Listen and subscribe to Opening Bid on Apple Podcasts, Spotify, Amazon Music, YouTube or wherever you find your favorite podcasts. Cybersecurity threats are rising fast — and AI is making them harder to contain. "It's becoming much easier to attack a company," Zscaler (ZS) CEO Jay Chaudhry told Yahoo Finance Executive Editor Brian Sozzi on the Opening Bid podcast (see the video above; listen in below). Chaudhry added that generative AI tools like OpenAI's (OPAI.PVT) ChatGPT and Google's (GOOG) Gemini ca ...

Welcome to a new episode of the opening bid unfiltered podcast. I'm Yahoo Finance executive editor Brian Sazy. Like I always say, this is a podcast that will make you a much much smarter investor.Period. Uh and we're going to lean into all things uh technology in this episode. Very excited to welcome on our next guest, our featured guest for this episode, Jay Chry, founder and CEO of Zcaler.Jay, it's been a while. Uh good to see you as always. Um, you know, I I go into Yahoo Finance and I see your company h ...

行业趋势 - 最新财报季缓解投资者对人工智能热潮的担忧 得益于科技公司强劲增长前景和资本支出预测[1] - 人工智能需求加速推动半导体行业增长 非AI半导体业务呈现稳定态势[4] Broadcom (AVGO) - 第三财季业绩强劲且指引稳健 受AI顺风推动 公司获得价值100亿美元的新客户订单[3] - 摩根大通分析师将目标价从325美元上调至400美元 维持买入评级 TipRanks AI分析师给出396美元目标价和"跑赢大盘"评级[4] - 第三财季AI收入环比增长18% 第四财季预计环比增长19%至62亿美元 2025财年AI收入预计达200亿美元[5] - 新客户疑似OpenAI 预计2026财年AI收入增长125%至450亿美元 2027财年再增60%[6] - 多元化产品组合和产品周期支持稳健收入增长[7] Zscaler (ZS) - 第四财季业绩强劲 受零信任和AI安全解决方案需求驱动[8] - Stifel分析师将目标价从295美元上调至330美元 维持买入评级 TipRanks AI分析师给出298美元目标价和"中性"评级[8] - 剩余绩效义务(RPO)增长31% 连续第四个季度加速增长[10] - 新兴领域AI安全解决方案采用率提升 Z-Flex等新解决方案表现亮眼[11] - 预计未来几年将维持至少高 teens 的收入增长和利润率扩张[11] Oracle (ORCL) - 云增长前景强劲抵消第一季度盈利未达预期 剩余绩效义务(RPO)同比增长359%至4550亿美元[13] - Jefferies分析师将目标价从270美元上调至360美元 维持买入评级 TipRanks AI分析师给出264美元目标价和"跑赢大盘"评级[14] - 季度RPO增加3170亿美元 近乎2026财年总收入预估670亿美元的五倍[15] - 与三个客户签订四个数十亿美元合同 预计RPO将突破5000亿美元[15] - 云基础设施(OCI)业务预计2026财年增长77%至180亿美元 2030财年跃升至1440亿美元[16] - 多云数据库收入显著增长 预计未来几年每季度持续增长 数据中心将扩展至71个[17]

This is my first article on Zscaler, Inc. (NASDAQ: ZS ), and the reason I'm doing this is because of what I saw with the Global X Cybersecurity ETF ( BUG ) when researchingI have been a keen student of the markets for several years now. I love studying how companies grow over time, what value they deliver to their stakeholders, and projecting long-term value as an investment opportunity. I work as a content professional for a software company, but my passion is capital markets.Analyst’s Disclosure:I/we have ...

This is my first article on Zscaler, Inc. (NASDAQ: ZS ), and the reason I'm doing this is because of what I saw with the Global X Cybersecurity ETF ( BUG ) when researchingI have been a keen student of the markets for several years now. I love studying how companies grow over time, what value they deliver to their stakeholders, and projecting long-term value as an investment opportunity. I work as a content professional for a software company, but my passion is capital markets.Analyst’s Disclosure:I/we have ...

Zscaler Inc. (NASDAQ:ZS) is one of the best tech stocks to buy for the long term. On September 9, analysts at Truist Securities reiterated a ‘Buy’ rating on the stock and a $350 price target. The positive stance follows meetings with the leadership team, during which growth in the emerging business segment was reiterated. Truist Securities Buoyed by Zscaler (ZS)’s Emerging Business Growth, Affirms Buy Stance The management team also reiterated the company’s long-term platform strategy, even as it focuses ...

公司业务与市场定位 - Okta专注于在线身份安全领域 为企业和开发者提供身份验证与访问保护服务 市值达160亿美元[1][2] - 公司产品分为两大板块：面向工作力的Okta Platform保障员工及合作伙伴身份安全 面向开发者的Auth0平台简化客户身份认证流程[1] - Zscaler采用"零信任"安全架构 通过AI技术提供实时网络安全防护 覆盖物联网和运营技术连接 平台每日处理超过5000亿笔交易并阻止90亿次安全事件[10][12] 财务表现 - Okta第二财季收入7.28亿美元 超出预期1600万美元 同比增长13% 非GAAP每股收益0.91美元 较预期高0.06美元[7] - 公司预计第三财季收入区间为7.28-7.3亿美元 显著高于华尔街预期的7.231亿美元[7] - Zscaler第四财季收入7.192亿美元 同比增长21% 超出预期1200万美元 非GAAP每股收益0.89美元 较预期高0.09美元[14] - Zscaler年度经常性收入达30.2亿美元 同比增长22%[14] 产品与技术发展 - Okta推出AI平台 集成至 workforce和客户身份云 实现实时安全行动 该平台在90天内减少90%机器人流量 阻止79%自动化登录尝试[6] - 公司身份治理业务年合同价值超1亿美元（含LCM和Workflows达4亿美元） 现有客户渗透率仅7% 存在显著交叉销售机会[8] - Zscaler完成对Red Canary的收购 增强暴露管理和代理AI威胁管理能力[13] - Okta Auth for GenAI解决方案为开发者提供认证流程实施能力 支持精细授权确保生成式AI应用中的文档检索准确性[8] 行业前景与增长动力 - 网络安全市场规模约2700亿美元 预计2025-2028年复合增长率达12% 是软件领域增长最快的规模化市场[4] - 首席信息官调查显示网络安全支出增速比整体软件支出快约50% 是最具防御性的IT支出领域[4] - SASE市场规模340亿美元 复合增长率24% 目前企业渗透率47% 预计2027年将进一步提升[15] - AI技术扩大攻击面和威胁向量 为网络安全行业创造超越多数IT品类的增长机会[4] 分析师观点与估值 - 摩根士丹利给予Okta"增持"评级 目标价123美元 隐含34%上涨空间[9] - Okta获得32位分析师覆盖 其中19个买入/11个持有/2个卖出 平均目标价118.89美元隐含29%涨幅[9] - Zscaler获得35位分析师覆盖 其中30个买入/5个持有 平均目标价328.35美元隐含14.5%涨幅[16] - Zscaler企业价值与收入比率0.7倍 较网络安全行业平均仅高0.1倍 具备更好的增长机会定位[15]

Have you assessed how the international operations of Zscaler (ZS) performed in the quarter ended July 2025? For this cloud-based information security provider, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Investo ...

Additionally, Zscaler is also offering agentic AI cybersecurity solutions to speed up the process of identifying the reasons behind IT outages, undertake corrective measures, and improve troubleshooting. The important thing to note here is that Zscaler's agentic AI security offerings are growing at a nice pace. The annual recurring revenue (ARR) of its agentic security operations increased by an impressive 85% year over year, while its agentic AI operations grew by 58% last year.The good part is that Zscale ...

Key Points Investors were sure placing a lot of trust in the zero-trust cybersecurity solutions provider. This was helped by an analyst's price target raise the day before. 10 stocks we like better than Zscaler › Cybersecurity specialist Zscaler (NASDAQ: ZS) was a winner of a stock on Thursday, rising by nearly 3% in price. Investors were juiced by an analyst's recommendation upgrade, accompanied by a meaty price target raise. That sub-3% climb was more than sufficient to beat the S&P 500 (SNPINDEX: ...