ZS Stock Recent News

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.

ZS Rises on a Day when the Broad Market was Down

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.

ZS lands major enterprise deals as the adoption of GenAI and SaaS fuels demand for its expanding data security platform.

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.

Cybersecurity companies are relatively well-insulated from macroeconomic headwinds because even when belt-tightening is needed, companies generally don't choose to shut off their digital defenses to save a few bucks. That makes such companies attractive investments right now as tariffs, trade wars, and geopolitical conflicts rattle the U.S. economy and the markets.

The Nasdaq-100 measures the performance of 100 large non-financial companies listed on the Nasdaq Stock Exchange. Year to date, the three best-performing stocks in the index are Palantir Technologies (PLTR 3.36%), Zscaler (ZS -0.98%), and MercadoLibre (MELI -1.36%) as of June 8.