Added to YB: 2025-10-03
Pitch date: 2025-10-01
ZS [neutral]
Zscaler, Inc.
-22.78%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$306.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.1K
P/E
-955.42
EV/Sales
13.63
Sector
Software
Category
growth
My Stock Portfolio Review, September 2025 - Zscaler, Inc.
ZS (holding update): Q2 rev $719M (+21% YoY) beat, ARR $3B (+22%), billings $1.2B (+32%), EPS $0.89 beat 11%. FY26 guide $3.27B rev (+22-23%). ZDX bookings +58%, SecOps ARR +85%. Op margin 22%, FCF margin 27%. Risks: gross margin down 1.9pp, CAC payback up 2.6mo, MDR churn. Stock +2%.
Read full article (1 min)