MongoDB, Cloudflare, Okta, Zscaler, and Upstart Stocks Trade Down, What You Need To Know
MongoDB, Cloudflare, Okta, Zscaler, and Upstart stocks experienced declines after a Bloomberg report suggested Anthropic's upcoming IPO could rival SpaceX's, intensifying competitive pressure in the software sector from artificial intelligence companies. This news, combined with OpenAI's CFO indicating a potential 2027 IPO or sooner, raised concerns about generative AI labs attracting investor capital and potentially impacting enterprise SaaS companies' market valuation. The article notes that while the market may overreact, such drops can present buying opportunities for high-quality stocks.
Zscaler Inc (ZS) Shares Fall 5.2% -- What GF Score of 70 Tells I
Zscaler Inc (ZS) shares dropped 5.2% to $174.95, marking a significant decline over the past year despite being estimated as 40.2% undervalued by GF Value™. The company holds a GF Score™ of 70/100, indicating strong growth potential but weaknesses in profitability and valuation, suggesting a possible value trap. Insider selling of $26.1 million with no buying activity raises concerns about confidence in the company's future performance.
ZS Maintains by Stifel -- Price Target Raised to $200
Stifel has maintained a Buy rating on Zscaler (ZS) and raised its price target to $200, reflecting increased confidence in the cybersecurity software sector leader. While GuruFocus indicates ZS is undervalued by 36.4% based on its GF Value™, concerns remain regarding its low profitability and recent insider selling. Investors are advised to consider both the growth potential and the profitability challenges before making investment decisions.
Stifel raises Zscaler stock price target to $200 ahead of results
Stifel has increased its price target for Zscaler Inc. (NASDAQ:ZS) to $200 from $175, maintaining a Buy rating, ahead of the company's Q4 fiscal 2026 earnings report on September 3, 2026. Analysts expect Zscaler to report in-line or better results, with potential revenue and annual recurring revenue beats, driven by strong fundamentals like 77% gross profit margins and 25% revenue growth. The report also highlights other analyst firms like TD Cowen and Truist Securities similarly raising their price targets to $200, emphasizing Zscaler's AI innovations and zero trust portfolio.
ZSCALER, INC. : STIFEL RAISES TARGET PRICE TO $200 FROM $175
Stifel has increased its target price for Zscaler, Inc. (ZS.O) to $200, up from the previous $175. This update reflects Stifel's revised outlook for the company's stock. The article is a brief news alert from Reuters, emphasizing the change in the analyst's valuation.
How Investors May Respond To Zscaler (ZS) Expanding Zero Trust Exchange To SMBs Via Carahsoft Partnership
Zscaler (ZS) is expanding its Zero Trust Exchange platform to U.S. small and medium-sized businesses (SMBs) and mid-market organizations through a partnership with Carahsoft Technology Corp. This move aims to broaden Zscaler's customer base, potentially supporting near-term revenue growth and diversifying its customer portfolio. Investors are watching for the upcoming Q4 FY2026 earnings report to see if these investments and partnerships translate into improved operating leverage or increased costs, as the company projects significant revenue and earnings growth by 2029.
How Investors May Respond To Zscaler (ZS) Expanding Zero Trust Exchange To SMBs Via Carahsoft Partnership
Zscaler (ZS) has expanded its Zero Trust Exchange platform to SMBs and mid-market organizations through a partnership with Carahsoft Technology Corp. This move aims to broaden Zscaler’s customer base and drive near-term revenue, though investors should monitor upcoming Q4 FY2026 earnings for signs of improved operating leverage versus increased costs. The expansion supports a bullish investment narrative, but some analysts are more cautious about Zscaler's growth and profitability.
Zscaler expands Carahsoft partnership for SMB market reach By Investing.com
Zscaler and Carahsoft Technology Corp. have expanded their partnership to provide Zscaler's Zero Trust Exchange platform to U.S. small and medium-sized businesses (SMB) and mid-market segments. This collaboration aims to address cybersecurity threats faced by smaller organizations by offering cloud-native Zero Trust security through Carahsoft’s distribution network, featuring predictable pricing and tailored bundles. The initiative seeks to simplify procurement, deployment, and management of advanced security solutions for SMBs.
Zscaler vs. Okta: Which Cybersecurity Stock Is the Better Buy?
This article compares Zscaler (ZS) and Okta (OKTA), two cybersecurity stocks, to determine which is the better investment. While Zscaler exhibits faster current growth, its growth is decelerating and its capital expenditures are rising due to AI workloads. Okta, despite slower growth, offers a more stable financial outlook, a more attractive valuation, and significant cross-selling potential in the emerging AI-agent market.
Zscaler expands Carahsoft partnership for SMB market reach By Investing.com
Zscaler and Carahsoft have expanded their partnership to provide Zscaler's Zero Trust Exchange platform to U.S. small and medium-sized businesses (SMBs) and mid-market segments. This collaboration aims to deliver cloud-native Zero Trust security to smaller organizations, addressing cybersecurity threats like ransomware and phishing that they often lack the resources to combat. The expanded partnership includes standardized offers, predictable pricing, and partner enablement to facilitate procurement, deployment, and management of these security solutions.
Zscaler and Carahsoft Expand Partnership to Deliver Enterprise-Proven Zero Trust Security to SMB and Mid-Market Customers
Zscaler and Carahsoft have expanded their partnership to provide enterprise-grade Zero Trust security solutions to small and medium-sized businesses (SMB) and mid-market customers. This collaboration aims to make Zscaler's Zero Trust Exchange platform more accessible and easier to deploy for organizations that face the same cyber threats as large enterprises but often lack the necessary security resources. The initiative includes standardized bundles, simplified pricing, and enhanced partner enablement to help accelerate adoption and deliver value to these underserved market segments.
Zscaler vs. Okta: Which Cybersecurity Stock Is the Better Buy?
This article compares
Smaller organizations face the same cyber threats as large enterprises
Zscaler and Carahsoft have expanded their partnership to provide enterprise-grade, Zero Trust security solutions to small and medium-sized businesses (SMBs) and mid-market customers. This collaboration aims to address the cyber threats faced by these organizations, which often lack the resources to combat them, through simplified offers, predictable pricing, and extensive partner enablement. The initiative will help SMBs replace legacy security systems with a cloud-delivered Zero Trust model, enhancing security and reducing total cost of ownership.
Zscaler vs. Okta: Which Cybersecurity Stock Is the Better Buy?
This article compares Zscaler (ZS) and Okta (OKTA) as cybersecurity investment options, focusing on their growth, financial strength, valuation, and risk. While Zscaler has higher current growth, it's decelerating with rising capital expenditures. Okta offers more stable, albeit slower, growth, a better valuation, and strong potential in AI-agent security, making it the more attractive investment.
TD Cowen raises Zscaler stock price target to $200 on security demand
TD Cowen has raised its price target for Zscaler (NASDAQ:ZS) shares to $200 from $180, maintaining a Buy rating, driven by strong security demand and the company's robust fundamentals. This comes as Zscaler, trading at $183.60 and considered undervalued, prepares for its Q4 fiscal 2026 earnings report, with expectations of in-line or better results. The company's Z-Flex offering is also anticipated to boost purchasing among large customers.
Zscaler (ZS) Could Be 5% Undervalued On AI Security Spending Push
Zscaler (ZS) is gaining attention due to increased capital spending plans for AI-focused cybersecurity, Gartner recognition, and positive market sentiment. Despite recent share price volatility, the company is considered approximately 5% undervalued based on an intrinsic value estimate of $192.58 against a last close of $183.60, driven by its differentiated AI security products addressing new threats. However, its high P/S ratio compared to the industry average and potential competition from large cloud providers pose risks to its valuation.
Zscaler (ZS) Could Be 5% Undervalued On AI Security Spending Push
Zscaler (ZS) is gaining attention due to increased AI-focused cybersecurity demand, Gartner recognition, and positive analyst commentary. Despite recent volatility, the stock is considered approximately 4.7% undervalued with a fair value estimate of $192.58, indicating potential for further upside. The company is strategically addressing new security challenges posed by AI/ML traffic with differentiated AI security products.
Bank Hapoalim BM Invests $2.67 Million in Zscaler, Inc. $ZS
Bank Hapoalim BM recently acquired 18,885 shares of Zscaler, Inc. (NASDAQ:ZS) worth approximately $2.67 million during the second quarter. This investment is part of broader institutional interest, with several other large investors also increasing their stakes in the cloud security company. Despite recent analyst price target reductions, Zscaler maintains a "Moderate Buy" consensus rating and reported strong Q2 earnings with revenue up 25.4% year-over-year.
Zscaler, Inc. (NASDAQ:ZS) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Zscaler, Inc. (NASDAQ:ZS) has received a consensus "Moderate Buy" rating from analysts, with 34 out of 41 firms recommending to buy the stock. The average 12-month price target is set at $214.21, following recent quarterly results that surpassed expectations, reporting adjusted EPS of $1.08 against an estimated $1.01 and a 25.4% revenue increase year-over-year. Institutional investors, including BlackRock Inc. and First Trust Advisors LP, hold a significant 46.45% stake in the company.
Zscaler (ZS) Could Be 5% Undervalued On AI Security Spending Push
Zscaler (ZS) is gaining attention due to increased AI-focused cybersecurity spending plans, Gartner recognition, and positive analyst commentary. While its stock has seen recent volatility, Simply Wall St assesses Zscaler as 4.7% undervalued with a fair value of $192.58, driven by its ability to address AI/ML traffic security challenges with differentiated products. However, potential risks include increased competition from large cloud providers bundling security and pressure on margins.
Zscaler Increases CapEx: Can AI-Led Demand Justify Higher Spending?
Zscaler is increasing its capital expenditures to meet the growing demand for AI-driven cybersecurity solutions, which will help it handle larger data volumes and secure AI workloads. This increased spending, however, is expected to pressure free cash flow in the near term, with revised guidance for fiscal 2026 free cash flow margin being lowered. While rivals like Palo Alto Networks and CrowdStrike are focusing more on software and acquisitions, Zscaler's significant investment in infrastructure could be justified by strong AI security demand if it translates into sustained revenue growth.
Zscaler Increases CapEx: Can AI-Led Demand Justify Higher Spending?
Zscaler is increasing its capital expenditures significantly to support growing AI-driven cybersecurity demands, with CapEx potentially reaching high-single-digit percentages of revenues by fiscal 2026 and increasing further in 2027. While this higher spending is expected to pressure near-term free cash flow, the company is seeing strong demand for its AI Protect solution, indicating potential for sustained revenue growth. Rivals like Palo Alto Networks and CrowdStrike are adopting a software and acquisition-focused approach rather than heavy infrastructure investment to capture the AI security market.
Handelsbanken Fonder AB Buys 28,792 Shares of Zscaler, Inc. $ZS
Handelsbanken Fonder AB has significantly increased its stake in Zscaler, Inc. (NASDAQ:ZS) by 89.6%, adding 28,792 shares to now hold 60,933 shares valued at approximately $8.6 million. This move comes as institutional investors collectively own 46.45% of the company, and analysts maintain a positive outlook with a "Moderate Buy" consensus rating and an average price target of $214.21. Zscaler recently surpassed quarterly expectations, reporting adjusted EPS of $1.08 against a $1.01 consensus and revenue of $850.48 million, a 25.4% increase year-over-year.
Trading the Move, Not the Narrative: (ZS) Edition
This article provides an AI-generated analysis for Zscaler Inc. (NYSE: ZS), highlighting strong near and mid-term sentiment but a weak long-term outlook. It identifies a breakout underway with significant upside potential due to a lack of resistance above current prices. Three trading strategies are presented—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide investors.
Zscaler Accused of Patent Infringement Over AI Security Feature
Zscaler Inc. is facing a patent infringement lawsuit from Congruent Media Resourcing LLC, which alleges that Zscaler's "AI Guard" security technology infringes on US Patent No. 9,135,418. The lawsuit, filed in the US District Court for the Northern District of Texas, claims that Zscaler's AI-powered product, designed to secure applications using public genAI and internal AI apps, mimics the patented process for operating a secure application. Zscaler has not yet responded to the accusation.
Empowered Funds LLC Sells 34,068 Shares of Zscaler, Inc. $ZS
Empowered Funds LLC significantly reduced its stake in Zscaler, Inc. (NASDAQ:ZS) by 91.8% in the first quarter, selling 34,068 shares and retaining 3,045 shares valued at $427,000. Despite this sale, institutional investors own 46.45% of the company, and analyst sentiment remains positive with a "Moderate Buy" consensus rating and an average price target of $214.21. Zscaler recently reported strong quarterly revenue of $850.48 million, a 25.4% year-over-year increase, and adjusted EPS of $1.08, surpassing estimates.
Zscaler finds India remains a top target for phishing attacks
A new report from Zscaler, the ThreatLabz 2026 Phishing and Initial Access Report, reveals that India remains the top target for phishing attacks in the Asia-Pacific region and the second globally in 2025, despite a decrease in overall phishing activity. This shift is attributed to cybercriminals adopting AI-driven, highly targeted attacks, with 95.2% of phishing attempts hidden in encrypted traffic. Zscaler advocates for a Zero Trust architecture to combat these evolving threats.
Qualys, Rubrik, and Zscaler Join CSAI Foundation as Vanguard Members
Qualys, Rubrik, and Zscaler have joined the CSAI Foundation as Vanguard members, bringing their expertise to advance AI security, safety, and governance. The CSAI Foundation, launched by the Cloud Security Alliance and supported by Coefficient Giving, focuses on developing practical guidance and best practices for secure and resilient AI systems, especially autonomous AI agents. This collaboration aims to address the new cyber risks associated with AI adoption and establish industry standards for AI governance.
Zscaler Is Down 50% While Its Non-Seat Revenue Keeps Growing. Here’s Where the Stock Could Go
Zscaler's stock is down 50% from its 52-week high, trading at 25 times forward EBITDA, which is the average for its software peers despite 25% recurring revenue growth. The market's concern stems from Zscaler's per-user pricing model, perceived as vulnerable to AI-driven headcount reductions. However, Zscaler is actively transitioning to a non-seat based pricing model, which already accounts for 30% of new annual contract value and could reaccelerate growth as AI agent traffic is metered.
Zscaler Inc (ZS) Shares Surge 4.7% -- What GF Score of 70 Tells Investors
Zscaler Inc (ZS) shares rose 4.7% to $176.68, reflecting an above-average GF Score of 70/100, which suggests strong growth potential despite unprofitability. GuruFocus assesses ZS as undervalued by 39.4% based on its GF Value, but also cautions it could be a "Possible Value Trap" due to its financial situation. Insider selling activity of $2.6 million further advises caution for potential investors.
Zscaler, Inc. $ZS Holdings Lifted by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. increased its stake in Zscaler, Inc. (NASDAQ:ZS) by 6.6% in the second quarter, bringing its total holdings to 193,297 shares valued at $27.3 million. Zscaler reported strong quarterly earnings, surpassing analyst expectations with an EPS of $1.08 and a 25.4% revenue increase year-over-year, alongside positive fiscal 2026 guidance. Analyst sentiment remains largely positive, with a "Moderate Buy" consensus rating and an average price target of $214.21, despite some insider stock sales.
Bank of America Corp DE Buys 239,326 Shares of Zscaler, Inc. $ZS
Bank of America Corp DE significantly increased its stake in Zscaler, Inc. by 44.3% in the first quarter, acquiring an additional 239,326 shares and bringing its total holdings to 779,245 shares valued at approximately $109.3 million. Zscaler exceeded analyst expectations with strong quarterly revenue and adjusted EPS, though several firms have recently lowered price targets. Despite some insider selling to cover tax obligations, analysts generally maintain a "Moderate Buy" rating for Zscaler.
Zscaler คว้า 3 รางวัลจาก CRN Tech Innovator Awards
Zscaler ได้รับ 3 รางวัลจาก CRN Tech Innovator Awards ประจำปี 2025 โดยเป็นผู้นำด้านนวัตกรรมความปลอดภัยบนคลาวด์และ Zero Trust Exchange รางวัลเหล่านี้ตอกย้ำถึงความมุ่งมั่นของบริษัทในการมอบโซลูชันที่ทันสมัยแก่ลูกค้าและคู่ค้า
Zscaler Inc (ZS) Stock Up 3.7% and Still Undervalued -- GF Score: 70/100
Zscaler Inc (ZS) shares rose 3.7% to $168.68, which is 42.0% below its GF Value™ of $290.99, indicating it might be undervalued. Despite an above-average GF Score™ of 70/100, the company is unprofitable and cash-flow-negative, prompting a "Possible Value Trap" warning from GuruFocus. Insider selling and a high forward P/E ratio further suggest caution for investors considering the stock.
Zscaler to Host Fourth Quarter Fiscal Year 2026 Earnings Conference Call
Zscaler, Inc. (NASDAQ: ZS) announced it will release its fourth quarter fiscal year 2026 earnings on Thursday, September 3, 2026, after market close. The company will host an investor conference call on the same day at 1:30 p.m. Pacific time to discuss the results. Interested parties can register for the webcast or dial-in to participate in the call.
Zscaler will release fiscal 2026 results after markets close Sept. 3
Zscaler (NASDAQ: ZS) is set to release its fourth-quarter fiscal year 2026 earnings after the market closes on Thursday, September 3, 2026. The company will host an investor conference call at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. Investors can access the live webcast or register for a dial-in option to participate in the call.
Zscaler to Host Fourth Quarter Fiscal Year 2026 Earnings Conference Call
Zscaler, Inc. (NASDAQ: ZS) will release its fourth-quarter fiscal year 2026 earnings on Thursday, September 3, 2026, after market close. The company will also host an investor conference call at 1:30 p.m. PT (4:30 p.m. ET) on the same day to discuss the results. Interested parties can register to join the call by phone or access a live webcast on Zscaler's investor relations website.
Zscaler's Large Deal Activity Surges: What's Driving This Momentum?
Zscaler is experiencing a surge in large enterprise deals due to increased demand for Zero Trust security, AI-powered protection, and platform consolidation. The company reported record performance in Q3 fiscal 2026, with annual recurring revenues exceeding $3.5 billion and remaining performance obligations nearing $6.5 billion. Zscaler's Z-Flex program and expanding customer adoption of multiple products are key drivers, positioning it well against rivals like Palo Alto Networks and CrowdStrike in the competitive cybersecurity market.
Zscaler Inc (ZS) Shares Surge 5.7% -- What GF Score of 70 Tells Investors
Zscaler Inc (ZS) shares surged 5.7% to $163.22, but despite a GF Value™ indicating 43.8% undervaluation, concerns remain due to the company's cash-flow-negative status and profitability issues. Its GF Score™ of 70/100 reflects strong growth potential (9/10) but weak profitability (3/10) and valuation (4/10). Insider selling of $2.6 million over three months, without any buying, also suggests a lack of confidence among executives, prompting caution for investors.
Zscaler Recognized as a Leader in Both the 2026 Gartner® Magic Quadrant™ for SASE Platforms and 2026 Magic Quadrant™ for Security Service Edge
Zscaler has been recognized by Gartner as a Leader in both the 2026 Magic Quadrant for SASE Platforms and the 2026 Magic Quadrant for Security Service Edge (SSE). This marks Zscaler's fifth consecutive year as a Leader in the SSE Magic Quadrant and its first in the SASE Platforms Magic Quadrant. The company attributes this recognition to its Zero Trust SASE framework, which secures users, devices, workloads, and AI agents, and its cloud-native platform built on 15 years of cybersecurity innovation.
Zscaler's Large Deal Activity Surges: What's Driving This Momentum?
Zscaler is experiencing a surge in large enterprise deals, driven by the growing demand for Zero Trust security, AI-powered protection, and platform consolidation. The company reported record performance in Q3 fiscal 2026, closing its highest-ever number of annual contract value deals over $1 million, with annual recurring revenues up 25% and remaining performance obligations climbing 30%. Zscaler's Z-Flex program and expanding platform adoption are key factors supporting this growth, positioning the company well against rivals like Palo Alto Networks and CrowdStrike.
(ZS) Volatility Zones as Tactical Triggers
This article from Stock Traders Daily analyzes Zscaler Inc. (NYSE: ZS), identifying a positive near-term sentiment that may shift and a breakout underway with potential for higher levels due to a lack of resistance. It outlines three AI-generated trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, along with multi-timeframe signal analysis. The report highlights the current signals and suggests choppy conditions due to divergent sentiment across horizons.
Zscaler Inc (ZS) Financial Health: Profitability & Balance Sheet Analysis
This article provides an analysis of Zscaler Inc.'s (ZS) financial health, noting its current financial score of 5.97, ranking 417 out of 486 in its industry. The company shows stable financial status and average operating efficiency, with significant year-over-year increases in both revenue (25.43%) and net profit (236.56%). Further details on specific financial metrics like Quality of Earnings, Operational Efficiency, Growth Potential, and Shareholder Returns are mentioned, though the data for these sections are noted as not yet disclosed.
BlackRock (NYSE: BLK) discloses 5.1% beneficial ownership in Zscaler (ZS)
BlackRock, Inc. has reported a passive ownership stake of 5.1% in Zscaler Inc. (ZS), amounting to 8,255,213 shares, as disclosed in a Schedule 13G filing. The investment firm holds sole voting power over 7,629,356 shares and sole dispositive power over all 8,255,213 shares. This filing indicates that while various BlackRock clients have rights to dividends or sale proceeds, no individual client holds more than five percent of Zscaler's outstanding common shares.
Is Zscaler (ZS) Using Sovereign Zero Trust To Deepen Its European Moat Or Just Testing Waters?
Zscaler has partnered with Schwarz Digits to offer its Zero Trust Exchange on STACKIT sovereign cloud, targeting European data sovereignty concerns and AI-driven cyber risks. This collaboration aims to deepen Zscaler's presence in the European market by providing a locally operated security platform aligned with regional legal requirements. While this move is positive for Zscaler's European strategy, the company still faces competitive and margin pressure risks, and tighter IT budgets could delay broader adoption of Zero Trust solutions and AI security upsells.
Zscaler Number of Employees 2026 | Employee Count & Headcount Data
As of March 2026, Zscaler, Inc. (ZS) has approximately 8,105 employees worldwide, representing a 26.1% growth since 2023, though it saw a 1.0% year-over-year decrease in 2026. The company is actively hiring with 594 job postings in 2026, and its workforce is concentrated in India (37.0%) and the United States (36.9%). The average salary at Zscaler is $120,749, with a median employee tenure of 2.0 years.
Is Zscaler (ZS) Using Sovereign Zero Trust To Deepen Its European Moat Or Just Testing Waters?
Zscaler has partnered with Schwarz Digits to launch a Zero Trust SASE service hosted in German data centers, targeting European data sovereignty concerns for critical sectors. This move aims to simplify Zero Trust adoption and deepen Zscaler's presence in Europe, although challenges like tight IT budgets and competitive pressure remain. Analysts have varied forecasts for Zscaler's future revenue and earnings, with some predicting a tougher path than consensus.
Zscaler Partners With Schwarz Digits to Deliver Sovereign Cloud Security in Europe
Zscaler has partnered with Schwarz Digits, the IT and digital division of Schwarz Group, to provide sovereign cloud security solutions in Europe. This collaboration aims to offer a Zscaler Zero Trust Exchange platform integrated with Schwarz Digits' sovereign cloud, ensuring data residency and compliance with European regulations for public sector and critical infrastructure organizations. The partnership highlights Zscaler's commitment to expanding its European presence and meeting the region's specific security and regulatory needs.
Zscaler (ZS) And Schwarz Digits Put Fair Value Back In Focus
Zscaler (ZS) has garnered attention due to its new Zero Trust Secure Access Service Edge offering with Schwarz Digits, built on the STACKIT sovereign cloud. Despite recent positive stock momentum, Zscaler's year-to-date and one-year returns are significantly down. The company is currently considered 21.3% undervalued by analysts, trading at a discount to both analyst targets and intrinsic value estimates, driven by expected growth in AI security and increasing profitability.
Zscaler CFO Kevin Rubin sells $74,002 in company stock
Zscaler CFO Kevin Rubin sold $74,002 worth of company stock through a Rule 10b5-1 trading plan. Despite recent stock weakness, analysts from Truist Securities and Stifel maintained "Buy" ratings, citing the company's AI strategy and expanding zero-trust portfolio, while Wolfe Research adjusted its price target down but kept an "Outperform" rating. The stock closed at $147.30 on the day of the transaction and has since risen to $151.63, though it remains down 24% over the past six months.
