Simply Wall Street7/11/2026Neutral (0.138)
Is Zscaler (ZS) Undervalued Following Coforge’s AI Security Launch?
Zscaler's stock is under recent scrutiny after Coforge launched its AI-driven SecureEdge2Cloud Zero Trust solution, built on Zscaler's technology. Despite this partnership highlighting their role in AI security, the stock has been volatile, raising questions about whether current investor sentiment signals a true repricing of the business or just a rebound from a previous drop. The article explores different valuation views, including an "undervalued" narrative based on long-term Zero Trust and AI security demand, contrasted with a sales-based valuation suggesting it's expensive relative to the US Software industry.
