Zscaler's stock fell 9% after its chief revenue officer resigned, raising concerns about sales execution during a critical period. Fastly's shares dropped 6% following a Citi analyst's skepticism about the company's ability to monetize AI traffic under its gigabyte-based billing model. Zscaler appointed an internal successor to maintain sales strategy continuity, while Fastly's future revenue depends on whether AI traffic boosts demand for its higher-margin security products. Investors should watch Zscaler's next earnings for sales updates and Fastly's reports for AI-related revenue clarity.
As of Sep 25, 2026 23:12 WIB, Zscaler shares are trading at USD 195.40 on Pluang, down 8.96% for the day with a market cap of $35.00 billion. Fastly is priced at USD 25.28, down 5.25%, with a market cap of $4.25 billion. Notably, Zscaler's Pluang order activity shows a strong sell sentiment at 97%, while Fastly has a majority buy interest at 62%.
