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
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)