ZS Zscaler, Inc. Loading... : Bullish and Bearish Analyst Opinions
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16:35
Sep 03
Sep 03
Zscaler earnings preview with multiple risk factors
Earnings preview flagging multiple concerns: weak prior ARR guidance, go-to-market fragility after sales departures, and competitive share losses; awaiting results after close.
LOW
08:23
Sep 03
Sep 03
The tweet is a routine agenda listing earnings reviews and previews for SNOW, ZS.
The tweet is a routine agenda listing earnings reviews and previews for SNOW, ZS, and AVGO without expressing any directional opinion or position.
LOW
22:00
Sep 01
Sep 01
Zscaler faces rising core-business competition.
Zscaler's core network security business is facing market dynamics that may hurt the story until the competitive picture is resolved. Levine sees increased competition from Palo Alto, Cato, and private companies, creating a more challenging setup for Zscaler's core product.
MED
15:08
Aug 31
Aug 31
ZS fundamental struggles discussed before earnings
Podcast episode discusses Zscaler's fundamental challenges ahead of earnings; no directional commitment stated by speaker.
LOW
02:54
Aug 31
Aug 31
The author announces a new podcast focused on fundamental analysis and will discuss ZS tomorrow.
The author announces a new podcast focused on fundamental analysis and will discuss ZS tomorrow, but expresses no directional position or trade idea.
15:38
Aug 30
Aug 30
Nervous on ZS quarterly performance; watchful
Author expresses concern over Zscaler's recent quarterly performance but stops short of a directional commitment, framing it as a wait-and-see observation ahead of earnings.
LOW
13:43
Aug 30
Aug 30
Author previews upcoming software earnings for Palo Alto, MongoDB, Snowflake.
Author previews upcoming software earnings for Palo Alto, MongoDB, Snowflake, and Zscaler as interesting events without stating any positions or directional calls.
LOW
15:03
Aug 28
Aug 28
Author promotes an upcoming podcast episode previewing the ZS investment case without stating.
Author promotes an upcoming podcast episode previewing the ZS investment case without stating a personal position or directional call.
LOW
13:02
Aug 28
Aug 28
"Zscaler is AI agent traffic checkpoint."
"Buy ZS as the zero-trust checkpoint for AI agent traffic; ARR up 25%, record 23% operating margin, and Red Canary adds SOC capability."
MED
22:18
Aug 27
Aug 27
The author praises the cybersecurity sector's performance but only expresses hope that ZS.
The author praises the cybersecurity sector's performance but only expresses hope that ZS and others can sustain momentum, without a directional position.
LOW
17:48
Aug 27
Aug 27
Author confirms current long positions in NTSK, GEN, and ZS.
Author confirms current long positions in NTSK, GEN, and ZS, with S as a smaller backend hedge due to CRWD's high valuation.
12:13
Aug 26
Aug 26
Morgan Stanley, Jefferies, Citigroup, and other firms raised price targets on over twenty.
Morgan Stanley, Jefferies, Citigroup, and other firms raised price targets on over twenty stocks including Affirm, Marvell, Moderna, and Snowflake, reflecting positive analyst sentiment across the board.
04:33
Aug 26
Aug 26
JPMorgan raises its price target for Zscaler to 215 dollars from 205 dollars.
JPMorgan raises its price target for Zscaler to 215 dollars from 205 dollars, indicating a more bullish outlook on the stock.
12:47
Aug 25
Aug 25
News wire reports a broad list of price target raises and cuts across dozens of stocks.
News wire reports a broad list of price target raises and cuts across dozens of stocks from various banks, with no directional commentary or personal market views expressed.
18:33
Aug 23
Aug 23
Author lists 40 tickers across sectors to watch on Monday.
Author lists 40 tickers across sectors to watch on Monday, expecting some to rally and others to pull back, but frames it as monitoring rather than taking positions.
LOW
13:38
Aug 20
Aug 20
ZS is a main SaaS position
Long ZS as one of the author's main SaaS names, part of a bigger software basket similar to IGV constituents.
MED
17:46
Aug 18
Aug 18
"Buy ZS as defensive SaaS rotation"
Long Zscaler within the defensive SaaS rotation. The author is positioning for software strength while high-beta semis face short-term deleveraging despite a bullish long-term AI outlook.
MED
11:28
Aug 17
Aug 17
Piper Sandler, Wells Fargo, Jefferies, Barclays, D.A.
Piper Sandler, Wells Fargo, Jefferies, Barclays, D.A. Davidson, Stifel, and TD Cowen raised price targets across a broad list of stocks including RIGL, SAIL, S, SNOW, SUI, SKT, TGT, HD, TVTX, VEEV, and ZS.
23:45
Aug 12
Aug 12
Research note analyzing Cerebras read-throughs across manufacturing, AI cloud economics.
Research note analyzing Cerebras read-throughs across manufacturing, AI cloud economics, and cybersecurity, with directional impacts framed as analysis rather than explicit positions.
17:54
Aug 08
Aug 08
The author expresses being a big fan of Zscaler but does not state a current position.
The author expresses being a big fan of Zscaler but does not state a current position or explicit forward-looking trade call.
LOW
22:46
Aug 06
Aug 06
Watch ZS for Zero Trust displacement risk
Watch ZS for competitive displacement risk as agent-first security architectures reset SASE/Zero Trust procurement processes. Read-through points to Zscaler structural disadvantage, but the author states no short position.
MED
11:10
Jul 28
Jul 28
Speaker identifies these names as structural AI winners across agentic and cybersecurity.
Speaker identifies these names as structural AI winners across agentic and cybersecurity categories but notes upside is already priced in; no buy recommendation made.
LOW
10:18
Jul 28
Jul 28
The author summarizes earnings call takeaways across software sectors.
The author summarizes earnings call takeaways across software sectors, calling vertical and fintech SaaS bullish but noting cybersecurity and platforms are already priced in, without stating personal positions.
10:18
Jul 28
Jul 28
Named as AI disruption winner in earnings call takeaways.
Named as AI disruption winner in earnings call takeaways, but speaker explicitly notes upside is already priced in — no clean directional commitment.
MED
07:39
Jul 23
Jul 23
Watch ZS as Google/Wiz consolidation indirect but relevant risk.
Watch ZS as Google/Wiz consolidation indirect but relevant risk; hyperscalers expanding security control points may pressure standalone offerings.
MED
14:28
Jul 22
Jul 22
The author presents a research-driven thesis that companies solving AI inaccuracy.
The author presents a research-driven thesis that companies solving AI inaccuracy and cybersecurity will print, but lists beneficiaries as a watchlist without stating personal positions.
09:30
Jul 15
Jul 15
The author quotes a bearish take on Okta but only says "ZS next" without stating a position.
The author quotes a bearish take on Okta but only says "ZS next" without stating a position, making it a watch for indexing.
LOW
16:13
Jul 14
Jul 14
The author expresses strong bullish conviction on Zscaler.
The author expresses strong bullish conviction on Zscaler, calling it "so fkn good" in reply to a cybersecurity sector list.
18:04
Jul 05
Jul 05
Author questions the cybersecurity sector's bull case due to AI disruption but explicitly.
Author questions the cybersecurity sector's bull case due to AI disruption but explicitly states no positions, making this a skeptical watchlist.
LOW
00:51
Jul 01
Jul 01
Cybersecurity must grow alongside low-cost AI platforms.
As low-cost AI platforms emerge, cybersecurity must grow alongside them. If tech exposure is too high, taking profits to buy cybersecurity stocks like Fortinet, Palo Alto Networks, Zscaler, and CrowdStrike is a good strategy.
MED
About ZS Analyst Coverage
Buzzberg tracks ZS (Zscaler, Inc.) across 28 sources. 16 bullish vs 1 bearish calls from 36 analysts. Sentiment: predominantly bullish (19%). 78 total trade ideas tracked. Past 7 days: 1 bullish, 8 watch. Latest voices: stockmarketnerd, Peter Levine, michaelsikand.