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Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.
Zscaler (NASDAQ:ZS) shares fell 4. 2% in pre-market trading after the cloud cybersecurity company reported fiscal fourth-quarter 2026 results above analyst expectations but issued guidance indicating slower growth in fiscal 2027.
The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.
A strong quarter did little when Zscaler's guidance spooked investors already nervous about AI eating their lunch.
Zscaler expects Q4 revenue of $875 million to $878 million, slightly below Wall Street estimates of $878.6 million.
Shares of Zscaler fell late Tuesday after fiscal third-quarter earnings and revenue surpassed Wall Street’s expectations but sales guidance fell short. The cybersecurity company posted adjusted earnings of $1.08 a share, compared with 84 cents a share a year ago and above Wall Street’s expectations of $1.01 a share. Revenue grew 25% to $850.5 million, topping the analyst consensus of $835.6 million, according to FactSet.
Zscaler stock tumbled after the cybersecurity firm beat fiscal Q3 estimates but missed views with its revenue guidance.
FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend.
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