Zscaler, Inc. Stock News

Zscaler stock rose amid fiscal Q4 earnings, revenue and billings that topped estimates while fiscal 2026 sales guidance came in above views.

Zscaler forecast annual revenue above Wall Street estimates on Tuesday, betting on robust demand for its cybersecurity services as businesses upscale infrastructure to accommodate AI, sending its shares up 3% in extended trading.

Fourth Quarter Highlights Revenue grows 21% year-over-year to $719.2 million Annual Recurring Revenue ("ARR") grows 22% year-over-year to $3,015 million Calculated billings grows 32% year-over-year to $1,202.3 million Deferred revenue grows 30% year-over-year to $2,468.0 million GAAP net loss of $17.6 million compared to GAAP net loss of  $14.9 million on a year-over-year basis Non-GAAP net inc...

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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 consoli...

Zscaler is a high-growth cybersecurity leader, justifying its premium valuation with strong revenue, earnings, and cash flow outperformance versus peers. The cybersecurity market is set for rapid expansion, and Zscaler's leadership and AI-driven innovation position it for sustained double-digit growth. Despite an elevated P/E, Zscaler's consistent earnings beat and robust financials support a $...

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 m...

Zscaler (NASDAQ:ZS), a cloud security firm that offers internet and application security services, is expected to announce its earnings on Tuesday, September 2, 2025. Earnings are anticipated to be around $0.80 per share, according to consensus estimates, and revenues are projected to increase by approximately 19% year-over-year to $707 million.