Zscaler, Netskope among BTIG's top picks in security, infrastructure software stocks heading into 2026 [Seeking Alpha]
Zscaler, Inc. (ZS)
Last zscaler, inc. earnings: 2/20 04:05 pm
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Source: Seeking Alpha
The firm's other favored names include Snowflake ( SNOW ), SailPoint ( SAIL Quick Insights BTIG's top large-cap pick is Zscaler, and the top small-to-mid-cap pick is Netskope. Cloud security, Secure Service Edge/Zero Trust, identity, and platform consolidation are expected to drive growth, but skepticism remains about whether any vendor can offer best-in-class products across many categories. AI remains a central theme; vendors securing AI and benefiting from AI proliferation, like Netskope and Zscaler, are favored, with anticipated tailwinds in observability from AI workloads. Recommended For You More Trending News
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ZS
News
- Zscaler: How I'm Positioning After A 20% Post-Q1 Decline [Seeking Alpha]Seeking Alpha
- Why Zscaler Stock Could Be Ready to Bounce After a 30% Selloff [Yahoo! Finance]Yahoo! Finance
- Zscaler Has Fallen But The Neighborhood Is On Sale [Seeking Alpha]Seeking Alpha
- Why Netskope Stock Is Plunging Today [Yahoo! Finance]Yahoo! Finance
- Zscaler, Inc. (ZS) Presents at Barclays 23rd Annual Global Technology Conference Transcript [Seeking Alpha]Seeking Alpha
ZS
Earnings
- 11/25/25 - Beat
ZS
Sec Filings
- 11/25/25 - Form 10-Q
- 11/25/25 - Form 8-K
- 11/21/25 - Form DEFA14A
- ZS's page on the SEC website