Added to YB: 2026-01-29
Pitch date: 2026-01-28
ZS [bullish]
Zscaler, Inc.
-19.34%
current return
Author Info
Business Invest invests in great companies while not falling into the behavioral pitfalls of the stock market. 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
$28.3B
Pitch Price
$209.51
Price Target
420.00 (+149%)
Dividend
N/A
EV/EBITDA
732.52
P/E
-675.14
EV/Sales
9.48
Sector
Software
Category
growth
115% NRR, 23% Revenue Growth, 31% Cash Flows Growth, >45% Fortune 500 Clients - Zscaler, Inc.
ZS (overview): Cloud-based 'Zero Trust' security leader with 300B daily transactions, 7.5K enterprise customers. Revenue quality strong: recurring model, 115% NRR, high switching costs. Bull case: 23% revenue CAGR, federal/AI growth, operating leverage to 29% margins. Bear: Microsoft/PANW competition pressure, slower customer adds. Trading at discount, $420 target (+109% upside vs -22% downside). Strong at $198 entry.
Read full article (10 min)