Added to YB: 2026-03-04
Pitch date: 2026-03-02
ZS [neutral]
Zscaler, Inc.
+5.81%
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
$23.6B
Pitch Price
$146.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
529.94
P/E
-342.14
EV/Sales
7.33
Sector
Software
Category
growth
My Stock Portfolio Review, February 2026 - Zscaler, Inc.
ZS (holding update): Q4 rev $815.8M (+25.9% YoY) beat by 2.2%; EPS $1.01 beat by 13.5%. ARR $3.36B (+25.2%), RPO $6.05B (+31.1%). Net new ARR $111M (+38.9%). Z-Flex $290M TCV, $650M since launch. 728 $1M+ customers (+17.4%). Acquired SquareX for browser-level Zero Trust. Concerns: billings +10.4% lags ARR, net margin -4.2%, H2 execution risk, hardware cost pressure. Stock -8.9% post-earnings.
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