Geller Adam sold $2.0M of ZS

Zscaler (ZS) aims to reach $8B in annual recurring revenue by FY2031, a 2.4x increase from current revenue. Analysts' views are mixed, with Morgan Stanley lowering its price target to $185 and UBS raising it to $250. The company's P/S ratio is 10.14x, below its historical median of 18.9x, reflecting market skepticism about growth and profitability.

JP Morgan maintained an Overweight rating on Zscaler (ZS) and raised its price target from $215 to $245. The company's GF Value™ suggests it is 28.2% undervalued, with a GF Score™ of 76/100. Insider selling totaled $6.4M over the past three months. Zscaler operates in cloud-native cybersecurity, serving large enterprises and government agencies.

Zscaler projected over $8B in organic ARR by FY2031 at its Investor Day. Morgan Stanley analysts await client growth before revising their stance.

Zscaler (ZS) reaffirmed its fiscal 2027 guidance and set a fiscal 2031 ARR target of over $8 billion, with a potential upside of $10 billion. Jefferies raised its price target to $250 but called the $10 billion target ambitious, citing growth acceleration challenges. The bank expects 2-3% upside to fiscal 2027 ARR growth, despite near-term attrition risks.

Barclays maintained an Overweight rating for Zscaler (ZS) and raised its price target to $225 from $220. GuruFocus values ZS at $296.22, suggesting a 29.1% undervaluation at its current price of $210.08. The company has a GF Score of 76/100, indicating strong growth and valuation but low profitability. Insider selling totaled $6.4M in the last 3 months.

BNP Paribas kept its outperform rating on Zscaler and raised its price target to $250 from $230. Zscaler's stock is currently trading at $210.90, down 0.64% over 5 days but up 6.11% year-to-date.