Added to YB: 2026-03-26
Pitch date: 2026-03-24
ZS [neutral]
Zscaler, Inc.
-1.87%
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
$24.4B
Pitch Price
$142.09
Price Target
155.00 (+11%)
Dividend
N/A
EV/EBITDA
548.58
P/E
-353.33
EV/Sales
7.58
Sector
Software
Category
value
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)