Zscaler Inc. (ZS)
OpenAI Astra Cybersecurity Reveal: Skip Legacy Cybersecurity, Buy Zscaler
Zscaler is rated a buy due to its leading zero-trust cybersecurity solutions, which are well-positioned to counter escalating AI-driven threats. Despite recent stock underperformance and slowing growth (~25% YoY), I expect ZS to benefit from a surge in cybersecurity spending as AI risks intensify. ZS's recent earnings beat expectations, and while forward guidance is conservative (16.6%-17.5% growth), I believe results will surpass these targets.
Zscaler: Moving Past The SaaSpocalypse, But Hasn't Caught Up To Fundamental Strength
Zscaler remains undervalued despite a sector rebound, still down ~20% YTD and ~30% YoY. I'm confidently reiterating my buy rating on ZS after strong fiscal results and robust bookings performance. ZS is accelerating ARR growth, directly contradicting prior fears of SaaS sector weakness and seat-driven churn.
Zscaler Falls 4% as FY2027 Growth Guidance Overshadows Earnings Beat; CrowdStrike Slips, Palo Alto Holds Steady
Cybersecurity software is under pressure again Friday morning after Zscaler (NASDAQ:ZS | ZS Price Prediction) issued fiscal 2027 growth guidance that overshadowed a clean fourth-quarter beat, and peers are drifting with it.
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.
Zscaler: Another Strong Quarter Powered By Organic Growth, Bullish Chart
Zscaler, Inc. remains a Buy, supported by robust Q4 results, upbeat FY 2027 guidance, and a compelling growth-adjusted valuation. ZS delivered Q4 non-GAAP EPS of $1.19 (beat), revenue up 25% YoY, and ARR of $3.77B, reflecting strong product momentum. Management projects FY 2027 revenue of $3.91B–$3.94B, non-GAAP EPS of $4.86–$4.90, and free cash flow margin around 23%.
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 million and falling 65% from a year earlier, even as the company posted revenue of $898.2 million for the quarter, above analyst estimates of $877 million and up 25% from a year earlier.
Zscaler Is Very Cheap, But I'm Not Convinced After Fiscal Q4 Earnings
Zscaler, Inc. delivered strong Q4 results, with 25% YoY revenue growth and a record non-GAAP operating margin, but guides for decelerating growth in fiscal 2027. ZS trades at a historically low forward P/E of ~36x, offering relative value, yet it lacks the explosive AI-driven growth seen in leading cybersecurity peers. Large-deal activity surged, with Fortune 500 penetration reaching 50% and net retention rate at 115%, indicating solid enterprise adoption and expansion.
Zscaler, Inc. (ZS) Q4 2026 Earnings Call Transcript
Zscaler, Inc. (ZS) Q4 2026 Earnings Call Transcript
Zscaler Q4 Earnings Call Highlights
Zscaler NASDAQ: ZS reported fourth-quarter fiscal 2026 revenue of $898 million, up 25% from a year earlier and 6% sequentially, as the cybersecurity company cited continued demand for its zero-trust platform, data security offerings and AI-related products.
Zscaler (ZS) Q4 Earnings and Revenues Top Estimates
Zscaler (ZS) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.09 per share. This compares to earnings of $0.89 per share a year ago.
Zscaler stock soars on earnings beat, upbeat guidance
Zscaler beat Wall Street's fiscal fourth-quarter estimates. CEO Jay Chaudhry said the company's agentic security tool is gaining momentum
Zscaler to Report Q4 Earnings: Should You Buy, Hold or Sell the Stock?
ZS heads into Q4'26 earnings with 22% revenue growth expected, as AI security demand, Zero Trust momentum and Z-Flex deals support growth.
