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Investing.com -- Zscaler Inc (NASDAQ:ZS) shares dropped more than 4% in after-hours trading Thursday following the announcement of a leadership change in its revenue organization.
Earlier this month, Zscaler launched its Agentic SOC, an AI-first security operations platform that combines proprietary telemetry, a large decoy mesh network, and integrated zero trust controls with third-party tools to detect and contain threats at machine speed. A distinctive aspect of Agentic SOC is its use of AI agents co-developed with Anthropic and OpenAI, trained on a decade of frontline SOC experience and powered by more than 750 billion daily zero trust transactions to automate...
CSCO pairs cybersecurity growth, AI infrastructure momentum and strong cash generation with a lower P/S multiple than ZS.
Zscaler (ZS) has been back on traders’ screens after a 3.6% move higher on 22 September, a shift linked mainly to easing Treasury yields and slightly warmer U.S.-China trade signals. That rebound follows a sharp 65.1% 3 month share price return and a 15.7% 1 month move. However, the year to date share price return is still down 4.7% and the 1 year total shareholder return has declined 27.4%, while the 3 year total shareholder return of 42% indicates that longer term holders have seen...
Zscaler (NasdaqGS: ZS) announced the launch of its Agentic SOC AI-driven security operations platform on 22 September 2026. The new Agentic SOC product is built in collaboration with frontier AI labs Anthropic and OpenAI to address complex cyber threats. Agentic SOC is designed to automate core security operations centre workflows so large enterprises can respond to incidents at machine speed. There is more to Zscaler's story than the Agentic SOC launch, including other factors that matter...
Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI. Bernstein now thinks the easy part of that trade is over, with one major exception. Bernstein analyst Peter Weed raised his target on Zscaler, Inc. (NASDAQ:ZS) to $298 and maintained an Outperform rating on September 17. The target implied […]
Cloudflare (NET) has returned about 61% in three months and trades at or near its three-year high. The question on holders' minds is plain: what happens if its growth cools? The company has guided revenue growth for the third quarter of 2026 to 31%, and its CFO says the way customers now pay makes each quarter harder to forecast.
The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.
A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.93% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.97%. December E-mini S&P futures (ESZ26 ) are up +1.00%, and December E-mini...
The S&P 500 Index ($SPX ) (SPY ) is up by +0.61% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.33%. December E-mini S&P futures (ESZ26 ) are up +0.70%, and December E-mini...
ZS' AI-related bookings jump more than 50% sequentially in Q4'26, as rising AI security demand opens a new growth avenue.
Recently, Zacks.com users have been paying close attention to Zscaler (ZS). This makes it worthwhile to examine what the stock has in store.
Non-discretionary sale tied to restricted stock unit vesting for tax withholding. Chaudhry retains $5.15 billion in beneficial ownership through family trusts.
A new price target has investors sitting up and taking note.
Key TakeawaysZscaler’s net new ARR growth (excluding Red Canary) accelerated to 17% year over year in the fiscal fourth quarter, the fastest pace in years, yet FY27 guidance points to that growth cooling back down toward the high teens or lower. Deferred revenue, an independent forward indicator of billings, has decelerated every year since FY22, falling from 62% growth to just 18.
Growing anxieties about autonomous AI vulnerabilities and cyber threats have pushed cybersecurity shares to the top of the Nasdaq 100 this week.
Federal debt crossing US$40b has turned the spotlight on Washington’s balance sheet and on how higher perceived sovereign risk could ripple through everything you own. This is not just a bond story. Equities tied to growth, pricing power, and strong balance sheets may react very differently as investors reassess inflation and discount rates. The sections that follow unpack three large cap growth stocks exposed to this debate and explain why their reactions could matter for your portfolio. The...
The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...
The S&P 500 Index ($SPX ) (SPY ) is down by -0.03% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.20%. December E-mini S&P futures (ESZ26 ) are down -0.05%, and December E-mini...
PANW's SASE bookings surge 40% in fiscal 2026 as platform consolidation and rising AI traffic create opportunities to challenge FTNT and ZS.
Okta surged past its cybersecurity peers while the broader market fell, and now the stock sits within striking distance of a major psychological level that analysts refuse to endorse.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Zscaler (NASDAQ:ZS) and the rest of the cybersecurity stocks fared in Q2.
Zscaler, Inc. (NASDAQ:ZS) remains in a phase of robust growth as innovation drives heightened platform adoption. The momentum was evident as it delivered solid fourth-quarter and fiscal 2026 results on September 3. The company’s growth story is increasingly expanding beyond its traditional seat-based business, with greater emphasis on data security and Security for AI. On […]
Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.
Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.
Cybersecurity stocks are breaking away from a softening Nasdaq tape, and CrowdStrike is leading the charge for a reason that has little to do with traditional security spending and everything to do with what AI agents are about to demand from corporate networks.
J.P. Morgan sees CrowdStrike, Palo Alto Networks, Okta, Zscaler, and Varonis benefiting as AI adoption drives greater demand for cybersecurity.
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