Zscaler, Inc.
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Zscaler officer Mike Rich plans to sell 4,108 shares to cover taxes on RSU vesting in September 2026, according to a Rule 144 filing. He previously sold 4,184 shares in June 2026 for the same purpose.
Zscaler (ZS) reported Q4 revenue of $898.2M, up 25% YoY, and ARR of $3.77B, up 25%. FBN Securities raised its price target to $190. The company expects Q1 revenue growth of 19%. Concerns arise over slowing ARR growth guidance of 16.6% to 17.4% for fiscal 2027. Competition and potential market re-rating are noted risks.
CrowdStrike (CRWD) shares rose 3% to $243.54, extending a 107% YTD gain, as AI security demand grows. Cybersecurity ETF CIBR gained 1%, while QQQ fell 0.6%. Okta (OKTA) and Zscaler (ZS) also rose, but Palo Alto (PANW) saw muted gains. Analysts highlight AI-driven security spending as a key growth area.
Over the past 7 days, AlphAI's AI scored 31 news stories mentioning ZS (Zscaler, Inc.). Coverage has skewed bullish: 21 bullish, 7 neutral, and 3 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.
Minor insider sale to cover tax withholding; unlikely to move price materially.
Strong earnings beat and guidance may support short‑term upside, but slower ARR outlook could pressure valuation.
Positive short‑term move aligned with sector trend.
Bullish outlook on security services.
The price jump is a short‑term sector‑driven move; without fresh earnings or guidance the rally may fade.
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.
Zscaler officer Mike Rich plans to sell 4,108 shares to cover taxes on RSU vesting in September 2026, according to a Rule 144 filing. He previously sold 4,184 shares in June 2026 for the same purpose.
1 min readZscaler (ZS) reported Q4 revenue of $898.2M, up 25% YoY, and ARR of $3.77B, up 25%. FBN Securities raised its price target to $190. The company expects Q1 revenue growth of 19%. Concerns arise over slowing ARR growth guidance of 16.6% to 17.4% for fiscal 2027. Competition and potential market re-rating are noted risks.
3 min readCrowdStrike (CRWD) shares rose 3% to $243.54, extending a 107% YTD gain, as AI security demand grows. Cybersecurity ETF CIBR gained 1%, while QQQ fell 0.6%. Okta (OKTA) and Zscaler (ZS) also rose, but Palo Alto (PANW) saw muted gains. Analysts highlight AI-driven security spending as a key growth area.
2 min readAI companies like OpenAI and Anthropic expressed safety concerns, potentially slowing AI development. Shares of AI-related firms like Lumentum, Corning, Coherent, Dell, CoreWeave, Nebius, and HPE dropped. Meanwhile, cybersecurity stocks such as CrowdStrike, Zscaler, and Palo Alto Networks saw gains. Anthropic plans to IPO next month.
2 min readZscaler (ZS) stock surged 16.52% to $191.73 on September 14, driven by broader sector gains following AI safety concerns. The company reported Q4 revenue of $898.19M, up 24.88% YoY, and adjusted earnings of $1.19, beating estimates. However, the stock initially fell 4.5% post-earnings due to slower growth outlook. CEO Jay Chaudhry highlighted demand for AI security solutions and operational improvements. Analysts have a mid-target price of ~$340, suggesting a 78% potential return.
2 min readZscaler (ZS) reported 25% ARR growth and $898M revenue for Q4, driven by AI demand. Management highlighted AI as a major growth driver, but fiscal 2027 guidance suggests growth may slow to 16.6-17.5%. The company cited sales transition and new-product adoption as factors. Total ARR reached $3.8B, with $246M in net new ARR. Non-GAAP operating margin was 24.3%.
2 min readAI-related stocks declined globally after Anthropic's CEO urged slower AI development. Nvidia, AMD, Micron, SK Hynix, and ASML fell. The S&P 500 dropped 0.5%, while Palo Alto Networks and CrowdStrike rose over 13%. Anthropic plans a listing next month, potentially with Nvidia as an investor.
3 min readMajor U.S. indices closed lower on Monday. CrowdStrike (CRWD) rose 13.85% to $235.38, driven by CEO comments on AI safety. Bank of America (BAC) fell 5.12% to $59.47 due to cautious guidance. Microsoft (MSFT) gained 1.97% to $505.41 on positive AI safety framework feedback. Zscaler (ZS) jumped 16.52% to $191.73 amid cybersecurity sector rotation. Corning (GLW) dropped 13.70% to $143.60 on share dilution concerns.
2 min readQualys (QLYS) reported $182.2M revenue, up 11% YoY, beating estimates. SentinelOne (S) reported $292M revenue, up 20.6%, but missed EPS guidance. Zscaler (ZS) reported $898.2M revenue, up 24.9%, beating estimates. Tenable (TENB) reported $268.5M revenue, up 8.6%, with mixed results. All stocks declined post-earnings.
3 min readZscaler's stock rose 9.2% to $188.41, adding $2.6B in market value. No clear catalyst identified; investors watch if gains hold. The company is a large-cap cybersecurity firm.
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