How Will Zscaler Stock React To Its Upcoming Earnings?
Zscaler (NASDAQ: ZS) is scheduled to report its earnings on May 26, 2026. This article analyzes historical post-earnings stock reactions, finding that ZS stock has seen positive one-day returns approximately 40% of the time over the last five years. It also examines correlations between short-term and medium-term returns, as well as the impact of peer performance on Zscaler's stock.
Zscaler AI Security Deal With Symmetry Systems Sparks Valuation Debate
Zscaler has announced its acquisition of Symmetry Systems to enhance its Zero Trust Exchange platform with data security and AI governance tools. This move aims to address data access risks in AI adoption and meet regulatory demands for enterprises. The deal comes as Zscaler's stock shows recent short-term strength but long-term weakness, making the integration of these new AI security capabilities crucial for investor sentiment and future growth.
Zscaler, Inc. $ZS Shares Sold by Handelsbanken Fonder AB
Handelsbanken Fonder AB reduced its stake in Zscaler, Inc. by 18.4% in the fourth quarter, selling 10,268 shares and ending with 45,639 shares valued at $10.3 million. This comes as Zscaler surpassed quarterly earnings expectations, reporting an EPS of $1.01 against an estimated $0.89 and revenue of $815.75 million, a 25.9% year-over-year increase. Despite these strong results and mostly positive analyst ratings, insider selling was noted, including transactions by CEO Jagtar Singh Chaudhry and insider Robert Schlossman.
Zscaler acquires Symmetry Systems to extend its AI agent security capabilities
Zscaler Inc. is acquiring Symmetry Systems Inc., a startup that specializes in data asset monitoring, to enhance its AI agent security capabilities. Symmetry Systems' platform creates an inventory of data across various environments, monitors for changes and unusual access, and helps with regulatory compliance. This acquisition will strengthen Zscaler's Zero Trust Exchange product by integrating Symmetry Systems' AI agent governance features, enabling automatic fine-tuning of cybersecurity controls.
Zscaler to Acquire Symmetry Systems to Expand Zero Trust Security for AI Agents
Zscaler, Inc. announced its intent to acquire Symmetry Systems, Inc., a company specializing in identity mapping and data access for AI security. This acquisition aims to enhance Zscaler's Zero Trust Exchange platform by incorporating Symmetry Systems' access graph technology. The combined solution will provide critical visibility and policy enforcement for governing access between AI agents, applications, and data, addressing the growing security challenges posed by the exponential increase in autonomous AI agents within enterprises.
Zscaler execs to brief investors at three June tech conferences
Zscaler (NASDAQ: ZS) announced that its management team will present at three investor conferences in June 2026: the Baird Global Consumer, Technology & Services Conference, the Bank of America Global Technology Conference, and the FBN Virtual Technology Conference. Key executives, including CFO Kevin Rubin and CEO Jay Chaudhry, are scheduled to speak. Webcasts of sessions will be available on Zscaler's investor relations website, providing investors with access to the presentations.
Why Zscaler (ZS) Still Has a Zero-Trust Turnaround Case
Zscaler (ZS) is presented as an underperforming tech stock with significant turnaround potential, despite a recent price target cut by Rosenblatt. The company is actively enhancing its zero-trust security offerings and recently received a Google Cloud Partner of the Year Award, reinforcing its product story. Analysts maintain a "Moderate Buy" rating with considerable upside, suggesting a valuation-reset turnaround rather than blind bullishness.
Zscaler to Acquire Symmetry Systems, Combining Zero Trust and Access Graph Technology to Map and Secure AI Agent Communication
Zscaler has announced its intent to acquire Symmetry Systems, Inc., a company specializing in identity mapping and data access for AI security. This acquisition will integrate Symmetry Systems' access graph technology, which maps how identities, applications, and data connect, into Zscaler's Zero Trust Exchange platform. The combined technologies aim to provide foundational visibility and enforce policies for AI agent communication, enabling businesses to safely deploy AI agents and govern their interactions with data and applications at scale.
Zscaler announces deal to acquire Symmetry Systems (ZS:NASDAQ)
Zscaler (ZS) has announced its intention to acquire privately held Symmetry Systems. The acquisition aims to enhance Zscaler's artificial intelligence capabilities, with the deal expected to close in the coming day. Financial terms of the agreement were not disclosed.
Zscaler targets AI’s blind spot: mapping how millions of agents touch data
Zscaler has announced its intent to acquire Symmetry Systems to enhance its Zero Trust security platform by integrating Symmetry's access graph technology. This acquisition aims to tackle the challenge of governing AI agent communication and data access at scale, which is crucial as AI agents proliferate within enterprise systems. The combined solution will provide foundational visibility into how human and non-human identities, applications, and data interact, enabling the enforcement of least-privilege policies and real-time anomaly detection for AI agents.
Leonteq Securities AG Takes Position in Zscaler, Inc. $ZS
Leonteq Securities AG initiated a new position in Zscaler, Inc. by purchasing 20,323 shares valued at approximately $4.57 million during the fourth quarter. This move comes as institutional investors increase their stakes, collectively owning 46.45% of the company, despite some insider selling by Zscaler's CEO and CFO. Zscaler recently exceeded earnings expectations, raised its guidance, and continues to receive positive attention from analysts, particularly for its advancements in AI security and zero-trust adoption.
Zscaler Award Underscores AI Security Role As Shares Trade Below Targets
Zscaler received the 2026 Google Cloud Partner of the Year Award for Security and launched Project AI-Guardian to address enterprise AI security needs through expanded partnerships. These developments highlight the company's significant role in cloud and AI security, particularly as its shares trade below analyst targets and estimated fair value. While the stock has seen strong recent momentum, significant insider selling has been noted as a minor risk.
B. Riley Upgrades Zscaler Stock to ‘Buy.’ So Much for Software Apocalypse Fears.
B. Riley has upgraded Zscaler (ZS) stock to a "Buy" rating, citing the company's robust private cloud network, extensive cybersecurity client base, and reliability, despite lowering its price target to $225. Zscaler, a cloud cybersecurity firm specializing in zero-trust security, recently reported strong Q2 2026 results with revenue growth of 26% and non-GAAP earnings up 29.5%. The company continues to innovate by expanding its offerings to secure AI agents and IoT devices, and analysts maintain a consensus "Strong Buy" rating with a mean price target of $223.46.
IGEL and Zscaler Release Healthcare Security Blueprints for Distributed Care Delivery
IGEL and Zscaler have partnered to release new healthcare security blueprints aimed at modernizing infrastructure for distributed care delivery. These blueprints, introduced at HIMSS26 Europe, provide architectural guidance to secure protected health information (PHI), strengthen operational continuity, and support remote clinician workflows, utilizing IGEL's endpoint OS and Zscaler's Zero Trust Exchange platform. The collaboration addresses challenges like increased endpoint exposure and the need for consistent security across various care settings, moving away from traditional VPNs.
Cantor Fitzgerald reiterates Overweight on Zscaler stock ahead of earnings By Investing.com
Cantor Fitzgerald has reiterated an Overweight rating and $300 price target on Zscaler Inc. (NASDAQ:ZS) ahead of its fiscal third-quarter earnings report. Despite a recent drop in Zscaler's stock, the firm notes strong channel partner performance and a shift towards non-seat-based pricing, which is helping to mitigate industry-wide software-as-a-service headwinds. Analysts also highlight Zscaler's platform synergies, reaccelerated annual recurring revenue, and its role in enterprise AI governance, with other firms like Guggenheim, B.Riley, and KeyBanc also expressing positive outlooks for the company.
New Buy Rating for Zscaler (ZS), the Technology Giant
TD Cowen analyst Shaul Eyal has reiterated a Buy rating for Zscaler (ZS) with a price target of $220.00. This follows Zscaler's latest earnings report showing a quarterly revenue of $815.75 million, an increase from $647.9 million in the previous year's comparative quarter. The analyst consensus for Zscaler remains a Strong Buy, with an average price target of $225.70.
DNB Asset Management AS Sells 12,581 Shares of Zscaler, Inc. $ZS
DNB Asset Management AS reduced its stake in Zscaler, Inc. by 37.9% in the fourth quarter, selling 12,581 shares and retaining 20,638 shares valued at approximately $4.64 million. This comes as Zscaler reported strong quarterly earnings, beating expectations with $1.01 EPS and $815.75 million in revenue, a 25.9% increase year-over-year. Despite significant insider selling and price target reductions from some analysts, the stock maintains a "Moderate Buy" consensus rating with an average target price of $261.26.
Why Is Zscaler (ZS) Stock Soaring Today
Shares of Zscaler (ZS) jumped 8.5% after B.Riley analyst Erik Suppiger upgraded the stock from Neutral to Buy, citing healthy demand for its secure access products and the growing need for protection with increased AI tool rollout. KeyBanc also raised its price target for Zscaler to $190 from $160 based on strong channel checks. The market perceives this news as meaningful, despite the stock's year-to-date decline, as Zscaler is seen as successfully embedding AI into its products.
Zscaler Launches Project AI-Guardian to Enhance AI Security for Enterprises through Global Partnerships
Zscaler has launched Project AI-Guardian, a collaborative initiative with global system integrators to secure AI assets for enterprises. This project integrates Zscaler's "Zero Trust Everywhere" framework with GSI expertise to manage AI-driven systems' complexities and expanded attack surfaces. Its aim is to accelerate AI initiatives while ensuring data protection, regulatory compliance, and resilience against emerging AI threats.
Will Zscaler's Zero Trust Everywhere Be a Game-Changer for Growth?
Zscaler's Zero Trust Everywhere strategy is poised to be a significant long-term growth driver, expanding its security platform to include branch offices, cloud workloads, and connected applications. This initiative is leading to substantial growth in customer numbers and annual recurring revenues, as evidenced by its recent financial performance. While facing competition from Palo Alto Networks and Cloudflare, Zscaler's cloud-native approach and strong financial metrics suggest potential for sustained growth despite recent stock performance challenges.
Why Zscaler’s Recent Rally Could Just Be Getting Started
Zscaler's stock experienced a significant rebound, surging 30% in the past month after a brutal selloff driven by concerns about AI commoditization in cybersecurity and competition in the SASE market. The rally was fueled by strong Q2 FY2026 earnings, which saw revenue growth, high operating margins, and increased guidance. However, risks remain, including GAAP unprofitability and slowing organic ARR growth, with Q3 earnings on May 26th being crucial for continued recovery.
Inside Zscaler's new AI-Guardian push to secure corporate AI agents
Zscaler has launched "Project AI-Guardian," a collaboration with leading Global System Integrators, to secure enterprise AI adoption. This initiative combines Zscaler's Zero Trust Everywhere and AI Protect portfolio with GSI expertise to manage and protect "agentic" AI environments, providing visibility into AI usage, shadow AI, and associated risks. The project aims to help enterprises accelerate AI initiatives while ensuring robust protection, regulatory compliance, and full visibility.
Zscaler (ZS): New Buy Recommendation for This Technology Giant
KeyBanc analyst Eric Heath has issued a Buy recommendation for Zscaler (ZS) with a price target of $190.00. Heath is a 4-star analyst recognized for a 12.3% average return and a 58.78% success rate in the Technology sector. Zscaler recently reported a quarterly revenue of $815.75 million and a GAAP net loss of $34.31 million.
Zscaler (ZS) Expected to Announce Earnings on Tuesday
Zscaler (ZS) is scheduled to announce its Q3 2026 earnings on Tuesday, May 26th, with analysts expecting $1.00 EPS and $835.6 million in revenue. The company previously surpassed estimates, reporting $1.01 EPS and $815.75 million in revenue, a 25.9% year-over-year increase. Despite recent price target reductions from analysts, Zscaler holds a "Moderate Buy" consensus rating and its stock was recently up 8.5%.
Zscaler (ZS) Stock Climbs As Analysts Reset Price Targets
Zscaler (ZS) stock has climbed by 9.9% due to strong cybersecurity demand and positive analyst sentiment, despite some price target reductions. While Morgan Stanley downgraded ZS and lowered its target to $155, Citizens maintained an Outperform rating, adjusting its target to $210, citing broader valuation pressures. Zscaler also secured the Google Cloud’s 2026 Partner of the Year Award for Security, highlighting its critical role in cloud security.
ZS Stock Jumps As Analysts Cut Targets But Demand Holds
Zscaler Inc. (ZS) stock jumped over 10% following bullish analyst upgrades, despite some price target cuts, driven by strengthening cybersecurity demand. The company shows strong growth, high gross margins, and increasing free cash flow, and is benefiting from strategic wins in AI and cloud security, including a Google Cloud Partner of the Year Award. While short-term expectations are high and sentiment is mixed, Zscaler's long-term role in zero-trust, AI workload protection, and post-quantum migration keeps it on critical cybersecurity watchlists.
Zscaler Stock Jumps As Wall Street Resets Price Targets
Zscaler Inc. stock (NASDAQ: ZS) rose by 10.16% due to strong cybersecurity demand and positive analyst sentiment, despite some price target cuts from firms like Citizens and Morgan Stanley. The company recently received the 2026 Google Cloud Partner of the Year Award for Security and is recognized as a key platform for post-quantum migration tooling alongside major cybersecurity players. This combination of strong technical momentum, strategic partnerships, and valuation adjustments is creating significant trading volatility for ZS.
Zscaler Price Target Cut to $225.00/Share From $275.00 by B. Riley Securities
B. Riley Securities has reduced its price target for Zscaler (ZS) shares from $275.00 to $225.00. Despite this reduction, the firm maintained a "Buy" rating on the company's stock, indicating continued confidence in its performance. This adjustment likely reflects an updated valuation or market outlook by the analyst.
Investors heavily search Zscaler, Inc. (ZS): Here is what you need to know
This article identifies Zscaler, Inc. (ZS) as one of the most searched stocks on Zacks.com, signaling high investor interest. It recommends investors analyze its fundamentals, especially its upcoming earnings report, to gauge its future stock performance. The high search volume suggests potential price movements for ZS shares.
Zscaler (NASDAQ:ZS) Price Target Cut to $223.00 by Analysts at Rosenblatt Securities
Rosenblatt Securities has lowered its price target for Zscaler (NASDAQ:ZS) from $250.00 to $223.00, while maintaining a "buy" rating, indicating a potential upside of nearly 30%. This adjustment follows Zscaler's recent quarterly results, which surpassed analyst expectations with revenues of $815.75 million and EPS of $1.01, leading to a 6.9% increase in the stock price. Despite some target cuts from other firms, Zscaler still holds a "Moderate Buy" consensus rating and an average price target of $261.26 among analysts.
Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More
This article provides a rundown of Wall Street's top analyst upgrades, downgrades, and initiations for Monday, May 18, 2026, featuring companies like Applied Materials, CoreWeave, Deckers Outdoor, and F5. It also covers the market's performance from the previous week, noting a sell-off on Friday driven by inflation fears, rising energy prices, and high valuations based on the Schiller PE metric. The report summarizes key market indicators, including bond yields, oil and gas prices, gold, and cryptocurrency performance, all of which experienced significant movements.
Assessing Zscaler (ZS) Valuation After Raised ARR Guidance And Improving Investor Sentiment
Zscaler (ZS) has garnered renewed investor interest following strong billings growth, increased full-year Annual Recurring Revenue guidance, and improved sentiment in the software sector, leading to a recent stock rebound. Despite a 6.7% undervaluation according to analysts, trading at $161.05 against a fair value of $172.68, the company faces inherent risks such as intense competition and potential execution challenges, prompting investors to evaluate its P/S ratio of 8.6x against its peer-group and sector averages.
Qsemble Capital Management LP Increases Stock Position in Zscaler, Inc. $ZS
Qsemble Capital Management LP significantly increased its stake in Zscaler, Inc. (NASDAQ:ZS) by 105.5% in the fourth quarter, now holding 15,773 shares valued at approximately $3.55 million. This increase follows Zscaler's better-than-expected fiscal Q4 results, with an EPS of $1.01 against an expected $0.89 and revenue of $815.75 million, up 25.9% year-over-year. Despite some insider selling and mixed analyst revisions, Zscaler maintains a "Moderate Buy" consensus rating with an average target price of $263.46.
Zscaler stock (US98978V1035): investors weigh strong growth after latest earnings
Cloud-security specialist Zscaler reported solid fiscal Q2 2025 results and raised its full-year guidance, leading to volatile stock performance as investors evaluate its valuation and growth prospects in a competitive market. The company's recurring-revenue model, based on zero-trust network access and secure web gateways for large organizations, continues to show strong demand. However, the cybersecurity sector's competitive landscape means Zscaler faces ongoing challenges in balancing innovation with cost control.
Zscaler (ZS): New Buy Recommendation for This Technology Giant
RBC Capital's Matthew Hedberg maintained a Buy rating on Zscaler (ZS) with a $205.00 price target, following the company's latest earnings report. The analyst consensus for Zscaler is a Strong Buy with an average price target of $225.63. Zscaler reported quarterly revenue of $815.75 million and a GAAP net loss of $34.31 million for the quarter ending January 31.
Zscaler stock (US98978V1035): Earnings and AI security demand stay in focus
Zscaler's stock performance continues to be closely watched by investors due to its position in zero-trust access, cloud migration, and AI-related security spending. The company's latest quarterly report highlighted a 23% year-over-year revenue increase to $678.0 million, with profitability trends and billings remaining key discussion points. As a pure-play software security provider, Zscaler's financials are tied to enterprise IT budgets, and its ability to maintain growth while improving profitability is crucial amidst competition and economic spending cycles.
Liquidity Mapping Around (ZS) Price Events
This article provides an AI-driven analysis of Zscaler Inc. (NYSE: ZS) focusing on its price events and liquidity mapping. It details near, mid, and long-term outlooks, highlighting a strong risk-reward setup with an exceptional 105.4:1 ratio targeting a 30.1% gain. The piece also outlines three institutional trading strategies tailored to various risk profiles.
Zscaler (ZS) Is Up 5.9% After Raised ARR Outlook And Software Sector Optimism What's Changed
Zscaler (ZS) saw its stock rise by 5.9% following a strong billings report and an increase in its full-year Annual Recurring Revenue (ARR) guidance, signaling solid demand for its zero trust cloud security platform. This positive movement is also attributed to a broader optimistic sentiment in the software sector after Cisco Systems' favorable outlook. The company's upcoming Q3 fiscal 2026 earnings report on May 26 will be a key event for investors to assess Zscaler's ability to maintain growth and manage competition, especially with a potential risk of tighter IT budgets.
Workday and Zscaler Shares Skyrocket, What You Need To Know
Shares of Workday and Zscaler soared after President Trump's visit to Beijing, which improved market sentiment regarding US-China trade relations, particularly in the tech sector. The positive mood was further bolstered by strong revenue growth from Figma and a new AI partnership for ServiceNow, indicating that enterprise software companies are successfully integrating and monetizing AI. Despite recent volatility and some inflation concerns, investor confidence in the sector has rebounded.
Workday and Zscaler Shares Skyrocket, What You Need To Know
Shares of Workday (NASDAQ: WDAY) and Zscaler (NASDAQ: ZS) both jumped after President Trump's visit to Beijing, which improved market sentiment regarding US-China trade relations, especially for the tech sector. The positive sentiment was further boosted by strong revenue growth from Figma and a new AI partnership for ServiceNow, reinforcing the idea that enterprise software companies are successfully integrating and monetizing AI. This rebound comes after a recent dip for Workday caused by higher Treasury yields and concerns about inflation affecting software spending.
Zscaler: A Cloud Security Contender At An Attractive Entry Point (NASDAQ:ZS)
Zscaler presents an attractive risk-reward opportunity despite a significant year-to-date decline, as its fundamentals remain strong and valuation has become appealing. The company is well-positioned for growth in zero-trust security adoption, boasting robust revenue growth and FCF margins, alongside a substantial net cash buffer. The author anticipates a 49% upside over 2.2 years, driven by market share gains, margin expansion, and potential multiple re-rating, with strategic AI investments bolstering its long-term thesis.
3 Reasons Investors Love Zscaler (ZS)
Zscaler (ZS) stock has dropped significantly in the past six months, trading at $154.74. Despite this downturn, the company is presented as a strong buy due to surging billings, remarkable projected revenue growth, and an excellent free cash flow margin. These factors highlight its robust customer demand, market confidence in its offerings, and ample reinvestment potential.
Zscaler's Z-Flex Adoption Rises: Is It a New Revenue Growth Catalyst?
Zscaler's Z-Flex program is gaining significant traction, contributing substantially to its revenue growth by offering enterprises flexible security module management within long-term contracts. This strategy has resulted in substantial bookings and improved revenue visibility, with customers increasingly adopting multiple modules. Despite facing competition from companies like Palo Alto Networks and CrowdStrike which employ similar platform-driven growth strategies, Zscaler's Z-Flex is poised to be a durable growth catalyst by expanding customer spending and improving long-term predictability.
Zscaler (ZS) Stock Is Up, What You Need To Know
Shares of cloud security platform Zscaler (ZS) rose 1.3% following a strong earnings report and an upgraded annual revenue forecast from Cisco Systems, which fueled optimism across the software sector due to increased AI infrastructure spending. This positive market sentiment is also supported by Zscaler's own increased full-year Annual Recurring Revenue (ARR) guidance, suggesting confidence ahead of its Q3 fiscal 2026 earnings report on May 26. Despite the recent uptick, Zscaler's stock is still down 30% year-to-date and 54.1% below its 52-week high.
Zscaler's Z-Flex Adoption Rises: Is It a New Revenue Growth Catalyst?
Zscaler's Z-Flex program is gaining significant traction, with fiscal Q2 2026 bookings reaching $290 million and contributing to strong revenue growth. This flexible platform allows enterprises to customize their security modules and commit to longer-term contracts, improving revenue visibility and strengthening customer relationships. Despite increasing competition from Palo Alto Networks and CrowdStrike Holdings, Zscaler's Z-Flex strategy is positioning it as a durable growth catalyst, as evidenced by its expanding annual recurring revenues and remaining performance obligations.
Zscaler Stock Has Fallen 34% Year to Date. Is the Selloff Creating a Real Opportunity?
Zscaler stock has dropped significantly in 2026, falling 34% year-to-date to trade near $146, despite strong Q2 earnings and free cash flow growth. This selloff is attributed to broader AI disruption fears impacting the cybersecurity sector. Despite this volatility, TIKR's valuation model suggests Zscaler stock could achieve around 20% annual returns through 2028, with a potential rise to $218 per share.
Zscaler (ZS) Stock Sinks As Market Gains: Here's Why
Zscaler (ZS) stock closed down -2.14% at $148.87 despite a general market gain, though its shares have risen 28.87% over the past month. The company is expected to report earnings and revenue growth on May 26, 2026, with an anticipated EPS of $1 and net sales of $834.39 million. Zscaler currently holds a Zacks Rank of #3 (Hold) and trades at a forward P/E of 37.78, which is slightly below its industry average.
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Zscaler (ZS) Stock Sinks As Market Gains: Here's Why
Zscaler (ZS) stock closed down 2.14% at $148.87 despite a general market gain, underperforming the S&P 500. However, Zscaler's shares have significantly outperformed its sector and the S&P 500 over the past month. Investors are anticipating its upcoming earnings report on May 26, 2026, with an expected EPS rise of 19.05% and revenue increase of 23.06%.
Zscaler (ZS) Stock Sinks As Market Gains: Here's Why
Zscaler (ZS) stock decreased by 2.14% while the broader market gained. Despite this daily dip, ZS shares have risen 28.87% over the last month, outperforming its sector and the S&P 500. Investors are looking forward to the upcoming earnings report on May 26, 2026, with an anticipated EPS increase of 19.05% and revenue growth of 23.06%.
