Added to YB: 2026-05-29
Pitch date: 2026-05-27
ZS [neutral]
Zscaler, Inc.
+2.76%
current return
Author Info
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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
$20.4B
Pitch Price
$126.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
348.54
P/E
-259.52
EV/Sales
5.91
Sector
Software
Category
growth
Zscaler Q1 2026 Earnings Analysis
ZS (earnings): Q1 rev $850.5M (+25.4% YoY) beat est; ARR $3.53B (+25% YoY, +21% organic ex-Red Canary); AI Protect bookings >$100M past 12mo; Zero Trust Branch ARR ~tripled YoY; data security ARR >$500M (+30% YoY); Z-Flex $1B+ TCV past 12mo; non-seat rev 30% new ACV, ARR +100% YoY. BUT FY27 ARR/rev guide only 16-17% growth vs 25% now; FCF margin cut to 22.8-23.3% from 26.5-27% on high CapEx; 2 sales leaders left; new logo adds weakest in 5yrs; Red Canary integration slower than expected; stock -20.8% post-ER on growth deceleration concerns
Read full article (13 min)