Added to YB: 2025-06-03
Pitch date: 2025-05-30
ZS [neutral]
Zscaler, Inc.
-15.85%
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 Zscaler Internet Access, which provides threat protection, cloud sandbox, and cloud browser isolation; Zscaler Private Access solution that includes cyberthreat and data protection, application discovery, secure application access, application segmentation, application protection, reduced attack surface, and browser isolation; Zero Trust Firewall; Cloud Sandbox; and Zero Trust Browser.
Market Cap
$37.7B
Pitch Price
$276.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
987.23
P/E
-897.60
EV/Sales
12.78
Sector
Software
Category
growth
Zscaler Q3 FY25: Building the AI Security Brain — or Racing Against Time?
ZS (earnings update): Beat Q3 w/ adj EPS 0.84 (+18% YoY), rev $678M (+23%). Z-Flex program hit $65M TCV, builds switching costs. Red Canary acq ($675M) adds AI tech but execution risk high. Processes 500B daily transactions, 20PB data = AI advantage. FCF margin down to 18% as Microsoft threat looms. New CFO signals data-analytics focus.
Read full article (4 min)