Here's Why Zscaler (ZS) Fell More Than Broader Market
In the most recent trading session, Zscaler (ZS) closed at $292.75, indicating a -4.09% shift from the previous trading day.
Zscaler: Why I'm Doubling Down Now
Zscaler is rapidly innovating in AI Security, Zero Trust Everywhere, and Data Security, driving robust enterprise adoption and outperformance. Zscaler reported strong Q4 FY25 results, with 21% YoY revenue growth, expanding large customer base, and accelerating adoption of its Z-Flex purchasing program. There may be some short-term margin pressures, due to rapid product innovation, but long-term operating leverage and revenue growth remain compelling.
Zscaler: Unstoppable Momentum As ARR Builds
Zscaler remains a top growth pick, benefiting from strong billings growth and robust fundamentals amid a tech-driven market rally. In the company's latest Q4, Zscaler achieved 32% y/y billings growth, which accelerated seven points versus 25% growth in Q3. ARR also crossed $3 billion, buoyed by new agentic AI security products, and covers ~92% of the company's FY26 guidance, leading to potential upside.
Zscaler, Inc. - Special Call
Zscaler, Inc. - Special Call Company Participants Ofer Yarom Jake Berkowsky Sushil Menon Presentation Ofer Yarom My name is Ofer Yarom, and I'm a Director of Product Management in Zscaler. With me today are Sushil Menon, the Principal Product Manager for Zscaler and a DSPM expert; and Jake Berkowsky, Head of Applied Cybersecurity for Snowflake.
Zscaler, Inc. (ZS) Is a Trending Stock: Facts to Know Before Betting on It
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.
Zscaler 4Q earnings beat on Cloud and AI solutions growth
Zscaler Inc. (NASDAQ:ZS) Wednesday announced better-than-expected financial results for its fourth quarter 2025, boosted by strong demand for its new Cloud and AI solutions. The cloud security provider reported adjusted earnings for the quarter of $0.89 per share, exceeding the $0.80 analyst consensus forecast provided by FactSet.
Zscaler, Inc. (ZS) Q4 2025 Earnings Call Transcript
Zscaler, Inc. (NASDAQ:ZS ) Q4 2025 Earnings Call September 2, 2025 4:30 PM EDT Company Participants Ashwin Kesireddy - Vice President of Investor Relations & Strategic Finance Jagtar Chaudhry - Co-Founder, CEO & Chairman of the Board Kevin Rubin - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Bank PLC, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Michael Cikos - Needham & Company, LLC, Research Division Meta Marshall - Morgan Stanley, Research Division Joshua Tilton - Wolfe Research, LLC Andrew Nowinski - Wells Fargo Securities, LLC, Research Division Fatima Boolani - Citigroup Inc., Research Division Gray Powell - BTIG, LLC, Research Division Eric Heath - KeyBanc Capital Markets Inc., Research Division Patrick Edwin Colville - Scotiabank Global Banking and Markets, Research Division Joseph Gallo - Jefferies LLC, Research Division Brian Essex - JPMorgan Chase & Co, Research Division Shrenik Kothari - Robert W. Baird & Co. Incorporated, Research Division Todd Weller - Stephens Inc., Research Division Adam Borg - Stifel, Nicolaus & Company, Incorporated, Research Division Andrew DeGasperi - BNP Paribas Exane, Research Division Presentation Operator Hello, and welcome to Zscaler Fourth Quarter 2025 Earnings Call.
Zscaler (ZS) Q4 Earnings and Revenues Beat Estimates
Zscaler (ZS) came out with quarterly earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.8 per share. This compares to earnings of $0.88 per share a year ago.
Zscaler Q4 Earnings Preview: Rising On CrowdStrike's Coattails
I reiterate my 'buy' rating on Zscaler, maintaining a $373 price target and seeing 35% upside as enterprise momentum continues. Zscaler's enterprise growth is fueled by its platform expansion with Zero Trust Everywhere, Data Security, and Agentic Operations, as well as the launch of its flexible Z-Flex subscription program. Strategic partnerships, especially with CrowdStrike, and vendor consolidation trends position Zscaler to capture greater market share in cybersecurity.
Zscaler: Expensive But Indispensable
Zscaler is a leader in Zero Trust and cloud security, evolving into an integrated AI-driven security platform through strategic acquisitions and partnerships. Revenue growth exceeds 20%, billings are accelerating, and free cash flow margins are among the industry's highest, justifying premium valuation multiples. My $350 price target (about 30% upside) is supported by robust growth, expanding margins, and strong SaaS model visibility, despite high current multiples.
Zscaler, Inc. (ZS) is Attracting Investor Attention: Here is What You Should Know
Zscaler (ZS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Is It Worth Investing in Zscaler (ZS) Based on Wall Street's Bullish Views?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
