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Zscaler (NasdaqGS:ZS) has been named 2026 Google Cloud Partner of the Year for Security.
The award recognizes the company’s work with Google Cloud on AI Security and Zero Trust offerings.
The partnership highlights Google Cloud as a key channel for Zscaler’s cloud based cybersecurity services.
Zscaler, trading at $139.61, sits at the intersection of cloud security and AI Security, areas that are drawing increasing attention from enterprises. The stock shows a mixed return profile, with a 13.8% gain over the past week contrasted with a 36.7% decline year to date and a 29.0% decline over the past year, while the 3 year return stands at 51.2%. That backdrop makes this new recognition from Google Cloud an important piece of context for investors tracking NasdaqGS:ZS.
The 2026 Google Cloud Partner of the Year Award for Security signals deeper alignment around Zero Trust and AI powered offerings that are central to many enterprise security roadmaps. For readers, the key question is how effectively Zscaler can translate this partnership into broader product adoption and durable customer relationships over time. This development provides a fresh data point to monitor alongside share price moves and future business updates.
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NasdaqGS:ZS Earnings & Revenue Growth as at Apr 2026
We’ve flagged 1 risk for Zscaler. See which could impact your investment.
This award gives Zscaler extra visibility inside the Google Cloud ecosystem at a time when many enterprises are reassessing security stacks around AI deployments. Being recognised specifically for Security in the Application category highlights how tightly its Zero Trust Exchange platform is tied into Google Cloud’s AI-powered infrastructure, which can matter when customers prefer vendors that are already integrated with their chosen cloud. For you as an investor, the partnership points to a clearer distribution path and potential for larger, multi-year deals on Google Cloud Platform, sitting alongside existing channels rather than replacing them.
The focus on AI Security and Zero Trust Everywhere supports the narrative that Zscaler is targeting higher-value cloud security budgets with platform-wide offerings.
Growing reliance on large cloud providers such as Google Cloud could challenge the narrative if those providers expand built-in security that competes more directly with Zscaler.
The award highlights application-level AI security use cases that may not be fully captured in earlier narratives built around broader Zero Trust adoption and appliance replacement.
Story Continues
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⚠️ Deepening ties with Google Cloud could increase dependence on one channel at a time when large platforms like Microsoft and Amazon also push their own security stacks.
⚠️ Analysts have flagged one key risk, including concerns around insider selling, which may matter if sentiment weakens after a period of share price volatility.
🎁 Earnings are forecast to grow 49.84% per year, which, if achieved, would support the case that demand for cloud-based AI Security and Zero Trust remains strong.
🎁 Zscaler is trading at 39.7% below one estimate of its fair value, giving some investors a potential margin of safety if they agree with the underlying assumptions.
From here, it is worth tracking whether the Google Cloud partnership translates into measurable gains, such as higher adoption of AI Security offerings, growth in large enterprise contracts, or new joint solutions that stand out against competitors like Palo Alto Networks, CrowdStrike and Fortinet. Keep an eye on how much management attributes future customer wins or product uptake directly to the Google relationship, as well as whether Zscaler secures similar recognition with other hyperscale clouds. Any updates to guidance, earnings estimates, or risk disclosures will help show whether this award is reflected in the broader business trajectory.
To ensure you’re always in the loop on how the latest news impacts the investment narrative for Zscaler, head to the community page for Zscaler to never miss an update on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include ZS.
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