Added to YB: 2026-05-05
Pitch date: 2026-05-02
ZS [neutral]
Zscaler, Inc.
+1.28%
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
$21.7B
Pitch Price
$140.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
482.43
P/E
-313.60
EV/Sales
6.67
Sector
Software
Category
growth
Day 38: ZScaler $ZS
ZS (overview): Cloud security replacing on-prem firewalls via ZIA (web gateway) & ZPA (zero trust VPN). 114% NRR, $3.37B ARR (+21% organic), 6.2x EV/ARR, -6% GAAP op margin. AI bull: in-line position captures agent traffic surge; 1T AI transactions in 2025, 3.4k AI apps (+4x YoY), 25% new ACV from metered usage (+100% YoY). Bear: Palo Alto/Cloudflare/Netskope competition limits upside vs hoped-for AI inflection.
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