P0 Security Partners with Zscaler to Enhance Zero Trust Security
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 24 2026
0mins
Should l Buy ZS?
Source: Yahoo Finance
- Strategic Partnership: P0 Security has formed a new technology partnership with cloud security leader Zscaler, joining the Zscaler Technology Alliances Program to help organizations extend Zero Trust access in modern production environments, enhancing security and flexibility.
- Dynamic Authorization Model: P0 Security's Zero Standing Privilege model replaces persistent access with short-lived, policy-driven permissions that are automatically revoked after tasks are completed, thereby strengthening control over sensitive infrastructure and reducing potential risks.
- Addressing Complexity: As enterprises adopt cloud platforms and distributed infrastructure, traditional static permission management methods face challenges; P0 Security's solution helps organizations effectively manage evolving permissions through dynamic, policy-driven authorization models, improving engineering velocity.
- Market Demand: The partnership between P0 Security and Zscaler reflects the growing demand for identity-first security models that provide robust security for both human and agentic identities in hybrid environments while reducing operational friction for developers and platform teams.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ZS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ZS
Wall Street analysts forecast ZS stock price to rise
30 Analyst Rating
24 Buy
6 Hold
0 Sell
Strong Buy
Current: 130.680
Low
260.00
Averages
325.62
High
390.00
Current: 130.680
Low
260.00
Averages
325.62
High
390.00
About ZS
Zscaler, Inc. is a cloud security company. The Company has developed a platform incorporating core security functionalities needed to enable fast and secure access to cloud resources based on identity, context and an organization’s policies. Its Zscaler Zero Trust Exchange platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Its solution is a purpose-built, multi-tenant, distributed cloud platform that incorporates the security functionality needed to enable users, applications, and devices to safely and efficiently utilize authorized applications and services based on an organization’s business policies. It delivers its solutions using a software-as-a-service (SaaS) business model and sells subscriptions to customers to access its cloud platform, together with related support services. It offers a security platform that combines its platform with automated security operations.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

- Workday Performance: Workday's revenue increased by 3% in the latest reporting period.
- Salesforce Growth: Salesforce reported a 2% rise in sales.
- Zscaler and Intuit Results: Zscaler's revenue grew by 1.4%, while Intuit saw a 1.7% increase.
- ServiceNow and Datadog Updates: ServiceNow's revenue was up by 2.6%, and Datadog experienced a 0.7% growth.
See More

U.S. Software Stocks Surge: U.S. software stocks have experienced a significant increase following a positive annual revenue forecast from Atlassian.
Atlassian's Revenue Growth: The company has raised its annual revenue forecast, indicating strong performance and optimism in the software market.
See More
- Boeing's Strong Earnings: Boeing's first-quarter results exceeded expectations with record revenue and profit, achieving the highest backlog levels across its commercial, defense, and services segments, and while free cash flow remains negative, it shows significant improvement from last year, indicating early success of CEO Kelly Ortberg's turnaround strategy.
- GE Vernova's Blowout Performance: GE Vernova reported a significantly better-than-expected first quarter, with shares jumping nearly 8%, as natural gas turbine orders are sold out through 2028, and the electrical grid equipment segment is booming due to surging demand from data centers, highlighting strong market demand driven by AI infrastructure development.
- Capital One's Earnings Miss: Capital One missed earnings and revenue expectations in a noisy quarter, and while Barclays raised its price target to $250, we lowered our target to $255 to reflect concerns over credit card business pressures amid worries about consumer spending.
- Adobe's Stock Buyback Plan: Adobe announced a long-term $25 billion stock buyback plan set to run through 2030, with shares rising nearly 3% on the news, demonstrating the company's confidence in future growth despite facing challenges from AI disruptions this year.
See More
- Rating Downgrade: Morgan Stanley downgraded Zscaler's rating from Overweight to Equal-weight and cut the price target from $200 to $155, primarily due to increasing competition in the Secure Access Service Edge (SASE) space, which has weakened market confidence in its future growth.
- Performance Outlook: While Zscaler's ZDX achieved $100 million in annual recurring revenue with an 80% year-over-year increase, analysts noted that the slow integration of Red Canary has failed to provide the expected market momentum, impacting the overall growth narrative of the platform.
- Market Reaction: Zscaler's shares dipped about 1% in premarket trading on Tuesday and have fallen over 35% year-to-date, significantly exceeding the security sector's average decline of 24%, indicating that the market has partially priced in the analysts' cautious outlook.
- Competitive Pressure: Analysts warned that as customers evaluate broader platform vendors with deeper networking capabilities, Zscaler faces increased competitive pressure in large enterprise deals, leading to elongated sales cycles that could affect its future profitability and market share.
See More
Morgan Stanley's Strategy: Morgan Stanley has adjusted its investment strategy by cutting its overweight position in certain assets to achieve a more equal-weighted portfolio.
Market Implications: This shift indicates a response to market conditions, aiming to balance risk and return across various investments.
See More
- Strong Retail Sales: US March retail sales rose 1.7% month-over-month, exceeding expectations of 1.4% and marking the largest increase in a year, indicating robust consumer spending that could bolster economic recovery and market confidence.
- Earnings Support: UnitedHealth Group (UNH) reported Q1 adjusted EPS of $9.23, significantly above the consensus of $6.57, raising its full-year forecast to above $18.25, which has driven health insurance stocks higher and reflects industry resilience.
- Fed Nomination in Focus: Kevin Warsh's confirmation hearing before the Senate Banking Committee is drawing attention; despite facing an investigation hurdle, Warsh's commitment to an independent Fed and prioritizing inflation control could influence future monetary policy directions.
- International Tensions Impact Oil Prices: WTI crude oil prices fell over 1% as Iran is set to attend peace talks with the US, while the closure of the Strait of Hormuz threatens to exacerbate the global energy crisis, affecting market sentiment.
See More









