US · Technology · Software - Infrastructure
EPS came in at 0.14 against a street estimate of 0.06 — a beat of 133.3%.
Analysts rate Zscaler Inc a buy (33 buy, 11 hold, 2 sell out of 46) with an average price target of $207.18.
CONFIDENT Zscaler delivered 25% ARR growth in FY26 with record 24% operating margins. AI security emerging as major tailwind, driving 50%+ sequential bookings growth. FY27 guidance implies 16.6–17.4% ARR growth, below FY26 but ahead of street revenue estimate. Q4 FY26 Broad-based strength across all geographies with Americas leading at +30% growth. Analysts pressed on sales churn and productivity recovery following recent leadership departures. Management emphasized Q4 marked highest productivity ever achieved and that leadership transition will complete in H1 FY27, with strong backfill actions already taken. Fatima Boolani also probed drivers of net new ARR acceleration; management highlighted broad portfolio strength and rising security for AI pipeline as primary tailwinds. 2026-09-03…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 5.25% |
| Vanguard Portfolio Management, LLC | 3.64% |
| Vanguard Capital Management, LLC | 2.86% |
| Amvescap Plc. | 2.64% |
| First Trust Advisors L.P. | 2.16% |
| The Goldman Sachs Group Inc | 1.79% |
| State Street Corp | 1.46% |
| FMR Inc | 1.34% |
| Document | Date |
|---|---|
| Annual report FY2026 ZSCALER, INC. - FORM 10-K SUMMARY Fiscal Year Ended July 31, 2026 --- HEADLINE NUMBERS • Revenue FY2026: $3,352.5 million (up 25% year-over-year fr | 2026-09-03 |
| Results announced · Q1 FY2027 ZSCALER, INC. – FINANCIAL SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q4 FY2026 Revenue: $898.2 million, up 25% year-over-year • FY2026 Revenue: | 2026-09-03 |
| Quarterly report · Q3 FY2026 ZSCALER, INC. – FORM 10-Q SUMMARY Quarter Ended April 30, 2026 --- HEADLINE NUMBERS • Revenue (9 months): $2,454,338 thousand (up 25.6% vs. $1,953, | 2026-05-26 |
| Results announced · Q4 FY2026 ZSCALER Q3 FISCAL 2026 RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $850.5 million, up 25% year-over-year; nine-month revenue $2,454.3 million • Annu | 2026-05-26 |
| Board / officer change · Q3 FY2026 ZSCALER, INC. (ZS) - FORM 8-K SUMMARY HEADLINE NUMBERS • Filing Date: April 15, 2026 • Company: Zscaler, Inc., Delaware corporation • Ticker: ZS on N | 2026-04-16 |
| Quarterly report · Q2 FY2026 ZSCALER, INC. – FORM 10-Q SUMMARY Quarter Ended January 31, 2026 --- HEADLINE NUMBERS • Revenue (6 months): $1,603,863 thousand ($1.604 billion), u | 2026-02-26 |
| Results announced · Q3 FY2026 ZSCALER Q2 FY2026 RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $815.8 million, up 26% year-over-year • Annual Recurring Revenue (ARR): $3,359 million | 2026-02-26 |
| Quarterly report · Q1 FY2026 ZSCALER, INC. – Q1 FISCAL 2026 (10-Q) SUMMARY HEADLINE NUMBERS • Revenue Q1 FY2026: $788.1 million (up 25% vs. $628.0 million in Q1 FY2025) • Gross | 2025-11-25 |
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