J.P. Morgan analyst Brian Essex maintains $Zscaler (ZS.US)$ with a buy rating, and maintains the target price at $240.
According to TipRanks data, the analyst has a success rate of 58.6% and a total average return of 12.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Zscaler (ZS.US)$'s main analysts recently are as follows:
Zscaler's Q1 operating margins, billings, and revenue exceeded consensus estimates. Although regarded as a leader in SSE, there is a growing caution regarding its prospects primarily due to its reliance on larger customers while competitors' SASE products are advancing in the lower market segments.
Following Zscaler's recent quarterly report depicting a 'healthy' performance with billings and revenue growth of 13% and 26% respectively, which surpassed Street forecasts, estimations have been adjusted upwards. Despite the 'strong quarter' suggesting positive momentum, concerns remain regarding heightened competition, potential risks to future estimates, and challenges surrounding the execution of new initiatives, which could restrict the stock's performance.
The company's fiscal Q1 results exhibited multiple positive outcomes such as a 30% year-over-year acceleration in bookings, although billings growth was somewhat underwhelming at 13%, against expectations which tended towards the mid-teens. Additionally, the unexpected retirement of CFO Remo Canessa has fueled skepticism regarding the anticipated acceleration in the latter half of the fiscal year. Nonetheless, the company's remarks indicate that recent changes in sales leadership are leading to stability, potentially enhancing the company's ability to market its comprehensive platform solutions.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析師Brian Essex維持$Zscaler (ZS.US)$買入評級，維持目標價240美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.6%，總平均回報率為12.1%。
此外，綜合報道，$Zscaler (ZS.US)$近期主要分析師觀點如下：
Zscaler第一季度的營業利潤率、賬單和收入超過了市場普遍預期。儘管被視爲上交所的領導者，但人們對其前景越來越謹慎，這主要是因爲它依賴較大的客戶，而競爭對手的SASE產品則在較低的細分市場中發展。
Zscaler最近的季度報告描繪了 「健康」 的業績，賬單和收入分別增長了13％和26％，超過了華爾街的預期，此後，對估計進行了上調。儘管 「強勁的季度」 顯示出積極的勢頭，但對競爭加劇、未來估計的潛在風險以及執行新舉措面臨的挑戰仍然存在擔憂，這可能會限制該股的表現。
該公司第一財季的業績顯示出多項積極成果，例如預訂量同比增長30％，儘管賬單增長略遜於13％，而預期的水平往往在十幾歲左右。此外，首席財務官雷莫·卡內薩的意外退休加劇了人們對本財年下半年預期加速的懷疑。儘管如此，該公司的言論表明，最近銷售領導層的變化正在帶來穩定，有可能增強公司推銷其綜合平台解決方案的能力。
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