Added to YB: 2025-09-05
Pitch date: 2025-09-03
ZS [neutral]
Zscaler, Inc.
-18.32%
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 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
$269.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
215.98
P/E
-592.73
EV/Sales
10.89
Sector
Software
Category
growth
Zscaler Q2 2025 Earnings Analysis
ZS (earnings update): $719M rev (+21% YoY) beat est, ARR $3.02B (+22%), RPO $5.8B (+31%), billings $1.2B (+32%). Op margin 22.1% record, FCF margin 24%. EPS $0.89 beat 11%. ZDX bookings +58%, SecOps ARR +85%. FY26 rev guide $3.27B (+22-23%). Risks: GM down to 79.3% on gov deployment, Red Canary churn risk.
Read full article (6 min)