Zscaler (ZS) Stock Price & Analysis
ZS Stock Chart & Stats
- Day’s Range
- MXN 4,301.01 - MXN 4,800.00
- 52-Week Range
- MXN 2,000.00 - MXN 6,344.09
- Previous Close
- MXN 4,750.00
- Volume
- 29
- Average Volume (3M)
- 145
- Market Cap
- MXN 728.74B
- Enterprise Value
- MXN 22.86B
- Total Cash (Recent Filing)
- MXN 3.47B
- Total Debt (Recent Filing)
- MXN 1.86B
- Price to Earnings (P/E)
- ―
- Beta
- -0.33
- Next Earnings
- Dec 01, 2026 (Est.)
- EPS Estimate
- 21.78
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Recurring Platform Growth
The subscription model is demonstrating durable demand through strong revenue and ARR growth, while expansion among larger customers supports recurring revenue quality. Increasing enterprise adoption and upselling can deepen customer relationships and create a broader base for sustained multi-period growth.
Strong Cash Generation
Consistently positive operating and free cash flow gives Zscaler internal funding for product development, infrastructure and market expansion. Strong cash conversion despite accounting losses improves financial flexibility and provides resilience while the company continues investing in its cloud platform.
Improving Operating Profile
High gross margins and improving operating margins indicate that Zscaler is gaining operating leverage as its platform scales. If maintained, this profile can support stronger profitability and reinvestment capacity, while the cloud-delivered model remains structurally suited to efficient expansion.
Bears Say
GAAP Losses Remain Unresolved
Persistent negative EBIT and net income show that the transition from growth investment to durable GAAP profitability is not complete. Continued losses can constrain reported earnings quality and leave results dependent on further execution, cost discipline and successful operating leverage.
Slower Growth With Elevated Investment
The expected deceleration from 25% fiscal 2026 growth to mid-to-high teens growth raises the execution burden for maintaining shareholder returns. At the same time, elevated infrastructure and CapEx requirements could limit near-term free cash flow conversion and operating leverage.
Red Canary Churn Risk
Higher churn in the acquired MDR business can weaken retention and reduce the predictability of recurring revenue within that offering. Management's expectation that elevated churn will continue makes integration and cross-selling execution important to realizing the broader platform opportunity.
Zscaler News
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Zscaler Stock Smart Score
Company Description
Zscaler
Globally recognized, Zscaler, Inc. functions as a leading provider of cloud-based security solutions. Its core offerings include Zscaler Internet Access (ZIA), which ensures secure connectivity for a diverse range of entities – including users, servers, operational technology (OT), and IoT devices – when accessing external resources like software-as-a-service (SaaS) applications and general internet destinations. Complementing this, the Zscaler Private Access (ZPA) solution facilitates secure entry to internal applications residing in private or public clouds and traditional data centers. Zscaler also delivers Zscaler Digital Experience (ZDX), a tool that assesses the complete user journey across various business applications. ZDX then generates a clear, digestible digital experience score for individual users, specific applications, and different locations within an organization. Furthermore, the company's portfolio extends to advanced workload segmentation solutions. This category includes Zscaler Cloud Security Posture Management (CSPM), designed to identify and correct application misconfigurations across SaaS, IaaS, and PaaS environments, thereby minimizing risk and upholding compliance standards. Another key offering is Zscaler Cloud Workload Segmentation, specifically engineered to fortify application-to-application communication within public clouds and data centers. Its objective is to thwart lateral threat propagation, safeguard applications from compromise, and ultimately mitigate the potential for data breaches. The underlying platform is built upon integral components such as the Zscaler Central Authority, Zscaler Enforcement Nodes, and Zscaler Log Servers. Serving a diverse global clientele, Zscaler caters to numerous sectors including aviation and transportation, conglomerates, consumer goods and retail, financial services, healthcare, manufacturing, media and communications, public sector and education, as well as technology and telecommunications. Founded in 2007, the company initially operated as SafeChannel, Inc., before rebranding to Zscaler, Inc. in August 2008. Its corporate headquarters are located in San Jose, California.
- Sector
- Technology
- Industry
- Software - Infrastructure
- CEO
- Jagtar Singh Chaudhry
- Employees
- 8,700
- Website
- www.zscaler.com
- Address
- 120 Holger Way, San Jose, CA, 95134, US
Zscaler (ZS) Earnings & Revenues
ZS Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Zscaler reported 25% revenue and ARR growth, accelerating organic net new ARR, record sales productivity, expanding enterprise adoption, strong Z-Flex activity, improving profitability and substantial momentum in AI security, data security and Zero Trust Everywhere. The main challenges were moderating fiscal 2027 growth guidance, elevated infrastructure costs and CapEx, lower free cash flow margin, workforce restructuring, sales leadership transitions and elevated Red Canary churn.
View all MX:ZS earnings summariesZS Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 3 | 5 |
| Technical Analysis | 3 | 3 | 4 |
| Moving Averages | 11 | 0 | 1 |
