ZS Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03

Prezzo $212.25

Capitalizzazione di Mercato (MRQ) $34.61B

P/E (TTM) -544.2

EPS (TTM) $-0.39

Ricavi (TTM) $3.35B

ROE (TTM) -2.9%

Intervallo 52 sett. $115–$337

ZS Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04

intervallo

barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Informazioni su Zscaler, Inc. - Common Stock Panoramica della società da Wikipedia

05 · wikidata

Zscaler, Inc. () is an American cloud security company based in San Jose, California. The company offers cloud-based services to protect enterprise networks and data.

History

Zscaler was founded in 2007 by Jay Chaudhry and K. Kailash. The company launched its cybersecurity platform in 2008. In August 2012, Zscaler secured $38 million in funding from investors. The company's second funding round, led by TPG Capital, raised $100 million in August 2015. In March 2018, the company had an initial public offering (IPO) in which it raised $192 million. The company is traded on the Nasdaq using the symbol ZS. Zscaler stock was added to the Nasdaq-100 index on December 17, 2021.

Zero Trust Exchange

Zscaler's Zero Trust Exchange platform features cyberthreat protection, data protection, zero trust connectivity, and business analytics. It was first announced at Zenith Live in June 2023.

In January 2024, the company announced Zscaler Zero Trust SASE (secure access service edge), enabling it to offer its first single-vendor SASE. It is built on the company's AI-powered SSE platform to securely connect users, locations, and cloud services through its Zero Trust Exchange. It also offers a cloud-based cybersecurity platform, Zscaler Internet Access.

Acquisitions

Zscaler acquired the AI and machine-learning technology of TrustPath in August 2018; the browser security company Appsulate for $13 million in May 2019; cloud security posture management startup Cloudneeti in April 2020; and microsegmentation firm Edgewise Networks in May 2020. The company purchased cybersecurity startup Trustdome in April 2021; Indian cybersecurity startup Smokescreen Technologies in May 2021; and cloud security firm ShiftRight for $25.6 million in September 2022.

On February 14, 2023, Zscaler announced it would acquire Israeli application security company Canonic, a company focused on protecting against attacks that target software as a service. In March 2024, the company acquired Israel-based data security startup Avalor, which uses AI to analyze data in search of identifying security vulnerabilities, for $310 million; and network segmentation startup Airgap Network, for an undisclosed amount.

On May 17, 2025, Zscaler announced it would acquire Red Canary for an undisclosed amount. Red Canary is a US based provider of Managed Detection and Response services. In February 2026, the company announced it the acquisition of browser security company SquareX for an undisclosed amount.

Leggi di più Mostra meno

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreTechnology industriaTechnology dipendenti8.700 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06

Ricavi$3.35B

2017-07-31 → 2026-07-31

EPS$-0.39

2019-07-31 → 2026-07-31

Flusso di cassa libero$852M

2018-07-31 → 2026-07-31

Margine netto-1.9%

2018-07-31 → 2026-07-31

Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica	ZS	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	-544.2media 5 anni ≈-415.1	≈-415.1	·	·
P/S (TTM)	10.3media 5 anni ≈14.4	≈14.4	9.0	Sottovalutato
P/B (MRQ)	13.3media 5 anni ≈25.5	≈25.5	9.5	Valore equo
Prezzo / FCF (TTM)	40.6media 5 anni ≈62.9	≈62.9	·	·
Prezzo / Flusso di cassa (TTM)	30.6media 5 anni ≈44.7	≈44.7	22.8	Valore equo
Prezzo / Valore contabile tangibile (MRQ)	14.5media 5 anni ≈35.2	≈35.2	·	·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica	ZS	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	76.8%media 5 anni ≈77.4%	≈77.4%	76.8%	In linea
Margine Operativo (TTM)	-4.0%media 5 anni ≈-11.8%	≈-11.8%	5.1%	Debole
EBITDA Margin (Margine EBITDA)	0.46%media 5 anni ≈-10.9%	≈-10.9%	8.8%	Debole
Margine ante imposte (TTM)	-0.51%media 5 anni ≈-9.8%	≈-9.8%	4.7%	Debole
Margine di Profitto Netto (TTM)	-1.9%media 5 anni ≈-10.9%	≈-10.9%	5.1%	Debole
ROA (TTM)	-0.88%media 5 anni ≈-4.9%	≈-4.9%	3.5%	Debole
ROE (TTM)	-2.9%media 5 anni ≈-22.2%	≈-22.2%	24.3%	Debole
ROIC	-18.9%media 5 anni ≈-29.6%	≈-29.6%	10.9%	Debole

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	Tendenza 5 anni	ZS	media 5 anni	Mediana dei peer	Verdetto
Rapporto corrente (MRQ)		1.7media 5 anni ≈1.7	≈1.7	1.3	Liquidità elevata
Quick Ratio		0.7media 5 anni ≈1.0	≈1.0	0.8	In linea

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica	ZS	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	25.4%media 5 anni ≈38.6%	≈38.6%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	27.5%media 5 anni ≈41.3%	≈41.3%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	37.9%	·	·	·

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica	ZS	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$-0.39media 5 anni ≈$-1.04	≈$-1.04	·	·
Revenue / Share (Ricavi / Azione)	$20.92media 5 anni ≈$14.33	≈$14.33	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$7.05media 5 anni ≈$4.81	≈$4.81	·	·
Cash / Share (Liquidità / Azione)	$5.69media 5 anni ≈$9.16	≈$9.16	·	·

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica	ZS	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.5media 5 anni ≈0.5	≈0.5	0.5	In linea
Receivables Turnover (Rotazione dei crediti)	3.1media 5 anni ≈3.2	≈3.2	4.7	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$385.3K	·	·	·

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14

Sorpresa media 7.3%

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
31 Dicembre 2026	Set 3, 2026	$1.19	$1.12	6.5%
30 Settembre 2026	Mag 26, 2026	$1.19	$1.12	6.5%
30 Giugno 2026		$1.08	$1.04	4.0%
31 Marzo 2026		$1.01	$0.92	9.3%
31 Dicembre 2025		$0.96	$0.89	8.4%
30 Settembre 2025		$0.89	$0.82	8.2%
30 Giugno 2025		$0.84	$0.78	8.4%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15

Conto Economico 18

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Revenue	$3.35B	$2.67B	$2.17B	$1.62B	$1.09B	$673M	$431M	$303M	$190M	$126M
Cost of Revenue	$778M	$618M	$477M	$363M	$242M	$150M	$96M	$14M	$9M	$7M
Gross Profit	$2.57B	$2.05B	$1.69B	$1.25B	$849M	$523M	$336M	$243M	$152M	$98M
R&D Expense	$903M	$672M	$500M	$351M	$289M	$175M	$98M	$62M	$39M	$34M
SG&A Expense	$309M	$252M	$212M	$179M	$152M	$97M	$74M	$47M	$31M	$21M
Operating Expenses	$2.71B	$2.18B	$1.81B	$1.49B	$1.18B	$731M	$449M	$278M	$187M	$133M
Operating Income	$-133M	$-128M	$-121M	$-235M	$-327M	$-208M	$-114M	$-35M	$-35M	$-35M
Interest Expense	·	·	·	$7M	$57M	$53M	$5M	$0	$0	·
Interest Income	$136M	$125M	$109M	$60M	$5M	$3M	$6M	$8M	$2M	·
Other Non-op	$-8M	$-6M	$-4M	$-2M	$-4M	$1M	$-224.0K	$-329.0K	$79.0K	$-107.0K
Pretax Income	$-17M	$-18M	$-29M	$-183M	$-384M	$-257M	$-113M	$-28M	$-32M	$-35M
Income Tax	$46M	$23M	$28M	$20M	$7M	$5M	$2M	$743.0K	$1M	$877.0K
Net Income	$-63M	$-41M	$-58M	$-202M	$-390M	$-262M	$-115M	$-29M	$-34M	$-35M
EPS (Basic)	$-0.39	$-0.27	$-0.39	$-1.40	$-2.77	$-1.93	$-0.89	$-0.23	·	·
EPS (Diluted)	$-0.39	$-0.27	$-0.39	$-1.40	$-2.77	$-1.93	$-0.89	$-0.23	·	·
Shares (Basic)	160,219,000	154,404,000	149,586,000	144,942,000	140,895,000	135,654,000	129,323,000	123,566,000	·	·
Shares (Diluted)	160,219,000	154,404,000	149,586,000	144,942,000	140,895,000	135,654,000	129,323,000	123,566,000	·	·
EBITDA	$15M	$-128M	$-121M	$-235M	$-327M	$-208M	$-114M	$-35M	$-35M	·

Stato Patrimoniale 24

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Cash & Equivalents	$928M	$2.39B	$1.42B	$1.26B	$1.01B	$276M	$142M	$78M	$136M	$88M
Receivables	$1.15B	$992M	$737M	$583M	$400M	$257M	$148M	$93M	$62M	$39M
Prepaid Expense	$192M	$149M	$102M	$92M	$39M	$31M	$31M	$17M	$11M	$5M
Current Assets	$5.03B	$4.89B	$3.40B	$2.89B	$2.26B	$1.85B	$1.58B	$496M	$387M	$143M
PP&E (Net)	$753M	$543M	$383M	$242M	$161M	$109M	$76M	$41M	$20M	$13M
PP&E (Gross)	$1.30B	$915M	$633M	$419M	$280M	$186M	$126M	$75M	$44M	$30M
Accum. Depreciation	$542M	$372M	$250M	$176M	$119M	$77M	$51M	$34M	$24M	$17M
Goodwill	$1.22B	$418M	$417M	$89M	$79M	$59M	$30M	$7M	$0	·
Intangibles	$214M	$47M	$64M	$26M	$32M	$32M	$24M	$9M	$0	·
Other Non-current Assets	$110M	$99M	$58M	$31M	$22M	$16M	$8M	$2M	$1M	$3M
Total Assets	$7.87B	$6.42B	$4.70B	$3.61B	$2.83B	$2.26B	$1.83B	$604M	$448M	$183M
Accounts Payable	$48M	$47M	$23M	$18M	$26M	$13M	$5M	$6M	$5M	$4M
Current Liabilities	$2.96B	$2.43B	$3.11B	$1.54B	$1.13B	$720M	$424M	$262M	$183M	$120M
Capital Leases	$95M	$43M	$45M	$42M	$51M	$31M	$28M	·	·	·
Other Non-current Liabilities	$71M	$33M	$22M	$13M	$8M	$4M	$3M	$4M	$1M	$1M
Total Liabilities	$5.27B	$4.62B	$3.43B	$2.88B	$2.26B	$1.73B	$1.35B	$296M	$208M	$133M
Long-term Debt	·	·	$1.14B	$1.13B	$969M	$914M	$862M	·	·	·
Common Stock	$163.0K	$159.0K	$152.0K	$147.0K	$143.0K	$139.0K	$133.0K	$127.0K	$119.0K	$18.0K
Paid-in Capital	$3.87B	$2.98B	$2.43B	$1.82B	$1.59B	$1.13B	$824M	$533M	$438M	$19M
Retained Earnings	$-1.25B	$-1.19B	$-1.15B	$-1.09B	$-992M	$-602M	$-340M	$-224M	$-196M	$-162M
AOCI	$-24M	$8M	$-5M	$-2M	$-26M	$-650.0K	$463.0K	$268.0K	$-124.0K	$0
Stockholders' Equity	$2.60B	$1.80B	$1.27B	$725M	$573M	$529M	$485M	$309M	$240M	$-151M
Liabilities + Equity	$7.87B	$6.42B	$4.70B	$3.61B	$2.83B	$2.26B	$1.83B	$604M	$448M	$183M
Shares Outstanding	163,055,000	158,301,000	152,490,000	147,169,000	143,038,000	138,662,000	132,817,000	127,253,000	119,764,000	32,359,000

Flusso di cassa 16

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
D&A	$149M	$104M	$66M	·	·	·	·	·	·	·
Stock-based Comp	$822M	$661M	$528M	$445M	$410M	$259M	$121M	$46M	$11M	$10M
Deferred Tax	$-21M	$-14M	$-6M	$352.0K	$-747.0K	$-2M	$-2M	$-2M	$-141.0K	$-28.0K
Amort. of Intangibles	$43M	$17M	$15M	$11M	$9M	$7M	$3M	$908.0K	$0	$0
Restructuring	$10M	$5M	·	$8M	·	·	·	·	·	·
Other Non-cash	$243M	·	·	·	·	·	·	·	·	·
Operating Cash Flow	$1.13B	$972M	$780M	$462M	$322M	$202M	$79M	$58M	$17M	$-6M
CapEx	$277M	$164M	$145M	$97M	$69M	$48M	$43M	$26M	$13M	$8M
Investing Cash Flow	$-2.65B	$-427M	$-683M	$-259M	$374M	$-110M	$-1.04B	$-162M	$-178M	$-8M
Stock Repurchased	·	·	·	·	·	$0	$0	$22.0K	$4M	$0
Net Stock Activity	·	·	·	·	·	$0	$0	$-22.0K	$-4M	·
Financing Cash Flow	$62M	$421M	$64M	$46M	$41M	$42M	$1.02B	$46M	$208M	$9M
Net Change in Cash	$-1.46B	$966M	$161M	$249M	$737M	$134M	$63M	$-58M	$48M	$-5M
Taxes Paid	$54M	$23M	$23M	$15M	$6M	$4M	$3M	$2M	$870.0K	$385.0K
Free Cash Flow	$852M	$808M	$635M	$365M	$253M	$154M	$36M	$33M	$4M	·
Levered FCF	·	·	·	$358M	$195M	$100M	$31M	·	·	·

Redditività 8

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Gross Margin	76.8%	76.9%	78.0%	77.6%	77.8%	77.7%	77.8%	80.3%	80.1%	·
Operating Margin	-4.0%	-4.8%	-5.6%	-14.5%	-30.0%	-30.9%	-26.4%	-11.7%	-18.2%	·
Net Margin	-1.9%	-1.6%	-2.7%	-12.5%	-35.8%	-38.9%	-26.7%	-9.5%	-17.7%	·
Pretax Margin	-0.51%	-0.68%	-1.4%	-11.3%	-35.2%	-38.2%	-26.1%	-9.2%	-17.0%	·
EBITDA Margin	0.46%	-4.8%	-5.6%	-14.5%	-30.0%	-30.9%	-26.4%	-11.7%	-18.2%	·
ROA	-0.88%	-0.75%	-1.4%	-6.3%	-15.3%	-12.8%	-9.4%	-5.5%	-10.7%	·
ROE	-2.6%	-2.4%	-4.9%	-30.5%	-70.7%	-50.5%	-28.1%	-9.6%	-13.9%	·
ROIC	-18.9%	-16.2%	-18.8%	-35.9%	-58.1%	-40.0%	-24.0%	-11.8%	-15.0%	·

Liquidità e Solvibilità 3

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Current Ratio	1.7	2.0	1.1	1.9	2.0	2.6	3.7	1.9	2.1	·
Quick Ratio	0.7	1.4	0.7	1.2	1.2	0.7	0.7	0.7	1.1	·
Interest Coverage	·	·	·	-35.9	-5.8	-3.9	-22.7	·	·	·

Efficienza 2

Metrica	Tendenza	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Asset Turnover		0.5	0.5	0.5	0.5	0.4	0.3	0.4	0.6	0.6	·
Receivables Turnover		3.1	3.1	3.3	3.3	3.3	3.3	3.6	3.9	3.8	·

Per Azione 5

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Book Value / Share	$15.93	$11.37	$8.36	$4.93	$4.01	$3.81	$3.65	$2424.76	$2.01	·
Revenue / Share	$20.92	$17.31	$14.49	$11.16	$7.74	$4.96	·	·	·	·
Cash Flow / Share	$7.05	$6.30	$5.21	$3.19	$2.28	$1.49	·	·	·	·
Cash / Share	$5.69	$15.09	$9.33	$8.58	$7.08	$1.99	$1.07	$616.76	$1.13	·
EPS (TTM)	$-0.39	$-0.27	$-0.39	$-1.40	$-2.77	$-1.93	$-0.89	$-0.23	·	·

Tassi di Crescita 3

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Revenue YoY	25.4%	23.3%	34.1%	48.2%	62.1%	56.1%	·	·	·	·
Revenue CAGR 3Y	27.5%	34.8%	47.7%	55.4%	·	·	·	·	·	·
Revenue CAGR 5Y	37.9%	44.0%	·	·	·	·	·	·	·	·

Valutazione (TTM) 10

Metrica	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Revenue TTM	$3.35B	$2.67B	$2.17B	$1.62B	$1.09B	$673M	$431M	$303M	$190M	·
Net Income TTM	$-63M	$-41M	$-58M	$-202M	$-390M	$-262M	$-115M	$-29M	$-34M	·
Market Cap	$24.65B	$45.20B	$27.35B	$23.60B	$22.18B	$32.71B	$17.25B	$11M	$4.23B	·
P/E	-387.7	-1057.6	-459.9	-114.6	-56.0	-122.2	-145.9	-366.4	·	·
P/S	7.4	16.9	12.6	14.6	20.3	48.6	40.0	0.0	22.2	·
P/B	9.5	25.1	21.5	32.6	38.7	61.8	35.6	0.0	17.6	·
P / Tangible Book	21.1	33.9	34.5	38.7	47.9	74.7	40.0	·	·	·
P / Cash Flow	21.8	46.5	35.1	51.1	68.9	161.9	217.4	0.2	244.3	·
P / FCF	·	55.9	43.1	64.6	87.8	212.6	475.8	0.3	1081.6	·
Earnings Yield	-0.26%	-0.09%	-0.22%	-0.87%	-1.8%	-0.82%	-0.69%	-0.27%	·	·

Conto Economico 18

Metrica	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Revenue	$898M	$850M	$816M	$788M	$719M	$678M	$648M	$628M	$593M	$553M	$525M	$497M	$455M	$419M	$388M	$356M
Cost of Revenue	$209M	$193M	$191M	$185M	$172M	$156M	$148M	$141M	$130M	$118M	$117M	$111M	$103M	$96M	$88M	$77M
Gross Profit	$689M	$658M	$624M	$603M	$547M	$522M	$499M	$486M	$463M	$435M	$408M	$385M	$352M	$323M	$300M	$279M
R&D Expense	$241M	$232M	$229M	$200M	$178M	$170M	$171M	$154M	$139M	$125M	$122M	$114M	$97M	$93M	$86M	$75M
SG&A Expense	$82M	$83M	$78M	$66M	$71M	$63M	$61M	$57M	$56M	$50M	$55M	$51M	$48M	$43M	$44M	$44M
Operating Expenses	$705M	$687M	$676M	$640M	$579M	$547M	$540M	$517M	$490M	$438M	$453M	$431M	$397M	$379M	$365M	$348M
Operating Income	$-15M	$-30M	$-52M	$-36M	$-32M	$-25M	$-40M	$-31M	$-27M	$-3M	$-45M	$-46M	$-45M	$-56M	$-65M	$-69M
Interest Expense	·	·	·	·	·	·	·	·	·	$3M	$4M	$3M	·	$1M	$1M	$1M
Interest Income	$35M	$34M	$34M	$33M	$33M	$31M	$31M	$30M	$27M	$28M	$28M	$26M	$21M	$19M	$13M	$8M
Other Non-op	$-2M	$-4M	$803.0K	$-3M	$-762.0K	$677.0K	$-5M	$-652.0K	$-2M	$-927.0K	$172.0K	$-1M	$-331.0K	$-809.0K	$141.0K	$-863.0K
Pretax Income	$15M	$-2M	$-21M	$-8M	$-2M	$5M	$-17M	$-4M	$-5M	$21M	$-21M	$-24M	$-26M	$-39M	$-54M	$-63M
Income Tax	$18M	$12M	$13M	$3M	$16M	$9M	$-9M	$8M	$10M	$2M	$8M	$9M	$5M	$7M	$4M	$5M
Net Income	$-3M	$-14M	$-34M	$-12M	$-18M	$-4M	$-8M	$-12M	$-15M	$19M	$-28M	$-33M	$-31M	$-46M	$-57M	$-68M
EPS (Basic)	$-0.02	$-0.09	$-0.21	$-0.07	$-0.11	$-0.03	$-0.05	$-0.08	$-0.10	$0.13	$-0.19	$-0.23	$-0.20	$-0.32	$-0.40	$-0.48
EPS (Diluted)	$-0.02	$-0.09	$-0.21	$-0.07	$-0.11	$-0.03	$-0.05	$-0.08	$-0.09	$0.12	$-0.19	$-0.23	$-0.20	$-0.32	$-0.40	$-0.48
Shares (Basic)	·	160,741,000	159,683,000	158,596,000	·	154,909,000	153,672,000	152,557,000	·	150,290,000	148,951,000	147,625,000	·	145,354,000	144,511,000	143,476,000
Shares (Diluted)	·	160,741,000	159,683,000	158,596,000	·	154,909,000	153,672,000	152,557,000	·	154,081,000	148,951,000	147,625,000	·	145,354,000	144,511,000	143,476,000
EBITDA	·	$-30M	$-52M	$-36M	·	$-25M	$-40M	$-31M	·	$-3M	$-45M	$-46M	·	$-56M	$-65M	$-69M

Stato Patrimoniale 24

Metrica	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Cash & Equivalents	$928M	$982M	$1.20B	$1.34B	$2.39B	$1.99B	$1.76B	$1.55B	$1.42B	$1.26B	$1.44B	$1.36B	·	$1.28B	$1.26B	$1.08B
Receivables	$1.15B	$730M	$552M	$530M	$992M	$616M	$514M	$425M	$737M	$506M	$480M	$367M	·	$376M	$359M	$269M
Prepaid Expense	$192M	$188M	$197M	$172M	$149M	$128M	$115M	$109M	$102M	$89M	$78M	$81M	·	$79M	$56M	$50M
Current Assets	$5.03B	$4.65B	$4.45B	$4.21B	$4.89B	$3.92B	$3.67B	$3.39B	$3.40B	$2.97B	$3.14B	$2.89B	·	$2.53B	$2.42B	$2.23B
PP&E (Net)	$753M	$575M	$545M	$542M	$543M	$499M	$422M	$409M	$383M	$331M	$294M	$266M	·	$223M	$200M	$183M
PP&E (Gross)	$1.30B	$1.07B	$996M	$952M	$915M	$835M	$726M	$684M	$633M	$559M	$503M	$458M	·	$385M	$348M	$315M
Accum. Depreciation	$542M	$496M	$451M	$410M	$372M	$336M	$303M	$275M	$250M	$228M	$208M	$193M	·	$163M	$147M	$132M
Goodwill	$1.22B	$1.09B	$1.00B	$994M	$418M	$418M	$418M	$417M	$417M	$417M	$92M	$92M	·	$89M	$79M	$79M
Intangibles	$214M	$192M	$193M	$215M	$47M	$51M	$56M	$60M	$64M	$69M	$23M	$26M	·	$29M	$27M	$29M
Other Non-current Assets	$110M	$97M	$95M	$95M	$99M	$87M	$77M	$59M	$58M	$52M	$38M	$30M	·	$32M	$29M	$23M
Total Assets	$7.87B	$7.10B	$6.75B	$6.50B	$6.42B	$5.34B	$5.01B	$4.71B	$4.70B	$4.20B	$3.93B	$3.64B	·	$3.20B	$3.04B	$2.84B
Accounts Payable	$48M	$34M	$29M	$48M	$47M	$55M	$25M	$25M	$23M	$28M	$17M	$23M	·	$25M	$34M	$30M
Current Liabilities	$2.96B	$2.50B	$2.34B	$2.31B	$2.43B	$3.17B	$3.05B	$2.96B	$3.11B	$1.70B	$1.58B	$1.47B	·	$1.29B	$1.20B	$1.11B
Capital Leases	$95M	$95M	$94M	$66M	$43M	$33M	$41M	$42M	$45M	$47M	$48M	$44M	·	$43M	$46M	$51M
Other Non-current Liabilities	$71M	$56M	$48M	$44M	$33M	$26M	$26M	$24M	$22M	$19M	$17M	$21M	·	$10M	$9M	$10M
Total Liabilities	$5.27B	$4.73B	$4.56B	$4.52B	$4.62B	$3.53B	$3.40B	$3.28B	$3.43B	$3.11B	$2.98B	$2.83B	·	$2.60B	$2.51B	$2.40B
Long-term Debt	·	·	·	·	·	$1.15B	$1.15B	$1.15B	·	$1.14B	$1.14B	$1.13B	·	$1.14B	$1.14B	$1.14B
Common Stock	$163.0K	$162.0K	$161.0K	$159.0K	$159.0K	$156.0K	$155.0K	$153.0K	$152.0K	$151.0K	$150.0K	$148.0K	·	$146.0K	$145.0K	$144.0K
Paid-in Capital	$3.87B	$3.62B	$3.42B	$3.18B	$2.98B	$2.96B	$2.80B	$2.59B	$2.43B	$2.24B	$2.11B	$1.95B	·	$1.66B	$1.55B	$1.43B
Retained Earnings	$-1.25B	$-1.25B	$-1.24B	$-1.20B	$-1.19B	$-1.17B	$-1.17B	$-1.16B	$-1.15B	$-1.13B	$-1.15B	$-1.12B	·	$-1.06B	$-1.01B	$-956M
AOCI	$-24M	$-8M	$15M	$8M	$8M	$16M	$-22M	$-4M	$-5M	$-16M	$-3M	$-18M	·	$-102.0K	$-5M	$-38M
Stockholders' Equity	$2.60B	$2.37B	$2.20B	$1.98B	$1.80B	$1.80B	$1.61B	$1.43B	$1.27B	$1.09B	$959M	$808M	$725M	$601M	$529M	$431M
Liabilities + Equity	$7.87B	$7.10B	$6.75B	$6.50B	$6.42B	$5.34B	$5.01B	$4.71B	$4.70B	$4.20B	$3.93B	$3.64B	·	$3.20B	$3.04B	$2.84B
Shares Outstanding	163,055,000	161,710,000	160,570,000	159,468,000	158,301,000	155,696,000	154,725,000	153,415,000	152,490,000	151,304,000	149,758,000	148,313,000	147,169,000	145,874,000	145,087,000	144,210,000

Flusso di cassa 12

Metrica	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
D&A	$43M	$38M	·	·	$30M	$28M	·	·	·	·	·	·	·	·	·	·
Stock-based Comp	$212M	$205M	$217M	$189M	$173M	$159M	$172M	$157M	$145M	$113M	$140M	$129M	$122M	$108M	$110M	$105M
Amort. of Intangibles	$12M	$11M	$11M	$9M	$4M	$4M	$4M	$4M	$5M	$3M	$3M	$3M	$3M	$3M	$3M	$3M
Restructuring	$6M	$0	$41.0K	$5M	·	·	·	·	·	·	·	·	·	$5M	·	·
Operating Cash Flow	$279M	$198M	$204M	$448M	$251M	$211M	$179M	$331M	$204M	$173M	$142M	$261M	$136M	$108M	$89M	$128M
CapEx	$200M	$42M	$18M	$17M	$60M	$72M	$15M	$17M	$49M	$36M	$31M	$29M	$27M	$26M	$19M	$25M
Investing Cash Flow	$-371M	$-419M	$-361M	$-1.50B	$-248M	$22M	$518.0K	$-202M	$-74M	$-360M	$-86M	$-163M	$-180M	$-91M	$70M	$-58M
Financing Cash Flow	$38M	$0	$21M	$3M	$395M	$-399.0K	$25M	$890.0K	$35M	$7M	$21M	$1M	$31M	$1M	$13M	$980.0K
Net Change in Cash	$-54M	$-221M	$-135M	$-1.05B	$398M	$232M	$205M	$131M	$164M	$-179M	$77M	$100M	$-13M	$18M	$172M	$72M
Taxes Paid	$18M	$11M	$12M	$12M	$6M	$934.0K	$8M	$9M	$4M	$8M	$6M	$5M	$8M	$4M	$5.0K	$3M
Free Cash Flow	·	·	·	$431M	·	·	·	$314M	·	·	·	$232M	·	·	·	$103M
Levered FCF	·	·	·	·	·	·	·	·	·	·	·	$228M	·	·	·	$102M

Redditività 8

Metrica	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Gross Margin	·	77.3%	76.5%	76.6%	·	77.0%	77.1%	77.5%	·	78.6%	77.7%	77.6%	·	77.1%	77.4%	78.4%
Operating Margin	·	-3.5%	-6.3%	-4.6%	·	-3.8%	-6.2%	-4.9%	·	-0.54%	-8.7%	-9.3%	·	-13.3%	-16.8%	-19.4%
Net Margin	·	-1.6%	-4.2%	-1.5%	·	-0.61%	-1.2%	-1.9%	·	3.5%	-5.4%	-6.7%	·	-11.0%	-14.8%	-19.2%
Pretax Margin	·	-0.28%	-2.6%	-1.1%	·	0.67%	-2.5%	-0.70%	·	3.8%	-3.9%	-4.9%	·	-9.4%	-13.9%	-17.8%
EBITDA Margin	·	-3.5%	-6.3%	-4.6%	·	-3.8%	-6.2%	-4.9%	·	-0.54%	-8.7%	-9.3%	·	-13.3%	-16.8%	-19.4%
ROA	·	-0.22%	-0.58%	-0.21%	·	-0.09%	-0.17%	-0.29%	·	0.52%	-0.82%	-1.0%	·	-1.6%	-2.1%	-2.7%
ROE	·	-0.67%	-1.8%	-0.68%	·	-0.28%	-0.60%	-1.1%	·	2.3%	-3.8%	-5.4%	·	-8.1%	-10.8%	-14.2%
ROIC	·	-7.3%	-3.8%	-2.5%	·	1.3%	-1.2%	-5.9%	·	-0.25%	-6.6%	-7.8%	·	-10.8%	-13.2%	-17.2%

Liquidità e Solvibilità 3

Metrica	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Current Ratio	·	1.9	1.9	1.8	·	1.2	1.2	1.1	·	1.7	2.0	2.0	·	2.0	2.0	2.0
Quick Ratio	·	0.7	0.7	0.8	·	0.8	0.7	0.7	·	1.0	1.2	1.2	·	1.3	1.3	1.2
Interest Coverage	·	·	·	·	·	·	·	·	·	-1.1	-12.6	-14.6	·	-40.3	-48.9	-51.9

Efficienza 2

Metrica	Tendenza	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Asset Turnover		·	0.1	0.1	0.1	·	0.1	0.1	0.2	·	0.1	0.2	0.2	·	0.1	0.1	0.1
Receivables Turnover		·	1.3	1.5	1.7	·	1.2	1.3	1.6	·	1.3	1.3	1.6	·	1.3	1.2	1.6

Per Azione 5

Metrica	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Book Value / Share	·	$14.63	$13.68	$12.43	·	$11.59	$10.39	$9.31	·	$7.22	$6.40	$5.44	·	$4.12	$3.64	$2.99
Revenue / Share	·	$5.29	$5.11	$4.97	·	$4.38	$4.22	$4.12	·	$3.59	$3.52	$3.36	·	$2.88	$2.68	$2.48
Cash Flow / Share	·	·	·	$2.83	·	·	·	$2.17	·	·	·	$1.77	·	·	·	$0.90
Cash / Share	·	$6.07	$7.49	$8.39	·	$12.79	$11.37	$10.13	·	$8.32	$9.61	$9.18	·	$8.74	$8.66	$7.52
EPS (TTM)	·	$-0.48	$-0.42	$-0.26	·	$-0.25	$-0.10	$-0.24	·	$-0.50	$-0.94	$-1.15	·	$-1.89	$-2.29	$-2.60

Valutazione (TTM) 9

Metrica	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023
Revenue TTM	·	$3.17B	$3.00B	$2.83B	·	$2.55B	$2.42B	$2.30B	·	$2.03B	$1.90B	$1.76B	·	$1.48B	$1.35B	$1.22B
Net Income TTM	·	$-77M	$-68M	$-41M	·	$-39M	$-16M	$-36M	·	$-74M	$-139M	$-168M	·	$-269M	$-325M	$-368M
Market Cap	·	$21.13B	$32.58B	$52.81B	·	$35.21B	$31.35B	$27.74B	·	$26.17B	$35.29B	$23.54B	·	$13.14B	$18.01B	$22.22B
P/E	·	-272.2	-483.0	-1273.6	·	-904.7	-2025.9	-753.3	·	-345.9	-250.7	-138.0	·	-47.7	-54.2	-59.3
P/S	·	6.7	10.9	18.6	·	13.8	12.9	12.1	·	12.9	18.6	13.4	·	8.9	13.4	18.3
P/B	·	8.9	14.8	26.6	·	19.5	19.5	19.4	·	23.9	36.8	29.1	·	21.9	34.1	51.5
P / Tangible Book	·	19.6	32.5	68.4	·	26.4	27.6	29.1	·	43.1	41.8	34.1	·	27.2	42.5	68.7
P / Cash Flow	·	·	·	117.8	·	·	·	83.7	·	·	·	90.2	·	·	·	173.0
Earnings Yield	·	-0.37%	-0.21%	-0.08%	·	-0.11%	-0.05%	-0.13%	·	-0.29%	-0.40%	-0.72%	·	-2.1%	-1.8%	-1.7%

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16

Metrica	2026-07-31	2025-07-31	2024-07-31	2023-07-31	2022-07-31
Ricavi	$3.35B	$2.67B	$2.17B	$1.62B	$1.09B
Margine Lordo %	76.8%	76.9%	78.0%	77.6%	77.8%
Margine Operativo %	-4.0%	-4.8%	-5.6%	-14.5%	-30.0%
Utile netto	$-63M	$-41M	$-58M	$-202M	$-390M
EPS Diluito	$-0.39	$-0.27	$-0.39	$-1.40	$-2.77

Metrica	2026-07-31	2025-07-31	2024-07-31	2023-07-31	2022-07-31
Rapporto corrente	1.7	2.0	1.1	1.9	2.0
Quick Ratio	0.7	1.4	0.7	1.2	1.2

Metrica	2026-07-31	2025-07-31	2024-07-31	2023-07-31	2022-07-31
Flusso di cassa libero	$852M	$808M	$635M	$365M	$253M

Proprietari istituzionali (13F) 884 filer · $16.4B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 884

Valore detenuto $16.4B

Nuove posizioni 153

Posizioni chiuse 130

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
153 (+29 vs trimestre precedente)	130 (-70 vs trimestre precedente)	307 (0 vs trimestre precedente)	260 (-18 vs trimestre precedente)	-1.8M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione	Valore	Azioni	% di 13F tracciati	Tipo
VANGUARD GROUP INC	$2.569.356.525	11.423.424	15,67%	Azioni
BlackRock, Inc.	$1.396.027.702	9.890.384	8,52%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$874.667.875	6.196.726	5,34%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$666.424.622	4.721.393	4,07%	Azioni
FIRST TRUST ADVISORS LP	$498.148.352	3.529.213	3,04%	Azioni
GOLDMAN SACHS GROUP INC	$446.252.604	3.161.548	2,72%	Azioni
STATE STREET CORP	$351.981.803	2.493.672	2,15%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$350.150.805	2.480.700	2,14%	Opzione Call
Pictet Asset Management Holding SA	$296.893.304	2.104.621	1,81%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$294.318.442	2.090.724	1,80%	Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$275.685.842	1.965.114	1,68%	Azioni
JANE STREET GROUP, LLC	$266.731.155	1.889.700	1,63%	Opzione Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$260.407.635	1.844.900	1,59%	Opzione Put
VICTORY CAPITAL MANAGEMENT INC	$236.428.880	1.675.008	1,44%	Azioni
JANE STREET GROUP, LLC	$232.403.475	1.646.500	1,42%	Opzione Call
CITADEL ADVISORS LLC	$192.669.750	1.365.000	1,18%	Opzione Call
AQR CAPITAL MANAGEMENT LLC	$192.432.446	1.363.319	1,17%	Azioni
Jericho Capital Asset Management L.P.	$192.367.972	1.362.862	1,17%	Azioni
Amundi	$160.605.693	1.137.837	0,98%	Azioni
MORGAN STANLEY	$160.445.284	1.136.698	0,98%	Azioni
MILLENNIUM MANAGEMENT LLC	$159.455.885	1.129.691	0,97%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$155.718.375	1.103.212	0,95%	Azioni
CITADEL ADVISORS LLC	$142.363.184	1.008.595	0,87%	Azioni
CITADEL ADVISORS LLC	$135.292.275	958.500	0,83%	Opzione Put
BARCLAYS PLC	$134.318.060	951.598	0,82%	Azioni
VOLORIDGE INVESTMENT MANAGEMENT, LLC	$124.543.420	882.348	0,76%	Azioni
AMERICAN CENTURY COMPANIES INC	$122.305.628	866.494	0,75%	Azioni
UBS Group AG	$119.196.094	844.464	0,73%	Azioni
BNP PARIBAS FINANCIAL MARKETS	$111.281.672	788.393	0,68%	Azioni
Squarepoint Ops LLC	$108.718.811	770.236	0,66%	Azioni
CITIGROUP INC	$107.272.306	759.988	0,65%	Azioni
Connor, Clark & Lunn Investment Management Ltd.	$102.271.221	724.557	0,62%	Azioni
NORTHERN TRUST CORP	$100.000.118	708.467	0,61%	Azioni
VANGUARD FIDUCIARY TRUST CO	$94.085.791	666.566	0,57%	Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC	$93.193.582	660.245	0,57%	Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$89.770.354	636.789	0,55%	Azioni
Legal & General Group Plc	$89.739.504	635.774	0,55%	Azioni
MILLENNIUM MANAGEMENT LLC	$87.865.875	622.500	0,54%	Opzione Call
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$82.256.574	582.760	0,50%	Azioni
D. E. Shaw & Co., Inc.	$81.457.665	577.100	0,50%	Opzione Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$77.922.845	552.057	0,48%	Azioni
JANUS HENDERSON GROUP PLC	$76.004.567	541.671	0,46%	Azioni
WOLVERINE TRADING, LLC	$70.038.710	235.900	0,43%	Opzione Call
MILLENNIUM MANAGEMENT LLC	$69.572.835	492.900	0,42%	Opzione Put
Bank of New York Mellon Corp	$66.406.381	470.467	0,41%	Azioni
D. E. Shaw & Co., Inc.	$62.995.245	446.300	0,38%	Opzione Put
BANK OF AMERICA CORP /DE/	$62.686.267	444.111	0,38%	Azioni
NORGES BANK	$58.043.138	411.216	0,35%	Azioni
Liontrust Investment Partners LLP	$56.247.005	398.491	0,34%	Azioni
JPMORGAN CHASE & CO	$54.615.521	396.914	0,33%	Azioni

Mostra tutti i 884 proprietari istituzionali →

Insider aziendali 21 insider · 10 dirigenti · 12 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Jagtar Singh Chaudhry	CEO & Chairman	16 Settembre 2026 S	340.186	4	$-1.873.780
Kevin Rubin	Chief Financial Officer	25 Settembre 2026 S	42.768	31	$-3.023.487
Remo Canessa	Chief Financial Officer	18 Marzo 2025 S	213.702	0	$0
Michael J. Rich	CRO and President of WW Sales	16 Settembre 2026 S	96.193	4	$-2.759.992
Dali Rajic	Chief Operating Officer	18 Dicembre 2023 S	240.543	0	$0
Adam Geller	Chief Product Officer	21 Settembre 2026 S	38.308	9	$-4.084.864
Robert Schlossman	Chief Legal Officer	21 Settembre 2026 S	61.525	8	$-4.596.052
Raj Judge	EVP, Corp. Strategy & Ventures	17 Marzo 2026 S	67.906	2	$-1.183.155
Syam Nair	CTO	17 Giugno 2025 S	106.659	0	$0
Manoj Apte	Chief Strategy Officer	08 Settembre 2020 A	171.436	0	$0
James A Beer	Direttore	17 Settembre 2026 S	4.030	4	$-231.423
Scott C Darling	Direttore	12 Gennaio 2026 A	5.351	0	$0
Andrew William Fraser Brown	Direttore	12 Gennaio 2026 A	23.292	0	$0
David Schneider	Direttore	12 Gennaio 2026 A	24.912	0	$0
Eileen Naughton	Direttore	12 Gennaio 2026 A	7.745	0	$0
Charles H Giancarlo	Direttore	12 Gennaio 2026 A	145.451	0	$0
Karen Blasing	Direttore	12 Gennaio 2026 A	42.757	0	$0
Amit Sinha	Direttore	28 Dicembre 2023 S	31.280	0	$0
Nehal Raj	Direttore	20 Settembre 2019 G	1.382	0	$0
Lane Bess	Direttore	20 Marzo 2018 C	2.191.792	0	$0
Ajay Mangal	Proprietario del 10%	17 Marzo 2025 S	2.580.211	0	$0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 80 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo	Peso	Unità	Aggiornato al	Fonte
IHAK · iShares Trust	4,64%	297.934 SH	11 Settembre 2026	Giornaliero
IVES · Wedbush Series Trust	1,78%	116.352 NS	31 Luglio 2026	N-PORT
NUMG · Nushares ETF Trust	1,73%	39.970 NS	31 Luglio 2026	N-PORT
QQQG · Pacer Funds Trust	0,88%	1.181 NS	31 Luglio 2026	N-PORT
FOWF · Pacer Funds Trust	0,71%	746 NS	31 Luglio 2026	N-PORT
IGV · iShares Trust	0,58%	471.362 SH	11 Settembre 2026	Giornaliero
IWP · iShares Trust	0,50%	589.414 SH	11 Settembre 2026	Giornaliero
ESLG · Strategy Shares	0,48%	731 NS	31 Luglio 2026	N-PORT
COWG · Pacer Funds Trust	0,43%	63.182 NS	31 Luglio 2026	N-PORT
VOT · VANGUARD INDEX FUNDS	0,33%	805.227 SH	19 Agosto 2026	Giornaliero
COWZ · Pacer Funds Trust	0,31%	379.643 NS	31 Luglio 2026	N-PORT
TRFK · Pacer Funds Trust	0,31%	19.388 NS	31 Luglio 2026	N-PORT
TECB · iShares Trust	0,27%	8.296 SH	11 Settembre 2026	Giornaliero
ESUM · Strategy Shares	0,26%	3.163 NS	31 Luglio 2026	N-PORT
TRFM · ETF Series Solutions	0,24%	3.925 NS	31 Luglio 2026	N-PORT
IMCG · iShares Trust	0,23%	57.008 SH	11 Settembre 2026	Giornaliero
EGUS · iShares Trust	0,21%	351 SH	11 Settembre 2026	Giornaliero
KNCT · Invesco Exchange-Traded Fund Trust	0,21%	1.755 SH	05 Ottobre 2026	Giornaliero
ESSC · Strategy Shares	0,19%	456 NS	31 Luglio 2026	N-PORT
EUSA · iShares, Inc.	0,18%	21.138 SH	11 Settembre 2026	Giornaliero
SIZE · iShares Trust	0,18%	4.657 SH	11 Settembre 2026	Giornaliero
XT · iShares Trust	0,17%	40.607 SH	11 Settembre 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,16%	1.180.950 SH	19 Agosto 2026	Giornaliero
VO · VANGUARD INDEX FUNDS	0,14%	2.277.750 SH	19 Agosto 2026	Giornaliero
JQUA · J.P. Morgan Exchange-Traded Fund Tr…	0,14%	76.080 NS	31 Luglio 2026	N-PORT
IWR · iShares Trust	0,13%	427.944 SH	11 Settembre 2026	Giornaliero
SUSA · iShares Trust	0,12%	29.544 SH	11 Settembre 2026	Giornaliero
IMCB · iShares Trust	0,12%	12.058 SH	11 Settembre 2026	Giornaliero
LRGF · iShares Trust	0,11%	24.577 SH	11 Settembre 2026	Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust	0,10%	14.182 SH	05 Ottobre 2026	Giornaliero
FTEC · FIDELITY COVINGTON TRUST	0,10%	126.131 NS	31 Luglio 2026	N-PORT
RILA · Spinnaker ETF Series	0,09%	239 NS	31 Luglio 2026	N-PORT
ESGU · iShares Trust	0,09%	98.080 SH	11 Settembre 2026	Giornaliero
IYW · iShares Trust	0,08%	129.323 SH	11 Settembre 2026	Giornaliero
VGT · VANGUARD WORLD FUND	0,08%	969.560 SH	19 Agosto 2026	Giornaliero
IETC · iShares U.S. ETF Trust	0,08%	3.237 SH	11 Settembre 2026	Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust …	0,08%	3.094 SH	05 Ottobre 2026	Giornaliero
IGM · iShares Trust	0,07%	48.428 SH	11 Settembre 2026	Giornaliero
GLOF · iShares Trust	0,07%	883 SH	11 Settembre 2026	Giornaliero
USXF · iShares Trust	0,07%	6.226 SH	11 Settembre 2026	Giornaliero
VUG · VANGUARD INDEX FUNDS	0,06%	1.626.893 SH	19 Agosto 2026	Giornaliero
ILCG · iShares Trust	0,05%	10.084 SH	11 Settembre 2026	Giornaliero
IWF · iShares Trust	0,05%	392.682 SH	11 Settembre 2026	Giornaliero
SUSL · iShares Trust	0,05%	3.710 SH	11 Settembre 2026	Giornaliero
VEGN · ETF Series Solutions	0,05%	580 NS	31 Luglio 2026	N-PORT
DSI · iShares Trust	0,05%	16.036 SH	11 Settembre 2026	Giornaliero
ESMV · iShares Trust	0,05%	22 SH	11 Settembre 2026	Giornaliero
IQSU · New York Life Investments ETF Trust	0,04%	921 NS	31 Luglio 2026	N-PORT
GLBL · Pacer Funds Trust	0,04%	3 NS	31 Luglio 2026	N-PORT
VONG · VANGUARD SCOTTSDALE FUNDS	0,04%	166.788 SH	19 Agosto 2026	Giornaliero
WRND · New York Life Investments ETF Trust	0,04%	27 NS	31 Luglio 2026	N-PORT
GARP · iShares Trust	0,04%	6.892 SH	11 Settembre 2026	Giornaliero
USCL · iShares Trust	0,03%	5.614 SH	11 Settembre 2026	Giornaliero
PBUS · Invesco Exchange-Traded Fund Trust …	0,03%	16.964 SH	05 Ottobre 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,03%	23.618 SH	19 Agosto 2026	Giornaliero
TOV · EA Series Trust	0,03%	456 NS	31 Luglio 2026	N-PORT
ILCB · iShares Trust	0,03%	2.007 SH	11 Settembre 2026	Giornaliero
IWB · iShares Trust	0,02%	72.156 SH	11 Settembre 2026	Giornaliero
BBUS · J.P. Morgan Exchange-Traded Fund Tr…	0,02%	14.210 NS	31 Luglio 2026	N-PORT
VOTE · TCW ETF Trust	0,02%	1.741 NS	31 Luglio 2026	N-PORT
IYY · iShares Trust	0,02%	4.372 SH	11 Settembre 2026	Giornaliero
VOXP · Advisors Series Trust	0,02%	9 NS	31 Luglio 2026	N-PORT
IWV · iShares Trust	0,02%	28.707 SH	11 Settembre 2026	Giornaliero
ITOT · iShares Trust	0,02%	134.560 SH	11 Settembre 2026	Giornaliero
BKLC · BNY Mellon ETF Trust	0,02%	8.242 NS	31 Luglio 2026	N-PORT
VV · VANGUARD INDEX FUNDS	0,02%	122.512 SH	19 Agosto 2026	Giornaliero
VTI · VANGUARD INDEX FUNDS	0,02%	3.335.986 SH	19 Agosto 2026	Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS	0,02%	17.220 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,02%	8.799 SH	19 Agosto 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,02%	27.495 NS	31 Luglio 2026	N-PORT
TOK · iShares Trust	0,02%	284 SH	11 Settembre 2026	Giornaliero
URTH · iShares, Inc.	0,02%	9.321 SH	11 Settembre 2026	Giornaliero
ACWI · iShares Trust	0,02%	32.997 SH	11 Settembre 2026	Giornaliero
DFAU · Dimensional ETF Trust	0,01%	11.338 NS	31 Luglio 2026	N-PORT
NULG · Nushares ETF Trust	0,01%	2.310 NS	31 Luglio 2026	N-PORT
DCOR · Dimensional ETF Trust	0,01%	2.797 NS	31 Luglio 2026	N-PORT
TILT · FlexShares Trust	0,01%	1.580 NS	31 Luglio 2026	N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,01%	88.762 SH	19 Agosto 2026	Giornaliero
DFSU · Dimensional ETF Trust	0,01%	1.283 NS	31 Luglio 2026	N-PORT
DFAC · Dimensional ETF Trust	0,01%	24.294 NS	31 Luglio 2026	N-PORT

ZS Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21

rating · 57 analisti COMPRA

Target mediano $214.50 +1,1%

16 28,1% Acquisto forte

29 50,9% Compra

12 21,1% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

44 analisti · 2026-09-30

Target medio $210.13 -1,0%

Ora Prezzo attuale $212.25

Basso$155.00 Media$210.13 Alto$298.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker	Capitalizzazione di Mercato	P/E	Rev YoY	Margine Netto	ROE	Margine lordo
ZS	$24.65B	-387.7	25.4%	-1.9%	-2.6%	76.8%
PANW	$270.44B	829.6	24.5%	2.7%	1.7%	70.4%
CRWD	·	-685.9	21.7%	-3.4%	-4.2%	74.7%
NOW	$160.43B	91.7	20.9%	13.2%	14.6%	77.5%
FTNT	$59.00B	32.8	14.2%	27.3%	135.7%	80.5%
RBRK	$11.32B	-31.4	48.5%	-26.5%	64.4%	80.1%
GEN	$11.30B	12.0	27.1%	19.5%	38.4%	78.5%
FROG	$7.47B	-100.7	24.1%	-13.5%	-8.4%	76.8%
S	·	-10.2	21.9%	-45.0%	-30.6%	74.1%
GTLB	·	-103.1	25.8%	-5.9%	-6.3%	87.4%
NTSK	$0	-4.7	31.7%	-95.8%	325.4%	68.1%

Ultime notizie Notizie recenti che menzionano questa società

23

Zscaler stock soars on earnings beat, upbeat guidance CNBC · 1 mese fa The Invisible Layer Protecting the World's Biggest Companies Nasdaq · 3 mesi, 3 settimane fa Zscaler CEO delivers a sharp take on AI agents Yahoo Finance · 3 mesi, 3 settimane fa Down Nearly 60%, Is Zscaler Now a Long-Term Opportunity or a Value Trap in the AI Era? Nasdaq · 3 mesi, 3 settimane fa Perché il titolo Zscaler è crollato questa settimana Nasdaq · 4 mesi fa È un acquisto il titolo Zscaler dopo il crollo del prezzo delle azioni? Nasdaq · 4 mesi fa L'avvertimento di 2 parole del CEO di Zscaler porta a una perdita di capitalizzazione di mercato di 8 miliardi di dollari Yahoo Finance · 4 mesi fa The Zscaler Sell-Off: Has the Market Overreacted? Nasdaq · 4 mesi, 1 settimana fa Mike Khouw: Ero sbagliato su Zscaler. Ecco come sto gestendo il trade CNBC · 4 mesi, 1 settimana fa Attività Opzionale Notevole del Martedì: UNP, ZS, ANF Nasdaq · 4 mesi, 1 settimana fa

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26

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ZS Zscaler, Inc. - Common Stock