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 that move, according to the analyst cited in the report. The argument is that the company's relative underperformance may not reflect a weaker business, but rather a timing gap: investors have favored other names in the group while Zscaler's story has yet to be re-rated.

For readers, the takeaway is less about a single stock and more about how sector rallies can be uneven. When one company trails its peers, the market is often pricing in a specific concern — growth durability, competition, or valuation — rather than rejecting the entire theme. If that concern fades, the gap can close quickly.

What to watch: whether Zscaler's upcoming results and guidance support the analyst's view, and whether the broader cybersecurity bid holds. A narrowing of the performance gap would suggest investors are rotating within the sector rather than abandoning it, which matters for anyone tracking cybersecurity exposure.