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Zscaler is partnering with Commvault, a company that specializes in data protection and recovery. The goal is to help businesses manage the risks of using AI agents, which are software programs that can act on a company's data. This partnership focuses on making sure those agents only access what they should and providing a way to roll back changes if an AI action causes harm.
For Zscaler, this is a move to stay central as companies shift their focus to AI security. By integrating its "Zero Trust" approach, where every user and action must be verified, with Commvault's recovery tools, Zscaler makes its platform more useful for large customers who are nervous about the security risks of deploying AI across their networks.
Source: PRNewsWire
Guggenheim raised its price target from $214 to $254 after the company confirmed its growth plans for the next few years. This move suggests confidence that the security firm can maintain its momentum even as it changes how it manages its sales teams.
Other analysts have also been nudging their targets higher this week, bringing the average across all firms to about $223. For a long-term owner, these updates show that Wall Street is becoming more comfortable with the company's path toward much higher annual revenue.
Source: Guggenheim
Zscaler held its annual meeting for investors and confirmed that its financial targets for the first quarter and the 2027 fiscal year remain on track. Management used the event to highlight how the company is positioning its security platform to handle the specific risks created by artificial intelligence.
Sticking to these targets is a sign of stability for the business. It suggests that the company is successfully winning over larger corporate clients even as it integrates recent acquisitions like Red Canary. For long-term owners, this consistency supports the view that Zscaler can maintain its growth as more companies move their security from old office hardware to the cloud.
Source: GlobeNewsWire
Zscaler is teaming up with IBM and Red Hat to launch a tool called Autonomous Application Shield. The software helps companies protect their private apps during the risky window of time between when a security flaw is discovered and when a fix, or patch, is actually installed.
This is a smart move for Zscaler because it embeds its security deeper into the way companies build and run their software. By automating the protection of these apps, Zscaler makes its platform more essential to IT teams, which helps keep customers from switching to rivals.
Source: GlobeNewsWire
RBC Capital increased its price target for Zscaler from $210 to $236 while keeping an Outperform rating. This new target sits about 18 percent above the current stock price. The move follows a period of volatility for the shares and suggests the firm remains confident in Zscaler's ability to win large corporate contracts. The average target across all Wall Street analysts now sits at $201.
Source: RBC Capital
Management consistently sets a bar they can clear, delivering eight straight quarters of steady growth that outpaces their own forecasts.
| Expectation | |
|---|---|
| EPS | $1.16 |
| Revenue | $938M |