Added to YB: 2025-11-28
Pitch date: 2025-11-26
ZS [neutral]
Zscaler, Inc.
-12.67%
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
$252.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
215.98
P/E
-592.73
EV/Sales
10.89
Sector
Software
Category
growth
Zscaler Q3 2025 Earnings Analysis
ZS (earnings): $788M rev (+26% YoY) beat est, ARR $3.2B (+26%), FCF margin 52% (+6pts), Rule-of-78 achieved. AI Security ARR +80% YoY, exceeding $400M target early. Zero Trust Everywhere 450+ enterprises (3Q ahead of plan). Macro headwinds persist, GM down 0.7pts on product mix. Guiding $797-799M Q4.
Read full article (7 min)