Zscaler is rated Strong Buy due to its leadership in Zero Trust cloud security, a sector growing from best practice to regulatory requirement in the US and EU. The company prioritizes growth investments over short-term margin gains, generating a strong 36% free cash flow margin and operating efficiently under the 'Rule of 62.' Recent acquisitions like Red Canary and Symmetry Systems expand its platform into managed detection and AI agent security, positioning Zscaler well for future IT and AI workload growth. This makes it a high-quality software compounder with solid long-term prospects.
NVIDIA introduced the Vera BlueField-4 STX platform featuring enhanced DOCA security capabilities that provide zero-trust file access, agent behavior monitoring, and network isolation directly in silicon. This innovation enables runtime threat detect...
Last week, ten large-cap stocks experienced significant declines, led by Zscaler which dropped over 20% after reporting weaker-than-expected Q3 results and cautious Q4 sales guidance. Other notable losers included Cerebras Systems, Boston Scientific,...
Levi & Korsinsky has started an investigation into Zscaler, Inc. following the company's Q3 report showing strong revenue growth but a Q4 outlook below analyst expectations and lowered cash-flow-margin projections for fiscal 2026. The announcement al...
