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Added to YB: 2026-01-28

Pitch date: 2026-01-26

ZS [neutral]

Zscaler, Inc.

-24.56%

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

$28.3B

Pitch Price

$224.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

732.52

P/E

-675.14

EV/Sales

9.48

Sector

Software

Category

growth

Show full summary:
Zscaler (ZS): Zero Trust Architecture Pioneer with Accelerating Growth

ZS (quick overview): Zero Trust security pioneer w/ $3.2B ARR (+26% YoY), $5.9B RPO (+35%). Q1 rev $788M (+26%). Three growth pillars: Zero Trust (450+ enterprises), Data Security ($450M ARR), AI Security ($400M ARR, 3Q ahead of target). 52% FCF margin + 26% growth = 'Rule of 78' vs 40% benchmark. 45% Fortune 500 penetration leaves expansion runway.

Read full article (2 min)