Zscaler, Inc. (ZS)

Zscaler, Inc. (Nasdaq: ZS) is a global leader in cloud security and a pioneer of the "Zero Trust" architecture, designed to protect the modern, perimeter-less enterprise. With a mission to empower organizations to realize the full potential of the cloud and mobility by providing a secure, fast, and seamless digital experience, the company operates the world’s largest security cloud. In the cybersecurity-focused landscape of late 2025, Zscaler, Inc. stock is viewed as an essential "Core" holding, as the rise of generative AI and cloud-native workloads has made traditional firewall-based security obsolete. The company’s "Zero Trust Exchange" platform ensures that users and applications are securely connected based on identity and context, regardless of their location.

Business operations in December 2025 are highlighted by the massive adoption of its "Zscaler AI" suite, which uses machine learning to detect and block sophisticated cyber threats in real-time. Those following ZS stock have cheered the company’s successful expansion into "Data Protection" and "Branch Connectivity" (SD-WAN), which has significantly increased its average deal size and platform adoption. The company’s core products include ZIA (Zscaler Internet Access) and ZPA (Zscaler Private Access), which are now being supplemented by specialized tools for securing "IoT" and "OT" environments. The future business strategy involves a deeper push into "AI Security Posture Management" (AI-SPM), helping firms manage the risks associated with internal AI development. Throughout 2025, Zscaler has demonstrated exceptional growth, maintaining a net retention rate above 120% and achieving record-breaking operating cash flow.

The ZS stock price is currently trading near $215, reflecting the market’s reward for its high-growth trajectory and its role as a critical defender of the digital economy. Analysts monitoring the stock price emphasize the company’s massive total addressable market and its potential to capture a larger share of the $100 billion cybersecurity spend. For those analyzing the market today, the key catalysts include the growth of its government-sector business and the impact of its new AI-driven product launches. As a powerhouse of the cloud security world, the company remains a top selection for growth-oriented tech investors. The rising stock price reflects its role as a master of modern digital trust.