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Added to YB: 2025-09-05

Pitch date: 2025-09-03

ZS [neutral]

Zscaler, Inc.

-18.32%

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

$269.87

Price Target

425.00 (+93%)

Dividend

N/A

EV/EBITDA

215.98

P/E

-592.73

EV/Sales

10.89

Sector

Software

Category

growth

Show full summary:
Zscaler 4QFY25: The Platform Transformation Wall Street Still Doesn't Understand

ZS (earnings update): Security infrastructure play like Salesforce 2008. Q4 revenue $719M +21% YoY, 22.1% op margins. Z-Flex $100M TCV bookings w/ 50% sequential growth enables consumption-based pricing. AI/ML transactions +3500% YoY. Bull case $425 target on 24-25% rev CAGR, bear $275 on competitive pressure from MSFT bundling.

Read full article (7 min)