<- Go home

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

Show full summary:
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)