Shared on 08 Jul 26

Fair value Decreased 15%

ZS: Future Returns Will Rely On Zero Trust AI Security Demand

More analysts are cooling on Zscaler after a cautious outlook and questions about sales follow-through, even as demand for its zero-trust and AI security products still looks solid. The big unknown is whether the company can fix execution issues fast enough to earn back investor confidence.

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Shared on 03 May 26

Fair value Decreased 1.21%

ZS: Future Returns Will Rely On Zero Trust AI Security Adoption

Analysts have trimmed the Zscaler fair value estimate by about $3 to roughly $228, reflecting lower price targets across the Street as peer security multiples reset, while still highlighting healthy core fundamentals and product momentum. Analyst Commentary Recent research on Zscaler reflects a mixed but engaged analyst community, with widespread price target reductions alongside generally constructive views on the core business, product pipeline, and longer term opportunities in zero trust and AI security.

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Shared on 18 Apr 26

Fair value Decreased 24%

ZS: Future Returns Will Rely On Zero Trust AI Security Leadership

Analysts have trimmed the Zscaler fair value estimate from about $304 to $230 as they recalibrate price targets in line with lower peer multiples, slightly softer growth and margin assumptions, and ongoing sector wide multiple compression, even as many still highlight healthy core fundamentals and long term opportunities. Analyst Commentary Recent research on Zscaler reflects a mixed but generally constructive view, with many firms cutting price targets while maintaining positive ratings.

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Shared on 20 Feb 26

Fair value Decreased 4.20%

ZS: Future Returns Will Rely On Zero Trust AI Security Leadership

Narrative Update: Zscaler We trim our Zscaler fair value estimate by about $13 to $304, reflecting lower assumed profit margins and a slightly less aggressive future P/E multiple, while analysts broadly reduce price targets on the stock even as they continue to highlight its Zero Trust leadership, AI security exposure, and potential for earnings beats. Analyst Commentary Recent Street research on Zscaler has shifted toward lower price targets, but most firms still frame the company as a key Zero Trust and AI security player with ongoing execution questions rather than a broken growth story.

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Shared on 05 Feb 26

Fair value Decreased 0.24%

ZS: Future Returns Will Rely On Expanding Zero Trust AI Security Adoption

Analysts have lowered their price targets for Zscaler by roughly $40 to $50, placing them in the $300 to $320 range. This reflects survey feedback on security budgets, shifts in peer multiples, and mixed read-throughs from recent ARR and emerging product trends.

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Shared on 22 Jan 26

Fair value Decreased 3.01%

ZS: Future Returns Will Rely On Expanding Zero Trust And AI Security Demand

Analysts have nudged their implied price expectations for Zscaler lower, trimming the fair value estimate by about US$10 to US$318.35. Recent cuts and modest increases in price targets across firms reflect more cautious views on security spending, peer multiples and competitive trends, even as research notes still point to solid ARR performance and interest in emerging products.

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Shared on 15 Dec 25

ZS: Future Returns Will Rely On Expanding Demand For Zero Trust Security

Analysts have modestly trimmed our Zscaler price target by a low single digit percentage to reflect slightly higher discount rates and a more balanced interpretation of Q1 results. Strong ARR growth and traction in emerging products were partially offset by mixed guidance, underwhelming bottom line performance, and uneven disclosure around inorganic contributions.

30 views

Shared on 01 Dec 25

Fair value Increased 0.075%

ZS: Future Returns Will Rely On Sustained Demand For Cybersecurity Solutions

Zscaler's analyst price target saw a marginal increase of $0.25. Analysts cited solid emerging product traction and improved profit margin expectations, despite mixed operational results.

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Shared on 17 Nov 25

Fair value Increased 1.02%

ZS: Future Share Performance Will Depend On Cybersecurity Demand And Competitive Dynamics

Zscaler's analyst-driven fair value estimate has increased slightly to $327.98 per share. This reflects ongoing optimism among analysts about continued growth opportunities in cybersecurity and resilient fundamentals, despite sector volatility.

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Shared on 04 Sep 25

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.

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Shared on 07 May 25

Fair value Increased 32%

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Shared on 30 Apr 25

Fair value Increased 4.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Decreased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 16 Apr 25

Fair value Decreased 0.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

Fair value Increased 0.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 0.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

Fair value Increased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 10 Mar 25

Fair value Increased 109%

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

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Zero Trust And AI Security Will Unlock Future Markets

ZS: Future Returns Will Rely On Zero Trust AI Security Demand

ZS: Future Returns Will Rely On Zero Trust AI Security Adoption

ZS: Future Returns Will Rely On Zero Trust AI Security Leadership

ZS: Future Returns Will Rely On Zero Trust AI Security Leadership

ZS: Future Returns Will Rely On Expanding Zero Trust AI Security Adoption

ZS: Future Returns Will Rely On Expanding Zero Trust And AI Security Demand

ZS: Future Returns Will Rely On Expanding Demand For Zero Trust Security

ZS: Future Returns Will Rely On Sustained Demand For Cybersecurity Solutions

ZS: Future Share Performance Will Depend On Cybersecurity Demand And Competitive Dynamics

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