Zscaler, Inc. (ZS) Stock Price, News, Analysis

Technical Score (1D)

NEUTRAL

News Sentiment

BULLISH

Coforge’s launch of SecureEdge2Cloud on ZS’s platform expands the Project AI‑Guardian partner ecosystem, potentially accelerating Zero Trust Exchange adoption. The partnership’s AI‑driven controls could translate into higher partner pipeline activity and incremental revenue, a key factor to watch in the next 1–10 trading days. ZS’s latest earnings forecast shows a 22 % YoY jump in EPS to $1.09 and revenue to $877.19 million, with full‑year guidance of $4.14 EPS and $3.33 B, underscoring continued growth momentum. Investors will focus on the upcoming earnings release to confirm these estimates and any revisions to analyst expectations. Rising search volume for ZS signals heightened investor interest ahead of potential catalysts such as earnings or product updates. The multi‑year cybersecurity partnership with Aston Martin Aramco F1 secures real‑time, high‑volume data flows for race strategy, providing a high‑visibility test case for ZS’s cloud security platform. This deal may boost ZS’s commercial profile and serve as a showcase for its zero‑trust architecture in data‑intensive, time‑critical environments. Analysts remain divided on valuation, with KeyBanc lowering its target to $176 while Guggenheim upgrades to $214, reflecting uncertainty around AI spending trends and free‑cash‑flow headwinds. Traders should monitor any changes in the mix of subscription versus consumption revenue, as ZS’s shift to consumption pricing has helped offset share price decline. Watch for guidance updates that could signal a shift in growth expectations or adjustments to the flexible bookings model in the coming weeks.

ZS|Company Info

Sector

Technology

Industry

Software - Infrastructure

Exchange

NMS

Country

United States

Website

zscaler.com

Symbol

Description

Zscaler, Inc. operates as a cloud security company worldwide. The company offers cyberthreat protection products, including Zscaler Internet Access, which provides threat protection, cloud sandbox, and cloud browser isolation; Zscaler Private Access solution that includes cyberthreat and data protection, application discovery, secure application access, application segmentation, application protection, reduced attack surface, and browser isolation; Zero Trust Firewall; Cloud Sandbox; and Zero Trust Browser. It also provides data security products, such as web and email DLP, endpoint DLP, BYOD security, multi-mode CASB, unified SaaS security, DSPM, AI-SPM, public gen AI security, and Microsoft Copilot data protection; Zero Trust Cloud solution. In addition, the company offers Zero Trust Branch comprising Zero Trust SD-WAN; IoT/OT segmentation; privileged remote access; Zscaler Cellular; and Zscaler Digital Experience that measures end-to-end user experience across business applications, as well as provides an easy-to-understand digital experience score for each user, application, and location within an enterprise. Further, it provides security operations products, including data fabric for security; asset exposure management; Risk360; unified vulnerability management; deception; managed detection and response; and managed threat hunting. Additionally, the company offers Zero Trust Gateway, a fully managed Zscaler service. It serves the automotive, airlines and transportation, conglomerates, consumer goods and retail, energy, financial services, healthcare, insurance, manufacturing, media and communications, public sector and education, technology, and telecommunications services industries. The company was formerly known as SafeChannel, Inc., and changed its name to Zscaler, Inc. in August 2008. Zscaler, Inc. was incorporated in 2007 and is headquartered in San Jose, California.

ZS|Earnings Snapshot

Earnings Summary

Zscaler, Inc. is a cloud‑security provider that delivers Zero Trust and AI‑centric protection across a broad range of industries, positioning itself as a key player in the SASE and SaaS security market. The company’s portfolio spans internet access, private access, zero‑trust firewalls, sandboxing, and advanced AI security solutions, serving sectors from financial services to public sector. In the most recent quarter (Q4 2024), Zscaler reported earnings per share of $0.78 versus an estimate of $0.69, and revenue of $647.9 million, marking a solid beat on earnings and a healthy revenue increase from prior periods. The following quarter reported (Q2 2026) EPS of $1.01 against an estimate of $0.92, with revenue of $815.75 million slightly below the $822.77 million forecast, yet still reflecting a strong year‑over‑year growth in both earnings and top line. Historically, Zscaler has maintained a consistent upward trajectory, with each quarter’s EPS beating consensus and revenue expanding year‑over‑year, underscoring a pattern of robust earnings momentum despite occasional revenue guidance misses. Recent developments include the launch of Project AI‑Guardian, which expands interoperability with major cloud and AI partners such as AWS, Google Cloud, and OpenAI, potentially accelerating subscription and professional‑services revenue; a Baird upgrade to Buy citing a $230 target and a strong Q3 2026 outlook; and a partnership with Gigamon that integrates Zscaler Private Access with application metadata intelligence, likely enhancing demand for its zero‑trust suite. Investors should watch for the next earnings release to gauge the impact of these AI and partnership initiatives on revenue guidance, monitor the pace of partner integration rollouts, and track any updates on regulatory investigations that could influence governance and compliance sentiment. These factors will be key to assessing whether Zscaler can sustain its growth trajectory amid evolving market dynamics and regulatory scrutiny.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$1.09	-	-
Q2'26	$0.92	$1.01	+9.4%
Q4'24	$0.69	$0.78	+12.7%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$878M	-	-
Q2'26	$823M	$816M	-0.9%
Q4'24	-	$648M	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

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Market Data

ZS Stock Snapshot

ZS is currently trading at $139.40, giving Zscaler, Inc. a market cap of 21.65B. Today's range spans $138.60–$149.39, with shares opening at $147.12 and moving up $0.05 (0.0%) from the prior close. DailyIQ's technical score sits at 50/100 (HOLD) with a news sentiment reading of 70/100.

Over the past year ZS has traded between $114.62 and $336.99 - the current price is +21.6% off the 52-week low and -58.6% from the high. 59 analysts cover the stock with a Buy consensus and a mean 12-month target of $192.58 (range $145.00–$250.00), implying upside of +38.1%.

Systematic models flag ZS as a hold in the current environment - large-cap, Technology, 21.65B market cap, 50/100 (HOLD), sentiment bullish at 70/100. Price: $139.40 (near 52-week lows). Quant strategies at this size tier typically shift allocation toward higher-momentum names during neutral phases, but maintain a base position given the structural liquidity that prevents disorderly exits. Annual range: $114.62–$336.99.

The 52-week range of $114.62–$336.99 for ZS provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $139.40 (near 52-week lows), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 50/100 and bullish news backdrop (70/100) don't break the tie yet, but they narrow the probability distribution toward the upside.

News Sentiment Analysis

Sentiment gathered from recent headlines

70/100

Strong NegativeNeutralStrong Positive

BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Coforge has introduced SecureEdge2Cloud, a Zero Trust solution built on ZS's platform, integrating AI‑driven controls. This partnership expands ZS's Project AI‑Guardian partner ecosystem, potentially increasing adoption of ZS's Zero Trust Exchange. The collaboration underscores growing demand for integrated AI security across cloud workloads and distributed workforces. Investors should monitor how the partnership translates into revenue growth and market share for ZS. Key watchpoints include the impact on ZS's partner pipeline and any subsequent product releases.

What did this article say?

Zscaler closed 3.98% lower, lagging the broader market, but the company’s latest earnings forecast shows strong upside with EPS projected at $1.09 and revenue at $877.19 million, up 22% YoY. The consensus full‑year guidance of $4.14 EPS and $3.33B revenue indicates continued growth momentum. Investors will monitor the upcoming earnings release for confirmation of these estimates and any revisions to analyst expectations.

What did this article say?

Investors have increased search volume for Zscaler (ZS), indicating heightened interest ahead of potential catalysts. The spike may reflect anticipation of earnings, product updates, or regulatory developments. Traders should monitor the upcoming earnings release and any guidance from management. Watch for changes in analyst coverage and any news on cloud security trends that could impact ZS.

What did this article say?

ZS has entered a multi-year global cybersecurity partnership with the Aston Martin Aramco Formula One Team. The deal focuses on securing high-volume, real-time data flows that support car performance, race strategy, and broader team operations. This high-visibility partnership positions ZS’s cloud security platform at the core of a data-intensive sports environment, potentially boosting its commercial profile. The agreement serves as a live test case for ZS’s cloud security in real-time, high-stakes operations beyond traditional corporate IT. Investors may watch how this deal influences ZS’s broader commercial traction and valuation.

What did this article say?

Zscaler shares jumped 4.1% after the United States and Iran agreed to halt their military exchanges, easing broader market risk. The macro lift from lower oil prices reduced inflation expectations, benefiting long‑duration growth software. Concurrently, a report that OpenAI may delay its IPO lessened fears of AI labs cannibalizing incumbent SaaS, further supporting ZS’s valuation.

What did this article say?

Zscaler reported Q1 revenue that exceeded analyst consensus by 1.6%, with guidance for the next quarter remaining flat. The company’s zero‑trust cloud security platform continues to drive adoption as enterprises migrate workloads to the cloud. Cybersecurity peers collectively posted a 16.7% average share‑price gain post‑earnings, underscoring sector strength. Traders should monitor ZS’s next‑quarter guidance for any shift in growth expectations.

What did this article say?

Analysts maintain a Strong Buy rating for Zscaler despite recent volatility and slowing growth, citing sustained demand for cybersecurity solutions. The FY27 reset is viewed as a temporary dip rather than a long‑term trend. ZS’s robust product pipeline and enterprise customer base support continued upside potential. Traders should watch for any changes in FY27 guidance and volatility spikes.

What did this article say?

Zscaler continues to beat earnings expectations while adopting a flexible bookings model that ties revenue to consumption. The company’s shift to consumption pricing has helped offset a roughly 40% year‑to‑date decline in share price. Strong fundamentals and consistent guidance suggest the market may be under‑reacting to the upside potential. Traders should monitor upcoming earnings for any adjustment in guidance and watch for changes in the mix of subscription versus consumption revenue. The company’s ability to convert bookings into cash flow remains a key driver for valuation.

What did this article say?

No summary available yet for this article.

What did this article say?

No summary available yet for this article.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

No summary available yet for this article.

What did this article say?

No summary available yet for this article.

ZS·Zscaler, Inc.

EPS

Revenue

ZS Stock Snapshot

News Sentiment Analysis

Recent News Coverage

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News Sentiment Analysis

Recent News Coverage

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