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Zscaler (ZS)
NASDAQ:ZS
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Zscaler (ZS) Price & Analysis

8,896 Followers

ZS Stock Chart & Stats

$134.68
$2.40(1.31%)
At close: 4:00 PM EST
$134.68
$2.40(1.31%)

Bulls Say, Bears Say

Bulls Say
Go-to-market Momentum And Contract DesignImproving sales productivity, stronger pipeline conversion, and a new flexible contract offering are driving larger, longer-term customer commitments and higher-quality recurring revenue.
Guidance And TransparencyManagement raised annual recurring revenue guidance and provided clearer disclosure on the acquired business, which improves visibility and reduces investor confusion about future results.
Product Positioning And AI Security DemandBroad adoption of the Zero Trust Everywhere approach and demand for AI security solutions position the company to capture expanding enterprise spending and increase recurring revenue per customer.
Bears Say
Acquisition-driven Growth DurabilityA significant portion of recent ARR upside came from acquisitions rather than organic momentum, raising concerns about the sustainability of reported growth.
Customer Churn And Revenue VolatilityElevated churn at an acquired cybersecurity business is creating variability in recurring revenue trends and complicating forecasts for net new ARR.
Valuation Pressure And Forecast RevisionsSector multiple compression and clearer accounting for acquisition contributions are likely to prompt downward revisions to consensus ARR expectations and apply pressure to the stock.

Zscaler News

ZS FAQ

What was Zscaler’s price range in the past 12 months?
Zscaler lowest stock price was $114.63 and its highest was $336.99 in the past 12 months.
    What is Zscaler’s market cap?
    Zscaler’s market cap is $21.07B.
      When is Zscaler’s upcoming earnings report date?
      Zscaler’s upcoming earnings report date is May 28, 2026 which is in 39 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

                    $229.53
                    ▲(70.43% Upside)
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                    Ownership Overview

                    18.87%15.09%0.13%46.43%
                    18.87% Insiders
                    0.13% Other Institutional Investors
                    46.43% Public Companies and Individual Investors
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