2026-10-11 → 10-12 Analyst Bull
Zscaler Growth to Slow to 17%, AI Security Demand May Bridge Gap Multiple sources see AI security and platformization upside, but near-term growth debate persists
D1 -3.4% · since -8.1%
› 2 waves of this story2026-10-11 Fool and Seeking Alpha highlight AI-driven security demand and ARR growth, reinforcing buy case2026-10-12 Multiple sources see AI security and platformization upside, but near-term growth debate persists2026-10-06 → 10-09 Company Bull
Zscaler Reaffirms Revenue Outlook, IBM Security Pact, Shares Jump Reaffirmed outlook and IBM pact reported by multiple sources, driving shares up 6%
D1 +5.2% · +5d +7.7%
› 3 waves of this story2026-10-06 Positions as AI-era security platform, targets $8B+ ARR2026-10-07 CFO reaffirms Q1/FY27 guidance; Citi among 8 firms raise PTs; Jefferies questions FY31 $10B ARR target2026-10-09 Reaffirmed outlook and IBM pact reported by multiple sources, driving shares up 6%2026-09-25 8-K filing
8-K: Item 5.02 D1 -10.1% · +5d +1.8%
2026-09-24 → 09-25 Company Bear
Zscaler CRO Mike Rich Departs, Stock Falls Sharply CRO steps down for personal reasons; analysts see limited disruption, but market reacts negatively
D1 +0.1% · +5d -7.4%
› 2 waves of this story2026-09-24 Veteran sales leader promoted to lead global revenue operations and expand platform adoption2026-09-25 CRO steps down for personal reasons; analysts see limited disruption, but market reacts negatively2026-09-21 Company Bull
Zscaler AI Bookings Jump 50% Sequentially, AI Security Demand Opens New Growth Avenue AI-related bookings surge over 50% sequentially, indicating strong momentum in AI security demand
D1 +5.0% · +5d -3.7%
2026-09-20 Capital Bear
Zscaler Execs Sell Shares in Recent Trades CEO and two insiders sold ~$1.88M total on Sep 16-17
D1 +5.0% · +5d -3.7%
2026-09-17 Analyst Bull
Bernstein raises Zscaler PT to $298, maintains Buy PT raised from $224 to $298, reinforcing bullish view amid AI security demand
D1 +3.1% · +5d +8.7%
› 2 waves of this story2026-09-17 Goldman, Morgan Stanley, J.P. Morgan see AI driving security spend; DBNRR improvement signals stickiness2026-09-17 PT raised from $224 to $298, reinforcing bullish view amid AI security demand2026-09-12 Company
Zscaler CEO Cites AI Security Demand, Zero-Trust Momentum for Strong FY Start CEO at Citi conf: expanded portfolio, better sales momentum, rising client interest in AI security & zero-trust
D1 +16.5% · +5d +8.0%
2026-09-03 → 09-08 Earnings Bull
Zscaler Z-Flex Flexible Deals Boost Adoption, FY26 TCV Tops $1.7B Z-Flex flexible contracts lift customer ARR nearly 30%, supporting broader platform adoption
D1 +2.9% · +5d -7.5%
› 5 waves of this story2026-09-03 Multiple sources confirm earnings date; options imply ±12.24% move2026-09-04 Revenue $898M beat, adj EPS $1.19 beat, FY27 guide raised, AH +~10%2026-09-05 Earnings beat but growth guidance slows, raising concerns about AI security spending sustainability2026-09-05 Q4 revenue $898M (+25% YoY) and EPS $1.19 beat; FY27 guide raised despite share decline2026-09-08 Z-Flex flexible contracts lift customer ARR nearly 30%, supporting broader platform adoption2026-09-04 8-K filing
8-K: Item 2.02, Item 2.05, Item 9.01 D1 -4.5% · +5d +12.9%
2026-09-03 Earnings
Earnings report Q4 ARR同比增长25%，非GAAP营业利润率达到创纪录的24.3%。
D1 +2.9% · +5d -7.5%
2026-09-01 Earnings
Earnings report Q4 ARR同比增长25%，非GAAP营业利润率达到创纪录的24.3%。
D1 -5.3% · +5d -6.9%
2026-09-01 Company
Zscaler 45% Below 52-Week High on AI Disruption Fears Market fears AI disruption to zero trust demand, but agentic AI surge could be tailwind
D1 -5.3% · +5d -6.9%
2026-08-31 Earnings
Zscaler to report earnings this Thursday Multiple sources confirm earnings date; market watches performance
D1 +2.3% · +5d -14.0%
2026-08-17 → 08-23 Analyst Bull
KeyBanc raises Zscaler PT to $210 on security spending, SASE demand KeyBanc reiterates constructive view on Zscaler, citing strong security spending, SASE leadership, and discounted valuation; PT raised from $185 to $210.
D1 +0.5% · +5d -4.5%
› 3 waves of this story2026-08-17 TD Cowen keeps Buy, sees in-line or better F4Q results and Z-Flex accelerating large-customer purchasing.2026-08-18 Zscaler deepens Carahsoft tie-up to target SMB/mid-market zero trust; analyst sentiment stays positive.2026-08-23 KeyBanc reiterates constructive view on Zscaler, citing strong security spending, SASE leadership, and discounted valuation; PT raised from $185 to $210.2026-08-06 Earnings
Zscaler to Host Q4 FY2026 Earnings Call Company announces earnings release date, market awaits results
D1 +0.6% · +5d +15.7%
2026-07-29 Company
Saviynt Exceeds $300M ARR, Launches AI Identity Platform Zuma Saviynt reports $300M+ ARR, 80% booking growth, 96% retention; launches Zuma AI identity platform
D1 +1.4% · +5d +5.1%
2026-07-23 → 07-29 Capital Bear
Zscaler Faces Institutional Selling and Fraud Probe Bank of Nova Scotia cut ZS holdings by 33.2% in Q1
D1 -1.8% · +5d +6.2%
› 3 waves of this story2026-07-23 BNY Mellon raised stake, CalPERS cut holdings, and Schall Law Firm launched fraud investigation, with multiple sources converging.2026-07-29 Bank of Nova Scotia cuts stake by 33.2%, probe and institutional moves persist2026-07-29 Bank of Nova Scotia cut ZS holdings by 33.2% in Q12026-07-28 Company Bull
Zscaler and Schwarz Digits Partner for Sovereign Cloud Security in Europe Strategic partnership expands European footprint with sovereign cloud security
D1 +2.9% · +5d +7.6%
2026-07-22 → 07-24 Regulation Bear
Zscaler among software stocks in Stage 4 downtrend with persistent institutional selling Technical weakness aligns with recent fraud probe and institutional repositioning
D1 -4.3% · +5d +8.1%
› 2 waves of this story2026-07-22 Schall Law Firm investigates; stock falls 4.34% to $142.262026-07-24 Technical weakness aligns with recent fraud probe and institutional repositioning2026-07-23 Capital
Institutional Moves: BNY Mellon Adds, CalPERS Trims ZS Two institutions' latest 13F filings show opposite position changes in ZS
D1 -1.8% · +5d +6.2%
› 2 waves of this story2026-07-23 BNY Mellon raises stake 7.9%; CalPERS reduces 5.4%2026-07-23 Two institutions' latest 13F filings show opposite position changes in ZS2026-07-15 Regulation Bear
Zscaler Stock Falls 2.56% to $148.19; Law Firm Probes Securities Violations Share decline plus law firm probe follows May 27 weak guidance and sales leadership disruptions
D1 -2.6% · +5d -4.0%
