Added to YB: 2025-11-28
Pitch date: 2025-11-26
ZS [neutral]
Zscaler, Inc.
-6.39%
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
$40.1B
Pitch Price
$252.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.1K
P/E
-955.42
EV/Sales
13.63
Sector
Software
Category
growth
Zscaler Q3 2025 Earnings Analysis
ZS (earnings): $788M rev (+26% YoY) beat est, ARR $3.2B (+26%), FCF margin 52% (+6pts), Rule-of-78 achieved. AI Security ARR +80% YoY, exceeding $400M target early. Zero Trust Everywhere 450+ enterprises (3Q ahead of plan). Macro headwinds persist, GM down 0.7pts on product mix. Guiding $797-799M Q4.
Read full article (7 min)