Zscaler Inc. (ZS)
Zscaler Stock Plummets 42% YTD: Should You Hold Tight or Exit?
ZS stock plunges 42% YTD amid the broader industry sell-off, but strong growth, AI bets and improving valuation suggest holding it for now.
Undercovered Dozen: Zscaler, Aeluma, Devon Energy And More
The Undercovered Dozen spotlights 12 lesser-followed stocks and funds with actionable catalysts, valuation disconnects, and sector-specific opportunities. Highlighted ideas include AAOI's underestimated earnings momentum, OXLC's risk-reward in preferreds, and DGRO's quality dividend growth tilt toward financials. Conviction ratings range offer clear rationales tied to sector trends and event-driven catalysts.
Palo Alto Networks vs. Zscaler: Which Cybersecurity Stock Has an Edge?
ZS edges out PANW as strong Zero Trust adoption, rising estimates and lower valuation outweigh Palo Alto Networks' near-term acquisition pressures.
Zscaler: Short-Term Noise, Long-Term Opportunity
Zscaler, Inc. is rated Buy, with a $185 price target, due to elite growth, expanding margins, and a durable AI-driven security moat despite a 60% stock drop. ZS's financials remain robust: FY2026 revenue growth is guided at ~24%, FCF margin ~27%, and Rule-of-40 and Rule-of-62 metrics place it among top-tier software operators. The Zero Trust Exchange and AI-enabled platform provide a self-reinforcing data moat, driving competitive advantage and deepening enterprise integration, especially among Global 2000 clients.
BTIG Cuts Zscaler to Neutral: Has the Cybersecurity Boom Already Been Priced Into This Stock?
Zscaler (NASDAQ:ZS) stock just got downgraded by BTIG from Buy to Neutral, with the firm removing its price target entirely.
Zscaler: A Generational Opportunity To 'Buy' AI Tailwinds At A Discount
Zscaler has experienced a sharp decline, down nearly 40% YTD amid broad software sector weakness and AI disruption fears. I reiterate my "Buy" rating on ZS, seeing no fundamental red flags and viewing the selloff as a dollar-cost averaging opportunity. While AI startups may certainly pose a competitive threat to Zscaler, AI should be a net tailwind as Zscaler's AI-driven workloads increase.
Zscaler: Time To Upgrade Amidst Pessimistic Software Sentiment
Zscaler is upgraded to a "Strong Buy," trading at historically low valuations despite robust growth and mission-critical cybersecurity offerings. ZS posted 26% YoY revenue growth and exceeded guidance, with management guiding for continued high-teens growth and a solid net cash balance sheet. I expect long-term net margins of 30%–35%, driven by operating leverage and AI-driven cost savings, placing ZS at an attractive 20x long-term earnings.
Zscaler's AI Agent Security Push: Will It Be a New Growth Driver?
ZS bets big on AI agent security as enterprise adoption surges, leveraging Zero Trust and massive data scale to capture a fast-growing cybersecurity market.
Zscaler, Inc. (ZS) is Attracting Investor Attention: Here is What You Should Know
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.
Wall Street Analysts See Zscaler (ZS) as a Buy: Should You Invest?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Can Zero Trust Everywhere Adoption Boost Zscaler's Long-Term Growth?
Zscaler's ZS Zero Trust Everywhere strategy is becoming an important growth driver for the company. Zero Trust Everywhere is one of the key growth pillars for ZS, which goes beyond securing users and expands Zscaler's platform across branches and cloud workloads.
Zscaler, Inc. (ZS) Is a Trending Stock: Facts to Know Before Betting on It
Zscaler (ZS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
