Ransomware surge boosts Netskope to Strong Buy, Zscaler rated Buy amid AI-driven cybersecurity shifts

Netskope, Inc. is rated Strong Buy due to accelerating growth, improved margins, and strong protection against data breaches, driven by rising ransomware threats and the shift towards AI-exploited vulnerabilities. Zscaler, Inc. is rated Buy but faces challenges like slowing growth, leadership changes, and capital expenditure risks. The cybersecurity sector is rapidly re-rating as AI increases vulnerabilities and cyberattack methods evolve, emphasizing the importance of cloud-based zero-trust network security over traditional VPNs. Key risks include sector overvaluation and competition from established single-platform providers like Palo Alto Networks and CrowdStrike.

As cybersecurity firms like Netskope gain attention for their growth and AI-driven security solutions, Zscaler continues to hold steady in the market. On Pluang, Zscaler shares trade at USD 261.28 with a slight 0.32% increase as of Oct 28, 2026 01:02 WIB. The stock shows strong investor interest with 89% of orders as buys and a market cap of $42.47 billion, reflecting ongoing confidence despite sector challenges.