TickrTrends ZS fair value analysis

Zscaler CEO Highlights AI Security Surge, Zero-Trust Momentum at Citi Conference

finance.yahoo.com · 2026-09-12

Zscaler (NASDAQ:ZS) CEO and Founder Jay Chaudhry said the company entered fiscal 2027 with an expanded product portfolio, improving sales momentum and growing customer interest in AI security and zero-trust architecture. Speaking at Citi’s TMT Conference with Fatima Boolani, Chaudhry said Zscaler’s

TickrTrends take: Zscaler's leadership commentary on AI security demand and zero-trust adoption reflects operational momentum that could support revenue growth, which is relevant context for evaluating whether the current undervalued designation holds. As a technology company operating in the competitive security space, the company's ability to convert these market trends into sustained margin expansion will be a key metric for valuation reassessment. Investors tracking the undervalued status should monitor whether management's confidence in these growth drivers translates into guidance raises and market share gains in upcoming quarters.

Read the full story at finance.yahoo.com →

Is ZS undervalued? See TickrTrends' fair value analysis →