Added to YB: 2026-10-14
Pitch date: 2026-10-11
ZS [neutral]
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
Zscaler, Inc. | ZS - We Draw Tree
ZS (overview): Zscaler is a cloud-security subscription platform serving more than half the Fortune 500; FY2026 revenue grew 25% to about $3.35B, with a 76.8% GAAP gross margin and 22.9% non-GAAP operating margin. The shares recovered to $213.55 after falling as low as $114.63, but FY2027 growth guidance of 16-17% leaves the core question unresolved: temporary sales-leadership disruption or lasting pressure from rivals bundling SASE?
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