ZS
ZscalerstockResearch ZS
ZS · 90-day price history
Prediction models
All predictions →No predictions yet — the nightly job will generate them after market close.
Bull / Bear thesis
AI analysisRevenue growth of 24.9% with beat on earnings
Fiscal Q4 2026 results beat estimates and analysts raised price targets
NewsValuation appears attractive versus peers
Down 39% but trading at ~35x forward P/E, cheaper than cybersecurity peers without clear reason
NewsFlexibile contract model supporting adoption
Z-Flex flexible deals topped $1.7B in TCV, lifting customer ARR nearly 30%
NewsSignificant stock decline of 39% year-to-date
Large pullback suggests underlying concerns beyond valuation metrics
NewsSales leadership transition concerns remain
Investors waiting for clarity on new sales leadership despite strong quarterly results
NewsSector-wide margin focus could limit upside
Cybersecurity market shifting from rewarding revenue growth to margin discipline
NewsAI-generated from recent news and price action. Not financial advice. Educational only.
Recent news
Yahoo · Sep 8
Flexible contract options are driving broader customer adoption and ARR growth.
SeekingAlpha · Sep 6
Valuation metrics suggest the stock may be undervalued compared to direct competitors.
Yahoo · Sep 5
Despite beating earnings, uncertainty about sales leadership transition is holding back stock gains.
ChartMill · Sep 5
Market has shifted focus from revenue growth to profitability, changing what drives stock performance.
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