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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

Show full summary:
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)