<- Go home

Added to YB: 2024-10-07

Pitch date: 2024-10-05

ZS [bullish]

Zscaler, Inc.

+93.94%

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

$52.4B

Pitch Price

$173.39

Price Target

213.50 (-37%)

Dividend

N/A

EV/EBITDA

2.4K

P/E

-1.2K

EV/Sales

18.95

Sector

Software

Category

growth

Show full summary:
Zscaler (ZS) Sets Up for a Re-Rating: Best-in-Class Product and Billings Momentum Could Propel Shares Higher

ZS: Infra SaaS play with potential for 22% upside. 19.5% 2yr billings CAGR expected. Positive rev revisions, 41% below 5yr avg EV/rev mult. RSI 46, high beta. Conserv. FY26 rev $3.1B, 11.5x EV/rev multiple = $213.5 PT. Risks: billings growth, mgmt messaging. Key levels: 100d MA $180.5, 50d $177, 200d $195.

Read full article (3 min)