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Zscaler: I Wouldn't Pull The Trigger Just Yet (Rating Upgrade) [Seeking Alpha]
Last zscaler, inc. earnings: 2/20 04:05 pm
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Q1 saw revenue growth acceleration, robust ARR (+26% YoY), and strong FCF margin (52%), signaling improved business momentum. AI security adoption is exceeding expectations, with FY2026 ARR guidance raised from $400M+ to $500M+. Despite strong Q1, full-year guidance was a bit sluggish. However, potential Trump Administration tailwinds help to justify the valuation. Sundry Photography/iStock Editorial via Getty Images It has been a while since I have covered Zscaler, Inc. ( ZS ) but I believe it would be fair to say that my downgrade to sell back in late July worked This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is me
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ZS
NEWS
NEWS
- Zscaler investors fire warning shot at management with board declassification vote [Yahoo! Finance][Yahoo! Finance]
- Zscaler: Growth Path Ahead Has Gotten Clearer And Stronger [Seeking Alpha][Seeking Alpha]
- Zscaler Vs. Netskope: The Battle For The AI Cybersecurity Edge [Seeking Alpha][Seeking Alpha]
- Zscaler (NASDAQ:ZS) had its price target lowered by analysts at Citigroup Inc. from $350.00 to $305.00. They now have a "buy" rating on the stock.[MarketBeat]
- WEI Achieves Zscaler Premier Partner Status, Strengthening Enterprise Support for Zero Trust and Secure AI Adoption [Yahoo! Finance][Yahoo! Finance]
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ZS
SEC Filings
SEC Filings
- 1/15/26 - Form 8-K
- 1/13/26 - Form 4
- 1/13/26 - Form 4
- ZS's page on the SEC website
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