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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

Show full summary:
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)