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Added to YB: 2026-03-26

Pitch date: 2026-03-24

ZS [neutral]

Zscaler, Inc.

+47.92%

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 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

$33.8B

Pitch Price

$142.09

Price Target

155.00 (-26%)

Dividend

N/A

EV/EBITDA

190.32

P/E

-525.27

EV/Sales

9.59

Sector

Software

Category

value

Show full summary:
Zscaler (ZS) Executive Summary: Zscaler Just Broke Analysts' Most Bearish Targets: What Happens Next?

ZS (overview): Cloud security leader down 54% from $334 peak to $152, below all analyst targets (lowest $180 Needham, $209 BTIG) despite unanimous Buy ratings. Q1 FCF strong at $153.6M, 77% gross margin, clean balance sheet. Revenue growth decelerated 35%→23-26%, GAAP unprofitable but cash generative. AI threat fears overblown per analysts; AI attacks +89%, cloud intrusions +266% support demand case. Trading at mid-2024 levels; watch $140 support.

Read full article (5 min)