Zscaler: A Tollbooth For AI Agents [Seeking Alpha]
Zscaler, Inc. (ZS)
Last zscaler, inc. earnings: 2/20 04:05 pm
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Source: Seeking Alpha
ZS's transition to hybrid seat- and consumption-based revenue enables it to scale with AI-driven workflows, acting as a tollbooth for enterprise AI traffic. Strong financials: Q2 FY26 revenue grew 26% YoY to $816M, with ARR at $3.4B and robust free cash flow supporting a net cash position. Despite competitive risks from vendor consolidation and Palo Alto Networks, ZS's data moat, integrations, and SASE platform support a buy rating at current valuation. Michael Vi/iStock Editorial via Getty Images Investment Thesis Zscaler ( ZS ) appears to be a beneficiary of enterprise AI adoption. The company's core product, the "Zero Trust Exchange," is already trusted by more than 45% of the Fortune 500, giving them a large upsell opportunity as 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 derivatives. I wrote this article myself, and it expresses my own opinions. I am no
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ZS
News
- One Tech Tip: Here's how AI can (and can't) help you in your job hunt [Yahoo! Finance Canada]Yahoo! Finance Canada
- P0 Security Announces Technology Partnership with Zscaler to Advance Zero Trust for Private Resources [Yahoo! Finance]Yahoo! Finance
- Zscaler CEO: AI can't replace mission-critical traffic inspection requiring 100% reliability [Yahoo! Finance]Yahoo! Finance
- AI is a tailwind for cybersecurity sector, says Zscaler CEO Jay Chaudhry [CNBC]CNBC
- Versa Simplifies Secure Branch Connectivity with Automated Integration for Zscaler Internet Access [Yahoo! Finance]Yahoo! Finance
ZS
Earnings
- 2/26/26 - Beat
ZS
Sec Filings
- 3/19/26 - Form 4
- 3/19/26 - Form 4
- 3/18/26 - Form 4
- ZS's page on the SEC website