Professional
Added to YB: 2024-10-16
Pitch date: 2024-10-15
ZS [bullish]
Zscaler, Inc.
+21.05%
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
$195.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.1K
P/E
-955.42
EV/Sales
13.63
Sector
Software
Category
growth
JPM - Zscaler is strengthening position
ZS: Zero-trust platform gaining traction, mentioned in 50% enterprise meetings. New CPO (Adam Geller) & CRO (Mike Rich) driving growth. 6x upsell opportunity from new products. Simplified pricing, fewer SKUs. Well-positioned for GenAI security, data security momentum. Avalor acquisition to leverage network data volume.
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