How Investors May Respond To Zscaler (ZS) Expanding Zero Trust Exchange To SMBs Via Carahsoft Partnership

Simply Wall St.08-19

On 18 August 2026, Zscaler, Inc. and Carahsoft Technology Corp. announced an expanded partnership to bring Zscaler’s Zero Trust Exchange platform, via standardized bundles and simplified pricing, to U...

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This shift toward curated, SMB-ready offers and scaled partner enablement could broaden Zscaler’s addressable customer base by targeting previously underserved segments. We’ll now examine how expanding Zero Trust Exchange into the SMB and mid-market via Carahsoft could influence Zscaler’s broader investment narrative. Find 53 companies with promising cash flow potential yet trading below their fair value.AdvertisementZscaler Investment Narrative RecapTo own Zscaler, you have to believe in long term demand for cloud delivered Zero Trust security that justifies today’s premium valuation despite ongoing losses and competitive pressure. The Carahsoft expansion into SMB and mid market could support near term revenue momentum and diversify the customer base, but it does not change the key short term swing factors: execution on large enterprise Zero Trust deployments and the risk of margin pressure from higher infrastructure and go to market spending. Among recent updates, the upcoming Q4 FY2026 earnings report on 3 September 2026 is the most relevant alongside this Carahsoft news, because it will show whether Zscaler’s investments in AI security, broader Zero Trust offerings, and new partnerships are translating into improved operating leverage or simply higher costs. Any signs of lower gross margins or slower ARR growth would sharpen concerns about spending outpacing revenue gains, even as the SMB push seeks to open additional demand. Yet behind this growth story, investors should also be aware that tighter IT budgets could slow Zero Trust rollouts and leave Zscaler more exposed to... Read the full narrative on Zscaler (it's free!)Zscaler's narrative projects $5.1 billion revenue and $131.1 million earnings by 2029. This requires 17.1% yearly revenue growth and a $208.5 million earnings increase from -$77.4 million today.Uncover how Zscaler's forecasts yield a $192.58 fair value, a 4% upside to its current price.Exploring Other PerspectivesZS 1-Year Stock Price Chart More cautious analysts paint a tougher picture, assuming only about 16.7 percent annual revenue growth and no profits within three years, which contrasts sharply with the bullish Zero Trust expansion story tied to the SMB push through Carahsoft.Explore 4 other fair value estimates on Zscaler - why the stock might be worth as much as 36% more than the current price!Decide For YourselfDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your Zscaler research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free Zscaler research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zscaler's overall financial health at a glance.Want Some Alternatives?Opportunities like this don't last. These are today's most promising picks. Check them out now:Invest in the nuclear renaissance through our list of 93 elite nuclear energy infrastructure plays powering the global AI revolution.The future of work is here. Discover the 37 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.Rare earth metals are the new gold rush. Find out which 28 stocks are leading the charge.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Zscaler might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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