ZS logo

Zscaler, Inc. Stock Price

NasdaqGS:ZS Community·US$24.0b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 407 Fair Values set on narratives written by author

ZS Share Price Performance

US$151.20
-129.07 (-46.05%)
US$172.68
Fair Value
US$151.20
-129.07 (-46.05%)
12.4% undervalued intrinsic discount
US$172.68
Fair Value
Price US$151.20
WallStreetWontons US$172.68
AnalystConsensusTarget US$192.58
AnalystLowTarget US$145.00

ZS Community Narratives

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Fair Value US$172.68 12.4% undervalued intrinsic discount

Zscaler faces tense competition from Palo Alto and Crowdstrike

3users have liked this narrative
0users have commented on this narrative
28users have followed this narrative
·
Fair Value US$192.58 21.5% undervalued intrinsic discount

Zero Trust And AI Security Will Unlock Future Markets

3users have liked this narrative
1users have commented on this narrative
164users have followed this narrative
·
Fair Value US$145 4.3% overvalued intrinsic discount

AI Security And Zero Trust Execution Risks Will Challenge Progress Yet Still Support Long-Term Upside

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
US$172.68
12.4% undervalued intrinsic discount
Profit Margin
15%
Future PE
61x
Price in 2028
US$221.88
US$192.58
21.5% undervalued intrinsic discount
Profit Margin
2.57%
Future PE
325.34x
Price in 2029
US$247.44

Trending Discussion

No trending discussion available.

Updated Narratives

ZS logo

Zscaler faces tense competition from Palo Alto and Crowdstrike

Fair Value: US$172.68 12.4% undervalued intrinsic discount
28 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ZS logo

ZS: Mixed Outlook On Zero Trust Demand And Execution Will Shape Returns

Fair Value: US$145 4.3% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ZS logo

ZS: Future Returns Will Rely On Zero Trust AI Security Demand

Fair Value: US$192.58 21.5% undervalued intrinsic discount
164 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

2 Risks
3 Rewards

Zscaler, Inc. Key Details

US$3.2b

Revenue

US$738.3m

Cost of Revenue

US$2.4b

Gross Profit

US$2.5b

Other Expenses

-US$77.4m

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
-0.48
76.74%
-2.44%
72.1%
View Full Analysis

About ZS

Founded
2007
Employees
7923
CEO
Jagtar Chaudhry
WebsiteView website
www.zscaler.com

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. It also provides data security products, such as web and email DLP, endpoint DLP, BYOD security, multi-mode CASB, unified SaaS security, DSPM, AI-SPM, public gen AI security, and Microsoft Copilot data protection; Zero Trust Cloud solution. In addition, the company offers Zero Trust Branch comprising Zero Trust SD-WAN; IoT/OT segmentation; privileged remote access; Zscaler Cellular; and Zscaler Digital Experience that measures end-to-end user experience across business applications, as well as provides an easy-to-understand digital experience score for each user, application, and location within an enterprise. Further, it provides security operations products, including data fabric for security; asset exposure management; Risk360; unified vulnerability management; deception; managed detection and response; and managed threat hunting. Additionally, the company offers Zero Trust Gateway, a fully managed Zscaler service. It serves the automotive, airlines and transportation, conglomerates, consumer goods and retail, energy, financial services, healthcare, insurance, manufacturing, media and communications, public sector and education, technology, and telecommunications services industries. The company was formerly known as SafeChannel, Inc., and changed its name to Zscaler, Inc. in August 2008. Zscaler, Inc. was incorporated in 2007 and is headquartered in San Jose, California.

Recent ZS News & Updates

Seeking Alpha Jul 31

Zscaler: The Sovereign Cloud Deal Tests Whether Its Moat Is Portable

Summary Zscaler announced a partnership with STACKIT to offer a sovereign Zero Trust Exchange in Europe, targeting data residency-sensitive customers. The STACKIT model tests whether ZS's differentiation stems from its software or from operating its own global cloud infrastructure. ZS is rated Hold, as the STACKIT deal's impact on margins, telemetry, and differentiation remains unclear and valuation already reflects strong performance. With slowing growth and limited near-term upside, I await evidence on customer adoption, data leverage, and economics before considering a higher multiple. Read the full article on Seeking Alpha

Recent updates

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