Added to YB: 2025-09-05
Pitch date: 2025-09-03
ZS [neutral]
Zscaler, Inc.
-14.66%
current return
Author Info
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Company Info
Zscaler, Inc. operates as a cloud security company worldwide. The company offers cyberthreat protection products, including Zscaler Internet Access, which provides threat protection, cloud sandbox, and cloud browser isolation; Zscaler Private Access solution that includes cyberthreat and data protection, application discovery, secure application access, application segmentation, application protection, reduced attack surface, and browser isolation; Zero Trust Firewall; Cloud Sandbox; and Zero Trust Browser.
Market Cap
$37.7B
Pitch Price
$269.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
987.23
P/E
-897.60
EV/Sales
12.78
Sector
Software
Category
growth
Zscaler Q2 2025 Earnings Analysis
ZS (earnings update): $719M rev (+21% YoY) beat est, ARR $3.02B (+22%), RPO $5.8B (+31%), billings $1.2B (+32%). Op margin 22.1% record, FCF margin 24%. EPS $0.89 beat 11%. ZDX bookings +58%, SecOps ARR +85%. FY26 rev guide $3.27B (+22-23%). Risks: GM down to 79.3% on gov deployment, Red Canary churn risk.
Read full article (6 min)