Zscaler: A Generational Opportunity To 'Buy' AI Tailwinds At A Discount [Seeking Alpha]
Zscaler, Inc. (ZS)
Last zscaler, inc. earnings: 2/20 04:05 pm
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Source: Seeking Alpha
I reiterate my "Buy" rating on ZS, seeing no fundamental red flags and viewing the selloff as a dollar-cost averaging opportunity. While AI startups may certainly pose a competitive threat to Zscaler, AI should be a net tailwind as Zscaler's AI-driven workloads increase. The recent fallout from Claude's source code leak also reduces trust in Anthropic's ability to be a security vendor. Zscaler trades cheaply at ~5x FY27 revenue and ~19x FY27 FCF despite remaining a "Rule of 40" company. Sundry Photography/iStock Editorial via Getty Images The stock market's backlash against software stocks in 2026 has been one of the most surprising shifts in sentiment in recent memory. By and large, the selling pressure has been indiscriminate, with investors dumping any stocks that have the slightest whiff of potentially This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ZS either through stock ownership, options, or other derivativ
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ZS
News
- Zscaler (ZS) Stock Trades Up, Here Is Why [Yahoo! Finance]Yahoo! Finance
- I Exited Zscaler & Invested In These Two Cybersecurity Stocks Instead [Seeking Alpha]Seeking Alpha
- Zscaler (ZS) had its "overweight" rating reaffirmed by KeyCorp.MarketBeat
- BTIG Cuts Zscaler to Neutral: Has the Cybersecurity Boom Already Been Priced Into This Stock? [Yahoo! Finance]Yahoo! Finance
- Zscaler (ZS) had its "neutral" rating reaffirmed by BTIG Research.MarketBeat
ZS
Earnings
- 2/26/26 - Beat
ZS
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/19/26 - Form 4
- 3/19/26 - Form 4
- ZS's page on the SEC website