Citi analyst Fatima Boolani maintains $Zscaler (ZS.US)$ with a buy rating, and maintains the target price at $235.
According to TipRanks data, the analyst has a success rate of 66.8% and a total average return of 18.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Zscaler (ZS.US)$'s main analysts recently are as follows:
Following the fiscal Q1 report, the company highlighted a billings beat, reacceleration in bookings growth, and strong profitability improvements. However, there's an ongoing debate concerning the company's shares as some points of concern focus on the 'still back-end weighted sales execution risk' and implied Q2 billings that do not meet the consensus expectations.
Zscaler's Q1 operating margins, billings, and revenue surpassed consensus estimates. Analysts acknowledge Zscaler as a leading entity in SSE while expressing incremental caution because the firm's growth opportunity may predominantly hinge on larger customers as competitors' SASE products evolve and capture the downmarket.
Following the company's 'healthy' Q1 results, including billings and revenue growth of 13% and 26% respectively, which surpassed Street estimates, the analyst has raised their estimates. The 'strong quarter' is acknowledged; however, concerns remain about increased competition and potential risks related to estimates and execution of new initiatives that could restrict stock performance.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
花旗分析師Fatima Boolani維持$Zscaler (ZS.US)$買入評級,維持目標價235美元。
根據TipRanks數據顯示,該分析師近一年總勝率為66.8%,總平均回報率為18.6%。
此外,綜合報道,$Zscaler (ZS.US)$近期主要分析師觀點如下:
在財政第一季度報告之後,公司強調了賬單超出預期、預定增長的重新加速以及盈利能力的強勁改善。然而,關於公司股票的爭論仍在繼續,一些關注點集中在「仍然有後端權重銷售執行風險」和暗示的第二季度賬單未能達到共識預期上。
zscaler第一季度的運營利潤率、賬單和營業收入均超出共識預期。分析師們認爲zscaler是安全服務邊緣(SSE)領域的領先企業,同時表示逐步謹慎,因爲公司的增長機會可能主要依賴於大客戶,因爲競爭對手的SASE產品正在發展並佔據下游市場。
在公司「健康」的第一季度業績之後,賬單和營業收入分別增長了13%和26%,超出了市場預期,分析師提高了他們的預期。雖然被認可爲「強勁的季度」,但關於競爭加劇以及可能與預期和新計劃執行相關的風險仍然存在擔憂,這可能會限制股票表現。
提示:
TipRanks為獨立第三方,提供金融分析師的分析數據,並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議,僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。