<- Go home

Added to YB: 2025-09-05

Pitch date: 2025-09-03

ZS [neutral]

Zscaler, Inc.

-18.32%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

Show full summary:
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)