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Zscaler upgraded to Buy from Neutral at BTIG

BTIG upgraded Zscaler to Buy from Neutral with an $185 price target. Fieldwork indicates that demand in the secure service edge has sustainably improved and that large projects which were put on hold in late 2022 / early 2023 are starting to move forward again, the analyst tells investors in a research note. The firm is now confident in Zscaler’s ability to maintain its leadership position in the SSE market despite headlines on increasing competition. BTIG now has a “much higher degree of confidence” in the company’s ability to maintain 30%-plus revenue growth the next few years.

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