Accelerated Cloud Adoption And Zero Trust Will Secure Digital Futures

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

08 Jun 25

Updated

06 Jun 26

Views

193

06 Jun

US$129.52

AnalystHighTarget's Fair Value

US$245.26

47.2% undervalued

1Y

-57.5%

7D

0.2%

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1Y

-57.5%

7D

0.2%

You can edit this narrative until Jun 7 2:10 PM. Then, changes will post as Updates.

Author's Valuation

US$245.2647.2% undervalued

AnalystHighTarget Fair Value

Shared on 06 Jun 26

Fair value Decreased 21%

ZS: AI Security Demand Will Drive Long Term Upside Despite Reset Expectations

Wall Street cuts back its expectations for Zscaler after softer guidance and leadership changes, but still points to rising demand for Zero Trust and AI-focused security as a long-term driver. A new deal to buy Symmetry Systems and growing momentum in newer security products could help rebuild confidence if growth becomes clearer.

21 views

Shared on 23 May 26

Fair value Decreased 3.54%

ZS: AI Security And Platform Expansion Will Drive Long Term Upside

Wall Street lowers its view of what Zscaler is worth, but not because the business is slipping—research points to strong demand for secure access and growing interest in its newer AI-focused security products. The bigger question is whether new offerings and recent guidance increases can keep powering growth even as investors get more cautious about the whole software sector.

23 views

Shared on 04 Apr 26

Fair value Decreased 1.26%

ZS: Zero Trust AI Security And Data Sovereignty Set To Drive Upside

The analyst price target for Zscaler is adjusted slightly lower to $320.14, reflecting peer multiple compression across cybersecurity software. At the same time, analysts continue to highlight a healthy core business, expanding platform opportunities such as Red Canary and Agentic Exchange, and supportive views on AI security demand from recent research.

21 views

Shared on 21 Mar 26

Fair value Decreased 0.47%

ZS: Zero Trust AI Security And Data Sovereignty Will Drive Future Upside

Analysts have trimmed the average price target for Zscaler, reflecting sector wide multiple compression. They continue to highlight a healthy core business, improving go to market execution, and new opportunities such as Red Canary and Agentic Exchange.

15 views

Shared on 06 Mar 26

Fair value Decreased 16%

ZS: Zero Trust And AI Security Plus AI Defense Will Drive Future Upside

The analyst price target for Zscaler in our model has been revised lower from about $389 to about $326 as analysts factor in more moderate revenue growth assumptions, slightly higher discount rates, improved margin expectations, and lower future P/E multiples amid broader multiple compression across security software peers. Analyst Commentary Recent Street research on Zscaler reflects a mix of reduced price targets and generally supportive ratings, with many firms maintaining positive views on execution, margins, and the long term opportunity despite sector wide multiple compression.

16 views

Shared on 07 Jan 26

Fair value Increased 1.09%

ZS: Zero Trust And AI Security Momentum Will Drive Long Term Upside

Analysts have nudged our Zscaler fair value estimate higher to about US$389 from US$385, reflecting a blend of slightly softer modeled revenue growth, modestly better margin expectations, and updated price targets that balance mixed ARR disclosure with continued confidence in emerging product traction and long term Zero Trust and AI security demand. Analyst Commentary Street research around the latest quarter paints a largely constructive picture, with price targets moving in both directions but commentary skewing toward confidence in Zscaler's execution on growth initiatives, especially in Zero Trust, AI Security, and Data Security offerings.

19 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$245.26

47.2% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

14.44%

Historical revenue growth rate

29.21%

Software revenue growth rate

1.59%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.81%

Calculation

US$239.24m

Earnings '29

x

239.25x

PE Ratio '29

=

US$57.24b

Market Cap '29

US$57.24b

Market Cap '29

/

181.18m

No. shares '29

=

US$315.91

Share Price '29

US$315.91 Share Price '29

Discounted to 2026 @ 8.84% p.a.

=

US$245.02

Fair Value '26