Zscaler is expected to report strong fiscal Q3 results on May 26, with analysts forecasting 24.6% year-over-year growth in annual recurring revenue (ARR) to $3.51 billion. The company secured significant federal contracts, including a $122 million deal with the Department of Homeland Security and renewals with the Departments of Transportation and Labor, which are expected to boost Q4 ARR growth. Analysts see these federal deals as key catalysts, potentially helping Zscaler exceed consensus ARR expectations of $3.73 billion for Q4. Valuation remains attractive compared to peers like Palo Alto Networks and Fortinet, supporting positive investor sentiment.
Cybersecurity stocks surged after IBM CEO Arvind Krishna highlighted cyber threats as a top concern for customers in the company's preliminary Q2 results. Krishna noted that some major deals were delayed as businesses reconsidered spending due to evo...
Zscaler's stock dropped sharply by 31.5% on May 27, 2026, after the company issued weaker-than-expected guidance and revealed disruptions linked to sales leadership changes. This decline followed concerns about slowing growth, weaker customer expansi...
