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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...

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...

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.

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 ($SPX ) (SPY ) is up by +0.61% today, the Dow Jones Industrial Average ($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...

Recently, Zacks.com users have been paying close attention to Zscaler (ZS). This makes it worthwhile to examine what the stock has in store.

This cybersecurity stock is on a historic run fueled by the AI boom, forcing investors to evaluate whether the growth engine has enough fuel left to justify its expanding multiple.

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...

AI adoption and rising data-security needs are keeping investors focused on the cybersecurity trade.

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.

CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.

Okta (OKTA) stock rose 12% in Monday's session and closed at $186.45, its highest price in a year. A move that size usually follows something the company itself announced. What Okta announced that morning does not qualify. Monday’s sharp rally appears driven more by sector-wide AI sentiment than any immediate change to Okta’s guided revenue.

Zscaler Inc. (NASDAQ:ZS) ended the year with 25% ARR growth, while management described AI as “the largest tailwind we have ever seen.” That language points to strong confidence in the demand opportunity ahead. At the same time, fiscal 2027 guidance implies that growth could slow by roughly a third. That leaves a meaningful gap between […]

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Zscaler (NASDAQ:ZS) executives outlined how the cybersecurity company is adapting its zero-trust architecture for AI agents, while also discussing new product launches, sales initiatives and the potential for continued growth in its core business. Speaking at a company session, Head of Product Adam

Cybersecurity company Zscaler, Inc. (NASDAQ:ZS) delivered solid results in the latest quarter. However, it is also evident that the market remains skeptical about the company’s AI security opportunities. Zscaler reported revenue and earnings that beat Wall Street expectations and issued upbeat guidance for both the current quarter and fiscal full-year. Yet Zscaler shares are down […]

Key Takeaways:AI Security Booming: Zscaler’s security-for-AI bookings jumped more than 50% sequentially in fiscal Q4 2026, on top of an already strong prior quarter. Price Projection: Based on current execution, ZS stock could reach $231 by July 2029.

CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.

Palo Alto Networks (PANW) has returned 71.4% over the past year and trades about 15% below its 52-week high. You can be paid now for agreeing to buy the shares well below today's price, and you keep that payment either way. The catch: the stock has to fall a long way first, and the slowdown management has already guided to is in the growth measures, not in the company total.

ARR hit $3.8B with 25% growth as AI security demand accelerates.