Truist raises Zscaler stock price target to $300, maintains buy

Published 30/05/2025, 14:52
Truist raises Zscaler stock price target to $300, maintains buy

On Friday, Truist Securities adjusted its outlook on Zscaler (NASDAQ:ZS) shares, raising the price target to $300 from the previous $260, while reiterating a Buy rating. The revision followed Zscaler’s recent financial results for the third quarter, which surpassed the high end of the company’s own guidance across all metrics. The stock, which has already delivered an impressive 39% return year-to-date according to InvestingPro data, saw a roughly 4% increase in after-hours trading following the positive earnings report. The stock is currently trading near its 52-week high at $270.11.

The company’s success in the quarter was attributed to enhanced sales productivity, reduced staff attrition, and growing demand for its offerings, notably its Zero Trust Everywhere, Data Security Everywhere, and Agentic Operations solutions. With revenue growth of 25.46% and an impressive gross profit margin of 77.45%, Truist Securities highlighted Zscaler’s performance and its potential for ongoing growth, emphasizing the company’s ability to serve as a strategic partner to its customers.

Analysts at Truist Securities emphasized the strength of Zscaler’s platform and its proven capacity to deliver a tangible return on investment for clients. The firm’s confidence in Zscaler’s continued growth trajectory is reflected in the increased price target, suggesting a bullish outlook for the company’s shares. InvestingPro analysis indicates the stock is currently trading above its Fair Value, with 13 additional key insights available to subscribers.

The market’s reaction to Zscaler’s quarterly report and the updated guidance for the fiscal year 2025 was evident in the stock’s after-hours trading movement. Investors seemed to share the optimism of Truist Securities regarding the company’s future performance.

Truist Securities expects Zscaler to maintain its momentum going into the fourth quarter of 2025 and beyond, as indicated by the maintained Buy rating and the raised price target. This outlook is based on the company’s recent performance and its strategic positioning within the cybersecurity industry.

In other recent news, Zscaler has reported impressive financial results for its third fiscal quarter of 2025, with a 23% year-over-year revenue increase to $678 million and a 25% rise in calculated billings to $785 million. The company’s annual recurring revenue (ARR) grew by 23%, reaching $2.9 billion, and is expected to surpass $3 billion by the end of the fourth quarter. Following these strong results, several firms, including KeyBanc, Needham, Rosenblatt Securities, Cantor Fitzgerald, and Mizuho (NYSE:MFG), have raised their price targets for Zscaler, with the highest being $315 from Rosenblatt. These analysts have maintained positive ratings, such as Buy and Overweight, reflecting confidence in Zscaler’s strategic initiatives and market position.

Zscaler’s recent acquisition of Red Canary and the launch of the Z-Flex purchasing program are seen as strategic moves to enhance its platform and customer engagement. The company’s focus on emerging growth areas like Zero Trust security solutions has contributed to its robust financial performance. Zscaler’s management has also revised its full-year forecasts upward, anticipating higher revenue, billings, and earnings per share. Despite macroeconomic challenges, analysts highlight Zscaler’s resilience and effective execution in the cybersecurity space, noting its strong market confidence and innovative strategies.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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