Zscaler Inc. (ZS)
Zscaler Stock Drops 30%: Why the Dip Is a Buy Opportunity
Zscaler's NASDAQ: ZS stock price tanked by 30% following its fiscal Q3 earnings report and guidance update, opening a solid buy-the-dip opportunity. While mixed, the results weren't the cause of the dip so much as the spending plans.
Zscaler shares fall sharply on weaker-than-expected growth forecast
Zscaler Inc. (NASDAQ:ZS) shares fell more than 31% on Wednesday after the cloud security company shared softer-than-expected forward guidance, drawing attention from a modest fiscal third quarter earnings beat. For the fiscal fourth quarter, Zscaler projected revenue of $875 million to $878 million, slightly below consensus expectations of $879 million.
Zscaler Blames Sales Leadership Departures for a Disappointing Outlook. The Stock Is Tumbling.
Zscaler's stock could be set to lose more than one-quarter of its value in a single session.
Zscaler Stock Rattles Cybersecurity Sector on Guidance Whiff
Zscaler Inc (NASDAQ:ZS) stock is among the worst on Wall Street today, down 25.8% to trade at $137.03.
Zscaler stock sinks 23% after cautious outlook; analysts trim price targets
Shares of Zscaler ZS plunged over 23% in Wednesday premarket trading after the cybersecurity company delivered better-than-expected quarterly earnings but issued cautious guidance that intensified concerns over slowing customer acquisition, rising competition and mounting infrastructure costs tied to the artificial intelligence boom. The sharp selloff highlighted growing investor sensitivity toward software companies whose valuations remain heavily dependent on sustained high growth, particularly in cybersecurity where competition has intensified sharply over the past year.
Zscaler Q1: I Was Right (Rating Downgrade)
I am downgrading Zscaler (ZS) to a “sell” following a disappointing Q3 FY26, with structural growth concerns outweighing its cheap valuation. Organic revenue growth stagnates at 21%, with FY27 guidance cut to 16-17% and organic Net New ARR growth slowing to single digits, as Zscaler struggles to win new enterprise customers. Competitive pressures from fully integrated platforms and leadership departures threaten ZS's pipeline and sales velocity, compounding platformization headwinds.
ZS Q3 Earnings Call Flags Prudent Growth Outlook
Zscaler raised FY26 guidance after a strong Q3, leaning into AI security and record margins while cautioning on sales shifts and product ramp.
Zscaler, Inc. (ZS) Q3 2026 Earnings Call Transcript
Zscaler, Inc. (ZS) Q3 2026 Earnings Call Transcript
Zscaler (ZS) Q3 Earnings and Revenues Top Estimates
Zscaler (ZS) came out with quarterly earnings of $1.08 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $0.84 per share a year ago.
Zscaler Q3 Earnings Call Highlights
Zscaler NASDAQ: ZS reported stronger-than-expected fiscal third-quarter results, with management highlighting growth in annual recurring revenue, record operating margin and rising demand for its zero-trust security platform as enterprises adopt artificial intelligence tools.
Zscaler sees downbeat quarterly revenue as competition heats up in cybersecurity market
Zscaler forecast fourth-quarter revenue below estimates on Tuesday, signaling intensifying competition in the cybersecurity market as enterprises scrutinize spending on cloud security products, sending shares down 15% in extended trading.
Cybersecurity stocks are surging. One looks promising into earnings
Zscaler reports after the close. I'm leaning long the stock, which appears to be in the midst of a bearish-to-bullish reversal, but not long premium (the options).
