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Added to YB: 2026-01-29

Pitch date: 2026-01-28

ZS [bullish]

Zscaler, Inc.

+5.21%

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

$209.51

Price Target

420.00 (+91%)

Dividend

N/A

EV/EBITDA

215.98

P/E

-592.73

EV/Sales

10.89

Sector

Software

Category

growth

Show full summary:
115% NRR, 23% Revenue Growth, 31% Cash Flows Growth, >45% Fortune 500 Clients - Zscaler, Inc.

ZS (overview): Cloud-based 'Zero Trust' security leader with 300B daily transactions, 7.5K enterprise customers. Revenue quality strong: recurring model, 115% NRR, high switching costs. Bull case: 23% revenue CAGR, federal/AI growth, operating leverage to 29% margins. Bear: Microsoft/PANW competition pressure, slower customer adds. Trading at discount, $420 target (+109% upside vs -22% downside). Strong at $198 entry.

Read full article (10 min)