Here's Why Analysts Deem Zscaler Well-Positioned For Growth
Here's Why Analysts Deem Zscaler Well-Positioned For Growth
Zscaler, Inc (NASDAQ:ZS) held its primary tradeshow event in Las Vegas, including numerous breakouts on product and technology, keynotes from management, customers, and partners, and an analyst breakout session with management.
Needham analyst Alex Henderson saw adoption is accelerating, performance is continually improving, and the IT World is increasingly adopting a Cloud Direct Security and Application Architecture.
The analyst appreciated ZScaler not seeing any slowdown in business globally due to economic concerns.
He believes its ability to help companies transition to a Cloud Direct, Zero-Trust architecture enables companies to cut costs, improve agility, transition to the cloud/execute digital transformations, and improve user experiences.
Henderson had a Strong Buy rating with a price target of $185.
Mizuho analyst Gregg Moskowitz highlighted ZScaler's new Workload Posture Control solution that serves the emerging Cloud-Native Application Protection Platform (CNAPP) market.
More broadly, he remains confident that ZScaler is exceptionally well-positioned for growth. Its unique cloud proxy security architecture should enable it to thrive in an increasingly digital-enabled world.
Moskowitz also expects significant monetization improvements, mainly as newer offerings (ZDX/ ZCP) gain further traction. He reiterated Buy and $210 PT.
Wells Fargo analyst Andrew Nowinski highlighted that the new solution, Posture Control, for cloud workloads would augment the company's Workload Communication solution.
Zscaler also announced an expanded partnership with Amazon.com Inc (NASDAQ:AMZN) Amazon Web Service, which includes the new Posture Control solution and the Zero Trust Exchange integration into AWS Wavelengths for 5G networks.
Finally, management reassured them they were not slowing hiring despite the increasing threat of a recession.
Nowinski believes Zscaler can maintain strong growth and profitability, though he was concerned about potential multiple compression if the overall macro continues to decline. He reiterated an Overweight rating and $200 PT.
Price Action: ZS shares traded higher by 9.22% at $162.66 on the last check Thursday.
Zscaler, Inc (NASDAQ:ZS) held its primary tradeshow event in Las Vegas, including numerous breakouts on product and technology, keynotes from management, customers, and partners, and an analyst breakout session with management.
Zscaler，Inc.納斯達克(Sequoia Capital：ZS)在拉斯維加斯舉行了主要的貿易展活動，包括眾多關於產品和技術的突破，來自管理層、客户和合作夥伴的主旨演講，以及與管理層的分析師分組會議。
Needham analyst Alex Henderson saw adoption is accelerating, performance is continually improving, and the IT World is increasingly adopting a Cloud Direct Security and Application Architecture.
李約瑟分析師Alex Henderson看到，採用正在加速，性能不斷提高，IT世界越來越多地採用雲直接安全和應用架構。
The analyst appreciated ZScaler not seeing any slowdown in business globally due to economic concerns.
這位分析師對ZScaler沒有看到全球業務因經濟擔憂而放緩表示讚賞。
He believes its ability to help companies transition to a Cloud Direct, Zero-Trust architecture enables companies to cut costs, improve agility, transition to the cloud/execute digital transformations, and improve user experiences.
他相信，它能夠幫助公司過渡到Cloud Direct，零信任架構，使公司能夠削減成本，提高敏捷性，過渡到雲/執行數字轉型，並改善用户體驗。
Henderson had a Strong Buy rating with a price target of $185.
亨德森的評級為買入，目標價為185美元。
Mizuho analyst Gregg Moskowitz highlighted ZScaler's new Workload Posture Control solution that serves the emerging Cloud-Native Application Protection Platform (CNAPP) market.
瑞穗分析師Gregg Moskowitz重點介紹了ZScaler的新工作負載狀態控制解決方案，該解決方案服務於新興的雲本地應用程序保護平臺(CNAPP)市場。
More broadly, he remains confident that ZScaler is exceptionally well-positioned for growth. Its unique cloud proxy security architecture should enable it to thrive in an increasingly digital-enabled world.
更廣泛地説，他仍然相信ZScaler在增長方面處於異常有利的地位。其獨特的雲代理安全架構應使其能夠在日益數字化的世界中蓬勃發展。
Moskowitz also expects significant monetization improvements, mainly as newer offerings (ZDX/ ZCP) gain further traction. He reiterated Buy and $210 PT.
Moskowitz還預計會有顯著的盈利改善，主要是因為較新的產品(ZDX/ZCP)獲得了進一步的吸引力。他重申買入和210美元。
Wells Fargo analyst Andrew Nowinski highlighted that the new solution, Posture Control, for cloud workloads would augment the company's Workload Communication solution.
富國銀行分析師安德魯·諾文斯基強調，針對雲工作負載的新解決方案--狀態控制--將增強該公司的工作負載通信解決方案。
Zscaler also announced an expanded partnership with Amazon.com Inc (NASDAQ:AMZN) Amazon Web Service, which includes the new Posture Control solution and the Zero Trust Exchange integration into AWS Wavelengths for 5G networks.
Zscaler還宣佈擴大與亞馬遜(納斯達克代碼：AMZN)亞馬遜網絡服務，包括新的狀態控制解決方案和集成到5G網絡的AWS波長中的零信任交換。
Finally, management reassured them they were not slowing hiring despite the increasing threat of a recession.
最後，管理層向他們保證，儘管經濟衰退的威脅越來越大，但他們不會放緩招聘速度。
Nowinski believes Zscaler can maintain strong growth and profitability, though he was concerned about potential multiple compression if the overall macro continues to decline. He reiterated an Overweight rating and $200 PT.
諾文斯基認為，Zscaler可以保持強勁的增長和盈利能力，儘管他擔心如果整體宏觀經濟繼續下滑，可能會出現多重壓縮。他重申增持評級和200加元。
Price Action: ZS shares traded higher by 9.22% at $162.66 on the last check Thursday.
價格行動：ZS股價週四尾盤上漲9.22%，至162.66美元。
譯文內容由第三人軟體翻譯。
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