Zscaler, Inc. Common Stock
ZSZscaler, Inc. (ZS) is a cybersecurity company that provides cloud-based security solutions to organizations. Its platform offers secure access to applications and data from any location, enabling secure internet and web gateway services, cloud firewall, and data loss prevention. Established in 2008, Zscaler aims to improve security, simplify IT infrastructure, and support digital transformation initiatives for enterprise clients worldwide.
Company News
Zscaler founder and CEO Jay Chaudhry discusses the company's evolution from a single-product cloud security firm to a comprehensive zero-trust platform serving 45% of Fortune 500 companies. He explains how Zscaler's innovative approach replaces traditional firewalls and VPNs with a switchboard-like architecture, addresses emerging AI-driven cyber...
On January 8, 2026, defense stocks surged following President Trump's announcement of a $1.5 trillion Pentagon budget proposal, boosting the Dow Jones by 0.55%. Meanwhile, the Nasdaq declined 0.44% as tech and AI-related stocks faced profit-taking pressure. Alphabet overtook Apple as the world's second-most-valuable company.
CrowdStrike demonstrates strong operational fundamentals with 22% revenue growth, 23% ARR growth, and accelerating net-new ARR of 265 million dollars (73% YoY increase). However, the stock trades at premium valuations (23x FY26 revenue, 18.8x FY27 revenue) roughly double peer multiples, leaving little room for error. While the company benefits fr...
The global Zero Trust Network Access (ZTNA) market is projected to grow from USD 2.48 billion in 2025 to USD 14.74 billion by 2033, driven by increasing cybersecurity threats, remote work adoption, and cloud-based application transitions.
Zscaler experienced a significant 30% stock decline after recent earnings, but analysts remain optimistic about its long-term potential, with many maintaining buy ratings and seeing potential for a price rebound in 2026.
