Investment
Features
FeesSafety
Academy
More
Pluang+

Zscaler rebounds with strong fiscal results and growing demand amid AI-driven cybersecurity needs.

Analyst Insights
04 Sep 2026
Seeking Alpha
View Source
Bullish
Zscaler rebounds with strong fiscal results and growing demand amid AI-driven cybersecurity needs.

Zscaler remains undervalued despite a sector rebound, down about 20% year-to-date and 30% year-over-year. The company reported strong fiscal results and robust bookings, accelerating its annual recurring revenue (ARR) growth. This growth contradicts earlier concerns about SaaS sector weakness and customer churn. Increased cybersecurity threats driven by AI expansion are boosting demand for Zscaler's multi-product security solutions, supporting a positive outlook for the company.

More News (ZS)

Zscaler rated buy as AI-driven cybersecurity threats boost demand despite recent slow growth.

Zscaler rated buy as AI-driven cybersecurity threats boost demand despite recent slow growth.

Zscaler is recommended as a buy due to its strong position in zero-trust cybersecurity, which is crucial as AI-driven cyber threats increase. Although its stock has underperformed recently and growth has slowed to about 25% year-over-year, the compan...

Analyst Insights
Bullish
4 hours ago
Zscaler shares drop 4% as slower FY2027 growth outlook overshadows strong earnings.

Zscaler shares drop 4% as slower FY2027 growth outlook overshadows strong earnings.

Zscaler reported a strong fiscal Q4 with 25% revenue growth and earnings beating expectations, but its fiscal 2027 growth guidance of 16.6% to 17.5% revenue increase disappointed investors, causing its stock to fall 4%. This slowdown contrasts with t...

Company Fundamentals
Bearish
6 hours ago
RBC Capital raises Zscaler price target to $210 on strong revenue growth and AI-driven innovation.

RBC Capital raises Zscaler price target to $210 on strong revenue growth and AI-driven innovation.

RBC Capital increased its price target for cybersecurity firm Zscaler to $210, maintaining an "Outperform" rating due to the company's strong financial results and AI innovation. Zscaler reported a 25% rise in revenue and Annual Recurring Revenue, su...

Analyst Insights
Bullish
6 hours ago
Zscaler beats Q4 earnings estimates but shares drop on weaker free cash flow.

Zscaler beats Q4 earnings estimates but shares drop on weaker free cash flow.

Zscaler reported fiscal Q4 revenue of $898.2 million and adjusted EPS of $1.19, both surpassing analyst expectations. However, its free cash flow fell 65% year-over-year to $60.8 million, missing estimates and causing shares to drop 3.5%. The company...

Company Fundamentals
Bearish
8 hours ago
Zscaler posts strong Q4 with 25% revenue growth but warns of slower growth ahead.

Zscaler posts strong Q4 with 25% revenue growth but warns of slower growth ahead.

Zscaler, Inc. reported a strong Q4 with 25% year-over-year revenue growth and a record non-GAAP operating margin, highlighting solid enterprise adoption and expansion with Fortune 500 penetration at 50% and a net retention rate of 115%. Despite these...

Company Fundamentals
Neutral
10 hours ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App