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Zscaler Community
NasdaqGS:ZS Community
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Zscaler
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Zscaler
WA
WallStreetWontons
Community Contributor
Zscaler faces tense competition from Palo Alto and Crowdstrike
Catalysts Products and Services : Zscaler is revolutionizing cloud security with the industry’s first Security as a Service platform. Their innovative solutions are used by more than 5,000 leading organizations, including 50 of the Fortune 500.
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US$172.68
FV
65.5% overvalued
intrinsic discount
18.69%
Revenue growth p.a.
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2
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12
users have followed this narrative
about 1 year ago
author updated this narrative
Zscaler
AN
AnalystHighTarget
Consensus Narrative from 43 Analysts
Accelerated Cloud Adoption And Zero Trust Will Secure Digital Futures
Key Takeaways Accelerated platform adoption, disruptive new solutions, and AI-powered security are driving Zscaler's outperformance and enabling strong margin expansion versus rivals. The Red Canary acquisition and expanded Flex program position Zscaler to unlock new markets, increase recurring revenue, and capture additional long-term earning power.
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US$385.00
FV
25.8% undervalued
intrinsic discount
25.32%
Revenue growth p.a.
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0
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0
users have followed this narrative
6 days ago
author updated this narrative
Zscaler
AN
AnalystConsensusTarget
Consensus Narrative from 43 Analysts
Cloud Security And Zero Trust Will Shape Future Success
Key Takeaways Adoption of remote work and cloud technologies is fueling demand for Zscaler's expanding security solutions, boosting recurring revenue and customer retention. Innovative product offerings and flexible pricing are driving deeper multi-product adoption, supporting stronger margins, billings visibility, and long-term revenue growth.
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US$315.61
FV
9.4% undervalued
intrinsic discount
20.51%
Revenue growth p.a.
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1
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1
users have commented on this narrative
125
users have followed this narrative
5 days ago
author updated this narrative
Your Valuation for
ZS
ZS
Zscaler
Your Fair Value
US$
Current Price
US$285.86
219.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-374m
5b
2015
2018
2021
2024
2025
2027
2030
Revenue US$5.4b
Earnings US$705.2m
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