Added to YB: 2025-12-03
Pitch date: 2025-12-01
ZS [bullish]
Zscaler, Inc.
-5.77%
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
$244.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
987.23
P/E
-897.60
EV/Sales
12.78
Sector
Software
Category
growth
Zscaler's 1QFY26: Hotel California Quarter
ZS (earnings): Beaten high-end rev guidance 28 consecutive qtrs; Q1 grew 26% YoY to $788M, Rule of 78 economics. RPO +35% vs rev +26% signals backlog building faster than P&L absorbs. Z-Flex (20% bookings, +70% QoQ) creates Hotel California lock-in. SAP RISE migration eroding firewall economics as structural tailwind.
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