Zscaler, Inc.
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Qualys (QLYS) stock rose 62.4% post-earnings, trading at $218.31. SentinelOne (S) reported $292M revenue, up 20.6% YoY, missing EPS guidance. Palo Alto Networks (PANW) reported $3.41B revenue, up 34.4% YoY, beating expectations. Zscaler (ZS) reported $898.2M revenue, up 24.9% YoY, exceeding estimates. All stocks rose post-earnings.
Zscaler (ZS) CEO Jay Chaudhry criticized OpenAI's AI risk management on 7 October 2026. The company announced new partnerships and an internal AI governance framework to combat AI-driven cyber threats. Zscaler, with a $32.9b market cap, aims to lead in AI security, though execution risks remain. Management reaffirmed fiscal 2027 guidance, signaling confidence in AI investments.
Zscaler projected over $8B in organic ARR by FY2031 at its Investor Day. Morgan Stanley analysts await client growth before revising their stance.
Over the past 7 days, AlphAI's AI scored 66 news stories mentioning ZS (Zscaler, Inc.). Coverage has skewed bullish: 48 bullish, 18 neutral, and 0 bearish.
Recent ZS coverage spans financial news, earnings and technology.
In the last 30 days, ZS insiders filed 21 SEC Form 4 transactions — no purchases and 21 sales ($6.2M). The most active reporter was RUBIN KEVIN, Chief Financial Officer, with 13 filings. 81% of those filings were made under pre-arranged Rule 10b5-1 plans.
Recap of already‑published earnings.
The remarks may boost Zscaler's profile in AI security but also introduce execution risk, leading to mixed short-term price pressure.
Guidance signals strong growth potential but hinges on client acquisition; analysts remain cautious.
Analyst upgrade suggests Zscaler could outperform its guidance.
Analyst upgrade with higher target may lift Zscaler shares.
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.
Qualys (QLYS) stock rose 62.4% post-earnings, trading at $218.31. SentinelOne (S) reported $292M revenue, up 20.6% YoY, missing EPS guidance. Palo Alto Networks (PANW) reported $3.41B revenue, up 34.4% YoY, beating expectations. Zscaler (ZS) reported $898.2M revenue, up 24.9% YoY, exceeding estimates. All stocks rose post-earnings.
3 min readZscaler (ZS) CEO Jay Chaudhry criticized OpenAI's AI risk management on 7 October 2026. The company announced new partnerships and an internal AI governance framework to combat AI-driven cyber threats. Zscaler, with a $32.9b market cap, aims to lead in AI security, though execution risks remain. Management reaffirmed fiscal 2027 guidance, signaling confidence in AI investments.
2 min readZscaler projected over $8B in organic ARR by FY2031 at its Investor Day. Morgan Stanley analysts await client growth before revising their stance.
2 min readZscaler (ZS) reaffirmed its fiscal 2027 guidance and set a fiscal 2031 ARR target of over $8 billion, with a potential upside of $10 billion. Jefferies raised its price target to $250 but called the $10 billion target ambitious, citing growth acceleration challenges. The bank expects 2-3% upside to fiscal 2027 ARR growth, despite near-term attrition risks.
2 min readBarclays maintained an Overweight rating for Zscaler (ZS) and raised its price target to $225 from $220. GuruFocus values ZS at $296.22, suggesting a 29.1% undervaluation at its current price of $210.08. The company has a GF Score of 76/100, indicating strong growth and valuation but low profitability. Insider selling totaled $6.4M in the last 3 months.
2 min readYorkville Ives initiated coverage on Zscaler (ZS) with an outperform rating and a $250 price target. Analysts show strong conviction with a consensus buy rating and targets ranging from $164.75 to $298. Zscaler's revenue grew 25% YoY to $3.35B, with 76.87% gross margins. The company targets $8B in annual recurring revenue by 2031, driving multiple price target increases from analysts.
2 min readWedbush forecasts Zscaler's annual recurring revenue (ARR) to reach $8-10 billion by fiscal 2031, with operating margins of 27-30%. The firm sets a $240 price target, but shares saw little change. Management's long-term outlook focuses on sustained growth and profitability.
1 min readBNP Paribas kept its outperform rating on Zscaler and raised its price target to $250 from $230. Zscaler's stock is currently trading at $210.90, down 0.64% over 5 days but up 6.11% year-to-date.
1 min readTD Cowen kept a Buy rating on Zscaler (ZS) with a $230 price target, suggesting 8.4% upside from its Oct 6 close. The firm cited strong growth potential, resilience in AI-driven cybersecurity, and expanded TAM. Recent analyst targets range from $236 to $275.
1 min readUBS raised its price target for Zscaler (ZS) to $250 from $225, maintaining a Buy rating. The stock is currently trading at $213.07, up 0.39% on the day and 7.01% over the year. Wedbush recently lowered its target to $215 from $220, keeping an Outperform rating.
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