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Zscaler Inc (ZS.NASDAQ) AI OPINIONS & ADVISOR ANALYSIS

Read and compare the 14 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 18 September 2026Deep analysis 20 September 2026

Publisher

Russlan Ramdowar

25 min readAudit All Past Forecasts

14 AI Advisor Reports

Select an advisor report.

Diversity of Models

Diversity of Frameworks

Niccolo Machiavelli AI

Gemini 3.8 Flash

The Insider FrameworkAI Researcher

Price-adjusted rating

Buy

5-Year Return Est.

+93.7%

ZS.NASDAQ does not currently pay dividends

1. Investment Thesis — Base Case

Zscaler is navigating a temporary valuation discount caused by sales restructuring friction and conservative ARR guidance, masking its transition into an entrenched digital infrastructure utility. As federal agencies rush to satisfy OMB Zero Trust mandates and enterprises consolidate fragmented network security into cloud-native SASE architectures, Zscaler's high-margin subscription model re-accelerates. The company leverages its multi-tenant platform to generate compounding cash flows, outlasting appliance competitors. While GAAP metrics remain optically burdened by stock compensation, expanding free cash flow provides self-funding resilience, ultimately driving equity re-rating as institutional capital seeks durable software cash generators.

TTM expanding from $852 million toward $1.6 billion by 2031, sustaining 25%+ margins.
Enterprise value to multiple stabilizing near 28x, supporting steady equity price appreciation.
Long-term market capitalization expanding beyond $55 billion, cross-checked against 20% annualized compound earnings growth.

Historical prices and published forecast

Observed price
Published advisor forecast

Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.

View chart values

Historical prices and published forecast — published chart values
Series	Date	Value (USD)
Observed price	2021-09-16	275
Observed price	2021-09-24	278
Observed price	2021-10-02	262
Observed price	2021-10-10	268
Observed price	2021-10-30	321
Observed price	2021-11-03	329
Observed price	2021-11-19	360
Observed price	2021-11-27	351
Observed price	2021-12-09	303
Observed price	2021-12-29	325
Observed price	2022-01-06	262
Observed price	2022-01-18	259
Observed price	2022-01-26	227
Observed price	2022-02-15	286
Observed price	2022-02-27	245
Observed price	2022-03-03	240
Observed price	2022-03-15	198
Observed price	2022-03-31	243
Observed price	2022-04-08	230
Observed price	2022-04-20	222
Observed price	2022-05-10	150
Observed price	2022-05-18	128
Observed price	2022-06-03	160
Observed price	2022-06-15	139
Observed price	2022-06-27	164
Observed price	2022-07-09	163
Observed price	2022-07-13	148
Observed price	2022-07-25	146
Observed price	2022-08-14	181
Observed price	2022-08-18	170
Observed price	2022-09-03	146
Observed price	2022-09-11	185
Observed price	2022-09-23	159
Observed price	2022-10-05	180
Observed price	2022-10-13	145
Observed price	2022-10-29	154
Observed price	2022-11-06	120
Observed price	2022-11-30	140
Observed price	2022-12-08	116
Observed price	2022-12-16	116
Observed price	2023-01-05	108
Observed price	2023-01-09	105
Observed price	2023-01-29	126
Observed price	2023-02-02	141
Observed price	2023-02-22	131
Observed price	2023-02-26	132
Observed price	2023-03-18	107
Observed price	2023-03-30	114
Observed price	2023-04-07	104
Observed price	2023-04-15	106
Observed price	2023-05-01	88.7
Observed price	2023-05-09	110
Observed price	2023-05-29	133
Observed price	2023-06-02	138
Observed price	2023-06-14	158
Observed price	2023-06-26	142
Observed price	2023-07-16	150
Observed price	2023-07-28	157
Observed price	2023-08-09	141
Observed price	2023-08-17	138
Observed price	2023-09-02	158
Observed price	2023-09-10	160
Observed price	2023-09-26	148
Observed price	2023-10-04	155
Observed price	2023-10-16	172
Observed price	2023-10-28	156
Observed price	2023-11-13	178
Observed price	2023-11-17	187
Observed price	2023-12-07	198
Observed price	2023-12-11	208
Observed price	2023-12-27	225
Observed price	2024-01-04	210
Observed price	2024-01-24	241
Observed price	2024-02-05	232
Observed price	2024-02-09	255
Observed price	2024-02-25	238
Observed price	2024-03-12	201
Observed price	2024-03-20	197
Observed price	2024-04-05	183
Observed price	2024-04-09	189
Observed price	2024-04-17	173
Observed price	2024-05-15	181
Observed price	2024-05-23	172
Observed price	2024-05-31	160
Observed price	2024-06-12	184
Observed price	2024-06-20	179
Observed price	2024-07-06	201
Observed price	2024-07-14	202
Observed price	2024-08-03	169
Observed price	2024-08-07	169
Observed price	2024-08-23	198
Observed price	2024-08-31	191
Observed price	2024-09-08	156
Observed price	2024-10-02	170
Observed price	2024-10-14	197
Observed price	2024-11-03	185
Observed price	2024-11-07	197
Observed price	2024-11-11	200
Observed price	2024-11-23	209
Observed price	2024-12-05	209
Observed price	2024-12-25	186
Observed price	2024-12-29	182
Observed price	2025-01-10	190
Observed price	2025-01-26	192
Observed price	2025-02-11	212
Observed price	2025-02-19	215
Observed price	2025-03-03	189
Observed price	2025-03-15	196
Observed price	2025-03-23	210
Observed price	2025-04-04	175
Observed price	2025-04-24	208
Observed price	2025-04-28	222
Observed price	2025-05-18	251
Observed price	2025-05-22	251
Observed price	2025-06-07	300
Observed price	2025-06-19	304
Observed price	2025-06-27	314
Observed price	2025-07-09	317
Observed price	2025-07-25	286
Observed price	2025-08-06	289
Observed price	2025-08-14	271
Observed price	2025-08-26	268
Observed price	2025-09-15	282
Observed price	2025-09-23	288
Observed price	2025-10-09	312
Observed price	2025-10-17	301
Observed price	2025-11-02	333
Observed price	2025-11-10	328
Observed price	2025-11-26	277
Observed price	2025-11-30	247
Observed price	2025-12-20	232
Observed price	2025-12-24	230
Observed price	2026-01-09	217
Observed price	2026-01-25	213
Observed price	2026-02-06	170
Observed price	2026-02-14	177
Observed price	2026-03-02	149
Observed price	2026-03-06	164
Observed price	2026-03-26	142
Observed price	2026-04-07	139
Observed price	2026-04-11	119
Observed price	2026-05-01	134
Observed price	2026-05-09	151
Observed price	2026-05-21	178
Observed price	2026-06-06	132
Observed price	2026-06-10	125
Observed price	2026-06-30	141
Observed price	2026-07-12	141
Observed price	2026-07-20	150
Observed price	2026-07-28	152
Observed price	2026-08-13	188
Observed price	2026-08-29	186
Observed price	2026-09-10	163
Observed price	2026-09-16	192
Observed price	2026-09-22	210
Published advisor forecast	2026-09-18	197
Published advisor forecast	2026-12-18	201
Published advisor forecast	2027-03-18	209
Published advisor forecast	2027-06-18	222
Published advisor forecast	2027-09-18	237
Published advisor forecast	2027-12-18	247
Published advisor forecast	2028-03-18	252
Published advisor forecast	2028-06-18	267
Published advisor forecast	2028-09-18	280
Published advisor forecast	2028-12-18	291
Published advisor forecast	2029-03-18	294
Published advisor forecast	2029-06-18	309
Published advisor forecast	2029-09-18	321
Published advisor forecast	2029-12-18	338
Published advisor forecast	2030-03-18	341
Published advisor forecast	2030-06-18	355
Published advisor forecast	2030-09-18	369
Published advisor forecast	2030-12-18	380
Published advisor forecast	2031-03-18	387
Published advisor forecast	2031-06-18	399
Published advisor forecast	2031-09-18	407

2. Scenarios & Signals

Bull case

The upside scenario activates if federal defense procurement expands into classified environments while the enterprise sales reorganization drives net new ARR growth back above 20%. Accelerated AI agent security adoption expands platform wallet share, expanding annual past $1.8 billion by 2030. Hyperscaler partnership expansion reinforces pricing power against legacy firewall vendors. Consequently, institutional investors reward the company with premium valuation multiples, pushing the share price above $380.

Bear case

The downside scenario triggers if aggressive hyperscaler bundling by Microsoft and Palo Alto Networks drives brutal pricing degradation across core web security gateways. Slower enterprise cloud migration and persistent executive stock dilution prevent GAAP profitability, keeping operating margins depressed. Net new stalls in single digits while customer acquisition costs climb steeply. Under these conditions, the market multiple contracts toward 15x , driving the stock price below $135.

Current crowd narrative

The crowd views Zscaler as an aging single-product champion whose hyper-growth cycle is spent, anchored by recent guidance forecasting net new deceleration to 4%. Consensus fixates on GAAP operating deficits and sales reorganization friction, believing platform giants like Palo Alto Networks and Microsoft will commoditize standalone SASE. This narrative prices in structural margin ceilings, overlooking robust underlying cash generation.

Alpha-gap assessment

The crowd materially underestimates Zscaler's true economic earnings power by fixating on GAAP net losses and temporary sales reorganization friction, creating noticeable share underpricing. The market's blind spot is treating Zscaler as a vulnerable standalone vendor rather than an entrenched federal regulatory tollbooth. Zscaler already generates $852 million in annual at a 25.4% margin, backed by unassailable FedRAMP High and DoD IL5 authorizations. As federal zero-trust mandates mature and sales productivity normalizes, operating leverage will force a sharp upward re-rating.

Convergence catalyst

The primary convergence catalyst is the FY2027 federal zero-trust compliance deadline, which will trigger an unmistakable acceleration in public-sector billings. Visible re-acceleration in mid-2027 will shatter the deceleration thesis, prompting sell-side multiple expansion. Initial repricing will appear as large-deal disclosures in quarterly reports.

Paywalled preview begins: Macro-regime alignment

From this section to the end-of-preview notice below, research is provided as simplified HTML text and tables. Full access provides the complete interactive interface, charts and additional datasets.

Sentiment and regime

Greed and fear sentiment: -0.4
Expected volatility regime: moderate
Convergence-cycle position: stabilization

Primary drivers

Primary drivers supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
Federal ZERO Trust Procurement Statutory	Executive Order 14028 and OMB M-22-09 mandate federal civilian agency zero-trust migration by FY2027, establishing an inescapable regulatory pipeline for Zscaler. Because Zscaler holds FedRAMP High and DoD Impact Level 5 authorizations across 14 Cabinet departments, compliance rules effectively disqualify uncertified competitors. This regulatory moat converts federal appropriations into non-cyclical, high-retention annual recurring revenue, insulating baseline enterprise earnings from broader macro contraction.	Not available	+28.0%
Secular SASE Enterprise Perimeter Elimin	Corporate migration from legacy VPN hardware to cloud-native Security Service Edge platforms remains an irreversible enterprise architecture shift. Processing hundreds of billions of daily transactions, Zscaler's multi-tenant Zero Trust Exchange creates immense data switching costs and expanding cross-sell momentum. This dynamic drives net expansion rates and elevates free cash flow margins above 25%, compelling institutional investors to re-rate valuation multiples upward as revenue crosses scale thresholds.	Not available	+24.0%
Operating Leverage AND CASH Conversion I	Zscaler's cash generation mechanics are decoupling from GAAP accounting optical losses. With fiscal 2026 free cash flow reaching $852 million at a 25.4% margin, the business demonstrates tremendous underlying unit operating leverage. As cloud infrastructure amortization normalizes and sales reorganization friction subsides, expanding gross profit margins of 77% flow directly to operating cash flow, providing self-funding capital resilience regardless of elevated federal debt-cycle interest rates.	Not available	+21.0%
State Sponsored Cyber Conflict Escalatio	Persistent geopolitical friction across Eastern Europe, the Middle East, and East Asia has transformed cyber defense into sovereign national security infrastructure. Critical infrastructure operators face strict regulatory mandates under CISA and European NIS2 directives to isolate internal networks from public internet exposure. Zscaler's private access architecture eliminates external attack surfaces, positioning the company as an indispensable digital defense instrument that captures prioritized enterprise defense budgets.	Not available	+18.0%

Primary frictions

Primary frictions supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
Persistent Stock Compensation Equity DIL	A persistent delta between negative GAAP net income of -$63.2 million and positive free cash flow highlights extensive stock-based compensation. Insiders systematically extract economic value through equity grants and regular programmatic Rule 10b5-1 selling, diluting public shareholders and depressing GAAP earnings per share. This governance friction caps multiple expansion, forcing the stock to trade at a governance discount until authentic GAAP profitability is permanently achieved.	Not available	-16.0%
Consolidated Platform Competition FROM H	Palo Alto Networks' unified Strata and Prisma platformization alongside Microsoft Entra Suite creates aggressive pricing friction. Enterprise CISOs increasingly favor single-vendor consolidation to reduce software licensing redundancy during prolonged macroeconomic tightening. This enterprise procurement push limits Zscaler's ability to extract premium pricing in commoditized secure web gateway renewals, compressing incremental ARR growth rates toward the low double digits.	Not available	-15.0%
Extended Sales Cycles Under Monetary TIG	With global central banks maintaining policy rates near 4.0% amid sticky inflation, corporate capital expenditure scrutiny has intensified across enterprise software. Multi-million-dollar Zero Trust digital transformation contracts now require CFO-level authorization and phased deployments, elongating sales cycles and dampening short-term billings momentum. This macro friction restricts top-line velocity, reinforcing the conservative net new ARR guidance that currently anchors street sentiment.	Not available	-12.0%
GO TO Market Operational Restructuring F	The ongoing transition to an account-centric enterprise sales model under Chief Revenue Officer leadership introduces near-term quota disruption and rep turnover. Sales force realignment historically causes quota productivity dips before delivering account-tier expansion benefits. This execution drag directly depresses net new annual recurring revenue additions through fiscal 2027, exposing the stock to quarter-to-quarter earnings multiple volatility during transition windows.	Not available	-10.0%

Tail opportunities

Tail opportunities supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
Autonomous AI Agent Security Protocol Standard	The explosive proliferation of autonomous enterprise AI agents in 2027-2028 creates unmanageable lateral network vulnerability, prompting CISA to mandate machine-to-machine zero-trust controls. If Zscaler successfully establishes its AI Data Protection and Agentic Trust suite as the default security broker, enterprise TAM expands by 30%. This development would catalyze accelerating billings growth above 30% annually, driving sudden consensus earnings upward revisions and substantial share price appreciation.	25.0%	+45.0%
DOD Classified Cloud Architecture Deployment Manda	Federal defense authorities grant Zscaler full authority to operate across Secret and Top-Secret defense networks by late 2027, moving beyond unclassified DoD Impact Level 5 environments. Triggered by escalating electronic and cyber warfare threats, this milestone would mandate Zscaler's Zero Trust Exchange across classified military commands. The development would immediately inject hundreds of millions in high-margin federal software contracts, triggering an aggressive valuation multiple expansion beyond traditional enterprise peer averages.	35.0%	+38.0%

Tail risks

Tail risks supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
Catastrophic Cloud Exchange Cryptographic Architec	A zero-day exploit or state-sponsored cryptographic infiltration penetrates Zscaler's Central Authority architecture, allowing unauthorized traffic inspection or lateral network movement across multi-tenant federal environments. Triggered by foreign advanced persistent threat operators around late 2027, such an incident would decimate the company's foundational security reputation. Immediate regulatory investigations, suspended FedRAMP certifications, and customer churn would trigger devastating contract cancellations, collapsing valuation multiples and operating cash flow.	18.0%	-46.0%
Bundled Hyperscaler Commoditization Price WAR	Microsoft and major hyperscalers aggressively bundle native zero-trust identity and secure edge capabilities into standard enterprise productivity suites at marginal or zero cost by 2028. Triggered by slowing enterprise cloud consumption, this predatory bundling would force Zscaler into destructive price competition. Standalone SASE unit economics would deteriorate rapidly, crushing gross margins toward 65%, halting operating leverage, and triggering severe institutional de-rating across software equity portfolios.	28.0%	-32.0%

Step-by-step forecast path

Niccolo Machiavelli forecast path for prediction task predrqst_batch_task__xrefsubjtskconf_3c8fbf43-62c9-50a7-ad4f-e35587a65856__sb7__20260920053028116336
Step	Forecast date	Step change	Projected value (USD)	Scenario rationale
1	December 18, 2026	+2.0%	201.26	Fiscal first-quarter earnings confirm steady subscription billings while sales reorganization disruptions begin stabilizing. Despite macroeconomic pressure from recent Federal Reserve interest rate hikes, resilient enterprise cybersecurity demand cushions sentiment, enabling modest period-over-period valuation recovery.
2	March 18, 2027	+4.0%	209.31	Federal agencies accelerate procurement spending to satisfy upcoming executive zero-trust deadlines. Zscaler captures prioritized public-sector contract awards via its FedRAMP High authorization, offsetting enterprise sales cycle friction and driving renewed institutional buying into early spring.
3	June 18, 2027	+6.0%	221.86	Public sector contract momentum expands into civilian agency deployments, triggering an acceleration in remaining performance obligations. Improved sales rep productivity under the restructured go-to-market organization yields stronger billings execution, propelling substantial quarterly share price appreciation.
4	September 18, 2027	+7.0%	237.40	Fiscal 2027 results reveal net new ARR growth rebounding above guidance expectations, dismantling prevailing market skepticism. Rapid free cash flow generation and margin expansion reassure institutional allocators, sparking significant multiple expansion across growth equity portfolios.
5	December 18, 2027	+4.0%	246.89	Year-end enterprise budget execution drives strong module adoption in private access and data protection. Macroeconomic conditions stabilize as central bank monetary policy pauses, allowing robust software fundamentals to translate into steady period-over-period capital gains.
6	March 18, 2028	+2.0%	251.83	Post-holiday IT budget resets and routine seasonal elongation in software contract closures moderate near-term expansion velocity. Nevertheless, steady customer retention rates and ongoing cloud migration provide essential price support against broader sector profit-taking.
7	June 18, 2028	+6.0%	266.94	Operating leverage reaches a major inflection point as Zscaler reports its first sustained GAAP operating profit. This milestone eliminates a longstanding institutional investment barrier, catalyzing broad-based fund accumulation and upward earnings revisions.
8	September 18, 2028	+5.0%	280.29	Fiscal 2028 full-year results confirm annual free cash flow eclipsing $1.1 billion on 22% top-line expansion. Confirmation of durable profitability and robust federal defense adoption reinforces the equity's power premium, lifting valuation metrics.
9	December 18, 2028	+4.0%	291.50	Accelerating migration away from legacy perimeter firewalls yields substantial large-deal enterprise replacements. Favorable monetary easing across major global central banks lowers discount rates, amplifying returns for premier cash-generating software infrastructure assets.
10	March 18, 2029	+1.0%	294.41	Aggressive competitive discounting from hyperscaler bundles creates transitory friction in middle-market contract renewals. Zscaler's enterprise platform stickiness limits customer defections, resulting in consolidated, range-bound price action during a seasonally slower procurement quarter.
11	June 18, 2029	+5.0%	309.13	European NIS2 regulatory compliance mandates drive an influx of international enterprise bookings across EMEA. Zscaler's expanding sovereign cloud infrastructure captures critical multinational workloads, re-accelerating quarterly subscription revenue growth and driving share appreciation.
12	September 18, 2029	+4.0%	321.50	Fiscal 2029 financial closing exhibits sustained 26% free cash flow margins alongside accelerating cross-sell metrics. With balance sheet net cash expanding, management initiates an expanded share repurchase framework, bolstering investor confidence.
13	December 18, 2029	+5.0%	337.57	Enterprise adoption of autonomous AI agents necessitates specialized identity-based security broker architectures. Zscaler's early lead in agentic traffic inspection converts into high-margin licensing additions, triggering decisive quarterly outperformance relative to broad technology indices.
14	March 18, 2030	+1.0%	340.95	Normal seasonal contract pauses and macroeconomic growth divergence between Western and Asian markets prompt temporary investor consolidation. High recurring revenue visibility and predictable cash conversion prevent significant downside, keeping prices essentially stable.
15	June 18, 2030	+4.0%	354.59	Federal defense contracts expand into classified networks, cementing Zscaler's status as vital national cyber defense infrastructure. High-barrier government procurement victories insulate financial returns and trigger aggressive institutional accumulation across defense-tech allocations.
16	September 18, 2030	+4.0%	368.77	Fiscal 2030 results demonstrate annual revenues crossing the $6 billion threshold with GAAP operating margins exceeding 12%. Robust cash flow compounding and sustained market share gains validate the base-case thesis, driving steady valuation gains.
17	December 18, 2030	+3.0%	379.83	Corporate treasury cash flow deployment into systematic share buybacks successfully neutralizes executive equity dilution. Strong enterprise renewals and favorable year-end budget utilization sustain constructive upward price drift into the new calendar year.
18	March 18, 2031	+2.0%	387.43	Maturing software market conditions and elevated baseline scale naturally moderate percentage growth rates. Stable cash flow yields and unassailable zero-trust competitive positioning attract defensive dividend and value-oriented institutional capital, maintaining positive trajectory.
19	June 18, 2031	+3.0%	399.05	Pervasive enterprise adoption of SASE architectures leaves legacy appliance competitors structurally disadvantaged. Zscaler captures consolidated vendor budgets across the Global 2000, sustaining high-margin cash generation and fueling steady quarter-over-quarter price appreciation.
20	September 18, 2031	+2.0%	407.03	Fiscal 2031 concludes with Zscaler firmly established as a dominant, highly profitable digital security utility. The culmination of federal regulatory lock-in and operational cash conversion yields a fully realized power premium, anchoring final forecast gains.

Advisor and configuration

Advisor: machiavelli__the_insider__google_gemini_3_8_flash__20260902_ga_release
Persona: Niccolo Machiavelli
Archetype: The Insider
Model: 2026-09-02 release
Provider: Google
Mode: RESEARCHER (Web Search Enabled) with High Reasoning and Standard Creativity
Task configuration: machiavelli__the_insider__google_gemini_3_8_flash__20260902_ga_release__equity__json__extnd_invest_thesis_4q_alphassym__ts_num_desc__h5y_s3m__var1__researcher__standard_creativity_high_thinking__batch
Forecast horizon: 5 year
Forecast steps: 20 steps of 3 month
Assembly type: Balanced Assembly
Assembly name: machiavelli__the_insider__google_gemini_3_8_flash__20260902_ga_release RESEARCHER Forecast Assembly
Input format: inmemory_base_placeholders__latest_eod_close_price_with_stats_and_fundamentals__var1
Output format: Equity Extended Investment Thesis (4 Quadrants and Alpha Asymmetry) + Pct Change Timeseries for Close Price with Rationale, (5Y Quarterly)

Read the complete Machiavelli advisor methodology

Configuration components

aiassmprmtcmpnt_b995bbe2-6a15-55be-a576-525904f696e8
aiassmprmtcmpnt_c55d1851-d218-5d30-b83b-54bbda31e2ee
aiassmprmtcmpnt_efec62e4-24c0-556a-8070-775c69b97643
aiassmprmtcmpnt_3c0c459a-0d4a-50ca-87df-c172ec5618aa
aiassmprmtcmpnt_8115cc2a-d418-54b1-a616-49dfa91195f4

Research sources

koalagains.com - vertexaisearch.cloud.google.com
zscaler.com - vertexaisearch.cloud.google.com
appmaisters.com - vertexaisearch.cloud.google.com
globenewswire.com - vertexaisearch.cloud.google.com
netify.co.uk - vertexaisearch.cloud.google.com
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facebook.com - vertexaisearch.cloud.google.com
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tikr.com - vertexaisearch.cloud.google.com
simplywall.st - vertexaisearch.cloud.google.com
executivebiz.com - vertexaisearch.cloud.google.com
zscaler.com - vertexaisearch.cloud.google.com
sec.gov - vertexaisearch.cloud.google.com
stocktitan.net - vertexaisearch.cloud.google.com
okta.com - vertexaisearch.cloud.google.com
zscaler.com - vertexaisearch.cloud.google.com

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