Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1] - It highlights the author's extensive experience in asset management, particularly in equity analysis and research [1] - The goal of sharing insights is to empower investors and promote confidence in long-term investing [1] Company and Industry Analysis - The author has a background in both institutional and private client asset management, focusing on multi-asset strategies with an emphasis on equities and derivatives [1] - The analysis includes close monitoring of EU and US central bank policies, sector rotation, and sentiment dynamics [1] - The author encourages collaboration among investors to enhance investment strategies and decision-making [1]

Key Takeaways Zscaler expects Q4 revenues of $705-$707M, suggesting a 19.1% year-over-year rise.Non-GAAP EPS is projected at $0.79-$0.80, signaling a 9% annual decline.ZS has topped earnings estimates the last four quarters with an 18.7% average beat.Zscaler (ZS) is scheduled to report its fourth-quarter fiscal 2025 results on Sept. 2, 2025.Zscaler anticipates revenues between $705 million and $707 million for fourth-quarter fiscal 2025. The Zacks Consensus Estimate for ZS’ fiscal fourth-quarter revenues is ...

In recent months, more and more companies have been subjected to continuous cyberattacks, with ransomware attempts more than doubling. It is natural in a world built on artificial intelligence, cloud computing, and data centers that the attack surfaceHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European as ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Zscaler (ZS) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Zscaler currently has an average brokerage re ...

Anand Chokkavelu, CFA has no position in any of the stocks mentioned. Jason Hall has no position in any of the stocks mentioned. Matt Frankel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Zscaler. The Motley Fool has a disclosure policy. ...

Core Insights - Zscaler and CrowdStrike have expanded their partnership to modernize endpoint detection and response for customers, integrating their platforms to enhance security [1][4][5] - The collaboration aims to replace legacy endpoint products with a cloud-native architecture that features AI-powered detection and integrated security operations [3][5] - The combined solution is expected to improve threat detection accuracy and response times, providing a multi-layered defense against cyber threats [2][5] Company Developments - Zscaler's Zero Trust Exchange™ platform will be integrated with CrowdStrike's Falcon platform and Red Canary's agentic-AI driven security operations to deliver enhanced protection [1][2] - The partnership is built on a successful multi-year collaboration, enhancing managed detection and response (MDR) services and optimizing security investments for customers [4][5] - The integration is designed to help organizations standardize their security architectures and improve operational efficiency [3][5] Industry Trends - Organizations are increasingly moving away from legacy endpoint vendors in favor of comprehensive platform solutions that offer elite protection [5] - The collaboration between Zscaler, CrowdStrike, and Red Canary represents a significant shift towards AI-driven security operations in the cybersecurity landscape [5]

Company Overview - Zscaler (ZS) ended the recent trading session at $270.99, showing a -2.44% change from the previous day's closing price, underperforming the S&P 500's daily gain of 0.03% [1] - Over the past month, Zscaler's shares have depreciated by 3.47%, while the Computer and Technology sector gained 6.37% and the S&P 500 gained 3.46% [1] Earnings Projections - The upcoming earnings release is scheduled for September 2, 2025, with projected earnings of $0.8 per share, indicating a year-over-year decline of 9.09% [2] - Revenue for the same quarter is estimated at $706.19 million, reflecting a 19.11% rise from the equivalent quarter last year [2] Full Year Estimates - For the full year, Zacks Consensus Estimates project earnings of $3.18 per share and revenue of $2.66 billion, representing changes of -0.31% and 0% from the prior year, respectively [3] - Recent changes to analyst estimates for Zscaler may indicate shifting business dynamics, with positive revisions reflecting analyst optimism [3][4] Valuation Metrics - Zscaler has a Forward P/E ratio of 77.89, which is a premium compared to the industry average Forward P/E of 63.15 [6] - The company has a PEG ratio of 5.4, indicating a higher valuation relative to its expected earnings growth rate, compared to an average PEG ratio of 2.63 at the previous closing price [6] Industry Context - The Security industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 97, placing it in the top 40% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

科技行业更以七人上榜的强势表现，贡献逾八成财富。这10位富豪的出生地遍及南非、中国台湾、匈牙利、乌克兰等地，行业涵盖AI芯片、电动汽车、 云安全、媒体和博彩等多元领域。 2025年7月《福布斯》榜单显示，出生海外、后入籍或定居美国的十大富豪，总财富约8670亿美元，相当于瑞士GDP。 其中，马斯克、谢尔盖·布林和黄仁勋三位科技巨头财富合计占该榜单总财富77%。 本文，家办新智点将聚焦这十位富豪。他们中的许多人在移民美国时历经艰辛，其中，马斯克耗时十年才获得美国国籍。 在美国，新移民正源源不断地刷新着白手起家的财富纪录。 一、埃隆·马斯克 净资产：3931亿美元 职衔：特斯拉与SpaceX创始人 出生地：南非 1971年6月28日，马斯克出生于南非首都比勒陀利亚(现名:茨瓦内)。祖父是治疗师、飞行员和政治活动家，母亲为加拿大籍模特兼营养师，父亲是机电工 程师和房地产开发商。 受外祖父探险故事的影响，马斯克自称家族都有"冒险与探索"的精神。9岁时父母离异，他随父亲生活。在南非辗转多所学校求学期间，马斯克曾深陷校 园霸凌阴影——就读布莱恩斯顿高中时，他甚至被推下楼梯，浑身是伤地送医救治。 少年时期，马斯克为规避南非 ...

Company Performance - Zscaler's stock closed at $272.50, reflecting a -5.81% change from the previous day's closing price, underperforming the S&P 500's daily loss of 0.08% [1] - Prior to the recent trading session, Zscaler shares had declined by 8.59%, contrasting with the Computer and Technology sector's gain of 3.95% and the S&P 500's gain of 1.21% [1] Upcoming Earnings - Zscaler is expected to report an EPS of $0.8, which indicates a 9.09% decline compared to the same quarter last year [2] - The consensus estimate for Zscaler's revenue is projected at $706.19 million, representing a 19.11% increase year-over-year [2] Full Year Projections - For the full year, Zacks Consensus Estimates project earnings of $3.18 per share and revenue of $2.66 billion, reflecting changes of -0.31% and 0% respectively from the prior year [3] - Analysts' forecast revisions are crucial as they indicate the changing nature of near-term business trends, with positive revisions suggesting optimism regarding business and profitability [3][4] Valuation Metrics - Zscaler has a Forward P/E ratio of 81.13, which is higher than the industry average of 64.23, indicating that Zscaler is trading at a premium [6] - The company also has a PEG ratio of 5.62, compared to the Security industry's average PEG ratio of 2.9, suggesting a higher valuation relative to expected earnings growth [6] Industry Context - The Security industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 100, placing it in the top 41% of all industries [7] - The Zacks Industry Rank measures the strength of individual industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Core Insights - IGEL has announced the availability of the Zscaler Client Connector (ZCC) through the IGEL App Portal, enhancing Zero Trust security and cloud connectivity for IGEL-powered endpoints, which supports digital transformation for hybrid workforces [1][3][4] - The partnership with Zscaler aims to protect organizations from cyber threats while ensuring productivity across various applications and devices [3][6] - The integration of ZCC with IGEL's Preventative Security Model™ reduces the endpoint attack surface and lowers total cost of ownership (TCO) by up to 75% [6][9] Company Overview - IGEL is a secure endpoint OS platform designed for VDI, DaaS, SaaS, and secure browsing, providing a high-performance user experience and simplifying endpoint management [8][10] - The company enforces Zero Trust principles through a modular, read-only OS that eliminates common attack surfaces, thereby extending device lifespans and achieving sustainability goals [9][10] - IGEL is recognized globally across various sectors, including healthcare, financial services, retail, manufacturing, and government, and is supported by a partner ecosystem of over 100 integrated technology vendors [10]