Zscaler Inc. - Cloud-IT-Security

 

einzusteigen. Denke allerdings ich kaufe diesmal lieber Bookfield Ren oder Visa. Also Hubspot kaufe ich auf jeden Fall nach. Nutanix auch und dann mal weiter sehen. So viel über habe ich leider nicht.  

 

Bremse! Schade das ich nicht mehr rein bin  

40 €/Stück dann kaufe ich mich hier sofort wieder ein. Bin hier zwar mit Gewinn raus, aber diese Aktie sollte massiv von dieser Kriese Profitieren. Bei Slack, Nutanix oder Stoneco kaufe ich bei Schwäche nach. Auch eine Adobe oder Microsoft würde ich gerne im Depot haben. Nur leider geht nicht alles was man möchte:((  

Das stimmt Körnig. Man kann nicht überall dabei sein. Bist du auch bei Square investiert und wenn ja, was hältst du von denen. Stoneco kenne ich gar nicht. Payment aus Brasilien. Warum der Absturz ? Wäre schön, wenn du Dich mal melden könntest dazu. Grüße  

Ich denke das die Aktie wieder bei >85€ liegen wird. Ich hab nochmal im Crash nachgekauft und bin bei 47€ durchschnittlich. Was meint ihr? seid ihr noch investiert. Heute geht ja die Post ab ~19%.  

Ich überlege einen Teil meiner Position nun aufzulösen. Der KGV ist schon enorm. Andererseits kann die überbewertung weitergehen.  

-- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced that the Defense Innovation Unit (DIU), a U.S. Department of Defense (DoD) organization, selected Zscaler to deliver a secure cloud management solution. Zscaler will provide zero trust access to protect DIU users and cloud services from cyberthreats no matter where personnel are working or what devices they are using. With a successful DIU prototype, the Zscaler solution has the potential to scale to other DoD organizations through a production Other Transaction (OT) agreement.....https://quotes.freerealtime.com/quotes/ZS/News
ist aber nicht offiziell offenbar, denn unter Investorrelations nicht zu finden.-....

aber der Quartalsbericht https://ir.zscaler.com/news-releases/...fiscal-2020-financial-results
Revenue grows 40% year-over-year to $110.5 million

Calculated billings grow 55% year-over-year to $131.3 million

Deferred revenue grows 42% year-over-year to $300.8 million

GAAP net loss of $19.3 million compared to GAAP net loss of $12.2 million on a year-over-year basis

Non-GAAP net income of $9.0 million compared to non-GAAP net income of $7.4 million on a year-over-year basi

 

Bin erstmal raus hab 100% mitgenommen, Mal schauen was passiert, wenn die wieder bei 60€ laden kauf ich nach.  

Bin auch erstmal raus mit sattem Gewinn ! Wird mir hier auch zu heiß (Stichwort Überbewertung) und an Gewinnmitnahmen ist noch niemand gestorben ! Ob die allerdings nochmal zu 60 Euro zu haben sein wird, bleibt abzuwarten....Grüße  

die ein enormes Unternehmenswachstum aufweist.....Im letzten Quartal erwirtschafteten die Kalifornier einen Unternehmensumsatz in Höhe von 110,5 Mio. US-Dollar, ein Wachstum im Vergleich zum Vorjahr von satten 40 Prozent. Kunde ist unter anderem auch Siemens .Das operative Ergebnis betrug im gleichen Zeittraum minus 20,5 Mio. US-Dollar oder 19 Prozent des Umsatzes (Vorjahr: minus 13,5 Mio. US-Dollar).

Zscaler erzielte einen operativen Cash-Flow von 20,8 Mio. US-Dollar (Vorjahr: 13,5 Mio. US-Dollar). Der Free Cash-Flow betrug indes 9,1 Mio. US-Dollar (Vorjahr: 4,6 Mio. US-Dollar).
https://www.it-times.de/news/...ity-plattform-aus-kalifornien-135572/  

https://www.fool.com/investing/2020/06/08/...yrocketed-46-in-may.aspx
....But the big catalyst for the stock's powerful performance was Zscaler's May 28 release of its fiscal third-quarter 2020 results, which crushed Wall Street's earnings expectations and delighted investors. Shares popped 29.4% the next day.

In Q3, revenue surged 40% year over year to $110.5 million, driven by Zscaler Private Access usage increasing over 10 times. The company is benefiting from the huge rise in the number of people working from their homes following shelter-in-place orders instituted throughout much of the world in March to help slow the spread of COVID-19. Employers need to make sure all the folks working from home have secure means of remotely accessing the internet and business applications they need to do their jobs.

On the basis of generally accepted accounting principles (GAAP), Zscaler recorded a net loss of $19.3 million, or $0.15 per share, versus a net loss of $12.2 million, or $0.10 per share, in the year-ago period.
Adjusted for one-time items, net income landed at $9.0 million compared with $7.4 million in the year-ago period, which translated to earnings per share (EPS) jumping 40% to $0.07. This result trounced the Wall Street consensus estimate of $0.02.
Management raised its full-year guidance for both the top and bottom lines. For fiscal year 2020, revenue is expected to be $422 million to $424 million, representing growth of 40% year over year at the midpoint. Prior guidance was for revenue of $414 million to $417 million.  

to equal Weight
https://www.benzinga.com/markets/penny-stocks/20/...for-june-18-2020?  

https://www.benzinga.com/markets/penny-stocks/20/...s-for-july-6-2020  

Zscaler has been benefiting from a steady rise in demand for cloud security as the work-from-anywhere trend continues to gain momentum. Notably, this $14.42 billion-worth company’s unique offerings include four architectural advantages that firewalls cannot add. Moreover, the company’s Edge cloud for policy enforcement, multi-tenancy, proxy for SSL or TLS inspection and zero trust network access are well poised to gain adoption amid thriving remote work culture.

Zscaler has a Zacks Rank #2 and a Growth Score of B.
https://www.zacks.com/stock/news/998239/...qorvo-zscaler-and-dropbox?

heute +10%  

https://www.fool.com/investing/2020/07/06/...-stock-popped-today.aspx
Shares of Zscaler (NASDAQ:ZS) have popped today, up by 6% as of 12:20 p.m. EDT, after the company received a bullish initiation from a Wall Street analyst. RBC Capital kicked off coverage of Zscaler with an outperform rating alongside a $130 price target.
Analyst Matthew Hedberg believes that Zscaler is well positioned to disrupt the $20 billion market for legacy cybersecurity services. The coronavirus outbreak has likely accelerated existing trends that will benefit the cloud security tech company, according to Hedberg.
"We believe Zscaler is a disruptor in cloud-based security that could see mega-trends accelerate by five years post-COVID," the analyst wrote in a research note to investors. "And while the stock is +137% YTD, we believe Zscaler should remain part of a disruptive growth portfolio as we see the company as part of a next-gen tech stack that could expand the [total addressable market] beyond current estimates and point to continued upside to revenue/profitability estimates over several years."  

https://www.fool.com/investing/2020/07/07/...vervalued-right-now.aspx
"...Despite the raised guidance, 39% to 40% revenue growth is a significant drop from last year's 59%.
Also, the competition is intensifying. For instance, tech giant Cisco Systems and cybersecurity specialist Palo Alto Networks have similar offerings. Just last week, four disruptive cybersecurity players teamed up to integrate comprehensive security solutions for remote workers.

In addition, Zscaler has yet to become profitable. Last quarter, its operating losses increased to $20.5 million compared to $13.5 million the year before, as it spent 61% of its revenue on sales and marketing expenses to fuel its growth."
 

from the Twitterhack
https://www.benzinga.com/analyst-ratings/...cybersecurity-stocks-that could-benefit-from-the-twitter-hack
They range from traditional security names such as Palo Alto
, Fortinet and CheckPoint (NASDAQ: CHKP) to high-growth cloud names such as CloudFlare
, Zscaler,  CrowdStrike and Okta
 

"Analyst Daniel Ives says the checks show Zscaler holding up "extremely well" during the pandemic since the "company’s DNA plays right into the Remote access / work from home cloud theme serving a major need given the lockdowns globally."
ZS is seeing increased deal and pipeline generation, and the large deal flow is "holding up as well as any enterprise security vendor" that Wedbush covers.

Wedbush maintains an Outperform rating on Zscaler.
https://seekingalpha.com/news/...e-target-raised-on-pandemic-strength
Jul. 16, 2020  

https://seekingalpha.com/news/...s-bullish-start-on-cloud-mega-trends

"We believe Zscaler is a disruptor in cloud-based security that could see mega-trends accelerate by five years post-COVID," the analyst wrote in a research note to investors. "And while the stock is +137% YTD, we believe Zscaler should remain part of a disruptive growth portfolio as we see the company as part of a next-gen tech stack that could expand the [total addressable market] beyond current estimates and point to continued upside to revenue/profitability estimates over several years."

COVID-19 has accelerated many existing secular trends in technology, such as a broad shift to remote work and increased demand for things like e-commerce and other cloud services. That has subsequently translated into strong demand for services that support companies embarking on digital transformations -- like cybersecurity, for example. Longer-term, RBC Capital believes that spending on cloud security offerings could rise from $20 billion to over $35 billion by 2024.
https://www.fool.com/investing/2020/07/06/...-stock-popped-today.aspx
 

https://www.fool.com/investing/2020/08/09/...climbed-186-in-july.aspx
"....RBC Capital published a note on Zscaler on July 6, with analyst Matthew Hedberg putting an "outperform" rating on the stock and giving it a one-year price target of $130 per share. Hedberg's target on the stock suggested roughly 15% upside at the time of the note's publication, and Zscaler received more positive coverage from analysts and climbed higher as the month progressed.
Yun Kim, an analyst at Rosenblatt, published a note on Zscaler stock on July 7, maintaining a "buy" rating on the stock and hiking his one-year price target for the company from $115 to $135 per share. The note was followed by coverage from Citi analyst Walter Pritchard two days later, upgrading the firm's rating on the stock from "neutral" to "buy" and putting a $152 per share one-year price target on the stock -- up from his previous target of $86 per share.

Wedbush analyst Daniel Ives also gave a positive nod to Zscaler stock, maintaining an "outperform" rating on the cybersecurity company and raising his price target from $100 to $150. Ives pointed to indications that Zscaler was continuing to see strong new contract additions and was benefiting from work-from-home scenarios created by the coronavirus pandemic. ..."  

meldet Marketwatch gestern ....+ 6%  

https://www.benzinga.com/analyst-ratings/upgrades/...r-august-21-2020  

zusammen mit Okta und Mongo und Slack
https://www.fool.com/investing/2020/09/01/...tocks-are-soaring-today/

die bringen nächste Woche den Report !