Zscaler is on a strong path to reach the $5 billion in ARR. The emerging growth categories are one of the key driving forces in reaching this milestone. The company's revamped GTM strategy is another key enabler to drive ARR growth. Additionally, new initiatives, such as the Z-Flex purchasing program, are driving strong ARR growth. ZS is witnessing strong demand from enterprise customers. It has also been able to expand its customer base, providing further scope for upsell opportunities.
Zscaler (ZS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Zscaler's strong Q3 FY25 results, platform expansion, and growing enterprise adoption support my raised price target of $373, implying 23% upside. The company's Zero Trust Everywhere, Data Security, and Agentic Operations initiatives are driving deeper platform adoption and larger enterprise deals. The new Z-Flex purchasing program enhances customer flexibility and is already boosting bookings, positioning Zscaler well amid macroeconomic uncertainty.
There is a new commodity in the financial markets today, and that is any company in the technology sector that has managed to avoid today's heating geopolitical and economic conflicts, especially those caused by President Trump's recent trade tariffs.
Zacks.com users have recently been watching Zscaler (ZS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Zscaler is uniquely positioned at the intersection of zero-trust security and enterprise AI adoption, leveraging massive data scale for superior threat detection and platform expansion. The company's cloud-native architecture, AI-driven capabilities, and expanding module suite create strong network effects, high switching costs, and robust cross-sell opportunities. Financial momentum is accelerating: 23% revenue growth, 25% billings growth, strong cash flow, and raised guidance support a sustainable mid-20% revenue CAGR through 2027.
ZS closes in on $3B ARR goal as Z-Flex and Zero Trust push momentum.
ZS' agentic operations fuel explosive growth, lifting new ARR categories to a $1B milestone.
Zscaler, Inc. (NASDAQ:ZS ) Bank of America 2025 Global Technology Conference June 5, 2025 10:50 AM ET Company Participants Jagtar Singh Chaudhry - Co-Founder, CEO & Chairman of the Board Conference Call Participants Unidentified Analyst So I'm happy to host today for keynote, Jay Chaudhry we -- here we go. [indiscernible] you should learn from her also.
Zscaler, Inc. (NASDAQ:ZS ) Investor Innovations Briefing Call June 3, 2025 2:30 PM ET Company Participants a - Corporate Participant Adam Geller - Chief Product Officer Ashwin Kesireddy - Vice President of Investor Relations & Strategic Finance Brian Beyer - Co-Founder, CEO & Director Dhawal Sharma - Corporate Participant Jagtar Singh Chaudhry - Co-Founder, CEO & Chairman of the Board Mike Rich - Chief Revenue Officer & President of Global Sales Conference Call Participants Adam Tyler Tindle - Raymond James & Associates, Inc., Research Division Andrew James Nowinski - Wells Fargo Securities, LLC, Research Division Andrew Lodovico DeGasperi - BNP Paribas Exane, Research Division Gray Wilson Powell - BTIG, LLC, Research Division Imtiaz Ahmed Koujalgi - ROTH Capital Partners, LLC, Research Division Ittai Kidron - Oppenheimer & Co. Inc., Research Division Junaid Hamid Siddiqui - Truist Securities, Inc., Research Division Keith Frances Bachman - BMO Capital Markets Equity Research Roger Foley Boyd - UBS Investment Bank, Research Division Saket Kalia - Barclays Bank PLC, Research Division William Joseph Vandrick - Scotiabank Global Banking and Markets, Research Division Yun Suk Kim - Loop Capital Markets LLC, Research Division Yoni Kaplansky - Unidentified Company Ashwin Kesireddy Welcome, everyone. Apologies for the slight delay here.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Zscaler's NASDAQ: ZS share price is expected to reach $360 due to technical price action, favorable analyst sentiment, and the results driving it. The latest price action has this market breaking out to new highs, confirming not only the near-term uptrend but also breaking the market out of a long-term trading range.