Live Report · Updated January 26, 2026

Zscaler vs Electronic Arts

Zscaler and Electronic Arts are featured on this page, which compares business models, financial performance, and market context. The aim is to present neutral, accessible information about how each company creates value, operates in its sector, and the factors shaping its market position. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

Metric

$34.21B

Market Cap

$51.12B

48.27%

Potential Profit

-4.12%

Buy

Analyst Rating

Hold

Why It's Moving

Zscaler Climbs Modestly Amid Anticipation for Upcoming Earnings Beat

Analysts forecast Q2 EPS of $0.89, a 14.1% year-over-year jump, and revenue of $798 million, up 23.17%, highlighting accelerating demand for cloud-native cybersecurity.
Recent analyst updates lean bullish, with multiple buy ratings and price targets up to $290 from firms like BMO Capital and Rosenblatt, reflecting optimism on business momentum.
Despite a premium Forward P/E of 54.34 versus the industry average, Zscaler's PEG ratio of 2.98 supports its growth trajectory amid sector tailwinds.

Sentiment:

🐃Bullish

EA Stock Eyes Earnings Spotlight with Analysts Eyeing Massive Profit Jump Ahead of Q3 Report.

Analysts project Q3 EPS of $4.33, an 85% year-over-year leap, signaling robust recovery potential after Q2's revenue dip tied to tough comparisons from College Football 25.
Full-year fiscal 2026 EPS forecast hits $6.51, up 34% from 2025, highlighting sustained growth in key franchises like Madden NFL 26 and Apex Legends.
Stock has rocketed 39.7% over the past year, outpacing the S&P 500 and communication services sector, though analysts remain split with mostly 'Hold' calls.

Sentiment:

⚖️Neutral

Zscaler Climbs Modestly Amid Anticipation for Upcoming Earnings Beat

Analysts forecast Q2 EPS of $0.89, a 14.1% year-over-year jump, and revenue of $798 million, up 23.17%, highlighting accelerating demand for cloud-native cybersecurity.
Recent analyst updates lean bullish, with multiple buy ratings and price targets up to $290 from firms like BMO Capital and Rosenblatt, reflecting optimism on business momentum.
Despite a premium Forward P/E of 54.34 versus the industry average, Zscaler's PEG ratio of 2.98 supports its growth trajectory amid sector tailwinds.

Sentiment:

🐃Bullish

EA Stock Eyes Earnings Spotlight with Analysts Eyeing Massive Profit Jump Ahead of Q3 Report.

Analysts project Q3 EPS of $4.33, an 85% year-over-year leap, signaling robust recovery potential after Q2's revenue dip tied to tough comparisons from College Football 25.
Full-year fiscal 2026 EPS forecast hits $6.51, up 34% from 2025, highlighting sustained growth in key franchises like Madden NFL 26 and Apex Legends.
Stock has rocketed 39.7% over the past year, outpacing the S&P 500 and communication services sector, though analysts remain split with mostly 'Hold' calls.

Sentiment:

⚖️Neutral

Investment Analysis

Zscaler

Pros

Zscaler has demonstrated strong revenue growth, reaching $2.67 billion in 2025, a 23% increase year-over-year.
The company is a recognized leader in cloud-native zero-trust security solutions, reinforcing its competitive positioning in cybersecurity.
Strong financial metrics include a current ratio of 2.01 and improving free cash flow, with $172 million reported recently.

Considerations

Despite growth, Zscaler continues to report net losses, with a recent loss of $41.48 million in 2025.
The stock is currently trading at a steep premium, which may limit near-term upside and increase valuation risk.
Intense competition in the cybersecurity sector could pressure margins and challenge Zscaler’s market share gains.

Electronic Arts

Pros

Electronic Arts maintains a strong franchise portfolio with consistent revenue generation from popular video games and live services.
The company has capitalized on digital distribution and in-game monetization, driving recurring revenues and margin expansion.
Robust cash flow generation supports investment in new game development and strategic acquisitions to fuel future growth.

Considerations

EA faces increasing competition from both traditional game publishers and new entrants in mobile and cloud gaming.
The gaming industry's cyclical nature and dependence on hit releases can lead to volatile revenue and earnings.
Regulatory scrutiny on in-game monetization practices and evolving consumer preferences present ongoing risks.

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