The article highlights that Zscaler is well-positioned to benefit from the rising 'zero trust' network architecture trend. Analyst Ittai Kidron from Oppenheimer initiated coverage with an Outperform rating and a price target of $180, indicating a positive outlook for the stock. The company's total addressable market is projected to grow at a 20% CAGR to $23.6 billion in 2026, which further supports the bullish sentiment.