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Added to YB: 2025-12-03

Pitch date: 2025-12-01

ZS [bullish]

Zscaler, Inc.

-3.32%

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

$244.40

Price Target

N/A

Dividend

N/A

EV/EBITDA

1.1K

P/E

-955.42

EV/Sales

13.63

Sector

Software

Category

growth

Show full summary:
Zscaler's 1QFY26: Hotel California Quarter

ZS (earnings): Beaten high-end rev guidance 28 consecutive qtrs; Q1 grew 26% YoY to $788M, Rule of 78 economics. RPO +35% vs rev +26% signals backlog building faster than P&L absorbs. Z-Flex (20% bookings, +70% QoQ) creates Hotel California lock-in. SAP RISE migration eroding firewall economics as structural tailwind.

Read full article (10 min)