Jim Cramer Says “In Fairness, Zscaler Shouldn’t Have Been Hit All That Hard”
Jim Cramer discussed Zscaler (NASDAQ: ZS) and its performance, noting that despite a significant drop, the cybersecurity company shouldn't have been hit so hard. While he prefers CrowdStrike or Palo Alto Networks for cybersecurity investments, Cramer advised a caller against selling Zscaler immediately, suggesting lightening up positions after a bounce due to holding multiple similar stocks. The article concludes by recommending a different AI stock with high upside potential over Zscaler.
How Investors May Respond To Zscaler (ZS) Expanding Its Zero Trust Ecosystem With New Partnerships
Zscaler has expanded its Zero Trust ecosystem through new partnerships with P0 Security and Versa, aiming to enhance secure connectivity and automate security for modern environments. These collaborations, particularly the integration with Versa Secure SD-WAN, reinforce Zscaler's cloud-delivered security platform strategy and support the shift away from legacy systems. While reinforcing its investment narrative, the company still faces challenges balancing strong revenue growth guidance with ongoing losses and competition.
Zscaler, Inc. $ZS Shares Sold by Perpetual Ltd
Perpetual Ltd significantly reduced its stake in Zscaler, Inc. (NASDAQ:ZS) by 30.4% in the fourth quarter, selling over 42,000 shares but still retaining a substantial holding. This news comes as Zscaler reported strong financial results, surpassing revenue and EPS estimates with 25.9% year-over-year revenue growth, and provided optimistic EPS guidance for fiscal year 2026. Despite some insider selling, institutional investors and analysts maintain a "Moderate Buy" rating for ZS, with a consensus target price of $267.86.
Wall Street Analysts See Zscaler (ZS) as a Buy: Should You Invest?
Wall Street analysts give Zscaler (ZS) an average brokerage recommendation (ABR) of 1.39, nearing a "Strong Buy" based on 46 firms' recommendations. However, the article cautions that ABRs often have a positive bias due to brokerage firms' vested interests and recommends using the Zacks Rank, which for Zscaler is currently a #3 (Hold) due to unchanged earnings estimates, as a more reliable indicator for investment decisions.
Zscaler Stock After Earnings: Can This Cyber Name Keep Outgrowing the Nasdaq?
Zscaler's latest earnings report shows strong revenue growth and continued demand for its zero-trust security solutions, especially from large enterprises. While the company's non-GAAP operating margins are improving, its premium valuation means the stock is highly sensitive to market movements and competition. Investors are closely watching billings, RPO growth, and the company's ability to maintain its growth lead against major competitors like Palo Alto Networks and CrowdStrike.
Discipline and Rules-Based Execution in ZS Response
This article provides an AI-driven analysis of Zscaler Inc. (NYSE: ZS), highlighting weak sentiment across all horizons and suggesting a short bias. It outlines detailed trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis emphasizes rules-based execution, risk management, and multi-timeframe signal assessment.
22.11% Contingent Coupon Notes (AMUB) Linked to Zscaler Stock
UBS AG is offering Trigger Autocallable Contingent Yield Notes linked to Zscaler, Inc. common stock, due April 6, 2028, with a contingent coupon rate of 22.11% per annum. The notes offer potential periodic contingent coupons but carry significant risks, including the possibility of losing a substantial portion or all of the initial investment, as repayment of principal and coupons are subject to UBS's creditworthiness and Zscaler's stock performance relative to specified barriers. Investors will not participate in Zscaler's stock appreciation and should be prepared for potential early calls and market volatility.
Is The Worst Over For Zscaler Stock?
Zscaler's stock has stabilized after a significant drop, but a full recovery is uncertain as investors now prioritize GAAP earnings and cleaner profitability over raw growth. The company faces increased competition from bundled security platforms and needs AI to demonstrate a tangible impact on its numbers to regain market confidence. Its valuation multiple has fallen, but without renewed growth or clearer profitability, it may only represent fair value for a maturing company.
Down 37% in 2026, Dan Ives Says You Should Buy the Dip in Zscaler Stock
Despite a 37% drop in 2026, cybersecurity firm Zscaler (ZS) is being recommended as a "buy the dip" opportunity by Wedbush Securities' Dan Ives. Ives highlights the company's strong fundamentals in zero-trust security and the increasing IT spending on cybersecurity in an AI-first world, believing the market is mispricing tech stocks due to geopolitical turmoil. While the stock has seen a significant decline, analysts maintain a "Strong Buy" rating with a substantial potential upside.
Zscaler (ZS): New Buy Recommendation for This Technology Giant
BTIG analyst Gray Powell reiterated a Buy rating on Zscaler (ZS) with a price target of $209.00, noting the company's shares closed at $133.16 last Friday. Zscaler has a "Strong Buy" analyst consensus with a $231.64 price target, representing a 73.96% upside. The company recently reported quarterly revenue of $815.75 million and a GAAP net loss of $34.31 million.
Zscaler (ZS) Stock Gains Amid Easing Middle East Tensions and Sector Rotation - News and Statistics
Shares of Zscaler (ZS) rose in afternoon trading due to easing Middle East tensions, as the U.S. President indicated productive talks were underway with Iran, offering relief to global markets. This positive sentiment also led to renewed investor interest in high-quality software-as-a-service stocks following a prior sector correction. Despite this gain, Zscaler's stock remains significantly down year-to-date and below its November 2025 peak, following a recent decline driven by new AI competition concerns.
Cantor Fitzgerald reiterates Zscaler stock rating on strong results By Investing.com
Cantor Fitzgerald reiterated an Overweight rating on Zscaler Inc. (NASDAQ:ZS) after the company's strong second-quarter fiscal 2026 results, which exceeded consensus estimates across revenue, annual recurring revenue, EPS, and free cash flow. Zscaler also raised its full-year guidance and demonstrated impressive gross profit margins and significant annual recurring revenue growth. The company's performance is further bolstered by strong execution, large deal momentum, and traction in AI and data security.
Assessing Zscaler (ZS) Valuation After New Security And Networking Partnerships
Zscaler (ZS) recently announced new security and networking partnerships, coinciding with a significant decline in its share price over the past 90 days and year-to-date, though its 3-year return remains positive. Despite recent market pressure, Zscaler is considered undervalued by analysts, with a fair value estimate of $172.68 against its current stock price of $137.26, indicating potential for growth based on its cloud security leadership and anticipated industry expansion. The article highlights the importance of evaluating its growth and profitability amidst competition and a reported net loss, urging investors to assess the underlying data and risks.
Zscaler (ZS): New Buy Recommendation for This Technology Giant
BTIG analyst Gray Powell reiterated a Buy rating on Zscaler (ZS) with a $209.00 price target. This recommendation aligns with an overall Strong Buy consensus from analysts, projecting a 73.96% upside for the company. Zscaler recently reported a quarterly revenue of $815.75 million and a GAAP net loss of $34.31 million.
J. Safra Sarasin Holding AG Has $14.31 Million Position in Zscaler, Inc. $ZS
J. Safra Sarasin Holding AG significantly increased its stake in Zscaler, Inc. by 94.7% in Q4, with its holdings now valued at $14.31 million. Zscaler exceeded Q4 earnings expectations and provided optimistic guidance for Q3 and FY2026. Despite some insider selling and trimmed analyst price targets, the consensus remains a "Moderate Buy" for the cybersecurity company.
Can Zero Trust Everywhere Adoption Boost Zscaler's Long-Term Growth?
Zscaler's "Zero Trust Everywhere" strategy is significantly contributing to its growth, with a sharp increase in enterprise customers and substantial revenue uplift from adopting this platform. The strategy, which includes Zero Trust Users, Branch, and Cloud, is attracting new clients and deepening engagement with existing ones, driving demand for additional security offerings. Despite competitors like CrowdStrike and SentinelOne also showing strong growth in platform expansion and AI innovation, Zscaler's valuation suggests potential for future gains.
Zscaler Inc (ZS) Trading 5.33% Higher on Mar 30
Shares of Zscaler Inc (ZS) surged 5.33% in mid-day trading on March 30, reaching an intraday high of $141.42 before closing at $140.26. Wall Street analysts forecast an average target price of $233.02, indicating a 66.13% upside, with a consensus "Outperform" rating. GuruFocus estimates a fair value of $330.22, suggesting a 135.43% upside for ZS.
Wealth Enhancement Advisory Services LLC Sells 8,950 Shares of Zscaler, Inc. $ZS
Wealth Enhancement Advisory Services LLC reduced its holdings in Zscaler, Inc. by 20.8% in the fourth quarter, selling 8,950 shares. This comes amidst continued insider selling, with executives Adam Geller and Raj Judge disposing of additional shares in March. Despite the selling activity, Zscaler exceeded quarterly earnings and revenue estimates, and analysts have a consensus "Moderate Buy" rating for the stock.
Is Zscaler’s (ZS) New Zero Trust Alliances Quietly Redefining Its Competitive Moat?
Zscaler recently announced partnerships with P0 Security and Versa, aiming to expand Zero Trust access and simplify cloud security and SD-WAN deployments. These collaborations enhance Zscaler's position as an embedded cloud security layer, reinforcing its role in the shift towards unified, cloud-delivered security architectures. While these partnerships could support broader platform adoption, the article also highlights intensifying competition from cloud providers as a key risk to Zscaler's pricing power and margins.
CrowdStrike, Zscaler, and SentinelOne Shares Plummet, What You Need To Know
Shares of cybersecurity companies CrowdStrike, Zscaler, and SentinelOne plummeted after reports surfaced that AI company Anthropic is developing a new model, "Claude Mythos," which shows dramatically higher scores on cybersecurity tests. Investors fear this advanced AI could reduce demand for traditional cybersecurity services. Despite the market's overreaction and geopolitical uncertainties also contributing to the dip, CrowdStrike, for example, has shown strong long-term growth and innovative AI initiatives, including an acquisition and new AI-driven features.
Vanguard disaggregates holdings; reports 0 shares in Zscaler (ZS)
Vanguard Group has filed an amended Schedule 13G/A, reporting zero beneficial ownership in Zscaler Inc. (ZS). This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report their holdings separately, in accordance with SEC Release No. 34-39538. Investors should look for separate filings from these subsidiaries to understand current holdings.
Zscaler Is Still Growing—So Why Has the Stock Been Cut in Half?
Zscaler's stock (ZS) has fallen by over 50% from its late-2025 peak, settling in the $130-$140 range in early 2026, not due to a collapse in demand but rather a "valuation reset" in the market. While growth is still solid at mid-20% year-over-year, it's slower than previously expected, and investors are now more critical of GAAP losses driven by stock-based compensation. Despite these challenges, Zscaler's fundamentals remain strong with growing Remaining Performance Obligations and an emerging opportunity in securing AI-driven enterprises.
SG Americas Securities LLC Raises Stock Position in Zscaler, Inc. $ZS
SG Americas Securities LLC significantly increased its stake in Zscaler, Inc. (NASDAQ:ZS) by 1,519.9% in Q4 2025, bringing its total ownership to 116,128 shares valued at $26.12 million. This comes after Zscaler surpassed Q4 earnings estimates with $1.01 EPS and $815.75 million in revenue, leading to positive FY2026 guidance. Despite recent insider selling, institutional investors hold 46.45% of the company, which maintains a "Moderate Buy" consensus rating from analysts.
Has The Recent Share Price Slide Created An Opportunity In Zscaler (ZS)?
Zscaler (ZS) has experienced a significant share price decline, including a 10.6% drop over the last 7 days and a 34.1% decline over the past year. Despite this, a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 39.6%, with an estimated intrinsic value of $230.87 per share compared to its current trading price of $139.44. Additionally, its Price/Sales ratio of 7.47x is below its "Fair Ratio" of 8.24x, further indicating it may be undervalued.
Freedom Capital cuts Zscaler stock price target on SaaS valuation
Freedom Capital Markets has lowered its price target for Zscaler (NASDAQ:ZS) to $270 from $320, while maintaining a Buy rating. This adjustment comes despite strong Q2 fiscal 2026 results that surpassed expectations, reflecting broader multiple compression in the SaaS sector. The company's performance was driven by a revamped go-to-market strategy and sustained demand for its Zero Trust platform.
Zscaler (ZS) Stock Drops 8% to 52-Week Low Despite Earnings Beat – Here’s Why
Zscaler (ZS) stock fell 8% to a new 52-week low of $140.56, despite exceeding Q2 fiscal 2026 revenue and EPS estimates. The decline is attributed to cautious guidance regarding billings growth and profit forecasts for fiscal 2025, which investors interpreted as a slowdown in the company's high-growth phase. While analysts like TD Cowen, BMO Capital, and Stifel cut price targets, Wells Fargo initiated coverage with an "Overweight" rating and a $200 price target, seeing current levels as a buying opportunity due to Zscaler's strong enterprise presence and growth potential in Zero Trust Exchange, data security, and AI.
Will the Rising Adoption of Z-Flex Boost Zscaler's Revenue Growth?
Zscaler is experiencing strong adoption of its Z-Flex program, a flexible, multi-year subscription model that simplifies procurement and encourages broader platform usage, driving significant revenue growth. The program has generated nearly $650 million in total contract value, with bookings crossing $290 million in Q2 fiscal 2026, marking a 65% sequential increase. While facing competition from Palo Alto Networks and CrowdStrike, Zscaler's Z-Flex is positioned as a key catalyst for sustained top-line growth and increased market competitiveness.
Time To Buy The Dip In Zscaler Stock?
Zscaler (ZS) stock has experienced a significant dip of 16.7% in less than a month. Historically, ZS stock has shown a median return of 8.5% within 12 months after sharp dips (20% or more within 30 days), with a median peak return of 33%. The article suggests that Zscaler passes basic financial quality checks, making this dip potentially a buying opportunity for investors.
Zscaler stock hits 52-week low at 140.56 USD
Zscaler Inc. (ZS) stock has hit a new 52-week low of 140.56 USD, marking a significant downturn with a 34.48% decrease over the past year. Despite this, the company maintains strong fundamentals including a 77% gross profit margin and 24% annual revenue growth, with InvestingPro analysis suggesting it is undervalued. Recent news also includes strong Q2 fiscal 2026 results and various analyst rating adjustments, reflecting diverse perspectives on its future.
Zscaler falls 6.9% as post-earnings skepticism and price-target cuts weigh on sentiment
Zscaler (ZS) shares dropped 6.9% due to ongoing post-earnings skepticism and a series of analyst price-target reductions. Despite beating revenue and EPS estimates in its fiscal Q2 report, investors focused on cautious forward indicators like billings and near-term growth, leading to multiple-compression pressure in the cybersecurity sector. Insider trading data shows significant sales by company executives, further impacting market sentiment.
AI Machine Speed is Breaking VPN Security
A Zscaler ThreatLabz report indicates that AI machine speed is rapidly compromising traditional VPN security, as attackers can iterate and adapt much faster than defenders. The report highlights critical vulnerabilities in current VPN setups, including lagging visibility into AI-enabled threats, slow patch timelines, blind spots from uninspected encrypted traffic, and the broad lateral movement allowed once a breach occurs. Given these escalating risks, the report suggests a shift towards containment-first, zero-trust access models to secure remote access effectively.
P0 Security Announces Technology Partnership with Zscaler to Advance Zero Trust for Private Resources
P0 Security has partnered with Zscaler to enhance Zero Trust access for modern production environments, addressing the authorization gap in cloud platforms, distributed infrastructure, and AI agents. The collaboration focuses on moving organizations beyond traditional privileged access models that rely on standing permissions and static credentials to a dynamic, policy-driven authorization approach called Zero Standing Privilege. This initiative aims to minimize standing privilege and strengthen security for both human and agentic identities accessing hybrid environments.
Here’s Why Brown Advisory Mid-Cap Growth Established a Position in Zscaler (ZS)
Brown Advisory Mid-Cap Growth Strategy re-established a position in Zscaler (ZS) during the fourth quarter of 2025 following a sell-off. The firm views the cloud security company as a leader in the SASE security software market with strong strategic rationale behind a recent M&A deal. Despite Zscaler not being among the 40 most popular stocks with hedge funds, Brown Advisory sees potential for ARPU and margin growth.
Insider Sell: James Beer Sells Shares of Zscaler Inc (ZS)
James Beer, a Director at Zscaler Inc (ZS), sold 177 shares of the company on March 18, 2026, reducing his total holdings to 4,384 shares. This transaction is part of a trend over the past year with 37 insider sells and no buys. Zscaler Inc stock, trading at $153.53, is considered a "Possible Value Trap, Think Twice" based on its GF Value of $273.94.
Zscaler director Beer sells $27,174 in shares
Zscaler director James A. Beer sold 177 shares of the company's common stock for $27,174 on March 18, 2026, under a Rule 10b5-1 trading plan. This sale occurred while Zscaler shares have declined 47% in six months, trading near their 52-week low, although InvestingPro analysis suggests the stock is undervalued with a fair value of $195.17. The article also highlights recent positive financial results and analyst coverage for Zscaler, despite some adjusted price targets.
Zscaler (NASDAQ: ZS) director sale under Rule 10b5-1 trading plan
Zscaler, Inc. director James A. Beer sold 177 shares of common stock on March 18, 2026, at an average price of $153.53 per share. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan established on October 3, 2025. Following the sale, Beer directly owns 4,384 shares of Zscaler.
CrowdStrike vs. Zscaler: Which Cybersecurity Stock Has an Edge?
This article evaluates CrowdStrike (CRWD) and Zscaler (ZS), two leading cybersecurity companies, to determine which offers a more compelling investment case. CrowdStrike specializes in endpoint protection and its Falcon platform is driving strong recurring revenue growth. Zscaler focuses on zero trust security and AI Protect, but its newer offerings are prioritizing adoption over near-term profitability, impacting gross margins. Ultimately, CrowdStrike is presented as having a clearer edge due to its stronger earnings momentum and robust adoption of its platform.
Zero Trust Purdue Model: What It Is and Why OT Needs It
The article discusses the importance of integrating Zero Trust principles with the traditional Purdue Model for securing Operational Technology (OT) environments. It highlights how the classic Purdue Model, while still relevant for structuring industrial systems, is no longer sufficient for security due to the increased connectivity between OT and IT/cloud systems. The Zero Trust Purdue Model aims to address these vulnerabilities by enforcing strict verification and limited access, thereby protecting modern, connected manufacturing facilities from evolving cyber threats.
Zscaler (ZS) CRO Rich sells $492k in shares
Zscaler's CRO and President of WW Sales, Rich Michael J., sold 3,147 shares of company stock for $492,798 to cover tax obligations. This sale comes as Zscaler's stock has seen a 31% year-to-date decline, though it is considered undervalued by InvestingPro analysis due to strong fundamentals like a 77% gross profit margin. Despite recent market headwinds, the company reported strong Q2 fiscal 2026 results with 26% revenue growth.
Zscaler (ZS) CFO sells 1,682 shares to cover RSU tax
Zscaler, Inc.'s CFO, Kevin Rubin, automatically sold 1,682 shares of common stock on March 17, 2026, at an average price of $156.5932 per share. This transaction was solely to cover tax withholding obligations related to vesting restricted stock units and was not a discretionary trade. Following the sale, Rubin directly holds 46,479 shares of Zscaler common stock.
Zscaler (ZS) legal chief sells 2,263 shares to cover RSU tax
Zscaler's Chief Legal Officer, Robert Schlossman, sold 2,263 shares of common stock at $156.5932 per share. This sale was conducted to cover tax withholding obligations related to the vesting of restricted stock units and was not a discretionary trade. Following the transaction, Schlossman directly holds 72,390 shares, with an additional 66 shares held indirectly by his spouse.
[Form 4] Zscaler, Inc. Insider Trading Activity
Zscaler, Inc.'s CRO and President of WW Sales, Michael J. Rich, sold 3,147 shares of common stock on March 17, 2026, at an average price of $156.5932 per share. This sale was conducted to cover tax withholding obligations related to the vesting of restricted stock units and was not a discretionary trade. Following the transaction, Rich directly holds 104,350 shares of Zscaler, Inc. common stock.
Zscaler (ZS) CEO sells 1,941 shares to cover RSU tax withholding
Zscaler, Inc. CEO Jagtar Singh Chaudhry reported an open-market sale of 1,941 shares of common stock at an average price of $156.5932 per share. This sale was made to cover tax withholding obligations on vesting restricted stock units and was not a discretionary trade. Following this transaction, Chaudhry directly holds 345,916 shares and has additional indirect holdings through various family trusts.
Zscaler (NASDAQ: ZS) EVP sells shares to cover RSU tax withholding
Zscaler's EVP of Corporate Strategy & Ventures, Raj Judge, sold 2,488 shares of common stock at an average price of $156.5932 per share. This sale was explicitly to cover tax withholding obligations associated with the vesting of restricted stock units (RSUs) and was not a discretionary transaction. Following this tax-related sale, Judge directly holds 67,906 shares of Zscaler common stock.
Is trending stock Zscaler, Inc. (ZS) a buy now?
The article poses a question about whether Zscaler, Inc. (ZS) is a good investment currently, indicating it is a trending stock. Without the full content, it's impossible to determine the factors contributing to its trend or the underlying investment analysis. The article title suggests it will delve into reasons for or against buying ZS stock.
Jay Chaudhry sells $656K in ZS shares (ZS)
Jay Chaudhry, CEO of Zscaler, Inc. (ZS), reported a sale of 2,843 shares totaling $656,219.27 on December 16, 2025. This Form 144 SEC filing also indicates a future vesting of 1,941 restricted stock units (RSUs) on March 16, 2026, as part of his compensation. Analysts consider both the sale and the RSU vesting as routine compensation and liquidity events, thus having a neutral impact on the company.
Zscaler (NASDAQ: ZS) Form 144 shows proposed sale of 1,682 vested RSU shares
A Zscaler (NASDAQ: ZS) SEC Form 144 filing indicates a proposed sale of 1,682 common shares resulting from the vesting of restricted stock units (RSUs) on March 16, 2026. Morgan Stanley Smith Barney LLC is listed as the broker for this transaction. The filing also discloses a previous sale of 3,303 shares on December 16, 2025, for $762,396.15.
2,263 RSU Shares to be Sold by ZS Insider (NYSE: ZS)
An insider at Zscaler, Inc. (NYSE: ZS) plans to sell 2,263 shares of common stock, which are related to the vesting of restricted stock units on March 16, 2026. This information comes from a Form 144 SEC filing. The filing also discloses prior sales by the same individual of 3,084 shares on December 16, 2025, and 2,349 shares on December 17, 2025.
Zscaler (Nasdaq:ZS) - Stock Analysis
This Simply Wall St analysis provides an overview of Zscaler (Nasdaq: ZS), highlighting its current stock price of US$155.99 and a market cap of US$25.1 billion. The report suggests ZS is trading below its estimated fair value and forecasts significant earnings growth, while also detailing recent news, performance against industry benchmarks, and outlining its cloud security services.
Software Stocks Are Down—Expert Says These 3 Names Still Look Strong
Amid a downturn in software stocks, Kuran Francis of FinTek identifies three companies—CrowdStrike (CRWD), Zscaler (ZS), and Datadog (DDOG)—as strong performers due to their alignment with AI demand and usage-based models. He suggests Adobe (ADBE) is a higher-risk stock due to its seat-based pricing model, which could be vulnerable to AI-driven disruption. The article emphasizes that investors are now differentiating between software companies that benefit from AI and those whose products might face replacement pressure.
