Companies /Technology

Zscaler Inc

NASDAQ: ZS Software - Infrastructure
$227.01
▲ $12.50 (+5.83%) today
Markets open · 12:06pm ET

24/7 Wall St. View

ZS at a Glance

Valuation
Market cap
$35.0B
Profitability
Revenue (TTM)
$3.4B
Profit margin
-1.9%
EPS (TTM)
$-0.39
Price
52-week range
$115 – $337
24/7 target
$257.71
Street target
$233.72
Earnings
Next report
Nov 24, 2026
Q4 2026 EPS
$1.19
vs. $1.09 est.
+9.2%

Headquartered in San Jose, CA Fiscal year ends July NASDAQ: ZS zscaler.com

About Zscaler

Zscaler, Inc. (NASDAQ: ZS) is a cloud security company that operates the Zero Trust Exchange platform, a SASE-based in-line cloud security platform distributed across over 200 public data centers globally and thousands of private edge sites. The platform securely connects users, devices, and applications in any location, protecting thousands of customers from cyberattacks and data loss without placing them on the corporate network. Zscaler's product portfolio spans Zero Trust SASE, Agentic SecOps, Data Security, and Security for AI solutions. The company generates revenue primarily through subscription contracts and is increasingly expanding beyond traditional seat-based licensing into non-seat-based solutions. Zscaler acquired Red Canary to enhance its managed detection and response capabilities, and is positioning its platform as the cybersecurity infrastructure for the emerging agentic AI era, enabling enterprises to securely deploy AI agents and models while defending against AI-driven threats. Updated

Latest Activity

Biggest movers · At the close
  • MRNAModerna$224.1+13.8%
  • HIMSHims & Hers$30.89+10.1%
  • AMTAmerican Tower$181.7+9.0%
  • DOCNDigitalOcean$134.75+8.8%
  • ZSZscaler$233.23+7.6%
  • TMUST-Mobile US$148.02-13.6%
  • TAT&T$22.13-11.0%
  • VZVerizon$41.52-10.4%
  • JOBYJoby Aviation$5.44-5.5%
  • FUBOfuboTV$8.87-5.2%

All three major US wireless carriers closed down double digits on the same day, a rare sweep for names usually bought as defensive income. Moderna's 13.8% gain topped the board on the other side.

Biggest movers · At the close
  • ONON Semiconductor$77.19+5.5%
  • FNFabrinet$418.14+5.0%
  • DELLDell Technologies$561.77+4.8%
  • QCOMQualcomm$203.09+4.5%
  • SMCISuper Micro Computer$43.21+4.1%
  • ZSZscaler$193.43-9.9%
  • SSentinelOne$22.34-6.8%
  • IRENIren$44.11-4.4%
  • RBRKRubrik$109.41-3.9%
  • PANWPalo Alto Networks$375.02-3.8%

Chips and hardware took the top five slots at Thursday's close, led by ON Semiconductor's 5.52% gain, while every big decliner but one was a cybersecurity name. Zscaler's 9.88% drop to $193.43 was the worst in the group.

Biggest movers · At the close
  • ZSZscaler$192.17+16.8%
  • RBRKRubrik$99.51+14.8%
  • SSentinelOne$22.64+14.6%
  • PANWPalo Alto Networks$374.56+13.3%
  • IOTSamsara$42.98+12.0%
  • COHRCoherent$267.13-12.5%
  • ALABAstera Labs$257.28-11.7%
  • HPEHewlett Packard Enterprise$55.59-10.5%
  • ARMArm$240.05-9.3%
  • AAOIApplied Optoelectronics$96.14-8.8%

Zscaler finished Monday up 16.8% at $192.17 while Coherent shed 12.5%. Four of the top five gainers are cybersecurity names, and four of the five losers are chip and infrastructure plays.

ZSZscaler
Regular session
$188.41
+9.22%open $172.50

A 9.2% intraday jump to $188.41 adds roughly $2.6 billion to a $30.7 billion market cap in a single session, a rare one-day move for this name. No confirmed explanation yet, so keep an eye on whether the gain holds into the close.

ZSZscaler
Q4 2026
EPS
$1.19
est $1.09+9.2%
Revenue
$898M
est $878M+2.4%

A tenth straight EPS beat came with a catch: FY27 revenue guidance of $3.91 billion to $3.94 billion implies growth slowing to roughly 17% from 25% this year as the Red Canary contribution laps. Record 24% non-GAAP operating margin and ARR up 25% to $3.77 billion are what bulls will point to.

Quarterly EPS — reported vs estimate
ZSZscaler
Regular session
$179.48
+3.91%open $172.73

Buyers are pushing Zscaler up 3.91% to $179.48 hours before it reports earnings after the close, so anyone waiting for the numbers is already paying up. Guidance is the swing factor from here.

Biggest movers · At the close
  • SMCISuper Micro Computer$38.4+9.2%
  • FUTUFutu Holdings$126.21+9.0%
  • SMRNuScale Power$9.78+8.1%
  • MARAMarathon Digital$11.97+7.1%
  • SNAPSnap$5.92+7.0%
  • RBRKRubrik$91.58-6.6%
  • ZSZscaler$167.65-4.8%
  • AIC3.ai$9.74-3.7%
  • ASANAsana$9.43-3.4%
  • DOCUDocuSign$60.52-3.3%

Super Micro Computer closed 9.17% higher at $38.40, the biggest gain across our 111-stock priority list Monday. Hardware, nuclear and crypto names filled out the top five while software took the damage, Rubrik down 6.59%. Watch whether that split survives the open.

ZS Coverage

Frequently Asked Questions

What does Zscaler do?

Zscaler, Inc. (NASDAQ: ZS) is a cloud security company that operates the Zero Trust Exchange platform, a SASE-based in-line cloud security platform distributed across over 200 public data centers globally and thousands of private edge sites.

What is the ZS stock price target?

24/7 Wall St.'s 12-month price target for ZS is $257.71, rated Buy. The Wall Street consensus target is $233.72. ZS price prediction →