Seeking Alpha
14 Oct 2026, 09:28 UTC · 1h ago
Zscaler: The Best Value In Cybersecurity Already Got Its Re-Rating
Impact · against what's priced in
The article is a non-event for Zscaler as the market has already absorbed the weak FY27 guidance and AI-related competitive risks. No material new information is provided for CrowdStrike or Palo Alto Networks beyond their roles as valuation benchmarks.
- ZS+0.00
Already priced in
- The price assumes
Revenue growth decelerating... down to roughly the 11.9% the reverse-DCF requires
The article's warning about weak FY27 guidance for net new ARR aligns with the revenue deceleration the market has already baked into the current price.
What ZS's price assumes · Sep 11
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