Qsemble Capital Management LP Raises Stock Holdings in Zscaler, Inc. $ZS

Qsemble Capital Management LP raised its stake in shares of Zscaler, Inc. (NASDAQ:ZS) by 105.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 15,773 shares of the company’s stock after purchasing an additional 8,099 shares during the quarter. Qsemble Capital Management LP’s holdings in Zscaler were worth $3,548,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Binnacle Investments Inc purchased a new position in shares of Zscaler during the third quarter valued at approximately $25,000. Root Financial Partners LLC purchased a new stake in Zscaler in the third quarter worth approximately $26,000. Picton Mahoney Asset Management bought a new stake in Zscaler in the 3rd quarter worth approximately $30,000. Family CFO Inc purchased a new stake in Zscaler during the 4th quarter valued at $34,000. Finally, First Horizon Corp purchased a new stake in Zscaler during the 3rd quarter valued at $42,000. Hedge funds and other institutional investors own 46.45% of the company’s stock.

Zscaler Price Performance

NASDAQ ZS opened at $161.05 on Friday. The business’s fifty day moving average is $142.95 and its 200 day moving average is $200.91. Zscaler, Inc. has a fifty-two week low of $114.63 and a fifty-two week high of $336.99. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.90 and a current ratio of 1.90. The company has a market capitalization of $25.90 billion, a PE ratio of -383.45 and a beta of 0.96.

Zscaler (NASDAQ:ZS) last issued its quarterly earnings results on Thursday, February 26th. The company reported $1.01 EPS for the quarter, topping analysts’ consensus estimates of $0.89 by $0.12. Zscaler had a positive return on equity of 0.06% and a negative net margin of 2.25%.The business had revenue of $815.75 million during the quarter, compared to analysts’ expectations of $798.92 million. During the same quarter in the prior year, the business posted $0.78 earnings per share. The business’s quarterly revenue was up 25.9% on a year-over-year basis. Zscaler has set its Q3 2026 guidance at 1.000-1.010 EPS and its FY 2026 guidance at 3.990-4.020 EPS. Sell-side analysts predict that Zscaler, Inc. will post -0.03 earnings per share for the current year.

Analysts Set New Price Targets

ZS has been the topic of a number of research reports. BMO Capital Markets dropped their price target on Zscaler from $315.00 to $210.00 and set an “outperform” rating on the stock in a research note on Friday, February 27th. Barclays set a $220.00 target price on Zscaler in a report on Thursday, February 19th. BTIG Research reissued a “neutral” rating on shares of Zscaler in a research report on Thursday, April 9th. Sanford C. Bernstein upgraded Zscaler from a “market perform” rating to an “outperform” rating and set a $228.00 price target for the company in a research note on Friday, February 13th. Finally, Robert W. Baird reduced their price target on shares of Zscaler from $360.00 to $300.00 and set an “outperform” rating for the company in a research report on Monday, February 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Zscaler currently has a consensus rating of “Moderate Buy” and an average price target of $263.46.

Insider Buying and Selling

In other Zscaler news, insider Robert Schlossman sold 2,263 shares of the company’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $156.59, for a total value of $354,363.17. Following the completion of the transaction, the insider directly owned 72,390 shares in the company, valued at $11,335,550.10. This represents a 3.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Raj Judge sold 2,488 shares of the stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $156.59, for a total transaction of $389,595.92. Following the completion of the sale, the executive vice president directly owned 67,906 shares of the company’s stock, valued at approximately $10,633,400.54. This trade represents a 3.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 12,130 shares of company stock worth $1,892,487 in the last ninety days. Corporate insiders own 17.20% of the company’s stock.

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.