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Added to YB: 2026-10-14

Pitch date: 2026-10-11

ZS [bullish]

Zscaler, Inc.

-6.64%

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

$236.11

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:
News of the Week (October 5-9, 2026) - Zscaler, Inc.

ZS (monitor): Zscaler’s $8B-$10B 2031 ARR guide implies a 17%-22% CAGR, including 1-2 points from M&A; given management’s history of sandbagging, 20%+ top-line and 18%+ organic compounding are viewed as achievable. AI-driven attacks and agent proliferation should increase demand for its unified zero-trust platform, but recent go-to-market fragility warrants another solid quarter before re-entry; valuation offers little urgency at roughly 2x PEG and 1.75x the free-cash-flow growth rate.

Read full article (6 min)