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Is Zscaler’s New CMO Hire Reframing Its Zero Trust and AI Security Narrative for Investors (ZS)?

Simply Wall St · 4d ago
  • Zscaler, Inc. recently appointed Sunil Frida as Chief Marketing Officer to lead global marketing, brand strategy, and go-to-market execution across its Zero Trust and AI security portfolio.
  • Frida’s background at CrowdStrike, Amazon Web Services, and General Electric may help Zscaler sharpen its messaging as AI-driven cyber threats gain urgency.
  • Next, we’ll examine how this senior marketing hire could influence Zscaler’s long-term Zero Trust growth narrative and competitive positioning.

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Zscaler Investment Narrative Recap

To own Zscaler, you need to believe cloud delivered Zero Trust and AI security can keep winning budget as threats grow more automated and complex. The Sunil Frida hire looks incremental rather than a game changer for near term earnings, but could help Zscaler sharpen its Zero Trust and AI story in a crowded market. The key short term catalyst remains execution on large enterprise and federal wins, while the biggest risk is intensifying competition compressing margins.

Among recent updates, Mizuho’s upgrade to Outperform with a focus on Zscaler’s position in SASE and AI safety ties directly into this marketing change. Stronger, clearer messaging around AI security and Zero Trust Everywhere could support demand for newer, lower margin products that are weighing on gross margins, potentially reinforcing the company’s effort to balance growth with a path to sustainable profitability.

Yet behind the AI security opportunity, investors should be aware of the risk that public cloud providers keep folding more security into their platforms...

Read the full narrative on Zscaler (it's free!)

Zscaler's narrative projects $4.7 billion revenue and $139.8 million earnings by 2028.

Uncover how Zscaler's forecasts yield a $328.22 fair value, a 48% upside to its current price.

Exploring Other Perspectives

ZS 1-Year Stock Price Chart
ZS 1-Year Stock Price Chart

Ten fair value estimates from the Simply Wall St Community span roughly US$90 to US$330 per share, with views spread across the entire range. As you weigh those opinions, remember that faster AI driven security adoption could support Zscaler’s Zero Trust catalysts but also intensify competition and pressure margins over time.

Explore 10 other fair value estimates on Zscaler - why the stock might be worth less than half the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.