Zscaler Stock: Wall Street Forecasts More Upside Potential

‌ updated June 18, 2025
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Amid geopolitical and economic uncertainty, especially⁢ trade tariffs, tech companies ‌avoiding these conflicts are attracting investor interest. Zscaler Inc. (NASDAQ:) is one ⁣such company, leading Wall Street analysts ⁢to ⁣boost their forecasts for teh cloud security firm.

Analysts typically avoid endorsing stocks during market volatility. However, ZscalerS strong performance has prompted upgrades, including ⁤one from Wells Fargo analyst Andrew Nowinski in mid-June 2025. Nowinski upgraded Zscaler stock from “Equal Weight”​ to ‌”Overweight.”

The analyst also raised the valuation‍ target to $385 per share, a potential 26.3% increase from its current price.This bullish outlook is further​ supported by a 3.9% decrease in short interest over the past month, signaling waning bearish sentiment.

Zscaler’s first-quarter 2025 results ‌reveal significant growth. The company now ​boasts over 50 million users⁣ and processes 500‍ billion ‍daily⁤ transactions. ⁣Revenue⁤ reached $678⁢ million, a 23% year-over-year increase, demonstrating resilience amid trade negotiations.

The software company’s low-cost structure contributes to high capital retention.⁢ Zscaler reported ⁣gross margins of 80.3% and $119 million in free cash flow. This financial strength⁣ enables share buyback programs and acquisitions,⁢ fueling further expansion. Earnings per share (EPS) grew by 18%⁢ annually.

Institutional ​investors are⁢ also taking note.AQR Capital Management increased its stake in Zscaler by 23.6% in May 2025, ‌bringing its⁤ total position to⁢ $234.7 million. This investment suggests confidence in Zscaler’s ability to ⁤sustain its growth trajectory and meet ⁤Wall Street’s optimistic projections for⁢ Zscaler stock.

What’s next

With strong financials and increasing ⁤institutional investment, Zscaler appears well-positioned to capitalize on its tariff-free status ⁤and continue its growth in the cloud security ‌market. Investors‍ will be watching closely ​to see ⁤if the company can deliver on Wall⁣ Street’s heightened expectations.