اللهم ارحم والدي واسكنه فسيح جناتك اللهم اغسله بالماء والثلج والبرد ونقه من خطاياه كما ينقى الثوب الأبيض من الدنس يا ارحم الراحمين ، إنا لله وإنا اليه راجعون
$ZS
-33% YTD.
A leader in cloud-native cybersecurity.
This is a $300 stock trading around $150.
Another obvious opportunity to potentially double your money over the long term.
Hit that sub for $1. The research never stops here X fam.
And I still believe many of those are only getting started.
Now I’m watching $ZS.
Look at $CRWD, $PANW, $NET, and even $FTNT for the blueprint.
Unlike many cybersecurity companies that combine endpoint security, hardware, or broad enterprise software, Zscaler is one of the purest cloud-native cybersecurity companies in the market.
Its primary competitors include CrowdStrike, Palo Alto Networks, Cloudflare, Fortinet, Microsoft, $CSCO, and $NTSK, yet Zscaler continues to lead the enterprise Zero Trust and Security Service Edge (SSE) markets.
The company pioneered the Zero Trust Exchange, eliminating legacy VPNs and perimeter firewalls by securely connecting users, applications, workloads, IoT devices, branches, and now AI agents directly through the cloud.
It operates one of the world’s largest inline security clouds, processing more than 500 billion transactions every day across 160+ global data centers, protecting 47+ million users worldwide.
More than 40-45% of the Global 2000 rely on Zscaler, including 748 customers generating over $1M in ARR, while the company continues to deliver elite enterprise retention, and strong recurring revenue.
Zscaler is consistently recognized as a Gartner Leader for Security Service Edge (SSE) and remains one of the clear leaders in Secure Access Service Edge (SASE), two of the fastest-growing segments in cybersecurity.
Global demand continues accelerating.
• Cloud security is expected to grow from roughly $35B today toward $60B-$100B+ over the next decade.
• SASE is projected to compound at roughly 29% CAGR.
• SSE continues growing 25%+ annually.
Management estimates its long-term addressable market now exceeds $100B across users, workloads, applications, AI, branches, and connected devices.
Despite already serving 40-45% of the Global 2000, Zscaler has captured only a small percentage of its total addressable market, leaving a massive runway for continued enterprise expansion, platform adoption, AI security, and long-term recurring revenue growth.
Now recurring revenue continues compounding, AI adoption is exploding, margins are expanding, and management continues raising guidance.
• $ZS: ~$25B market cap
• $CRWD: ~$70B+
• $PANW: ~$110B+
• $NET: ~$30B+
• $FTNT: ~$55B+
Recent growth remains exceptional:
• Q3 FY26 Revenue: $850.5M (+25% YoY)
• TTM Revenue: ~$3.17B (+25%)
• ARR: ~$3.53B (+25%)
• FY26 Revenue Guidance: ~$3.33B (+24–25%)
• FY26 ARR Guidance: $3.74B–$3.75B (+24%)
• Data Security ARR surpassed $500M (+30%)
• Zero Trust Branch ARR tripled YoY
• Cloud Marketplace business more than doubled YoY
• Non-seat ARR growing 100%+
• Z-Flex contract value exceeded $1B
• Record 23% non-GAAP operating margin
• Strong and growing free cash flow
The AI opportunity may be even bigger.
Enterprise AI adoption across the platform continues accelerating rapidly.
• AI Protect surpassed $100M in bookings
• AI applications on the platform increased 4x YoY
• Enterprise AI/ML activity increased by as much as 3,000% in certain environments
• Data transferred to AI platforms increased 93% YoY
These products are increasing platform adoption, expanding wallet share, improving security outcomes, accelerating larger enterprise deployments, and opening another multi-billion-dollar growth opportunity.
Upcoming catalysts include:
• FY26 earnings
• FY27 guidance
• Continued ARR acceleration
• AI Protect expansion
• Agentic AI adoption
• Additional Global 2000 customer wins
• Continued Zero Trust adoption
• Additional AI security product launches
$PANW and $CRWD are phenomenal cybersecurity companies.
But $ZS remains one of the purest ways to invest in Zero Trust, SSE, SASE, and AI-powered cloud security.