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Zscaler (ZS)
NASDAQ:ZS

Zscaler (ZS) Price & Analysis

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ZS Stock Chart & Stats

$164.06
$2.40(1.31%)
At close: 4:00 PM EST
$164.06
$2.40(1.31%)

Bulls Say, Bears Say

Bulls Say
Acquisition DisclosureManagement provided clearer disclosure on the Red Canary contribution, reducing investor confusion and enabling more accurate revenue forecasting.
Guidance UpgradeManagement raised guidance for annual recurring revenue, revenue, and operating profit, which signals stronger-than-expected business performance and could support a higher stock valuation.
Sales Execution And Product AdoptionImproved sales productivity, very strong pipeline conversion, and the Z-Flex flexible contract offering are driving larger, longer-term customer commitments and a rise in large enterprise deals.
Bears Say
Acquisition-driven Growth RiskA sizable portion of reported annual recurring revenue upside came from recent acquisitions rather than organic demand, raising concerns about the durability of growth.
Elevated Churn In Acquired AssetsElevated customer churn at the acquired cybersecurity business increases volatility in recurring revenue and complicates forecasting of sustainable net new revenue.
Valuation And Multiple PressureAnalysts trimmed price targets due to sector multiple compression, indicating potential downside if market valuation multiples for the company contract further.

Zscaler News

ZS FAQ

What was Zscaler’s price range in the past 12 months?
Zscaler lowest stock price was $140.56 and its highest was $336.99 in the past 12 months.
    What is Zscaler’s market cap?
    Zscaler’s market cap is $26.38B.
      When is Zscaler’s upcoming earnings report date?
      Zscaler’s upcoming earnings report date is May 28, 2026 which is in 81 days.
        How were Zscaler’s earnings last quarter?
        Zscaler released its earnings results on Feb 26, 2026. The company reported $1.01 earnings per share for the quarter, beating the consensus estimate of $0.894 by $0.116.
          Is Zscaler overvalued?
          According to Wall Street analysts Zscaler’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Zscaler pay dividends?
            Zscaler does not currently pay dividends.
            What is Zscaler’s EPS estimate?
            Zscaler’s EPS estimate is 1.01.
              How many shares outstanding does Zscaler have?
              Zscaler has 160,790,710 shares outstanding.
                What happened to Zscaler’s price movement after its last earnings report?
                Zscaler reported an EPS of $1.01 in its last earnings report, beating expectations of $0.894. Following the earnings report the stock price went down -12.171%.
                  Which hedge fund is a major shareholder of Zscaler?
                  Currently, no hedge funds are holding shares in ZS
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Zscaler

                    Zscaler, Inc. operates as a cloud security company worldwide. The company provides Zscaler Internet Access solution that provides users, servers, operational technology, Internet of Things device secure access to externally managed applications, including software-as-a-service (SaaS) applications and Internet destinations; and Zscaler Private Access solution, which is designed to provide access to managed applications hosted internally in data centers, and private or public clouds. It also offers Zscaler Digital Experience that measures end-to-end user experience across business applications, as well as provides an easy to understand digital experience score for each user, application, and location within an enterprise. In addition, the company provides workload segmentation solutions comprising Zscaler Cloud Security Posture Management that identifies and remediates application misconfigurations in SaaS, infrastructure as a service, and platform as a service to reduce risk and ensure compliance with industry and organizational benchmarks; and Zscaler Cloud Workload Segmentation, which is designed to secure application-to-application communications inside public clouds and data centers to stop lateral threat movement, as well as prevents application compromise and reduces the risk of data breaches. Its platform modules include Zscaler Central Authority, Zscaler Enforcement Node, and Zscaler Log Servers. It serves customers in airlines and transportation, conglomerates, consumer goods and retail, financial services, healthcare, manufacturing, media and communications, public sector and education, technology, and telecommunications services industries. The company was formerly known as SafeChannel, Inc., and changed its name to Zscaler, Inc. in August 2008. Zscaler, Inc. was incorporated in 2007 and is headquartered in San Jose, California.

                    Zscaler (ZS) Earnings & Revenues

                    ZS Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call featured strong top-line and ARR growth, robust large-deal momentum, improved sales productivity, record pipeline conversion and raised guidance — all signaling durable demand, especially around AI Security, Zero Trust Everywhere and Data Security. Key positives include strong revenue/ARR beats, healthy cash balance and improved operating leverage. Near-term risks center on integration and elevated churn from the Red Canary acquisition, a modest QoQ decline in FCF margin, slight gross margin compression, and potential supply-cost pressures. Overall the quantitative and qualitative positives substantially outweigh the highlighted, manageable challenges.View all ZS earnings summaries

                    ZS Stock 12 Month Forecast

                    Average Price Target

                    $232.55
                    ▲(41.75% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 41,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":201.07,"date":1743465600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 39,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":227.06,"date":1746057600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n         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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":243.28,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 41,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":224.92,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 45,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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                    Ownership Overview

                    19.17%15.14%2.80%45.08%
                    19.17% Insiders
                    2.80% Other Institutional Investors
                    45.08% Public Companies and Individual Investors
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