Zscaler’s Credibility at a Crossroads Amid Conflicting Signals

The investment case for cybersecurity firm Zscaler is facing a severe test of confidence. Conflicting signals from Wall Street analysts and a major commercial milestone have created a tense environment for the stock, leaving investors to weigh deteriorating sentiment against tangible evidence of business strength.

In a significant operational development, Zscaler announced it has surpassed $1 billion in sales through the Amazon Web Services (AWS) marketplace. The company was concurrently named the “AWS Marketplace Partner of the Year 2025.” This achievement serves as concrete proof of its robust distribution capabilities and demonstrates that its zero-trust security solutions continue to see substantial demand, even when sold alongside the offerings of Read more...