Latest ZS news and sentiment

Zscaler, Inc. (ZS)’s Growth Engine Is Strong, But Slowing ARR Could Pressure the Stock

Zscaler, Inc. (NASDAQ:ZS) remains in a phase of robust growth as innovation drives heightened platform adoption. The momentum was evident as it delivered solid fourth-quarter and fiscal 2026 results on September 3. The company's growth story is increasingly expanding beyond its traditional seat-based business, with greater emphasis on data security and Security for AI. On September 4, FBN Securities reiterated an Outperform rating on the stock and raised the price target to $190 from $175, impressed by the strong fourth-quarter results, which indicated improving underlying momentum. The growth

Zscaler’s AI Story Is Accelerating, Its Growth Guide Isn’t

Zscaler Inc. (NASDAQ:ZS) ended the year with 25% ARR growth, while management described AI as "the largest tailwind we have ever seen." That language points to strong confidence in the demand opportunity ahead. At the same time, fiscal 2027 guidance implies that growth could slow by roughly a third. That leaves a meaningful gap between the demand opportunity management is highlighting and the growth trajectory it is actually forecasting. The difference is even more significant because the company's CFO has specifically pointed to the sales transition and the pace of new-product adoption as fac

Zscaler CEO Highlights AI Security Surge, Zero-Trust Momentum at Citi Conference

Key Points Interested in Zscaler, Inc.? Here are five stocks we like better. AI security and zero-trust demand are accelerating: Zscaler expanded its AI-security portfolio from one product to six, with security-for-AI bookings exceeding $100 million over the disclosed 12-month period. However, many customers are starting with smaller purchases before committing to larger deployments. Sales momentum and customer adoption improved: Net-new ARR growth rose from 7% in fiscal 2025 to 17% in the fourth quarter of fiscal 2026, while customers using Zero Trust Everywhere increased from 300 to 950. Zsc

Zscaler Stock Lags Industry Returns in Six Months: Time to Exit?

Zscaler, Inc. ZS has struggled to keep pace with the broader cybersecurity sector. The stock has fallen 0.6% over the past six months, while the broader Zacks Security industry has gained 84.8%. The performance gap becomes even more striking when compared with major peers, including Palo Alto Networks, Inc. PANW, CrowdStrike Holdings, Inc. CRWD and Fortinet, Inc. FTNT. Palo Alto Networks, CrowdStrike and Fortinet have surged 103.5%, 93.4% and 87.3%, respectively, during the same period. Zscaler 6-Month Price Return PerformanceZacks Investment Research Image Source: Zacks Investment Research Th

Zscaler's Z-Flex Surges: Can Flexible Deals Boost Customer Adoption?

Zscaler, Inc.'s ZS Z-Flex offering is emerging as an important growth lever, helping the cybersecurity company deepen customer relationships while making it easier for enterprises to expand across its platform. The momentum was particularly strong in the fourth quarter of fiscal 2026. In the fourth quarter, Z-Flex generated more than $770 million in total contract value (TCV), up more than 60% sequentially. For the full fiscal 2026, TCV exceeded $1.7 billion. Z-Flex offering gives customers multi-year commitments while allowing them to activate or swap modules without starting a new procuremen

Zscaler’s Strong Quarter Still Left Investors Waiting on 1 Key Signal

Key Points Interested in Zscaler, Inc.? Here are five stocks we like better. Zscaler beat fiscal fourth-quarter expectations, with revenue and annual recurring revenue both rising 25% year over year. Management said the sales leadership transition will play out in the first half of fiscal 2027, keeping some uncertainty around the outlook. AI security demand, wider margins and stronger guidance support the bull case, but expected growth deceleration remains a key risk. Zscaler (NASDAQ: ZS) gave the market everything it could ask for in its fiscal fourth-quarter 2026 earnings report: outperforma

Why Zscaler (ZS) Stock Is Down Today

What Happened? Shares of cloud security platform Zscaler (NASDAQ:ZS) fell 4.4% in the afternoon session after the company reported second-quarter results that beat expectations, though conservative guidance for net-new annual recurring revenue weighed on sentiment. Sales, operating profit, and earnings per share exceeded Wall Street's expectations, according to the company's press release. The company reported revenue of $898.2 million vs analyst estimates of $877.2 million (24.9% year-on-year growth, 2.4% beat). Adjusted EPS was $1.19 vs analyst estimates of $1.09 (9.2% beat). Adjusted Operat

There Are A Lot Of Zscaler Inc. (NASDAQ:ZS) Shorts, Says Jim Cramer

Cybersecurity firm Zscaler Inc. (NASDAQ:ZS)'s shares were lower in pre market trading the day the firm reported its fiscal fourth quarter earnings report. The results saw the frm's revenue grow by 25% annualy and its non-GAAP earnings grow by 33%. Additionally, the revenue of $898 million and non GAAP earnings per share of $1.19 beat analyst estimates of $807 million and $1.09. With the shares remaining muted following the release, Crmaer briefly commented on the results in a tweet: "More good ones than bad ones so far...Lotta Zscaler shorts out there. Sorry." Zscaler Inc. (NASDAQ:ZS)'s indust

Zscaler Falls 4% as FY2027 Growth Guidance Overshadows Earnings Beat; CrowdStrike Slips, Palo Alto Holds Steady

Quick Read Zscaler sank 5% after guiding FY2027 growth to just 17%, a sharp deceleration from fiscal 2026's 25% pace, pulling CrowdStrike lower. SPY slipped 0.5% and QQQ held flat, making cybersecurity's sharp sector-wide decline stand out against a largely stable broader market. Zscaler's October 6 Investor Day and September 9 product launch give management two near-term chances to rebuild the growth narrative. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the c

Zscaler dips on Q4 earnings, but analysts see upside in FY27

[Zscaler corporate headquarters in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images Zscaler (ZS [https://seekingalpha.com/symbol/ZS]) shares fell about 5% by noon trading on Friday, following fourth-quarter fiscal 2026 results [https://seekingalpha.com/news/4640124-zscalers-q4-earnings-reflect-ai-driven-demand-as-arr-pops-up-25] that surpassed estimates across the board. Oppenheimer reiterated its Outperform rating and hefty $250 price target on the cybersecurity stock. "FY27 guidance issued above consensus, indicating ~60bps of YoY growth above initial expectations," said

Zscaler Q4 Earnings Beat Estimates, Revenues Surge 25% Y/Y

Zscaler, Inc. ZS reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.19 per share, up 33.7% year over year. The figure beat the Zacks Consensus Estimate by 9.2%. Revenues increased 24.9% year over year to $898.2 million, topping the consensus estimate by 2.4%. Results reflected broad-based geographic growth, rising platform adoption and AI-related demand. Annual recurring revenue ("ARR") increased 25% to $3.771 billion. Zscaler ARR Momentum Accelerates Total net new ARR was $246 million in the fiscal fourth quarter, up 24% year over year. Excluding Red Canary, net new ARR was $232 mill

Zscaler’s Q4 Earnings Beat On Every Line. The FY27 Guide Didn’t Follow Through.

Informe de resultados de Zscaler: supera previsiones del Q4 2026 gracias a la demanda de IA