Zscaler is rated a Buy due to strong demand for AI-driven security solutions and a credible plan to double its annual recurring revenue (ARR) to $7.6 billion by 2031. The company reported $3.8 billion in ARR last quarter, a 25% increase year-over-year, supported by expanding margins and strong operating leverage. Despite competition from Palo Alto and Microsoft, Zscaler's high switching costs, deep enterprise integration, and global infrastructure create durable competitive advantages. Its valuation is reasonable at 10 times enterprise value to revenue, with a fair value estimate of $253.18 per share, implying a 16.8% upside if growth accelerates again.
Zscaler trades at USD 233.73 on Pluang as of Oct 11, 2026 19:41 WIB, up 7.71% in one day. The stock's market cap is $38.11 billion, with an enterprise value of $36.49 billion. Despite strong selling activity on Pluang, Zscaler's price remains well above its 52-week low of $118.05, showing resilience in the technology sector.
Zscaler's shares rose 6% after reaffirming its full-year revenue forecast of $3.91-$3.94 billion and announcing a collaboration with IBM and Red Hat to protect private applications during vulnerability windows. This news boosted the entire cybersecur...
Zscaler CEO Jay Chaudhry has sold 2,852 shares of the company, generating $550,000 from the transaction. This sale could indicate personal financial planning or portfolio rebalancing by the CEO. Investors might watch for any further insider activity ...
Pomerantz LLP is investigating Zscaler for potential securities fraud following the company's Q3 2026 revenue guidance that missed expectations and the departure of its Chief Revenue Officer, Mike Rich. Zscaler's stock fell sharply after both events,...
Zscaler reaffirmed its fiscal 2027 guidance, easing concerns about leadership changes, but Jefferies views its $10 billion annual recurring revenue (ARR) target for 2031 as ambitious. The cybersecurity firm aims for over $8 billion ARR by 2031, imply...
Needham raised Zscaler's price target to $255, citing strong demand for AI-related cybersecurity solutions. Zscaler aims to exceed $8 billion in annual recurring revenue by fiscal 2031, driven by increasing needs to protect against AI-powered cyberat...
