A cybersecurity re-rating is sweeping through the group Thursday, with the money flowing hardest into the names the market had written off. First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) is up 7% to $99.83.
Zscaler (ZS) concluded the recent trading session at $170.31, signifying a +1.12% move from its prior day's close.
Zscaler (ZS) reached $174.95 at the closing of the latest trading day, reflecting a -5.23% change compared to its last close.
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?
OKTA's steadier growth, lower valuation, cross-selling potential and AI-agent upside make it the more attractive cybersecurity stock right now.
ZS ramps up capital expenditures to support AI security demand, even as higher infrastructure costs threaten near-term free cash flow.
Zscaler (ZS) concluded the recent trading session at $178.55, signifying a +1.06% move from its prior day's close.
ZS' discounted valuation may look tempting, but slowing growth, higher spending and execution risks raise concerns for investors.
I rate Zscaler Bullish, advocating accumulation during CapEx-driven multiple compressions as the company pivots to a tokenized M2M/A2A consumption model. ZS is decoupling from seat-based licensing, with non-seat ACV exceeding 30% of new business and ARR for these offerings growing over 100% Y/Y. CapEx and FCF margin pressures from AI-driven edge compute are significant, with FY2026 FCF margin guided down to ~23.05% and further CapEx increases expected in FY2027.
ZS' record-large deal activity is fueled by Zero Trust adoption, AI protection, platform consolidation and surging Z-Flex contract value.
In the most recent trading session, Zscaler (ZS) closed at $154.46, indicating a +2.16% shift from the previous trading day.
The latest trading day saw Zscaler (ZS) settling at $151.63, representing a +2.94% change from its previous close.