Zscaler, Inc. $ZS is Value Star Asset Management Hong Kong Ltd’s 10th Largest Position

Value Star Asset Management Hong Kong Ltd cut its position in Zscaler, Inc. (NASDAQ:ZS) by 50.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,000 shares of the company’s stock after selling 5,000 shares during the quarter. Zscaler accounts for 3.0% of Value Star Asset Management Hong Kong Ltd’s holdings, making the stock its 10th largest holding. Value Star Asset Management Hong Kong Ltd’s holdings in Zscaler were worth $1,498,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Integrated Wealth Concepts LLC grew its position in Zscaler by 19.9% in the 1st quarter. Integrated Wealth Concepts LLC now owns 1,439 shares of the company’s stock valued at $285,000 after acquiring an additional 239 shares in the last quarter. NewEdge Advisors LLC lifted its holdings in Zscaler by 8.2% during the 1st quarter. NewEdge Advisors LLC now owns 4,899 shares of the company’s stock worth $972,000 after buying an additional 370 shares in the last quarter. Empowered Funds LLC boosted its position in Zscaler by 9.2% in the 1st quarter. Empowered Funds LLC now owns 2,811 shares of the company’s stock valued at $558,000 after buying an additional 238 shares during the period. Sivia Capital Partners LLC purchased a new position in Zscaler in the 2nd quarter valued at approximately $252,000. Finally, Envestnet Portfolio Solutions Inc. acquired a new position in shares of Zscaler in the second quarter worth $348,000. Hedge funds and other institutional investors own 46.45% of the company’s stock.

Analyst Ratings Changes

ZS has been the topic of several analyst reports. Stifel Nicolaus reduced their price objective on Zscaler from $330.00 to $320.00 and set a “buy” rating on the stock in a research note on Wednesday, November 26th. Royal Bank Of Canada restated an “outperform” rating and set a $250.00 price target on shares of Zscaler in a report on Wednesday, February 11th. Berenberg Bank reduced their price target on Zscaler from $400.00 to $390.00 and set a “buy” rating on the stock in a research report on Friday, November 28th. Weiss Ratings reissued a “sell (d-)” rating on shares of Zscaler in a research report on Wednesday, January 21st. Finally, Rosenblatt Securities restated a “buy” rating and set a $365.00 target price on shares of Zscaler in a research note on Wednesday, November 26th. One analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Zscaler presently has an average rating of “Moderate Buy” and a consensus price target of $307.14.

Insider Activity at Zscaler

In related news, EVP Raj Judge sold 3,438 shares of the company’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $230.82, for a total value of $793,559.16. Following the completion of the sale, the executive vice president directly owned 70,394 shares of the company’s stock, valued at $16,248,343.08. This represents a 4.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Robert Schlossman sold 3,084 shares of Zscaler stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $230.82, for a total value of $711,848.88. Following the transaction, the insider directly owned 77,002 shares in the company, valued at approximately $17,773,601.64. This trade represents a 3.85% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 19,350 shares of company stock valued at $4,471,509. Corporate insiders own 17.20% of the company’s stock.

Zscaler Stock Up 1.6%

ZS stock traded up $2.77 during midday trading on Friday, reaching $171.76. 91,309 shares of the company were exchanged, compared to its average volume of 2,092,339. The company has a market cap of $27.39 billion, a price-to-earnings ratio of -658.69, a price-to-earnings-growth ratio of 350.89 and a beta of 1.02. The company has a debt-to-equity ratio of 0.86, a quick ratio of 1.82 and a current ratio of 1.82. Zscaler, Inc. has a 1-year low of $162.87 and a 1-year high of $336.99. The stock’s 50-day simple moving average is $208.26 and its 200 day simple moving average is $260.39.

Zscaler (NASDAQ:ZS) last issued its earnings results on Tuesday, November 25th. The company reported $0.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.85 by $0.11. Zscaler had a negative net margin of 1.45% and a negative return on equity of 0.12%. The business had revenue of $788.11 million during the quarter, compared to analysts’ expectations of $773.86 million. During the same quarter in the prior year, the business posted $0.77 EPS. The company’s revenue for the quarter was up 25.5% on a year-over-year basis. Zscaler has set its FY 2026 guidance at 3.780-3.820 EPS and its Q2 2026 guidance at 0.890-0.900 EPS. On average, equities analysts forecast that Zscaler, Inc. will post -0.1 earnings per share for the current year.

About Zscaler

Zscaler is a cloud security company that delivers a cloud-native platform to protect users, applications and data as organizations move away from traditional, network-centric security architectures. The company focuses on a zero trust approach that assumes no implicit trust for users or devices, providing secure access to the internet, SaaS applications and private applications regardless of where users are located. Zscaler positions its services as an alternative to legacy appliances and site-centric VPNs, aiming to simplify security while enabling modern, distributed workforces.

Key offerings are built around the Zscaler Zero Trust Exchange, a multi-tenant cloud platform that enforces security and access policies in-line.