Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$31.3B
163M shares
52-week range
$114.63 – $336.99
36% from low
Sector
SERVICES-COMPUTER PROGRAMMING SERVICES
Exchange
NASDAQ
CS
P/S (TTM)
9.3
EV / FCF (TTM)
37.5
Zscaler is a software-as-a-service, or SaaS, firm focusing on providing cloud-native cybersecurity solutions to primarily enterprise customers. Zscaler's offerings can be broadly partitioned into Zscaler Internet Access, which provides secure access to external applications, and Zscaler Private Access, which provides secure access to internal applications. The firm is headquartered in San Jose, California, and went public in 2018.
www.zscaler.comNo one on the platform currently holds ZS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 230,460 | $32.3M |
| Bridgewater Associatesas of 2025-12-31 | 5,518 | $1.2M |
No one on the platform has traded ZS yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | 25.4% | 37.9% | ||||
| Profit Margin % | -1.9% | -10.9% | -17.5% | |||
| Free Cash Flow Margin % | 25.4% | 24.3% | 14.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +10.9% on the P/E track.
At today's price, your expected annual return is +16.5% on the P/E track.
At today's price, your expected annual return is +21.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $3.9B | +17.9% | $4.88 | $4.54–$4.94 | 39.7× | 22 |
| 2028 | $4.6B | +16.3% | $5.60 | $4.79–$6.45 | 34.6× | 24 |
| 2029 | $5.3B | +15.7% | $6.50 | $2.36–$11.03 | 29.9× | 7 |
| 2030 | $6.1B | +16.1% | $7.09 | $6.93–$7.37 | 27.3× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-09-03 | $1.09 | $1.19 | +9.2% |
| 2026-05-26 | $1.01 | $1.08 | +6.9% |
| 2026-02-26 | $0.89 | $1.01 | +13.0% |
| 2025-11-25 | $0.86 | $0.96 | +12.1% |
| 2025-09-02 | $0.80 | $0.89 | +11.2% |
| 2025-05-29 | $0.75 | $0.84 | +11.7% |
| 2025-03-05 | $0.69 | $0.78 | +13.5% |
| 2024-12-02 | $0.63 |
| $0.77 |
| +22.2% |
| $127.2B |
| — |
| MPWRMonolithic Power Systems, Inc. | $1143.98 | +0.06% | $56.2B | — |
| NXPINXP Semiconductors N.V. | $224.49 | +0.12% | $56.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ZS Between tomorrow and Thursday this will be 200+
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$ZS took$7400 profit on this callout. Been following Steve since 2019
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$SPY $CRWD $PANW $ZS Watchlist. Cyber Security should have a spot in your portfolio #pivotgroup✅🎁
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$ZS WE mentioned to Load the BOAT with ZS
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I'm long first 3 and short 4 - $ZS $CRWD $PANW $RBRK - YMMV - Also Rubrik has very bad management that had misled investors 10 quarters in a row!
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$ZS Yesterday up 17% on incredible high volume, so far today down less then 1% ( at the moment) on no volume. This stock will break $200 quickly and way above that.
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$ZS $CRWD $PANW $DDOG Shorts are going to get hit again. Digesting yesterdays gains nicely.
View on StockTwits ↗$ZS $PANW $CRWD $DDOG $SNOW rally is not over for these. Far from it. Let's get by fed decision tomorrow. I believe .25 raise and if Warsh is not hawkish answering questions, I believe we might even rally tomorrow. Of course oil is an issue, but I wouldn't want to be short here. 1 tweet and you could be killed. Just my opinion.
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Yesterday’s market action made the message pretty clear: AI hardware took pressure, while cybersecurity stocks moved sharply higher. The debate isn’t necessarily about stopping AI. It’s about giving security, governance and infrastructure time to catch up with the speed of AI deployment. Trump’s live call with Nvidia CEO Jensen Huang was also telling. Huang pushed back on the idea of an AI slowdown, reinforcing the view that the U.S. intends to keep moving aggressively in AI. But whether AI accelerates or slows temporarily, one thing doesn’t change: More AI = more attack surfaces. That puts cybersecurity directly in the middle of the next phase. $CRWD , $PANW , $ZS and $OKTA all showed strong relative strength yesterday, with investors rotating toward identity, endpoint, cloud and AI-security infrastructure. My focus now is less on “AI slowdown” and more on where AI spending is being redirected. If AI keeps expanding, security demand expands with it.
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$ZS strong volume day here followed by a strong candle. Current level around 192 is strong resistance but, a clear pivotal point. When breakouts are clear, it usually results in more people wanting to trade the breakout. Moving $ZS up to top of my list.
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