Zscaler Launches Agentic SOC AI Security Platform With Anthropic and OpenAI

โดย Simply Wall St·US·Read original
Summary · why it matters

Zscaler launched its Agentic SOC, an AI-first security operations platform that combines proprietary telemetry, a large decoy mesh network, and integrated zero trust controls with third-party tools to detect and contain threats at machine speed. The platform uses AI agents co-developed with Anthropic and OpenAI, trained on a decade of frontline SOC experience and powered by more than 750 billion daily zero trust transactions to automate complex threat investigation and response. The launch follows the June expansion of Zscaler's Zero Trust SASE with the ZAgent Framework and new browser, endpoint, and cloud controls, both moves deepening Zscaler's role as an integrated security and AI operations platform. Zscaler's narrative projects $5.1 billion revenue and $132.0 million earnings by 2029, yielding a $196.95 fair value, a 6% downside to its current price, while some of the lowest estimate analysts assume revenue of about US$5.2 billion and earnings near US$50 million by 2029 and worry that acquisitions and aggressive AI investment around Agentic SOC could keep margins subdued even if topline keeps growing.

Impact on assets 2

Cybersecurity & Digital Trust▲ · 2 stocks
ZSCALER INC. DL-,001
0ZC
▲ PositiveTechnologyrelevance

Same Zscaler Agentic SOC launch, the AI-first security operations platform, applies to this Zscaler listing.

Zscaler Inc
ZS
▲ PositiveTechnologyrelevance

Zscaler launched its Agentic SOC AI-first security operations platform co-developed with Anthropic and OpenAI, deepening its integrated security and AI operations offering.

Theme Impact 3

Off-coverage companies 2

AnthropicPrivate▲ Positive
Technologyrelevance

Anthropic co-developed the AI agents powering Zscaler's new Agentic SOC platform.

OpenAIPrivate▲ Positive
Technologyrelevance

OpenAI co-developed the AI agents powering Zscaler's new Agentic SOC platform.

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