Added to YB: 2026-03-03
Pitch date: 2026-02-27
ZS [neutral]
Zscaler, Inc.
+1.63%
current return
Author Info
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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
$23.6B
Pitch Price
$146.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
529.94
P/E
-342.14
EV/Sales
7.33
Sector
Software
Category
growth
Zscaler Earnings
ZS (earnings): Q2 rev $815.8M (+26% YoY) beat est; ARR $3.36B (+25% YoY); non-GAAP op margin 22.2% (+0.5pp). Non-seat ARR >100% YoY, >25% new ACV usage-based. 728 $1M+ customers (+17% YoY). Z-Flex $290M TCV (+65% QoQ). CAC payback improved to 40.2mo. Risks: organic net new ARR only +7%, billings +10% vs ARR, H2 weighted execution, potential hardware cost pressure
Read full article (6 min)