Added to YB: 2026-09-18
Pitch date: 2026-09-16
ZS [bullish]
Zscaler, Inc.
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
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
177.55
P/E
-491.70
EV/Sales
8.95
Sector
Software
Category
growth
Cybersecurity Has Entered a Phase of Structural Growth and Valuation Dispersion - Zscaler, Inc.
ZS (quick overview): Zscaler is a leading pure-play zero-trust and cloud-delivered-security vendor positioned for the multi-year migration from VPNs and legacy appliances. Fiscal Q2 2026 revenue rose 26% to $815.8M and ARR grew 25% to $3.359B, but ARR growth excluding Red Canary was 21%. Catalysts include large-enterprise zero-trust deployments, security for AI agents and machine identities, data-protection expansion and post-acquisition cross-selling; risks include bundled competition, longer buying cycles and valuation pressure if organic growth slows.
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