Zscaler, Inc. (ZS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Zscaler, Inc. (ZS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
ZS - Zscaler, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$197.22
DETAILS
HIGH:
$230.00
LOW:
$150.00
MEDIAN:
$200.00
CONSENSUS:
$197.22
UPSIDE:
19.86%
Stock News
Zscaler, Inc. (ZS) Presents at Citi's 2026 Global TMT Conference Transcript
Zscaler, Inc. (ZS) Presents at Citi's 2026 Global TMT Conference Transcript
Cloudflare Surges 9% on OpenAI Security Partnership, Zscaler Rises 3%
Shares of Cloudflare (NYSE:NET | NET Price Prediction) are ripping higher in Wednesday morning trading on a security tie-in with privately held OpenAI that investors are treating as a marquee validation of the company's agentic-AI positioning.
Zscaler Stock Lags Industry Returns in Six Months: Time to Exit?
ZS' slowing revenue and ARR growth, rising capital spending and weaker cash flow margins cloud its cheap valuation and near-term outlook.
Zscaler launches Agentic SOC to contain AI-Driven Threats
Unifying exposure management and SOC workflows with Zscaler telemetry and specialized AI agents that detect, investigate, and respond to threats at machine speed Unifying exposure management and SOC workflows with Zscaler telemetry and specialized AI agents that detect, investigate, and respond to threats at machine speed
Zscaler's Z-Flex Surges: Can Flexible Deals Boost Customer Adoption?
ZS' Z-Flex tops $1.7 billion in fiscal 2026 TCV, lifting customer ARR nearly 30% as flexible contracts support broader platform adoption.
Investors Heavily Search Zscaler, Inc. (ZS): Here is What You Need to Know
Zacks.com users have recently been watching Zscaler (ZS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Zscaler: Cheap Compared To Closest Peers For No Good Reason
Zscaler has declined 39% since my previous coverage, underperforming the benchmark's 19% gain. Despite the price collapse and volatility, I see no structural deterioration in ZS's business fundamentals. ZS now trades at approximately 35x forward P/E, which I consider fairly valued given strengthened fundamentals.
Zscaler's Strong Quarter Still Left Investors Waiting on 1 Key Signal
Zscaler TodayZSZscaler$169.80 -8.00 (-4.50%) As of 09/4/2026 04:00 PM Eastern52-Week Range$114.63▼$336.99Price Target$215.90Add to WatchlistZscaler NASDAQ: ZS gave the market everything it could ask for in its fiscal fourth-quarter 2026 earnings report: outperformance, acceleration, wider margins, and strong guidance. The one thing it didn't give was firm reassurance that the sales leadership transition was going smoothly.
Zscaler: Cheaper Than Other Cybersecurity Names For A Reason
Zscaler faces execution challenges despite industry tailwinds, with FY2027 guidance signaling decelerating revenue and ARR growth. Q4 showed solid margins and net new ARR acceleration, but overall top-line growth remains uninspiring amid strong cybersecurity demand. Strategic partnerships with AWS and CrowdStrike offer potential long-term catalysts, yet immediate business momentum lags sector leaders.
Zscaler Q4 Earnings Call Highlights
Zscaler (NASDAQ: ZS) reported fourth-quarter fiscal 2026 revenue of $898 million, up 25% from a year earlier and 6% sequentially, as the cybersecurity company cited continued demand for its zero-trust platform, data security offerings and AI-related products. Non-GAAP operating income rose 37% year over year to $218 million, while non-GAAP operating margin reached a record 24.3%,
Zscaler Beat, Raised, and Jumped Double Digits While AI Agents Attack Its Customers
Zscaler posted a tenth consecutive earnings beat and sent shares surging, but the real question buried inside the report is whether the AI security boom reflects new enterprise budget dollars or just rebranded spending that was already locked in.
OpenAI Astra Cybersecurity Reveal: Skip Legacy Cybersecurity, Buy Zscaler
Zscaler is rated a buy due to its leading zero-trust cybersecurity solutions, which are well-positioned to counter escalating AI-driven threats. Despite recent stock underperformance and slowing growth (~25% YoY), I expect ZS to benefit from a surge in cybersecurity spending as AI risks intensify. ZS's recent earnings beat expectations, and while forward guidance is conservative (16.6%-17.5% growth), I believe results will surpass these targets.
Zscaler (ZS) Faces Challenges Despite Strong Q4 Performance and Optimistic Guidance
Zscaler (ZS) is experiencing a notable decline in its stock price, despite reporting a strong fiscal Q4 performance and providing optimistic near-term revenue g
Zscaler Stock Drops After Earnings, But Analysts See More Upside
Shares of Zscaler Inc (NASDAQ:ZS) are down on Friday, after the company reported its fourth-quarter results.
Zscaler: Moving Past The SaaSpocalypse, But Hasn't Caught Up To Fundamental Strength
Zscaler remains undervalued despite a sector rebound, still down ~20% YTD and ~30% YoY. I'm confidently reiterating my buy rating on ZS after strong fiscal results and robust bookings performance. ZS is accelerating ARR growth, directly contradicting prior fears of SaaS sector weakness and seat-driven churn.
Zscaler Falls 4% as FY2027 Growth Guidance Overshadows Earnings Beat; CrowdStrike Slips, Palo Alto Holds Steady
Cybersecurity software is under pressure again Friday morning after Zscaler (NASDAQ:ZS | ZS Price Prediction) issued fiscal 2027 growth guidance that overshadowed a clean fourth-quarter beat, and peers are drifting with it.
Zscaler CEO Jay Chaudhry on earnings beat: A record quarter from any measurement
CNBC's Jon Fortt and Jay Chaudhry, Zscaler CEO, join 'Squawk on the Street' to discuss reporting an earnings beat, the Nvidia-Hugging Face deal, and more.
Zscaler Q4 Earnings Beat Estimates, Revenues Surge 25% Y/Y
ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.
ZS Q4 Earnings Call Highlights AI Tailwinds and Fiscal 2027 Outlook
Zscaler sees AI as its largest demand tailwind as Security for AI bookings surge and metered offerings fuel ARR growth into fiscal 2027.
Price Targets
Zscaler price target lowered to $170 from $215 at Roth Capital
$170.00
(was $169.80)
Taz Koujalgi
·
Roth Capital
Zscaler (ZS) Reiterated at Overweight by JPMorgan on Beat and Raise Results
$215.00
(was $170.32)
Stephens
Zscaler (ZS) PT Raised to $215 at Needham
$215.00
(was $177.80)
Alex Henderson
·
Needham
Zscaler (ZS) PT Raised to $200 at Scotiabank
$200.00
(was $177.80)
Patrick Colville
·
Scotiabank
Zscaler price target raised to $175 from $160 at Piper Sandler
$175.00
(was $177.80)
Rob Owens
·
Piper Sandler
Zscaler (ZS) PT Raised to $165 at Morgan Stanley
$165.00
(was $177.80)
Meta Marshall
·
Morgan Stanley
Zscaler price target raised to $200 from $192 at Barclays
$200.00
(was $177.80)
Barclays
Zscaler (ZS) PT Raised to $215 at Wells Fargo
$215.00
(was $177.80)
Richard Poland
·
Wells Fargo
Zscaler (ZS) PT Raised to $220 at Jefferies
$220.00
(was $178.37)
Joseph Gallo
·
Jefferies
Zscaler price target raised to $192 from $170 at Barclays
$192.00
(was $176.06)
Barclays
Zscaler price target raised to $210 from $185 at KeyBanc
$210.00
(was $174.95)
KeyBanc
Zscaler price target raised to $185 from $176 at KeyBanc
$185.00
(was $148.19)
KeyBanc
Zscaler price target lowered to $176 from $190 at KeyBanc
$176.00
(was $127.27)
KeyBanc
Zscaler (ZS) PT Lowered to $150 at Wolfe Research
$150.00
(was $124.73)
Alex Zukin
·
Wolfe Research
Zscaler upgraded to Buy from Neutral at Guggenheim
$214.00
(was $139.73)
John DiFucci
·
Guggenheim
Zscaler price target lowered to $180 from $210 at Wells Fargo
$180.00
(was $126.41)
Wells Fargo
Zscaler price target lowered to $200 from $320 at Berenberg
$200.00
(was $126.41)
Berenberg Bank
Zscaler price target lowered to $175 from $190 at Scotiabank
$175.00
(was $127.56)
Scotiabank
Zscaler (ZS) PT Lowered to $230 at Freedom Broker
$230.00
(was $126.81)
US Tiger Securities
Zscaler (ZS) PT Lowered to $175 at FBN Securities
$175.00
(was $127.02)
Shelby Seyrafi
·
FBN Securities