This is the only cybersecurity stock that can post big gains, according to one analyst

The cybersecurity sector has rallied broadly this year, but Zscaler has lagged behind many of its peers. According to one analyst, that underperformance may not last. The argument rests on the idea that Zscaler's business model — cloud-based "zero trust" security delivered as a subscription service — could position it to post outsized gains if execution holds up and demand for cloud security persists.

For investors, the takeaway is less about the prediction itself and more about the dynamic it highlights: within a hot sector, individual names can diverge sharply depending on valuation, growth expectations, and timing. A stock that has missed a rally isn't automatically a bargain, nor is it necessarily broken — it may simply reflect different expectations already priced in.

What to watch: the company's upcoming earnings and guidance, customer growth and retention metrics, and whether spending on cloud security remains resilient if IT budgets tighten. Also worth noting is that this is a single analyst's view. Consensus on any stock can shift quickly, and sector momentum can reverse. Treat such calls as one input among many, not a conclusion.