Zscaler's expansion into AI-specific security tools and a valuation discount relative to peers position the cybersecurity firm for potential growth as enterprise adoption of agentic AI increases.
Zscaler is a zero-trust cybersecurity leader with strong revenue growth, bullish analyst consensus, and attractive valuation, making it a buy.
Zscaler (NASDAQ: ZS) is emerging as a critical defense against AI-driven cyber threats, leveraging its zero-trust architecture to secure enterprise AI agents. Despite a 55% decline from 2021 highs, the company reported record fiscal 2026 revenue of $3.35 billion and maintains a strong bullish consensus among Wall Street analysts.
Zscaler utilizes a zero-trust architecture that makes corporate network assets invisible to unauthorized users and monitors communications between AI agents to prevent data breaches.