Added to YB: 2025-09-05
Pitch date: 2025-09-03
ZS [neutral]
Zscaler, Inc.
-12.45%
current return
Author Info
No bio for this author
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
$40.1B
Pitch Price
$269.87
Price Target
425.00 (+80%)
Dividend
N/A
EV/EBITDA
1.1K
P/E
-955.42
EV/Sales
13.63
Sector
Software
Category
growth
Zscaler 4QFY25: The Platform Transformation Wall Street Still Doesn't Understand
ZS (earnings update): Security infrastructure play like Salesforce 2008. Q4 revenue $719M +21% YoY, 22.1% op margins. Z-Flex $100M TCV bookings w/ 50% sequential growth enables consumption-based pricing. AI/ML transactions +3500% YoY. Bull case $425 target on 24-25% rev CAGR, bear $275 on competitive pressure from MSFT bundling.
Read full article (7 min)