Added to YB: 2026-05-05
Pitch date: 2026-05-02
ZS [neutral]
Zscaler, Inc.
+36.56%
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 Zero Trust SASE, a solution that securely connects workforces, AI agents, workloads, and IoT/OT devices to cloud apps and AI services; Zscaler Internet Access, which provides advanced threat protection, sandbox, and zero trust firewall; Zscaler Private Access solution that includes cyberthreat and data protection, application discovery, secure application access, application segmentation, application protection, and reduced attack surface; Zero Trust Browser, a solution that secures browser-based access to business applications for the extended workforce, including third parties and partners; Zscaler Digital Experience, a solution that monitors end-user experience and helps organizations identify and resolve performance issues across their digital environment; Zero Trust Branch; and Zero Trust Cloud solutions.
Market Cap
$31.6B
Pitch Price
$140.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
177.55
P/E
-491.70
EV/Sales
8.95
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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