AlphAIalphai — Financial news for AI agents
sci-tech-today.comSEP 73 min read$ZS

Zscaler Q4 Fiscal 2026 Earnings: Revenue Beats $898.2 Million

Zscaler reported Q4 FY2026 revenue of $898.2M, up 25% YoY, and non-GAAP EPS of $1.19, beating estimates. ARR grew 25% to $3.771B. FY2027 guidance was above consensus but shares fell due to slower growth outlook. Non-GAAP net income was $198.2M, up from $146.7M YoY. GAAP net loss improved to $3.4M.

Original reporting
sci-tech-today.com
Published Sep 7, 2026, 11:15 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Sep 7, 2026, 11:27 AM 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 Q4 Fiscal 2026 Earnings: Revenue Beats $898.2 Million — source image
Source · sci-tech-today.com
Decision brief

The 30-second read

$ZSNeutralHigh
01

Why it matters

The earnings beat supports the stock's valuation, but FY2027 guidance could trigger a re-rating.

02

Market read

Zscaler's results influence the broader cybersecurity and cloud infrastructure space.

03

What to watch

Red Canary acquisition inflates ARR; organic growth is slower.

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

Background

Zscaler is a leading zero-trust cloud security provider; its earnings are closely watched by cybersecurity investors.

Company-level read

Ticker impact

$ZSNeutralHigh confidence
Context

Zscaler reported Q4 FY2026 revenue and EPS beats and issued FY2027 guidance, a fresh earnings disclosure.

Expected impact

Potential short-term pullback on guidance, with upside if investors focus on beat.

Evidence & confidence

Earnings beat is positive, but FY2027 revenue outlook below expectations could trigger sell pressure.

Market effects

Sector

Highlights continued growth in cloud security and zero-trust markets.

Regional

U.S. tech sector may see modest rotation toward peers with stronger guidance.

Global

Sets a benchmark for cybersecurity firms worldwide.

Counterpoint

What could challenge this read

Guidance slowdown may be temporary; focus on long-term AI security opportunities.

Key entities

  • Executive
    Jay Chaudhry

    CEO and Chairman of Zscaler, provided commentary on AI security opportunities.

  • Executive
    Kevin Rubin

    CFO, highlighted margin expansion and ARR growth.

Read at source← All news

Related articles

SEP 7
$ZSMedAI 8/10

Zscaler’s Strong Quarter Still Left Investors Waiting on 1 Key Signal

Zscaler (ZS) reported fiscal Q4 2026 earnings, with revenue and annual recurring revenue both up 25% YoY. Management noted ongoing sales leadership transition uncertainty. Analysts highlight AI security demand and strong guidance but caution on growth deceleration. Technical indicators suggest potential price inflection, with targets at $158 and $195.

yahoo.com3 min
SEP 6
$ZSHighAI 8/10

ZS Stock Eases After-Hours — Zscaler Tops Q4 Forecasts Driven By AI-Powered Security Demand, But High-Value Customer Growth Slows

Zscaler Inc. (ZS) reported Q4 revenue of $898.2M, up 25% YoY, and adjusted earnings of $1.19 per share, beating estimates. AI-driven security demand boosted results, but high-value customer growth slowed. ZS stock fell 1.8% after-hours despite a 3% gain during the day. The company forecasts Q1 2027 revenue of $935M-$939M and full-year revenue of $3.908B-$3.938B, with adjusted EPS of $4.86-$4.90.

stocktwits.com2 min
SEP 5
$ZSMedAI 8/10

Zscaler, Inc. Q4 2026 Earnings Call Summary

Zscaler reported Q4 2026 net new ARR growth of 17%, excluding Red Canary, driven by Zero Trust adoption and AI-driven security demand. The company's 'Zero Trust Everywhere' strategy saw customer growth from 350 to 950. Fiscal 2027 guidance reflects leadership transitions and elevated CapEx. Zscaler plans to launch 'Agentic SecOps' in September 2026 and expects AI-driven solutions to scale in the second half of the year. The company also announced a workforce restructuring affecting 3% of employe

yahoo.com3 min
SEP 5
$PANWMed

Benzinga Bulls and Bears: Palo Alto, Ciena, Lululemon

Palo Alto Networks (PANW) beat Q4 estimates with $3.41B revenue, up 34% YoY, and issued strong fiscal 2027 guidance. Ciena (CIEN) reported a 37% YoY revenue increase to $1.671B, driven by AI network spending. Zscaler (ZS) posted a Q4 double beat with 25% YoY revenue growth to $898.16M and raised fiscal 2027 guidance. Lululemon (LULU) missed Q2 estimates and lowered its full-year outlook, causing shares to drop 16.4%. Michael Burry criticized Palantir (PLTR) for accounting and valuation concerns,

benzinga.com3 min
SEP 5
$ZSMed

New Buy Rating for Zscaler (ZS), the Technology Giant

Scotiabank analyst Patrick Colville reiterated a Buy rating on Zscaler (ZS) with a $200 price target. Bernstein also issued a Buy, while Morgan Stanley maintained a Hold. Zscaler reported Q2 revenue of $850.48M and a GAAP net loss of $13.88M, up from $678.03M revenue and $4.13M loss last year.

theglobeandmail.com2 min