Zscaler Inc. (ZS)
Zscaler, Inc. (ZS) Q2 2026 Earnings Call Transcript
Zscaler, Inc. (ZS) Q2 2026 Earnings Call Transcript
Zscaler (ZS) Tops Q2 Earnings and Revenue Estimates
Zscaler (ZS) came out with quarterly earnings of $1.01 per share, beating the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.78 per share a year ago.
Zscaler's AI-Powered Security: A Compelling Case For Aggressive Growth Investors
Zscaler has faced a significant stock decline amid SaaSpocalypse fears and investor reaction to its Q1 FY2026 results. Its AI Security business, including AI Guard and Agentic Operations, is positioned to monetize non-human users, mitigating SaaS seat-based risk. AI Security reached $400M ARR by Q1 2026, surpassing FY26 targets and establishing a new, rapidly growing revenue pillar.
Zscaler Scales Zero Trust And AI Agent Security
Zscaler (ZS) is a compelling buy, trading at a compressed multiple, despite strong growth and a robust data moat in cloud security. ZS benefits from high gross retention, rapid AI/data security expansion, and dominant positioning in AI-agent security, following recent acquisitions. Short-term margin pressure and dilution from acquisitions are outweighed by long-term operating leverage and accelerating revenue growth.
Zscaler to Report Q2 Earnings: What's in Store for the Stock?
ZS gears up for Q2 earnings with revenues seen up 23% and AI security demand in focus, but tight IT budgets and slower legacy growth loom.
Zscaler Q2 Earnings Preview: What To Watch And Why AI Fears Are Overblown
Zscaler Q2 Earnings Preview: What To Watch And Why AI Fears Are Overblown
Zscaler Q2 Preview: Cloudflare Is Eating Its Lunch (Rating Downgrade)
Zscaler faces mounting competitive pressures, lagging Cloudflare in RPO growth and Net Retention, while Palo Alto Networks picks up momentum with its M&A-based strategy. Despite solid revenue and customer growth, ZS's stagnant operating margin and softer forward guidance have weighed on investor sentiment. ZS trades at a forward P/E of 45, compressing to 30 by FY 2028, but market fears over share losses demand outperformance in RPO and retention.
Zscaler's Z-Flex Adoption Surges: Will It Be a New Growth Engine?
ZS' Z-Flex bookings jumped 70% sequentially to $175M in Q1 FY26, boosting multi-year deals and revenue visibility as enterprise adoption accelerates.
Zscaler vs. Qualys: Which Cybersecurity Stock Has the Edge?
QLYS may have the edge over ZS as steady growth, expanding VMDR traction, and a cheaper valuation outweigh Zscaler's faster growth and AI push.
Zscaler (ZS) Stock Dips While Market Gains: Key Facts
In the most recent trading session, Zscaler (ZS) closed at $172.6, indicating a -2.88% shift from the previous trading day.
Software Panic, Security Strength: Why Zscaler Still Wins
Zscaler maintains robust 20%+ growth and margin strength, despite a 22% stock pullback driven by broader software sector sentiment. ZS is transitioning from hypergrowth to durable compounder, with ~8x EV/forward revenue and 20%+ operating margins supporting a favorable risk-reward setup. AI is a tailwind, not a threat, as AI Security ARR rose 80% YoY, and Zero Trust Everywhere adoption accelerates, reinforcing ZS's competitive positioning.
Zscaler Stock Dips 38% in Six Months: Should You Hold or Exit?
ZS stock plunges 38% in six months, but strong revenue growth, AI security momentum and rising enterprise adoption offer reasons to hold.
