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Zero Trust And AI Security Will Unlock Future Markets

Published
08 Dec 24
Updated
04 Sep 25
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AnalystConsensusTarget's Fair Value
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1Y
81.9%
7D
3.0%

Author's Valuation

US$324.663.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 04 Sep 25

Zero Trust And AI Security Will Unlock Future Markets

Analysts maintained Zscaler’s price target at $324.66, as robust Q4 results, platform leadership, and ongoing ARR growth balanced heightened concerns over valuation and FY26 growth visibility. Analyst Commentary Bullish analysts highlighted Zscaler’s strong fiscal Q4 results, consistent beats across key metrics, and positive initial FY26 guidance as validation of robust growth momentum and a solid go-to-market strategy.

Shared on 07 May 25

Fair value Increased 32%

Zero Trust And AI Security Will Unlock Future Markets

Shared on 30 Apr 25

Fair value Increased 4.96%

Zero Trust Expansion Will Attract New Customers And Upselling Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.26%

Zero Trust Expansion Will Attract New Customers And Upselling Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.44%

Zero Trust Expansion Will Attract New Customers And Upselling Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.25%

Zero Trust Expansion Will Attract New Customers And Upselling Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.47%

Zero Trust Expansion Will Attract New Customers And Upselling Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Zero Trust Expansion Will Attract New Customers And Upselling Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.16%

Zero Trust Expansion Will Attract New Customers And Upselling Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 109%

Zero Trust Expansion Will Attract New Customers And Upselling Opportunities

AnalystConsensusTarget has increased profit margin from 1.5% to 2.4% and increased future PE multiple from 365.5x to 466.9x.