Zscaler offers a compelling risk-reward profile after a 34% YTD decline, with fundamentals remaining robust and valuation now attractive. ZS is positioned to benefit from secular zero-trust security adoption, boasting 23%+ revenue growth, ~32% FCF margins, and a $1.65bn net cash buffer. I see 49% upside over 2.2 years driven by market share gains, margin expansion, and potential multiple re-rating as AI becomes an enabler, not a threat.
ZS' Z-Flex bookings hit $290M in Q2 FY26, helping land longer contracts and lift revenue visibility as adoption accelerates.
In the closing of the recent trading day, Zscaler (ZS) stood at $148.87, denoting a -2.14% move from the preceding trading day.
ZS stock rises 24% in a month, but is still 55% below its 52-week high. AI Security momentum and a discounted valuation support holding.
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.
The latest trading day saw Zscaler (ZS) settling at $142.2, representing a +1.71% change from its previous close.
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 (ZS) closed at $136.04 in the latest trading session, marking a +1.44% move from the prior day.
Zscaler (ZS) concluded the recent trading session at $142.66, signifying a +2.18% move from its prior day's close.
ZS' RPO jumps 31% to $6.1B, fueled by big deals and multi-year contracts, signaling strong future revenue visibility and sustained demand.
Zscaler sustains long-term competitiveness through high internal R&D spending, rapid product updates, and a robust Zero Trust architecture, outperforming peers on key security metrics. Despite its early mover advantage wearing off, ZS continues to grow market share and ARPC via a land-and-expand upselling strategy targeting its large enterprise customer base. Key risks include intensifying competition as rivals enhance Zero Trust offerings, but ZS's complementary product suite and upsell opportunities underpin its growth outlook.
In the latest trading session, Zscaler (ZS) closed at $134.34, marking a +2.54% move from the previous day.