Zscaler, Inc.
Shares of ServiceNow (NOW), Zscaler (ZS), SentinelOne (S), Asana (ASAN), and Elastic (ESTC) surged after strong earnings and AI-driven growth reports. Salesforce, CrowdStrike, and Okta also showed AI-related revenue increases, easing investor concerns about AI disruption. SentinelOne's volatility highlights market sensitivity to AI trends.
Nvidia reported $96.2B revenue, up 106% YoY, confirming AI spending growth. CrowdStrike and Okta saw revenue increases of 26% and 11%, respectively, with both raising outlooks. Cybersecurity stocks rose as AI expansion increases demand for security. Palo Alto, Zscaler, and SentinelOne also gained.
Zscaler's stock rose 8.7% after JPMorgan increased its price target to $215, maintaining an Overweight rating. Other analysts also raised targets, citing leadership in SASE and a discount to peers. The broader market and positive tech sector sentiment supported the move. Zscaler's Q4 earnings report is expected to show growth.
Over the past 7 days, alphai's AI scored 6 news stories mentioning ZS (Zscaler, Inc.). Coverage has skewed bullish: 5 bullish, 0 neutral, and 1 bearish.
Recent ZS coverage spans market movers, earnings and financial news.
In the last 30 days, ZS insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($87K). The most active reporter was RUBIN KEVIN, Chief Financial Officer, with 5 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
AI‑focused security spend boosted outlook, lifting the stock.
Sector rally lifts ZS alongside peers.
Analyst upgrade lifts investor sentiment and drives a sharp price jump.
Wolfe Research downgraded Intuit to 'Peer Perform' from 'Outperform'. UBS noted Intuit's fiscal 2027 revenue outlook is soft due to uncertain growth stabilization. The article also includes various composite ratings for the company.
Analyst price‑target increase signals higher near‑term upside, likely prompting short‑term buying interest.
alphai scores every news story that mentions ZS with an AI model for sentiment and relevance, and aggregates insider trades from Zscaler, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Shares of ServiceNow (NOW), Zscaler (ZS), SentinelOne (S), Asana (ASAN), and Elastic (ESTC) surged after strong earnings and AI-driven growth reports. Salesforce, CrowdStrike, and Okta also showed AI-related revenue increases, easing investor concerns about AI disruption. SentinelOne's volatility highlights market sensitivity to AI trends.
3 min readNvidia reported $96.2B revenue, up 106% YoY, confirming AI spending growth. CrowdStrike and Okta saw revenue increases of 26% and 11%, respectively, with both raising outlooks. Cybersecurity stocks rose as AI expansion increases demand for security. Palo Alto, Zscaler, and SentinelOne also gained.
3 min readZscaler's stock rose 8.7% after JPMorgan increased its price target to $215, maintaining an Overweight rating. Other analysts also raised targets, citing leadership in SASE and a discount to peers. The broader market and positive tech sector sentiment supported the move. Zscaler's Q4 earnings report is expected to show growth.
2 min readWolfe Research downgraded Intuit to 'Peer Perform' from 'Outperform'. UBS noted Intuit's fiscal 2027 revenue outlook is soft due to uncertain growth stabilization. The article also includes various composite ratings for the company.
1 min readJP Morgan maintained an Overweight rating on Zscaler (ZS) and raised its price target to $215 from $205. The stock is seen as 42.7% undervalued according to GF Value™. Zscaler has a GF Score™ of 70/100, with strong growth but lower profitability. Insider sales totaled $2.58M over the past three months.
2 min readUS stocks slipped as crude prices surged, pushing bond yields higher. President Trump stated no plans to reopen the Strait of Hormuz, while Iran asserted control over it. Q2 earnings growth for the S&P 500 is tracking at 32%, with AI spending driving gains. Specific stocks moved on news: CRWD, OKTA, ZS, NET, PANW, FTNT, CCL, NCLH, UAL, ALK, RCL, DAL, LUV, AAL, MARA, MSTR, COIN, GLXY, RIOT, CRCL, APA, FANG, OXY, COP, DVN, HAL, XOM, SLB, AAP, MRNA, WMT, WOLF, NDSN, ETSY, ETD. Earnings reports expe
4 min readKeyBanc raised its price target for Zscaler (ZS) to $210, citing its leadership in the SASE market and improved security spending. The stock is up 45% since June. Analyst Eric Heath expects 250% YoY EPS growth for Q4. Zscaler trades at 6.6x revenue, lower than peers. The company's Analyst Day in October may serve as a catalyst.
2 min readNTT DATA's CEO Abhijit Dubey stated that AI-driven cyberattacks are changing the cybersecurity landscape, requiring machine-speed defenses. He announced an expanded partnership with Palo Alto Networks (PANW), which reported $3B in revenue, up 31% YoY, and $8.13B in Next-Generation Security ARR, up 60%. Other companies like Okta (OKTA), CrowdStrike (CRWD), Zscaler (ZS), and Fortinet (FTNT) are also positioned in this shifting market.
3 min readStifel Nicolaus analyst Adam Borg maintained a Buy rating on Zscaler (ZS) with a $200 price target. The company reported Q4 revenue of $850.48M and a GAAP net loss of $13.88M, compared to $678.03M revenue and $4.13M loss a year ago. Analysts' consensus is Strong Buy with a $197.42 target.
2 min readAnalysts from BMO Capital and Bank of America Securities provided updates on Gartner (IT) and Zscaler (ZS). Gartner received a Hold rating and a $206.00 price target from BMO, while Zscaler was rated Buy with a $210.00 target by Bank of America. Gartner's consensus is Hold with a $184.82 target, and Zscaler's is Strong Buy with a $196.67 target.
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