Added to YB: 2026-08-31
Pitch date: 2026-08-27
ZS [neutral]
Zscaler, Inc.
-1.04%
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
$27.5B
Pitch Price
$186.17
Price Target
200.00 (+7%)
Dividend
N/A
EV/EBITDA
480.36
P/E
-349.64
EV/Sales
8.15
Sector
Software
Category
growth
Razor's Edge: SaaS Full Circle - Zscaler, Inc.
ZS (hold): Zscaler remains worth holding until at least $200: sales-leadership turnover and mid-market challenges after several years of hypergrowth have created a relative cybersecurity multiple gap, while its 750B+ daily inline transactions support differentiated security for agent traffic traversing managed users and devices. But cloud-to-cloud traffic can bypass its proxy, network inspection cannot see payload intent, and Zscaler does not own the enterprise directory or cloud-to-cloud authorization. ServiceNow also looks increasingly attractive given its governance/security focus.
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