AU · rank #19 · 2026-10-20
ZS
NASDAQ · $35.94B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.023 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.02 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 10 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.193 |
| Analyst upside Consensus target $233.38 | +9.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +57.03% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.41 |
| Gross margin TTM | +76.9% |
| 52w high | $336.99 |
| Market cap (USD) | $35.94B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Zscaler operates a cloud-native Zero Trust Exchange platform that secures distributed users, applications, workloads, and AI agents across global data centers and private edge sites.
Rationale
Robust sell-side momentum with 28 price target raises in 30 days and 85.7% revision agreement validates the analyst upside signal following Q4 earnings and reaffirmed FY27 guidance at Investor Day.
Material risks
- 1Potential commoditization or shift of AI-security controls toward hyperscalers, endpoint, or browser-native solutions could impair Zscaler's standalone platform positioning.
- 2Revenue and ARR growth slowing to ~17% in FY27 paired with high analyst target dispersion (57.1%) exposes the valuation to execution misses.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.