external financing. This strengthens financial flexibility, supports continued product investment and absorbs cyclical spending shocks over the next several quarters.
High Gross Margins With Scaled Recurring RevenueA subscription model with ~77% gross margins and multi-year revenue scale creates structural operating leverage. As customer mix and ARR expand, margins can sustain profitability improvements, allowing GAAP profitability to become durable as operating expenses normalize.
Platform Momentum, ARR Growth And AI/security TractionStrong ARR growth, growing data-security and AI bookings, and meaningful marketplace/partner traction indicate durable product-market fit. Platform breadth (ZTA, branch, data security) and ecosystem partnerships support cross-sell and stickiness, sustaining multi-quarter ARR expansion.
Bears Say
GAAP Unprofitability PersistsDespite margin gains and cash flow, GAAP net losses and negative ROE indicate the business has not yet converted scale into sustained accounting profitability. Continued unprofitability can constrain capital allocation choices and investor confidence until recurring operating profits are consistent.
Guided Growth Deceleration Into FY27A structural slowdown in guidance implies tougher comps and a maturing addressable market or sales cadence headwinds. Slower ARR expansion reduces pacing for margin improvements and constrains long-term revenue trajectory absent accelerated share gains or new TAM expansion.
Sales Leadership Turnover Risks ExecutionSenior sales departures can materially impact new-logo acquisition, large-deal cycles and cross-sell execution for multiple quarters. Rebuilding sales capacity and preserving enterprise relationships takes time, risking slower net new ARR and uneven regional performance during the transition.

Zscaler News

0ZC FAQ

What was Zscaler’s price range in the past 12 months?
Zscaler lowest stock price was €98.04 and its highest was €291.25 in the past 12 months.
    What is Zscaler’s market cap?
    Zscaler’s market cap is €17.86B.
      When is Zscaler’s upcoming earnings report date?
      Zscaler’s upcoming earnings report date is Sep 08, 2026 which is in 82 days.
        How were Zscaler’s earnings last quarter?
        Zscaler released its earnings results on May 26, 2026. The company reported €0.937 earnings per share for the quarter, beating the consensus estimate of €0.877 by €0.061.
          Is Zscaler overvalued?
          According to Wall Street analysts Zscaler’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Zscaler pay dividends?
            Zscaler does not currently pay dividends.
            What is Zscaler’s EPS estimate?
            Zscaler’s EPS estimate is 0.94.
              How many shares outstanding does Zscaler have?
              Zscaler has 161,709,520 shares outstanding.
                What happened to Zscaler’s price movement after its last earnings report?
                Zscaler reported an EPS of €0.937 in its last earnings report, beating expectations of €0.877. Following the earnings report the stock price went down -33.042%.
                  Which hedge fund is a major shareholder of Zscaler?
                  Currently, no hedge funds are holding shares in DE:0ZC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Zscaler

                    Globally recognized, Zscaler, Inc. functions as a leading provider of cloud-based security solutions. Its core offerings include Zscaler Internet Access (ZIA), which ensures secure connectivity for a diverse range of entities – including users, servers, operational technology (OT), and IoT devices – when accessing external resources like software-as-a-service (SaaS) applications and general internet destinations. Complementing this, the Zscaler Private Access (ZPA) solution facilitates secure entry to internal applications residing in private or public clouds and traditional data centers. Zscaler also delivers Zscaler Digital Experience (ZDX), a tool that assesses the complete user journey across various business applications. ZDX then generates a clear, digestible digital experience score for individual users, specific applications, and different locations within an organization. Furthermore, the company's portfolio extends to advanced workload segmentation solutions. This category includes Zscaler Cloud Security Posture Management (CSPM), designed to identify and correct application misconfigurations across SaaS, IaaS, and PaaS environments, thereby minimizing risk and upholding compliance standards. Another key offering is Zscaler Cloud Workload Segmentation, specifically engineered to fortify application-to-application communication within public clouds and data centers. Its objective is to thwart lateral threat propagation, safeguard applications from compromise, and ultimately mitigate the potential for data breaches. The underlying platform is built upon integral components such as the Zscaler Central Authority, Zscaler Enforcement Nodes, and Zscaler Log Servers. Serving a diverse global clientele, Zscaler caters to numerous sectors including aviation and transportation, conglomerates, consumer goods and retail, financial services, healthcare, manufacturing, media and communications, public sector and education, as well as technology and telecommunications. Founded in 2007, the company initially operated as SafeChannel, Inc., before rebranding to Zscaler, Inc. in August 2008. Its corporate headquarters are located in San Jose, California.

                    Zscaler (0ZC) Earnings & Revenues

                    0ZC Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed strong operating performance and clear product and commercial momentum — ARR and revenue both grew 25% YoY, operating margin hit a record 23%, cloud marketplace and AI/security offerings showed accelerating traction, and cash and RPO remain robust. Management, however, took a cautious tone on near-term growth due to recent sales leadership turnover, supply-chain driven CapEx pressure (pull-forward purchases) that compresses quarterly free cash flow, and an early FY27 outlook implying a deceleration to mid-teens growth. Overall the tone is confident about long-term AI-driven opportunity and platform differentiation, while prudent on short-term guide and investments.View all DE:0ZC earnings summaries

                    0ZC Stock 12 Month Forecast

                    Average Price Target

                    €169.78
                    ▲(47.97% Upside)
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    <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 37,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":235,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 46,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":255.95,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 46,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":284.45,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 72,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":212.55,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 41,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n 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