Zscaler aims for $8–10 billion in annual recurring revenue by fiscal year 2031, leveraging enterprise AI adoption and a shift to usage-based monetization. The company sees $15 billion in untapped cross-selling opportunities within its existing customer base and strong growth from its Z-Flex program. AI-driven offerings now make up 30% of new contract value, with metered recurring revenue growing over 100% year-over-year, supporting a strong growth outlook. Despite near-term capital expenditure and competitive risks, Zscaler maintains a $7.37 billion backlog, strong liquidity, and reasonable valuation, making it a buy-rated opportunity for long-term investors.
Zscaler shares trade at USD 228.10 on Pluang as of Oct 12, 2026, 23:01 WIB, down 2.41% for the day. The company holds a market cap of $38.11 billion, reflecting substantial investor interest despite recent price declines. Typical investors on Pluang hold Zscaler stock for about 41 days, indicating moderate trading activity around this cybersecurity player.
Zscaler is rated a Buy due to strong demand for AI-driven security solutions and a credible plan to double its annual recurring revenue (ARR) to $7.6 billion by 2031. The company reported $3.8 billion in ARR last quarter, a 25% increase year-over-yea...
Zscaler's shares rose 6% after reaffirming its full-year revenue forecast of $3.91-$3.94 billion and announcing a collaboration with IBM and Red Hat to protect private applications during vulnerability windows. This news boosted the entire cybersecur...
Zscaler CEO Jay Chaudhry has sold 2,852 shares of the company, generating $550,000 from the transaction. This sale could indicate personal financial planning or portfolio rebalancing by the CEO. Investors might watch for any further insider activity ...
Pomerantz LLP is investigating Zscaler for potential securities fraud following the company's Q3 2026 revenue guidance that missed expectations and the departure of its Chief Revenue Officer, Mike Rich. Zscaler's stock fell sharply after both events,...
