Added to YB: 2026-09-08
Pitch date: 2026-09-04
ZS [neutral]
Zscaler, Inc.
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
$27.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
154.31
P/E
-430.60
EV/Sales
7.78
Sector
Software
Category
growth
Zscaler Earnings Q2 2026
ZS (earnings): Zscaler delivered a solid quarter: revenue rose 24.9% to $898.2M, partly reflecting Red Canary, while ARR increased 25.1% to $3.77B and non-GAAP operating margin reached a record 24.3%. Emerging products are growing quickly, but FY2027 guidance calls for only 17% growth; billings rose just 12%, free-cash-flow margin fell to 6.8%, and elevated Red Canary churn is expected to persist.
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