$196.60-2.18|(-1.10%)
52W H: 336.9952W L: 114.625Beta: 0.88

About Zscaler Inc

Frequently Asked Questions

What is the 52-week range for ZS?

The 52-week high is $336.99 and the 52-week low is $114.625.

What is the P/E ratio for ZS?

The P/E ratio data is currently unavailable.

What is the dividend yield for ZS?

This company does not currently pay a dividend or the data is unavailable.

What is the Return on Equity (ROE)?

The trailing twelve months (TTM) Return on Equity is -2.76%.

What is the Net Profit Margin?

The Net Profit Margin (TTM) is -1.88%.

What is the Price to Book (P/B) Ratio?

The annual Price to Book ratio stands at 9.41.

Analyst Recommendation Trends

Wall Street analyst consensus for ZS over the last few months:

2026-09-01
Buy: 29
S.Buy: 16
Hold: 12
Sell: 0
2026-08-01
Buy: 30
S.Buy: 16
Hold: 11
Sell: 0
2026-07-01
Buy: 30
S.Buy: 16
Hold: 11
Sell: 0
2026-06-01
Buy: 30
S.Buy: 15
Hold: 13
Sell: 0

Latest ZS News

Fortinet Turned $1,000 Into $24,579 in a Decade While the S&P 500 Delivered $3,585

Fortinet built its own chips when rivals wouldn't, kept its founder at the helm, and sat through a brutal two-year slump that punished investors who blinked. Whether the stock's explosive comeback signals a new chapter or a valuation trap worth avoiding is the question every shareholder faces right now.

Yahoo10/3/2026

Zscaler (ZS) Stock Still Trades Below Fair Value After 36% Slide

Zscaler has had a bumpy ride, with the stock falling 35.6% over the past year even as interest in cybersecurity and AI driven threats keeps climbing. With the shares recently closing at US$196.60, the live question is whether that price lines up with the cash flows the business is expected to generate. A 35.6% share price decline over 12 months puts the focus squarely on whether the market has shifted its view of Zscaler’s long term cash generation or is simply recalibrating...

Yahoo10/3/2026

Zscaler (ZS) Stock Drops Despite Market Gains: Important Facts to Note

Zscaler (ZS) closed at $196.6 in the latest trading session, marking a -1.1% move from the prior day.

Yahoo10/2/2026

Zscaler (ZS) Stock Gets Fair Value Bump As Analysts Debate Growth And Execution

Zscaler's updated fair value estimate has moved from US$196.95 to US$210.13, signaling a modest reset in how the stock is being framed by this particular model. That adjustment sits against a backdrop of mixed analyst commentary, with some firms lifting targets into the US$200 to US$230 range while others remain more cautious around execution and growth durability. As you read on, you will see how to interpret these shifting targets and track the evolving Zscaler story. Stay updated as the...

Yahoo10/2/2026

What Changed For CrowdStrike Stock, And What Did Not?

A $10,000 holding in CrowdStrike (CRWD) on October 1, 2025 was worth about $21,300 on October 1, 2026. The S&P 500 returned 15.6% over the same twelve months. The gain was not steady: in early April 2026, CrowdStrike stock was down about 16% from the start of 2026. What did buyers see after April that they had not seen before.

Yahoo10/2/2026

Zscaler, Inc. (ZS) is Attracting Investor Attention: Here is What You Should Know

Zacks.com users have recently been watching Zscaler (ZS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Yahoo10/2/2026

Zscaler (ZS) Warns AI Driven Ransomware Is Reshaping Cyber Threats

Zscaler (NasdaqGS: ZS) released its ThreatLabz 2026 Ransomware Report on 1 October 2026, detailing new attack patterns. The study highlights large scale AI driven ransomware operations that automate intrusion, data theft, and victim targeting. Researchers report a rise in executive focused data theft and misuse of enterprise tools like Microsoft Teams to gain access. The shift toward AI powered ransomware, executive targeting, and Teams based intrusions is only one part of Zscaler's evolving...

Yahoo10/1/2026

PANW Stock Rises 21% in a Month: Should You Hold or Book Profits?

Palo Alto Networks' shares jump 20.9% in a month, driven by AI security demand. However, rising costs and premium valuation warrant caution.

Yahoo10/1/2026

Is CrowdStrike Stock Paying You Enough For The Swings?

You may own CrowdStrike (CRWD), a cybersecurity company whose shares rose 5.1% in five sessions as the S&P 500 fell 1.2%. You likely hold it beside an index fund, and your whole account swings more when one holding jumps. Have the gains on CrowdStrike been big enough to pay for those swings.

Yahoo9/30/2026

PANW Hits Record High As AI Safety Debate Continues To Boost Cybersecurity Stocks — Analysts See Cyber Spending Upside

Morgan Stanley raised its PANW target to $410 from $394 recently, calling it a key beneficiary of increased cybersecurity spending, according to TheFly.

Yahoo9/30/2026

Cloudflare at $350: AI Cybersecurity Threats Aren’t Enough to Move the Needle Now

Cloudflare has surged nearly 80% this year on the back of an AI security boom, but the stock now trades at a multiple that punishes any stumble. The next two earnings reports will determine whether this rally was justified or priced for perfection.

Yahoo9/30/2026

Zscaler Tanked Over One Year: A Prominent Firm Says 50% Gains to Arrive in 12 Months or Less

While cybersecurity peers doubled in value over the past year, Zscaler slid past 30% and now sits at a crossroads where one bold analyst sees a very different story unfolding than the rest of Wall Street is willing to admit.

Yahoo9/30/2026

New Zscaler Report Reveals AI-Assisted Attackers Move to Massive Data Theft, Executive Targeting, and Millions in Extortion Payments

New Zscaler ThreatLabz 2026 Ransomware Report finds attackers stole nearly 900 terabytes of data, increasingly targeted employees with privileged roles, and used GenAI to accelerate operationsSAN JOSE, Calif., Sept. 30, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the cybersecurity platform for the AI era, today released new findings from the Zscaler ThreatLabz 2026 Ransomware Report, showing that ransomware is on the rise, and is being aided by AI, increasing by more than 275% since las

Yahoo9/30/2026

Bot Traffic Will Be “1000X” Bigger Than Human Traffic in Just Five Years, According to Cloudflare CEO

Key TakeawaysCloudflare CEO Matthew Prince says automated traffic could become 1,000 times human traffic within five years if current trends continue. More than 20% of the web sits behind Cloudflare’s network, putting the company in the path of rising AI-agent and bot traffic.

Yahoo9/29/2026

Can AI Infrastructure Demand Boost PANW's Network Security Growth?

Palo Alto Networks' AI-driven security demand is rising as AI infrastructure expansion and surging agentic traffic create new growth opportunities.

Yahoo9/29/2026

Barclays Maintains Overweight on Zscaler, Raises Price Target to $220

Barclays analyst Saket Kalia maintains Zscaler (NASDAQ:ZS) with a Overweight and raises the price target from $200 to $220.

Benzinga9/29/2026

PANW, CRWD, ZS Lead Nasdaq-100 Gains As Nvidia's AI Agent Safety Push, Security Scares Lift Cybersecurity Stocks

AI agent adoption and fresh security concerns are boosting demand for cyber defense tools.

Yahoo9/29/2026

Where Could Zscaler's Next Growth Come From?

Zscaler's best candidate for upside is a product line that its fiscal 2027 outlook does not call out. The stock has risen 46% over the past three months. It is still 43% below its 52-week high. The outlook matters now because it has revenue growth slowing. It calls for growth of 16.6% to 17.5%, from 25% in fiscal 2026. So which Zscaler (ZS) business could add growth beyond that outlook.

Yahoo9/28/2026

Zscaler's ARR Growth on Focus at Upcoming Investor Day, Wedbush Says

Zscaler (ZS) is expected to provide clear view around its multi-year framework built on mid-to-high-

Yahoo9/28/2026

What Could Derail CrowdStrike Stock?

If you own CrowdStrike (CRWD), one worry stands out: did its best quarter come from a burst of AI urgency that will fade? Management called fiscal Q2 2027 the company's very best quarter. Over the last year, CrowdStrike stock returned 112%, against 18.0% for the S&P 500. A $10,000 holding a year ago is now worth about $21,200. Which threat could take that gain back.

Yahoo9/28/2026

Can AI Security Demand Boost Cloudflare's Zero Trust & SASE Growth?

NET's AI-focused security strategy is creating new opportunities for Zero Trust and SASE growth as enterprises deploy AI agents.

Yahoo9/28/2026

Nasdaq 100 Sinks, Oil Rallies as Trump Rejects Iran's Hormuz Plan: Stock Market Today

Stocks slipped at midday Monday as oil surged and yields hit a 19-year high after Trump rejected Iran's Hormuz plan; MongoDB tumbled 18%.

Benzinga9/28/2026

2 Unpopular Stocks That Deserve Some Love and 1 Facing Headwinds

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Yahoo9/28/2026

Wedbush Reiterates Outperform on Zscaler, Maintains $215 Price Target

Wedbush analyst Steven Wahrhaftig reiterates Zscaler (NASDAQ:ZS) with a Outperform and maintains $215 price target.

Benzinga9/28/2026

Copilot Reboot Sends Microsoft Soaring, but Trump's No to Iran Hangs Over Monday

Microsoft jumped to a ten-month high after a sweeping Copilot overhaul and helped Wall Street lock in a winning week. Over the weekend, Trump rejected Iran's ceasefire offer and Apple lost a $5.7 billion patent case. Here's what matters heading into Monday.

ChartMill9/28/2026

US Stock Market Today S&P 500 Futures Rise As Jobs Data Jitters Build

The Morning Bull - US Market Morning Update Monday, Sep, 28 2026 US stock futures are pointing higher this morning, with key contracts like the E-mini S&P 500 up about 0.5% and Nasdaq futures ahead roughly 0.4%. The backdrop is messy. Consumer sentiment in a closely watched University of Michigan survey sits at 48.1, which is near historic lows, and households still expect inflation of 4.6% over the next year. At the same time, long term borrowing costs keep climbing, with the 30 year...

Yahoo9/28/2026

3 Cloud And AI Stocks Retail Investors Are Watching After Microsoft Copilot Expansion

AI went from buzzword to utility the moment Microsoft folded full Word, Excel, and PowerPoint into Copilot and pushed agent style features like Home, Chat, Cowork, and Autopilot into the mainstream. That kind of shift can reshape where cloud and AI compute dollars flow next. This piece unpacks how that news filters through to three stocks tied into the story and explains why their exposure might matter for your portfolio decisions. The stocks covered below are simply a sample set, and the...

Yahoo9/27/2026

Zscaler (ZS) Names Ross Tackett Chief Revenue Officer

Zscaler (NasdaqGS: ZS) has promoted Ross Tackett to Chief Revenue Officer, succeeding Mike Rich. Mike Rich will stay on as a strategic advisor to support the leadership transition in Zscaler's global sales organization. Tackett brings decades of enterprise sales leadership experience from major technology companies to the CRO role at Zscaler. The shift to Ross Tackett as Chief Revenue Officer should sit alongside other factors in any investment view on Zscaler. Check out 1 warning sign that...

Yahoo9/26/2026

Why Zscaler (ZS) Stock Is Trading Lower Today

Shares of cloud security platform Zscaler (NASDAQ:ZS) fell 9% in the afternoon session after the company announced that Chief Revenue Officer Mike Rich is stepping down for personal reasons, with Head of Worldwide Sales Ross Tackett named as his successor.

Yahoo9/26/2026

Palo Alto Networks (PANW): Can Platformization Keep Driving Growth?

Palo Alto Networks, Inc. (NASDAQ:PANW) is positioning itself to capture a larger share of customers’ security budgets. At the center of that pivot is what the company calls platformization strategy. It’s about consolidating multiple tools and processes into a unified platform. The broader cybersecurity sector remains a battleground for investors. While Palo Alto is expanding […]

Yahoo9/25/2026

Microsoft, Meta, Akamai, Zscaler, Comcast, and More Stocks That Explain Today’s Market

FEATURE Stocks rose Friday as investors grew more optimistic on reported progress toward reaching a resolution to the conflict in Iran and as oil prices fell back below $100 a barrel. Advanced Micro Devices rose 0.

Yahoo9/25/2026

Why Zscaler Stock Had Its Worst Day in 4 Months

Shares of Zscaler fell Friday in their their worst daily performance in four months after the cybersecurity company made a change to its executive management. The company said Thursday that Ross Tackett would be taking over the role of chief revenue officer from Mike Rich. Rich is leaving Zscaler for “personal reasons,” according to the company.

Yahoo9/25/2026

Zscaler Falls Amid Executive Change As Cybersecurity Stocks Pull Back

Zscaler stock fell Friday after the company changed chief revenue officers ahead of an investor day slated for Oct. 6.

Yahoo9/25/2026

Stock Market Midday, Sept. 25: AI Momentum Lifts Markets as Akamai Soars on Anthropic Deal

Dow, Nasdaq, and S&P 500 all gain ground despite climbing bond yields, with AI stocks leading the charge, today, Sept. 25, 2026.

Yahoo9/25/2026

Cybersecurity Stocks Pare Early-Week Gains — Analysts See AI Security Demand Building, But Valuations Raise The Bar

Cybersecurity stocks are pulling back after a sharp early-week surge fueled by mounting AI safety concerns, while analysts say underlying security demand remains strong even as valuations have rerated higher.

Yahoo9/25/2026

1 Cash-Heavy Stock with Impressive Fundamentals and 2 We Find Risky

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

Yahoo9/25/2026

Zscaler Sinks 9% on Chief Revenue Officer Exit, Fastly Drops 6% as Citi Questions AI Traffic Payoff

Zscaler is bleeding sales leadership at the worst possible moment, and Fastly is sitting on a massive rally that one analyst thinks rests on a faulty assumption about how AI traffic actually pays the bills.

Yahoo9/25/2026

Crude Oil Down Over 2%; US Consumer Sentiment Eases In September

U.S. stocks climbed Friday: Dow +0.85%, Nasdaq +0.55%, S&P 500 +0.50%. Tech led, energy lagged; sentiment hit 48.1, oil fell 2.5%.

Benzinga9/25/2026

Zscaler shares slide on CRO departure, but analysts see limited disruption

Shares of Zscaler Inc. (NASDAQ:ZS) fell 8.6% on Friday morning after the company announced that chief revenue officer Mike Rich is stepping down for personal reasons. Ross Tackett, currently Worldwide Head of Sales, will take over as CRO effective October 1. Jefferies said the timing...

Yahoo9/25/2026

Akamai Jumps on Anthropic Deal, 30-Year Yields Top 5.5%: Stock Market Today (CORRECTED)

Stocks traded mixed at midday Friday as oil fell, yields neared 19-year highs, and Akamai jumped on a huge Anthropic deal.

Benzinga9/25/2026

RBC Capital Maintains Outperform on Zscaler, Raises Price Target to $236

RBC Capital analyst Matthew Hedberg maintains Zscaler (NASDAQ:ZS) with a Outperform and raises the price target from $210 to $236.

Benzinga9/25/2026

AMD To Rally More Than 14%? Here Are 10 Top Analyst Forecasts For Friday

Analysts cut targets for GWW, IE and COST, while raising targets for OKTA, AXGN, ZS and DRI; ratings remained unchanged.

Benzinga9/25/2026

Mizuho Maintains Outperform on Zscaler, Raises Price Target to $220

Mizuho analyst Gregg Moskowitz maintains Zscaler (NASDAQ:ZS) with a Outperform and raises the price target from $210 to $220.

Benzinga9/25/2026

Scholastic Posts Downbeat Q1 Results, Joins Legacy Education, Zscaler And Other Big Stocks Moving Lower In Friday’s Pre-Market Session

U.S. stock futures rose, but Scholastic plunged 9.9% after missing Q1 loss and sales estimates; several other stocks also fell premarket.

Benzinga9/25/2026

CrowdStrike (CRWD) Joined A Founding Alliance To Secure AI Agents

CrowdStrike Holdings (NasdaqGS:CRWD) has joined peers as a founding member of the new Blueprint Alliance to secure AI agents. The Blueprint Alliance brings together AWS, Google Cloud, Okta, Salesforce, ServiceNow, Zscaler and others in a shared security effort. Members plan to create common principles and a reference architecture that enterprises can use to manage and protect AI agents. The Blueprint Alliance launch only captures one angle of CrowdStrike's AI agent push, which extends beyond...

Yahoo9/25/2026

Zscaler stock falls on CRO leadership change

Investing.com -- Zscaler Inc (NASDAQ:ZS) shares dropped more than 4% in after-hours trading Thursday following the announcement of a leadership change in its revenue organization.

Yahoo9/24/2026

Zscaler Appoints Ross Tackett as Chief Revenue Officer

Veteran leader and Head of Worldwide Sales promoted to lead global revenue operations and expand Zscaler platform adoptionSAN JOSE, Calif., Sept. 24, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the cybersecurity platform for the AI era, today announced the appointment of Ross Tackett as the company’s Chief Revenue Officer, effective October 1, 2026. In this role, Tackett will lead Zscaler’s global revenue operations, sales organization, strategic partner ecosystem, and go-to-market exec

Yahoo9/24/2026

Nile Appoints Srinivas Kavuri as Chief Development Officer

SAN JOSE, Calif., September 24, 2026--Nile, the pioneer and leader of Secure Network-as-a-Service (NaaS), today announces the appointment of Srinivas Kavuri as Chief Development Officer (CDO). In this role, Kavuri will report to CEO Pankaj Patel, leading the global engineering organization.

Yahoo9/24/2026

Can Zscaler’s (ZS) Agentic SOC Redefine Its Competitive Moat In AI-Driven Cybersecurity?

Earlier this month, Zscaler launched its Agentic SOC, an AI-first security operations platform that combines proprietary telemetry, a large decoy mesh network, and integrated zero trust controls with third-party tools to detect and contain threats at machine speed. A distinctive aspect of Agentic SOC is its use of AI agents co-developed with Anthropic and OpenAI, trained on a decade of frontline SOC experience and powered by more than 750 billion daily zero trust transactions to automate...

Yahoo9/23/2026

Zscaler to Host Investor Day on October 6

SAN JOSE, Calif., Sept. 23, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the cybersecurity platform for the AI era, today announced that it will host its Investor Day in New York City on Tuesday, October 6, 2026, at 8:30 a.m. Eastern Time. The half-day event will feature presentations from members of Zscaler’s leadership team on the company’s vision, strategy, long-term growth drivers, and financial outlook. Registration for the live webcast can be found at https://ir.zscaler.com/events/

Yahoo9/23/2026

Palo Alto Networks Surges 3%, What's Going On?

Palo Alto Networks stock gains over 3% as the cybersecurity leader debuts its AI-powered Unit 42 security scanner and earns top analyst backing.

Benzinga9/23/2026

Zscaler vs. Cisco: Which Cybersecurity Stock Is the Better Buy?

CSCO pairs cybersecurity growth, AI infrastructure momentum and strong cash generation with a lower P/S multiple than ZS.

Yahoo9/23/2026

CrowdStrike Stock Hits 52-Week High - Here's Why

CrowdStrike stock jumps over 4% to hit a new 52-week high of $260.64. Read expert analyst ratings and key technical analysis on CRWD.

Benzinga9/23/2026

Why Zscaler (ZS) Is Getting Fresh Attention Today

Zscaler (ZS) has been back on traders’ screens after a 3.6% move higher on 22 September, a shift linked mainly to easing Treasury yields and slightly warmer U.S.-China trade signals. That rebound follows a sharp 65.1% 3 month share price return and a 15.7% 1 month move. However, the year to date share price return is still down 4.7% and the 1 year total shareholder return has declined 27.4%, while the 3 year total shareholder return of 42% indicates that longer term holders have seen...

Yahoo9/23/2026

Zscaler (ZS) Debuts Agentic SOC For AI Driven Security Operations

Zscaler (NasdaqGS: ZS) announced the launch of its Agentic SOC AI-driven security operations platform on 22 September 2026. The new Agentic SOC product is built in collaboration with frontier AI labs Anthropic and OpenAI to address complex cyber threats. Agentic SOC is designed to automate core security operations centre workflows so large enterprises can respond to incidents at machine speed. There is more to Zscaler's story than the Agentic SOC launch, including other factors that matter...

Yahoo9/23/2026

Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)

Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI. Bernstein now thinks the easy part of that trade is over, with one major exception. Bernstein analyst Peter Weed raised his target on Zscaler, Inc. (NASDAQ:ZS) to $298 and maintained an Outperform rating on September 17. The target implied […]

Yahoo9/23/2026

What Happens To Cloudflare Stock If Its Growth Cools?

Cloudflare (NET) has returned about 61% in three months and trades at or near its three-year high. The question on holders' minds is plain: what happens if its growth cools? The company has guided revenue growth for the third quarter of 2026 to 31%, and its CFO says the way customers now pay makes each quarter harder to forecast.

Yahoo9/22/2026

Is CrowdStrike Stock A Buy Today As AI Threats Lift Demand?

The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.

Yahoo9/22/2026

Industry Leaders Form the Blueprint Alliance to Advance a Shared Architecture for Securing AI Agents

LAS VEGAS, September 22, 2026--For AI agents to drive better outcomes, they need to reason, act, and connect across model providers, data platforms, SaaS applications, networks, and infrastructure. This interconnected agentic stack requires vendors to come together to close an identity gap where shadow agents multiply, credentials cross trust boundaries, and agents execute beyond their intended scope. That gap will only widen: Gartner predicts that by 2028, an average global Fortune 500 enterpri

Yahoo9/22/2026

Twilio, Datadog, Unity, Zscaler, and Elastic Shares Skyrocket, What You Need To Know

A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

Yahoo9/22/2026

Buy These 4 Cybersecurity Stocks, Skip These 2: Josh Brown Names Names

Josh Brown names four cybersecurity stocks to his "Best Stocks in the Market" list, but leaves off these two.

Benzinga9/21/2026

Zscaler's AI Bookings Jump 50%: Can AI Products Drive Growth?

ZS' AI-related bookings jump more than 50% sequentially in Q4'26, as rising AI security demand opens a new growth avenue.

Yahoo9/21/2026

Zscaler, Inc. (ZS) Is a Trending Stock: Facts to Know Before Betting on It

Recently, Zacks.com users have been paying close attention to Zscaler (ZS). This makes it worthwhile to examine what the stock has in store.

Yahoo9/21/2026

Zscaler CEO Jay Chaudhry Sells 2,852 Shares for $550,000

Non-discretionary sale tied to restricted stock unit vesting for tax withholding. Chaudhry retains $5.15 billion in beneficial ownership through family trusts.

Yahoo9/19/2026

CRWD Stock Keeps Climbing. Should You Climb On?

This cybersecurity stock is on a historic run fueled by the AI boom, forcing investors to evaluate whether the growth engine has enough fuel left to justify its expanding multiple.

Yahoo9/18/2026

Why Zscaler Stock Rocketed Higher This Week

A new price target has investors sitting up and taking note.

Yahoo9/18/2026

Zscaler Went From 100x Earnings to 40x. Here’s What Changed.

Key TakeawaysZscaler’s net new ARR growth (excluding Red Canary) accelerated to 17% year over year in the fiscal fourth quarter, the fastest pace in years, yet FY27 guidance points to that growth cooling back down toward the high teens or lower. Deferred revenue, an independent forward indicator of billings, has decelerated every year since FY22, falling from 62% growth to just 18.

Yahoo9/18/2026

ZS, CRWD, PANW Stock In Focus — Cybersecurity Firms Lead Weekly Nasdaq 100 Gains As AI Security Debate Intensifies

Growing anxieties about autonomous AI vulnerabilities and cyber threats have pushed cybersecurity shares to the top of the Nasdaq 100 this week.

Yahoo9/18/2026

ServiceNow Stock Leads 3 Large Cap Growth Names Facing Higher Rate Pressure

Federal debt crossing US$40b has turned the spotlight on Washington’s balance sheet and on how higher perceived sovereign risk could ripple through everything you own. This is not just a bond story. Equities tied to growth, pricing power, and strong balance sheets may react very differently as investors reassess inflation and discount rates. The sections that follow unpack three large cap growth stocks exposed to this debate and explain why their reactions could matter for your portfolio. The...

Yahoo9/18/2026

Can Rising Adoption of Agentic AI Accelerate NET's Revenue Growth?

Cloudflare's surging AI-agent traffic, Workers adoption and new monetization tools can help accelerate revenue growth as its market expands.

Yahoo9/18/2026

Cybersecurity Stocks Have Run Sharply Amid Tech Rotation: Freedom Capital's Jay Woods Says This Stock Has Ample Room To Run

AI adoption and rising data-security needs are keeping investors focused on the cybersecurity trade.

Yahoo9/18/2026

Can Palo Alto Networks' SASE Push Help It Challenge FTNT and ZS?

PANW's SASE bookings surge 40% in fiscal 2026 as platform consolidation and rising AI traffic create opportunities to challenge FTNT and ZS.

Yahoo9/17/2026

Bernstein Maintains Outperform on Zscaler, Raises Price Target to $298

Bernstein analyst Peter Weed maintains Zscaler (NASDAQ:ZS) with a Outperform and raises the price target from $224 to $298.

Benzinga9/17/2026

Okta Just Rallied 28% in a Month and Cybersecurity Stocks Are Red-Hot Now. Is $200 Coming Soon?

Okta surged past its cybersecurity peers while the broader market fell, and now the stock sits within striking distance of a major psychological level that analysts refuse to endorse.

Yahoo9/16/2026

Q2 Earnings Highlights: Zscaler (NASDAQ:ZS) Vs The Rest Of The Cybersecurity Stocks

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Zscaler (NASDAQ:ZS) and the rest of the cybersecurity stocks fared in Q2.

Yahoo9/16/2026

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 […]

Yahoo9/16/2026

AI Safety Could Mean More Nvidia GPU Demand, Not Less, SemiAnalysis Says

SemiAnalysis says AI safety could boost Nvidia GPU demand as monitoring, alignment and cybersecurity consume more compute.

Benzinga9/16/2026

What Growth Are You Paying For In Zscaler Stock?

Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.

Yahoo9/15/2026

What Are You Actually Buying In Cloudflare Stock?

Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.

Yahoo9/15/2026

CrowdStrike Advances 3% as the AI Security Bid Outruns a Falling Tech Tape; Okta Ticks Up, Palo Alto Barely Budges

Cybersecurity stocks are breaking away from a softening Nasdaq tape, and CrowdStrike is leading the charge for a reason that has little to do with traditional security spending and everything to do with what AI agents are about to demand from corporate networks.

Yahoo9/15/2026

AI Is Boosting Cybersecurity. CrowdStrike and 4 More Stocks to Buy.

J.P. Morgan sees CrowdStrike, Palo Alto Networks, Okta, Zscaler, and Varonis benefiting as AI adoption drives greater demand for cybersecurity.

Yahoo9/15/2026

Is CrowdStrike Stock Betting That Its Record Quarter Is The New Normal?

CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.

Yahoo9/15/2026

10 Information Technology Stocks Whale Activity In Today’s Session

This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often

Benzinga9/15/2026

What Actually Lifted Okta Stock To A One-Year High?

Okta (OKTA) stock rose 12% in Monday's session and closed at $186.45, its highest price in a year. A move that size usually follows something the company itself announced. What Okta announced that morning does not qualify. Monday’s sharp rally appears driven more by sector-wide AI sentiment than any immediate change to Okta’s guided revenue.

Yahoo9/15/2026

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 […]

Yahoo9/15/2026

Sam Altman’s AI Nightmare Splits ETF Trade: Build Vs. Control

Sam Altman’s AI safety warning puts semiconductor and cybersecurity ETFs on opposite sides of Wall Street’s next big trade.

Benzinga9/15/2026

Wall Street Sells the AI-Pause Weekend as Brent Punches Through $106 and the Ten-Year Cracks 5% for the First Time Since 2023

Monday closed lower on Wall Street as the pause-the-frontier call from Anthropic's Dario Amodei drained the AI-chip complex and a shut Saudi East-West pipeline pushed Brent back above $106. The ten-year Treasury yield briefly punched through 5% for the first time in more than three years before easing to 4.986%, and the market now assigns a 90% probability that Chair Warsh delivers a 25-basis-point hike on Wednesday. Cybersecurity was the clear winner of the session, Bank of America's guidance dragged the money-center banks with it, and Oracle sold off after Ellison scrapped a $7.5 billion secondary.

ChartMill9/15/2026

US Stock Market Today: S&P 500 Futures Fall As Inflation And Rate Worries Build

The Morning Bull - US Market Morning Update Tuesday, Sep, 15 2026 US stock futures point lower this morning, with E-mini S&P 500 contracts down about 0.7% and Nasdaq-100 futures off roughly 1.8%, as investors weigh stubborn inflation against rising borrowing costs. August consumer prices rose 0.4% for the month, driven by gasoline and housing, while the yearly rate eased to 2.4%, the lowest since early 2021. Core inflation, which strips out food and energy, came in at 0.3% for the month. At...

Yahoo9/15/2026

Dow Dips 150 Points as 10-Year Yield Tops 5%: Investor Sentiment Weakens, Fear & Greed Index Remains in ‘Fear’ Zone

U.S. stocks fell as oil surged; CNN Fear & Greed slipped to 31, staying in fear. Treasury yields topped 5%, while Zscaler jumped and Corning sank.

Benzinga9/15/2026

HubSpot, ServiceNow, Okta, Workday, and Zscaler Shares Skyrocket, What You Need To Know

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Yahoo9/15/2026

CrowdStrike, Bank of America, Microsoft, Zscaler and Corning: Why These 5 Stocks Are on Investors' Radars Today

Major U.S. stock indices closed lower on Monday, with the Dow Jones Industrial Average falling 0.29% to 52,421.20.

Benzinga9/14/2026

Why CrowdStrike and Palo Alto Are Leading the Software Stock Rally

CrowdStrike and Palo Alto Networks are leading a software rally as concerns about AI safety give cybersecurity stocks an added boost.

Yahoo9/14/2026

Cybersecurity stocks rally as AI warnings boost spending bets

Cybersecurity stocks rallied Monday as AI warnings fueled expectations of higher security spending, with threat protection provider CrowdStrike Holdings Inc (NASDAQ:CRWD) rising 15.42% to $238.63. Anthropic chief executive Dario Amodei urged slower artificial intelligence development in a...

Yahoo9/14/2026

Alger Russell Innovation Index Updates for Third Quarter 2026

Fred Alger Management, LLC ("Alger"), a privately held growth equity investment manager, today announced the quarterly rebalancing of the Alger Russell Innovation Index ("Index"). Following the close of trading on Friday, September 18, 2026, the Index will be rebalanced, and the following changes will be effective.

Yahoo9/14/2026

QUICK SPARK: SentinelOne Stock Rallies 16%, Battles For Best Day Ever

SentinelOne had its second-biggest day on record, as AI-safety warnings from frontier-lab CEOs sparked a bid for security software.

Benzinga9/14/2026

Cybersecurity Stocks Surge as AI Safety Warnings Spark Security Bid: CrowdStrike and Zscaler Jump 12%, Palo Alto Rallies 11%

AI safety warnings from two frontier lab CEOs sent shockwaves through chipmakers over the weekend, but cybersecurity stocks are telling a completely different story about what those warnings mean for the threat environment ahead.

Yahoo9/14/2026

Nasdaq 100 Slips as AI Leaders Urge a Slowdown, 10-Year Yield Touches 5%: Stock Market Today

Security software surged on AI-safety warnings while optics and chip-test names cratered, as the 10-year yield briefly topped 5% and oil pushed past $102.

Benzinga9/14/2026

What's Happening With Zscaler Stock Today?

Shares of Zscaler are surging Monday afternoon amid a sector-wide capital rotation into enterprise cybersecurity platforms.

Benzinga9/14/2026

Elmet Group, Rum Group, Tyra Biosciences And Other Big Stocks Moving Higher On Monday

Nasdaq fell 1%, while Elmet surged 50.6% on $450M DoD funding plans; Rum, SailPoint, Tyra and cybersecurity stocks also rallied.

Benzinga9/14/2026

Zscaler Conference: AI Agents, Agentic SOC Fuel Zero-Trust Growth Ambitions

Zscaler (NASDAQ:ZS) executives outlined how the cybersecurity company is adapting its zero-trust architecture for AI agents, while also discussing new product launches, sales initiatives and the potential for continued growth in its core business. Speaking at a company session, Head of Product Adam

Yahoo9/12/2026

1 Magnificent Growth Stock Down 55% to Buy Right Now, According to Wall Street

Artificial intelligence is making cybersecurity more important than it has ever been.

Yahoo9/12/2026

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

Zscaler (NASDAQ:ZS) CEO and Founder Jay Chaudhry said the company entered fiscal 2027 with an expanded product portfolio, improving sales momentum and growing customer interest in AI security and zero-trust architecture. Speaking at Citi’s TMT Conference with Fatima Boolani, Chaudhry said Zscaler’s

Yahoo9/12/2026

Is Zscaler (ZS)’s Depressed Stock Opportunity Or Warning? Answer May Lie in Emerging AI Security Business

Cybersecurity company Zscaler, Inc. (NASDAQ:ZS) delivered solid results in the latest quarter. However, it is also evident that the market remains skeptical about the company’s AI security opportunities. Zscaler reported revenue and earnings that beat Wall Street expectations and issued upbeat guidance for both the current quarter and fiscal full-year. Yet Zscaler shares are down […]

Yahoo9/12/2026

Before AI Destroys The World, I Would First Invest In These Bottlenecks

AI’s doomsday headlines make great engagement, but the real investment edge lies in understanding the bottlenecks. Read more on the bottlenecks here.

SeekingAlpha9/12/2026

CrowdStrike Posts Record Results, But Investors May Still Be Overlooking This AI Tailwind

Cybersecurity stocks are surging, beating AI semis as AI-driven growth accelerates.

SeekingAlpha9/11/2026

Did Repeat Buyers Tell You CrowdStrike Stock Would Run?

CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.

Yahoo9/11/2026

Down 52% From Its 2025 Peak, Can Zscaler Stock Recover by 2029?

Key Takeaways:AI Security Booming: Zscaler’s security-for-AI bookings jumped more than 50% sequentially in fiscal Q4 2026, on top of an already strong prior quarter. Price Projection: Based on current execution, ZS stock could reach $231 by July 2029.

Yahoo9/11/2026

Wedbush Assumes Zscaler at Outperform, Announces Price Target of $215

Wedbush analyst Steven Wahrhaftig assumes Zscaler (NASDAQ:ZS) with a Outperform rating and announces Price Target of $215.

Benzinga9/11/2026

What Is Really Behind CrowdStrike Stock's Doubling?

CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.

Yahoo9/11/2026

Cloud Security Market Surges to $59.34 billion at a CAGR 11.5% by 2031 | Report by MarketsandMarkets™

Delray Beach, FL, Sept. 10, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global Cloud Security Market is projected to grow from USD 34.37 billion in 2026 to USD 59.34 billion by 2031, advancing at a CAGR of 11.5% during the forecast period. The market is being driven by increasingly sophisticated cyber threats, tighter regulatory and data protection requirements, and the growing complexity of multicloud and hybrid IT environments. Enterprises are investing in security platforms

Yahoo9/10/2026

Can Large-Customer Gains Remain a Key Driver of NET's Revenue Growth?

Cloudflare's large-customer gains are fueling revenue growth as rising spending, retention and multi-product adoption strengthen its expansion.

Yahoo9/10/2026

Baron Opportunity Fund Q2 2026 Adds And Trims

Baron Opportunity Fund released its Q2 2026 portfolio updates and key investments. Read the full analysis for more details.

SeekingAlpha9/10/2026

Should You Get Paid To Wait For Palo Alto Networks To Slow Down?

Palo Alto Networks (PANW) has returned 71.4% over the past year and trades about 15% below its 52-week high. You can be paid now for agreeing to buy the shares well below today's price, and you keep that payment either way. The catch: the stock has to fall a long way first, and the slowdown management has already guided to is in the growth measures, not in the company total.

Yahoo9/10/2026

Zscaler (ZS) Q4 2026 Earnings Call Transcript

ARR hit $3.8B with 25% growth as AI security demand accelerates.

Yahoo9/9/2026

Zscaler, Inc. (ZS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Zscaler, Inc. (ZS) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 11:50 AM EDTCompany ParticipantsKevin Rubin - Chief Financial...

SeekingAlpha9/9/2026

Cloudflare Surges 9% on OpenAI Security Partnership, Zscaler Rises 3%

A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.

Yahoo9/9/2026

Bitwarden Appoints Cybersecurity Product Leader Mary Writz as Chief Product Officer

SANTA BARBARA, Calif., September 09, 2026--Bitwarden, the trusted leader in passkey, password, and secrets management, today announced the appointment of Mary Writz as chief product officer. Writz brings more than 20 years of cybersecurity and product leadership experience and will lead product strategy and portfolio development for the company, which serves more than 15 million users and over 80,000 businesses across 180 countries.

Yahoo9/9/2026

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

ZS' slowing revenue and ARR growth, rising capital spending and weaker cash flow margins cloud its cheap valuation and near-term outlook.

Yahoo9/9/2026

Oil Tops $100, Meta and Cloudflare Jump On AI Breakthroughs: Stock Market Today

Brent crude pushes above $100 a barrel for the first time since July as US-Iran strikes escalated, equities slip broadly.

Benzinga9/9/2026

Zscaler launches Agentic SOC to contain AI-Driven Threats

Unifying exposure management and SOC workflows with Zscaler telemetry and specialized AI agents that detect, investigate, and respond to threats at machine speedSAN JOSE, Calif., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the cybersecurity platform for the AI era, today announced Zscaler Agentic SOC, a new approach to security operations built to proactively reduce exposures, scale human expertise and stop AI-driven attacks at machine speed. In today’s threat landscape, simpl

Yahoo9/9/2026

Zscaler (ZS) Reported Revenue and ARR Growth While Planning Workforce Reduction

Zscaler, Inc. (NASDAQ:ZS) reported fiscal fourth-quarter GAAP revenue of $898.2 million, up 25%, while company-reported annual recurring revenue, or ARR, increased 25% to $3.771 billion. Zscaler, Inc. (NASDAQ:ZS) defines ARR as the next 12 months of revenue from subscription contracts, assuming contracts expiring during that period renew under existing terms. The headline growth included Red […]

Yahoo9/9/2026

Zscaler: The $640M Hidden Warning

Zscaler's Q4 FY26 beat estimates, but FY27 guidance points to slowing ARR growth and weak net new ARR. Click here to read why ZS is rated a Sell.

SeekingAlpha9/8/2026

AI Is Making Cybersecurity Harder to Ignore—These 3 ETFs Offer a Broad Bet

Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.

Yahoo9/8/2026

Cloudflare Surges 41% YTD: Should You Buy, Sell or Hold the Stock?

NET's AI security, SASE and Workers momentum support growth, but margin pressure and a premium valuation warrant caution.

Yahoo9/8/2026

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

ZS' Z-Flex tops $1.7 billion in fiscal 2026 TCV, lifting customer ARR nearly 30% as flexible contracts support broader platform adoption.

Yahoo9/8/2026

Investors Heavily Search Zscaler, Inc. (ZS): Here is What You Need to Know

Zacks.com users have recently been watching Zscaler (ZS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Yahoo9/8/2026

PANW Surges 102% in 6 Months: Should You Buy, Sell or Hold the Stock?

Palo Alto Networks' SASE momentum and AI-driven demand support growth, but rising costs and a premium valuation warrant caution.

Yahoo9/7/2026

Palo Alto vs. Zscaler: Which Cybersecurity Stock Looks Stronger After Earnings?

Palo Alto Networks and Zscaler both beat earnings estimates this week, but Palo Alto showed faster growth and stronger free cash flow, giving it the edge over its cybersecurity rival.

Yahoo9/7/2026

Hot Payrolls Reload the September Hike Bet and Push Wall Street Into a Quiet Labor Day on the Back Foot

Wall Street closed Friday in the red after a much stronger than expected August payrolls report reset the odds on a September rate hike above 50%. Nvidia reclaimed the AI throne as its market cap ballooned back toward a record, Tesla's silent Cybercab launch drew a regulator probe, and Lululemon collapsed on a broken outlook.

ChartMill9/7/2026

Zscaler: Cheap Compared To Closest Peers For No Good Reason

Zscaler (ZS) is down 39% but fundamentals look stronger. At ~35x forward P/E, shares seem fairly valued.

SeekingAlpha9/6/2026

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

Zscaler's fiscal Q4 2026 results beat estimates with 24.9% revenue growth and wider margins, while analysts raised price targets despite lingering sales leadership transition concerns.

Yahoo9/5/2026

Cybersecurity's Next Test: Investors Reward Margin Discipline Over Revenue Growth

Cybersecurity stocks shift focus from revenue growth to profit efficiency as margin discipline drives market reactions post-earnings.

ChartMill9/5/2026

Why Zscaler (ZS) Is Down 7.8% After Slower 2027 Outlook And AI-Focused Restructuring – And What's Next

Zscaler, Inc. recently reported its fourth-quarter and full-year fiscal 2026 results, posting revenue of US$898.19 million for the quarter and US$3.35 billion for the year, while remaining loss-making on a net income basis. Alongside this, Zscaler issued fiscal 2027 guidance pointing to slower revenue and ARR growth, announced a roughly 3% workforce reduction to prioritize AI-focused initiatives, and filed a US$1.69 billion shelf registration for ESOP-related common stock offerings. We’ll...

Yahoo9/5/2026

Benzinga Bulls and Bears: Palo Alto, Ciena, Lululemon

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

Benzinga9/5/2026

Zscaler: Cheaper Than Other Cybersecurity Names For A Reason

Zscaler faces execution risks as FY2027 guidance points to slowing revenue/ARR growth despite cybersecurity tailwinds. Click to read more about ZS.

SeekingAlpha9/5/2026

Why Zscaler (ZS) Stock Is Down Today

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.

Yahoo9/5/2026

ZS Q2 Deep Dive: AI Security Drives Growth Amid Sales Transformation and Product Expansion

Cloud security platform Zscaler (NASDAQ:ZS) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 24.9% year on year to $898.2 million. Guidance for next quarter’s revenue was better than expected at $937 million at the midpoint, 1% above analysts’ estimates. Its non-GAAP profit of $1.19 per share was 9.2% above analysts’ consensus estimates.

Yahoo9/4/2026

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 […]

Yahoo9/4/2026

The Gap Between CRWD Stock And Its Own Numbers

CrowdStrike's stock has soared past its rivals, but a look at the books shows a very different pecking order. Is the market seeing the future, or just a mirage.

Yahoo9/4/2026

AI is driving the need to secure 'everything': Zscaler CEO on cybersecurity, earnings, & more

Zscaler (ZS) reported quarterly earnings and offered a conservative 2027 outlook. Zscaler CEO Jay Chaudhry sits down with Market Domination host Josh Lipton to discuss how AI is driving business, explain why the company guided modestly for next year, and more.

Yahoo9/4/2026

Zscaler Beat, Raised, and Jumped Double Digits While AI Agents Attack Its Customers

Zscaler posted a tenth consecutive earnings beat and sent shares surging, but the real question buried inside the report is whether the AI security boom reflects new enterprise budget dollars or just rebranded spending that was already locked in.

Yahoo9/4/2026

Zscaler 'Overly Cautious' With Guidance Raise, Macquarie Says

Zscaler (ZS) is being "overly cautious" with its guidance raise, Macquarie Equity Research said in a

Yahoo9/4/2026

Zscaler's Conservative Outlook Reflects Red Canary, Competitive Headwinds, Oppenheimer Says

Zscaler's (ZS) fiscal 2027 outlook is conservative and reflects factors including an expected loss o

Yahoo9/4/2026

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

Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.

Yahoo9/4/2026

Macquarie Maintains Outperform on Zscaler, Raises Price Target to $200

Macquarie analyst Steve Koenig maintains Zscaler (NASDAQ:ZS) with a Outperform and raises the price target from $172 to $200.

Benzinga9/4/2026

Zscaler Takes Prudent Approach to Fiscal 2027 Outlook, Oppenheimer Says

Zscaler's (ZS) management has taken a prudent approach to its fiscal 2027 outlook by only marginally

Yahoo9/4/2026

Zscaler Stock Falls After Earnings. How It’s Bidding to Join the Ranks of AI Winners.

The cybersecurity company reports adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.

Yahoo9/4/2026

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

ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.

Yahoo9/4/2026

Zscaler shares fall despite earnings beat as free cash flow slides

Zscaler Inc. (NASDAQ:ZS) reported fiscal fourth-quarter revenue and adjusted profit that topped Wall Street estimates on Friday, but a sharp decline in free cash flow sent shares of the cybersecurity company down 3.5%. Free cash flow came in at $60.8 million, missing estimates of $66.9...

Yahoo9/4/2026

ZS Q4 Earnings Call Highlights AI Tailwinds and Fiscal 2027 Outlook

Zscaler sees AI as its largest demand tailwind as Security for AI bookings surge and metered offerings fuel ARR growth into fiscal 2027.

Yahoo9/4/2026

OpenAI Astra Cybersecurity Reveal: Skip Legacy Cybersecurity, Buy Zscaler

Zscaler is rated a Buy as AI threats rise, with its zero-trust cybersecurity platform, earnings beat, and spending tailwinds. Click for more on the ZS stock.

SeekingAlpha9/4/2026

SanDisk Jumps 10%, Lululemon Crashes 17%: Stock Market Today

A blowout August jobs report pushed traders to price a coin-flip chance of a Federal Reserve rate hike this month, dragging the S&P 500 and Dow lower by midday Friday.

Benzinga9/4/2026

Piper Sandler Maintains Neutral on Zscaler, Raises Price Target to $175

Piper Sandler analyst Rob Owens maintains Zscaler (NASDAQ:ZS) with a Neutral and raises the price target from $160 to $175.

Benzinga9/4/2026

ZS, DOCU Stock Price Targets Rise, But Wall Street’s Growth Debate Continues

Zscaler and DocuSign beat quarterly earnings estimates and received multiple price-target hikes, but analysts continued to flag questions around future growth.

Yahoo9/4/2026

Zscaler Stock Drops After Earnings, But Analysts See More Upside

Zscaler shares fall despite strong results, 17% ARR growth and raised guidance; most analysts remain bullish, lifting targets to $200-$225.

Benzinga9/4/2026

Morgan Stanley Maintains Equal-Weight on Zscaler, Raises Price Target to $165

Morgan Stanley analyst Hamza Fodderwala maintains Zscaler (NASDAQ:ZS) with a Equal-Weight and raises the price target from $145 to $165.

Benzinga9/4/2026

Zscaler, Inc. Q4 2026 Earnings Call Summary

Moby summary of Zscaler, Inc.'s Q4 2026 earnings call

Yahoo9/4/2026

Zscaler: Moving Past The SaaSpocalypse, But Hasn't Caught Up To Fundamental Strength

Zscaler looks undervalued despite a sector rebound—down ~20% YTD. Click to read my analysis for more details on this investment opportunity.

SeekingAlpha9/4/2026

Dow Jones Futures Fall, Techs Rise After Market Rally; Tesla Cybercab, Jobs Report In Focus

The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. The jobs report is on tap.

Yahoo9/4/2026

Zscaler to Present at Upcoming Investor Conferences

SAN JOSE, Calif., Sept. 04, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced that its management team is scheduled to present at upcoming investor conferences. Details for each event are as follows: Goldman Sachs Communacopia + Technology Conference in San FranciscoWednesday, September 9, 2026 Kevin Rubin, Chief Financial Officer8:50 a.m. PT (11:50 a.m. ET) Citi 2026 Global TMT Conference in New YorkWednesday, September 9, 2026 Jay Chaudhry, Chai

Yahoo9/4/2026

Zscaler Dips On Fiscal 2027 Outlook For Key Sales Metric

Zscaler stock fell amid fiscal Q4 earnings that topped estimates while the outlook for a key metric in fiscal 2027 underwhelmed.

Yahoo9/4/2026

BMO Capital Maintains Outperform on Zscaler, Raises Price Target to $200

BMO Capital analyst Keith Bachman maintains Zscaler (NASDAQ:ZS) with a Outperform and raises the price target from $178 to $200.

Benzinga9/4/2026

Baird Maintains Outperform on Zscaler, Raises Price Target to $230

Baird analyst Shrenik Kothari maintains Zscaler (NASDAQ:ZS) with a Outperform and raises the price target from $220 to $230.

Benzinga9/4/2026

Zscaler: Another Strong Quarter Powered By Organic Growth, Bullish Chart

Zscaler remains a Buy, supported by robust Q4 results, upbeat FY 2027 guidance, and a compelling growth-adjusted valuation. Read more on ZS stock here.

SeekingAlpha9/4/2026

Social Buzz: Wallstreetbets Stocks Mixed Premarket Friday; Micron to Rise, Lululemon to Fall

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Friday's

Yahoo9/4/2026

Wells Fargo Maintains Overweight on Zscaler, Raises Price Target to $215

Wells Fargo analyst Richard Poland maintains Zscaler (NASDAQ:ZS) with a Overweight and raises the price target from $210 to $215.

Benzinga9/4/2026

RBC Capital Maintains Outperform on Zscaler, Raises Price Target to $210

RBC Capital analyst Matthew Hedberg maintains Zscaler (NASDAQ:ZS) with a Outperform and raises the price target from $200 to $210.

Benzinga9/4/2026

TD Cowen Reiterates Buy on Zscaler, Maintains $200 Price Target

TD Cowen analyst Shaul Eyal reiterates Zscaler (NASDAQ:ZS) with a Buy and maintains $200 price target.

Benzinga9/4/2026

Zscaler Analysts Boost Their Forecasts After Better-Than-Expected Q4 Earnings

Zscaler beat Q4 estimates and issued strong FY27 guidance; analysts raised price targets, though shares fell 4.1%.

Benzinga9/4/2026

Zscaler Shares Fall as FY2027 Growth Guidance Draws Attention

Zscaler (NASDAQ:ZS) shares fell 4. 2% in pre-market trading after the cloud cybersecurity company reported fiscal fourth-quarter 2026 results above analyst expectations but issued guidance indicating slower growth in fiscal 2027.

Yahoo9/4/2026

Scotiabank Maintains Sector Outperform on Zscaler, Raises Price Target to $200

Scotiabank analyst Patrick Colville maintains Zscaler (NASDAQ:ZS) with a Sector Outperform and raises the price target from $175 to $200.

Benzinga9/4/2026

Guggenheim Reiterates Buy on Zscaler, Maintains $214 Price Target

Guggenheim analyst John Difucci reiterates Zscaler (NASDAQ:ZS) with a Buy and maintains $214 price target.

Benzinga9/4/2026

Snowflake To Rally Around 26%? Here Are 10 Top Analyst Forecasts For Friday

Analysts raised targets for ASAN, ZS, SNOW and DLTR, while cutting targets for LIQT, PL, CIEN, GWRE, LULU and CPB.

Benzinga9/4/2026

Barclays Maintains Overweight on Zscaler, Raises Price Target to $200

Barclays analyst Peter Weed maintains Zscaler (NASDAQ:ZS) with a Overweight and raises the price target from $192 to $200.

Benzinga9/4/2026

Stephens & Co. Maintains Overweight on Zscaler, Raises Price Target to $225

Stephens & Co. analyst Todd Weller maintains Zscaler (NASDAQ:ZS) with a Overweight and raises the price target from $200 to $225.

Benzinga9/4/2026

What's Going On With Zscaler Shares Friday?

Zscaler shares are trading lower Friday despite reporting better-than-expected Q4 results and issuing strong guidance late Thursday.

Benzinga9/4/2026

Zscaler Is Very Cheap, But I'm Not Convinced After Fiscal Q4 Earnings

Zscaler, Inc. Q4 earnings: 25% revenue growth, record margins, and rising large deals—yet FY27 growth may slow. Click for this earnings update of ZS stock.

SeekingAlpha9/4/2026

Oxford Industries Posts Mixed Q2 Results, Joins Asana, Lululemon Athletica And Other Big Stocks Moving Lower In Friday’s Pre-Market Session

U.S. futures mixed; Oxford Industries fell 12.6% after mixed results. Lululemon, Guidewire, Asana and UiPath also dropped premarket.

Benzinga9/4/2026

BTIG Reiterates Neutral on Zscalerto Neutral

BTIG analyst Gray Powell reiterates Zscaler (NASDAQ:ZS) from Neutral to Neutral.

Benzinga9/4/2026

Cantor Fitzgerald Reiterates Overweight on Zscaler, Maintains $225 Price Target

Cantor Fitzgerald analyst Andres Sheppard reiterates Zscaler (NASDAQ:ZS) with a Overweight and maintains $225 price target.

Benzinga9/4/2026

Needham Maintains Buy on Zscaler, Raises Price Target to $215

Needham analyst Mike Cikos maintains Zscaler (NASDAQ:ZS) with a Buy and raises the price target from $180 to $215.

Benzinga9/4/2026

Stock Market Today: Nasdaq 100, S&P 500 Futures Rise, Dow Jones Edges Lower as U.S. Jobs Rebound by 162,000 in August — LULU, PATH, DOCU in Focus (UPDATED)

U.S. stock futures were mixed on Friday, as the Dow Jones index fell while the S&P 500 and Nasdaq 100 indices rose.

Benzinga9/4/2026

Lululemon, Docusign And 3 Stocks To Watch Heading Into Friday

Stocks in focus: UiPath fell on mixed results; American Outdoor Brands jumped; Lululemon slid after cutting outlook; Zscaler dipped; DocuSign rose.

Benzinga9/4/2026

Related Stocks (Peers)

Companies operating in similar sectors to ZS:

Recent Insider Transactions

DateNameShares ChangedPriceValue
2026-09-25RUBIN KEVIN-3$207.8$623
2026-09-25RUBIN KEVIN-4$205.9925$824
2026-09-25RUBIN KEVIN-20$205.3495$4,107
2026-09-25RUBIN KEVIN-12$204.4167$2,453
2026-09-25RUBIN KEVIN-36$203.1452$7,313
2026-09-25RUBIN KEVIN-5$202.058$1,010
2026-09-25RUBIN KEVIN-20$201.1101$4,022
2026-09-25RUBIN KEVIN-9$199.7133$1,797
2026-09-25RUBIN KEVIN-3$197.3167$592
2026-09-25RUBIN KEVIN-118$196.5724$23,196
2026-09-25RUBIN KEVIN-189$195.6431$36,977
2026-09-25RUBIN KEVIN-100$194.7592$19,476
2026-09-21Geller Adam-661$200$132,200
2026-09-21Schlossman Robert-5,394$200$1,078,800
2026-09-17Geller Adam-4,584$192.01$880,174
2026-09-17BEER JAMES A-177$192.01$33,986
2026-09-16Geller Adam-5,578$192.7628$1,075,231
2026-09-16Rich Michael J.-4,108$192.7628$791,870
2026-09-16Schlossman Robert-2,325$192.7628$448,174
2026-09-16Chaudhry Jagtar Singh-2,852$192.7628$549,760
2026-09-16RUBIN KEVIN-5,957$192.7628$1,148,288
2026-09-15Geller Adam+6,817--
2026-09-15RUBIN KEVIN+8,349--
2026-08-25RUBIN KEVIN-6$176.49$1,059
2026-08-25RUBIN KEVIN-66$175.7782$11,601
2026-08-25RUBIN KEVIN-48$174.5413$8,378
2026-08-25RUBIN KEVIN-92$173.5322$15,965
2026-08-25RUBIN KEVIN-291$172.5335$50,207
2026-07-27RUBIN KEVIN-142$148.8106$21,131
2026-07-27RUBIN KEVIN-118$147.7378$17,433
2026-07-27RUBIN KEVIN-96$146.7544$14,088
2026-07-27RUBIN KEVIN-75$145.7084$10,928
2026-07-27RUBIN KEVIN-72$144.7436$10,422
2026-07-06Schlossman Robert-122$150$18,300
2026-06-25RUBIN KEVIN-12$126.79$1,521
2026-06-25RUBIN KEVIN-228$125.9663$28,720
2026-06-25RUBIN KEVIN-560$124.8651$69,924
2026-06-25RUBIN KEVIN-1,696$124.0689$210,421
2026-06-25RUBIN KEVIN-504$123.1793$62,082
2026-06-22Geller Adam-2,817$122.6$345,364
2026-06-17BEER JAMES A-177$125.5$22,214
2026-06-16Schlossman Robert-3,146$126.4296$397,748
2026-06-16Chaudhry Jagtar Singh-2,878$126.4295$363,864
2026-06-16RUBIN KEVIN-1,686$126.4295$213,160
2026-03-18Geller Adam-2,094$153.53$321,492
2026-03-18BEER JAMES A-177$153.53$27,175
2026-03-17Geller Adam-1,485$156.5932$232,541
2026-03-17Judge Raj-2,488$156.5932$389,604
2026-03-17Rich Michael J.-3,147$156.5932$492,799
2026-03-17Schlossman Robert-2,263$156.5932$354,370
2026-03-17Chaudhry Jagtar Singh-1,941$156.5932$303,947
2026-03-17RUBIN KEVIN-1,682$156.5932$263,390
2026-01-12Darling Scott C+1,076--
2026-01-12Brown Andrew William Fraser+1,076--
2026-01-12Schneider David+1,076--
2026-01-12Naughton Eileen+1,076--
2026-01-12Giancarlo Charles H+1,076--
2026-01-12BEER JAMES A+1,076--
2026-01-12BLASING KAREN+1,076--
2026-01-02BEER JAMES A-653$226.72$148,048
2025-12-26Brown Andrew William Fraser-5,000--
2025-12-17Geller Adam-1,620$232.79$377,120
2025-12-17Schlossman Robert-2,349$232.79$546,824
2025-12-16Rich Michael J.-4,100$230.8193$946,359
2025-12-16Geller Adam-2,060$230.8193$475,488
2025-12-16Judge Raj-3,438$230.8193$793,557
2025-12-16Schlossman Robert-3,084$230.8193$711,847
2025-12-16Chaudhry Jagtar Singh-2,843$230.8193$656,219
2025-12-16RUBIN KEVIN-3,303$230.8193$762,396
2025-10-24Schlossman Robert-3,200$325$1,040,000
2025-10-15Geller Adam+10,730--
2025-10-15Rich Michael J.+10,730--
2025-10-15Schlossman Robert+7,154--