Added to YB: 2025-06-03
Pitch date: 2025-05-30
ZS [neutral]
Zscaler, Inc.
-20.31%
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
$38.1B
Pitch Price
$276.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
215.98
P/E
-592.73
EV/Sales
10.89
Sector
Software
Category
growth
Zscaler Q3 FY25: Building the AI Security Brain — or Racing Against Time?
ZS (earnings update): Beat Q3 w/ adj EPS 0.84 (+18% YoY), rev $678M (+23%). Z-Flex program hit $65M TCV, builds switching costs. Red Canary acq ($675M) adds AI tech but execution risk high. Processes 500B daily transactions, 20PB data = AI advantage. FCF margin down to 18% as Microsoft threat looms. New CFO signals data-analytics focus.
Read full article (4 min)