Group 1 - The company management has indicated expectations of continued net losses in the foreseeable future, raising concerns among investors about the business's competitive offerings and economic moat [1] - Investors are left questioning the sustainability of the company's business model given the anticipated losses [1] Group 2 - There is no specific financial data or performance metrics provided in the documents to assess the company's current situation or future outlook [2] - The articles emphasize that past performance does not guarantee future results, highlighting the uncertainty in investment decisions related to the company [2]

I'm an investment analyst with several years of clinical experience and a Master of Business Administration, now expanding my focus beyond biotech and healthcare into a range of sectors. I've had the privilege of sharing my insights on Seeking Alpha since 2017. Outside of spending time with my family, it is my favorite thing to do. My work emphasizes financial modeling techniques, such as Discounted Cash Flow (DCF) analysis, to uncover hidden assumptions within stock valuations across multiple industries. B ...

The most recent trading session ended with Zscaler (ZS) standing at $183.93, reflecting a +1.61% shift from the previouse trading day's closing. This move outpaced the S&P 500's daily gain of 0.22%. Elsewhere, the Dow lost 0.33%, while the tech-heavy Nasdaq added 0.76%.Coming into today, shares of the cloud-based information security provider had gained 5.39% in the past month. In that same time, the Computer and Technology sector gained 2.29%, while the S&P 500 gained 1.47%.The investment community will be ...

Zscaler (ZS) closed the latest trading day at $188.76, indicating a -1.46% change from the previous session's end. The stock's change was less than the S&P 500's daily loss of 0.02%. Elsewhere, the Dow gained 0.38%, while the tech-heavy Nasdaq added 0.04%. Prior to today's trading, shares of the cloud-based information security provider had gained 13.67% over the past month. This has outpaced the Computer and Technology sector's gain of 4.44% and the S&P 500's gain of 3.77% in that time. Investors will be e ...

Core Insights - The average brokerage recommendation (ABR) for Zscaler (ZS) is 1.64, indicating a consensus between Strong Buy and Buy based on 39 brokerage firms' recommendations [2] - Despite the positive ABR, there are concerns regarding the reliability of brokerage recommendations due to potential biases stemming from the vested interests of brokerage firms [4][5] - The Zacks Rank, which is based on earnings estimate revisions, provides a more reliable indicator of near-term stock performance compared to the ABR [6][9] Brokerage Recommendations - Zscaler's ABR consists of 26 Strong Buy and 1 Buy recommendations, accounting for 66.7% and 2.6% of total recommendations respectively [2] - The ABR is calculated based on brokerage recommendations and is typically displayed with decimals, while the Zacks Rank is a quantitative model displayed in whole numbers [7] Analyst Optimism and Earnings Estimates - Analysts from brokerage firms tend to be overly optimistic, often issuing more favorable ratings than their research supports, which can mislead investors [8] - The Zacks Consensus Estimate for Zscaler has declined by 2.9% over the past month, indicating growing pessimism among analysts regarding the company's earnings prospects [11] Zacks Rank vs. ABR - The Zacks Rank is driven by earnings estimate revisions and is more timely in reflecting future price movements compared to the ABR, which may not always be up-to-date [10] - Zscaler currently holds a Zacks Rank of 4 (Sell), suggesting that the positive ABR should be approached with caution [12]

The most recent trading session ended with Zscaler (ZS) standing at $198.26, reflecting a +1.41% shift from the previouse trading day's closing. The stock outperformed the S&P 500, which registered a daily gain of 0.61%. Elsewhere, the Dow gained 0.97%, while the tech-heavy Nasdaq added 0.33%. Shares of the cloud-based information security provider have appreciated by 17.27% over the course of the past month, outperforming the Computer and Technology sector's gain of 8.6% and the S&P 500's gain of 5.36%. Th ...

SAN JOSE, Calif., Oct. 09, 2024 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced that the Zscaler Zero Trust Exchange™ cloud security platform has surpassed half a trillion daily transactions which is nearly 60 times greater than the total number of Google searches per day. This milestone underscores the unparalleled scalability, resilience, and trust customers have placed in the Zscaler platform, which enables organizations to secure users and applications, simp ...

Zscaler (ZS) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this cloud-based information security provider have returned +8.2% over the past month versus the Zacks S&P 500 composite's +5.4% change. The Zacks Internet - Services industry, to which Zscaler belongs, has gained 8.4% over this period. Now the key question is: Where could the stock be headed in the near term? Alt ...

Zscaler, Inc. (ZS) is one of the standout companies in the cybersecurity sector, known for its high-growth trajectory. However, its current price-to-earnings (P/E) multiple of 57.67X raises concerns about whether the stock's valuation is justified. This multiple is significantly higher than the Zacks Internet – Services industry average of 20.9X, making the stock seem expensive in comparison. Zscaler's price-to-sales (P/S) ratio also adds to investor unease, especially when considering the company's recent ...

Zscaler's Performance and Market Context - Zscaler's share price has declined recently due to weak guidance for the first half of FY25 [1] - The company is experiencing a growth slowdown, which has impacted investor sentiment [1] Narweena's Investment Philosophy - Narweena focuses on identifying market dislocations caused by a poor understanding of businesses' long-term prospects [1] - The firm seeks excess risk-adjusted returns by targeting businesses with secular growth opportunities in markets with barriers to entry [1] - Narweena's research emphasizes company and industry fundamentals to uncover unique insights [1] - The firm has a high risk appetite and a long-term investment horizon, targeting deeply undervalued stocks [1] - Narweena's strategy is influenced by demographic trends such as an aging population, low population growth, and stagnating productivity growth [1] - The firm believes that industries facing stagnation or secular decline may see improved business performance if competition decreases [1] - Conversely, some businesses may face rising costs and diseconomies of scale [1] - Narweena notes a shift towards asset-light businesses and a decline in the need for infrastructure investments [1] - A large pool of capital is chasing a limited set of investment opportunities, driving up asset prices and compressing risk premia over time [1] Richard Durant's Background - Richard Durant holds undergraduate degrees in engineering and finance from the University of Adelaide (Honors) and an MBA from Nanyang Technological University (Dean's Honors List) [1] - He has passed the CFA exams [1]