AlphAIalphai — Financial news for AI agents
cnbc.comSEP 32 min read$ZS

Zscaler stock rises on earnings beat, upbeat guidance

Zscaler's stock rose after beating fiscal Q4 estimates, with revenue of $898M (up 25% YoY) and EPS of $1.19. The company reported a net loss of $3.4M, improved from last year. CEO Jay Chaudhry cited strong demand for its Zero Trust cloud security architecture. Annual recurring revenue reached $3.77B. Zscaler's guidance for Q1 and FY 2025 also exceeded expectations.

Original reporting
cnbc.com
Published Sep 3, 2026, 9:30 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Sep 3, 2026, 10:24 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
Zscaler stock rises on earnings beat, upbeat guidance — source image
Source · cnbc.com
Decision brief

The 30-second read

$ZSBullishHigh
01

Why it matters

The earnings beat and raised guidance suggest stronger market positioning, likely driving buying interest.

02

Market read

Zscaler's strong Q4 results and forward guidance could lift the cybersecurity sector and influence AI‑security investment themes.

03

What to watch

Potential headwinds from increased competition and recent sales leader departures could temper growth.

Relevance 9/10Novelty 8/10Timing: after-hours release

Background

Zscaler is a leading provider of Zero Trust cloud security solutions, recently emphasizing AI agent protection.

Company-level read

Ticker impact

$ZSBullishHigh confidence
Context

Zscaler reported Q4 earnings beat and raised FY guidance, indicating stronger demand for its Zero Trust AI security solutions.

Expected impact

Expect short-term upside of 5-8% as investors price in higher growth outlook.

Evidence & confidence

Earnings beat, revenue beat, and guidance above consensus signal improved fundamentals and market momentum.

Market effects

Sector

Boosts broader cloud security and AI‑security subsector sentiment.

Regional

U.S. tech stocks may see modest gains in the post‑earnings session.

Global

Highlights growing demand for AI‑driven security, relevant for global cybersecurity players.

Counterpoint

What could challenge this read

If AI security adoption slows, the guidance may be overly optimistic, risking a pullback.

Key entities

  • company
    Zscaler

    Cloud security firm delivering Zero Trust solutions.

  • executive
    Jay Chaudhry

    CEO of Zscaler, provided commentary on AI security opportunities.

Read at source← All news

Related articles

SEP 3
$LULUHighAI 8/10

Stocks making the biggest moves after hours: Lululemon, Zscaler, Guidewire Software & more

Lululemon (LULU) fell 18% after weak Q3 guidance. Docusign (DOCU) rose 4% on earnings beat. Zscaler (ZS) gained 2% with strong Q4 results. Adobe (ADBE) dropped 1% on CEO transition. Planet Labs (PL) advanced 7% on Q2 earnings. Asana (ASAN) fell 10% on Q3 guidance. Guidewire (GWRE) dropped 15% on revenue outlook. Samsara (IOT) surged 14% on raised guidance. UiPath (PATH) lost 7% on Q3 outlook.

cnbc.com3 min
SEP 3
$ZSHighAI 8/10

Zscaler beats Q4 estimates; shares rise

Zscaler Inc. reported Q4 adjusted EPS of $1.19, beating estimates, with revenue of $898.2M, up 25% YoY. Shares rose 4% after-hours. Q1 2027 revenue is forecasted at $935M-$939M, below analyst expectations. Annual recurring revenue grew 25% YoY to $3.77B, with adjusted operating margin at 24%.

yahoo.com2 min
SEP 3
$ZSHighAI 8/10

Zscaler, Inc. Q4 Earnings Summary

Zscaler, Inc. (ZS) reported Q4 earnings of -$3.369M, an improvement from -$17.578M last year. Adjusted earnings were $198.195M ($1.19 per share). Revenue grew to $898.185M from $719.226M. The company guided next quarter's EPS to $1.15-$1.16 and revenue to $935M-$939M.

rttnews.com1 min
SEP 3
$IOTHighAI 8/10

After-Hours Movers: LULU, IOT, PATH, DOCU, ASAN, GWRE, ZS, PL, SWBI, OXM

Samsara (IOT) rose 11% on strong Q2 results and raised guidance. UiPath (PATH) climbed 13% with solid Q2 revenue and upbeat full-year outlook. Docusign (DOCU) gained 7% after a beat-and-raise Q2 report. Asana (ASAN) fell 12% on soft near-term profitability targets. Guidewire (GWRE) dropped 19% due to weak Q1 revenue guidance. Zscaler (ZS) edged up 1% on solid fiscal Q4 results. Planet Labs (PL) jumped 5% after reporting a surprise Q2 profit. Smith & Wesson (SWBI) surged 8.6% on strong Q1 sales.

investing.com3 min