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Cybersecurity company Zscaler, Inc. (NASDAQ:ZS) delivered solid results in the latest quarter. However, it is also evident that the market remains skeptical about the company’s AI security opportunities. Zscaler reported revenue and earnings that beat Wall Street expectations and issued upbeat guidance for both the current quarter and fiscal full-year. Yet Zscaler shares are down […]

CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.

Key Takeaways:AI Security Booming: Zscaler’s security-for-AI bookings jumped more than 50% sequentially in fiscal Q4 2026, on top of an already strong prior quarter. Price Projection: Based on current execution, ZS stock could reach $231 by July 2029.

CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.

Palo Alto Networks (PANW) has returned 71.4% over the past year and trades about 15% below its 52-week high. You can be paid now for agreeing to buy the shares well below today's price, and you keep that payment either way. The catch: the stock has to fall a long way first, and the slowdown management has already guided to is in the growth measures, not in the company total.

ARR hit $3.8B with 25% growth as AI security demand accelerates.

A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.

ZS' slowing revenue and ARR growth, rising capital spending and weaker cash flow margins cloud its cheap valuation and near-term outlook.

Zscaler, Inc. (NASDAQ:ZS) reported fiscal fourth-quarter GAAP revenue of $898.2 million, up 25%, while company-reported annual recurring revenue, or ARR, increased 25% to $3.771 billion. Zscaler, Inc. (NASDAQ:ZS) defines ARR as the next 12 months of revenue from subscription contracts, assuming contracts expiring during that period renew under existing terms. The headline growth included Red […]

Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.

NET's AI security, SASE and Workers momentum support growth, but margin pressure and a premium valuation warrant caution.

ZS' Z-Flex tops $1.7 billion in fiscal 2026 TCV, lifting customer ARR nearly 30% as flexible contracts support broader platform adoption.

Zacks.com users have recently been watching Zscaler (ZS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Palo Alto Networks' SASE momentum and AI-driven demand support growth, but rising costs and a premium valuation warrant caution.

Palo Alto Networks and Zscaler both beat earnings estimates this week, but Palo Alto showed faster growth and stronger free cash flow, giving it the edge over its cybersecurity rival.

Zscaler's fiscal Q4 2026 results beat estimates with 24.9% revenue growth and wider margins, while analysts raised price targets despite lingering sales leadership transition concerns.

Zscaler, Inc. recently reported its fourth-quarter and full-year fiscal 2026 results, posting revenue of US$898.19 million for the quarter and US$3.35 billion for the year, while remaining loss-making on a net income basis. Alongside this, Zscaler issued fiscal 2027 guidance pointing to slower revenue and ARR growth, announced a roughly 3% workforce reduction to prioritize AI-focused initiatives, and filed a US$1.69 billion shelf registration for ESOP-related common stock offerings. We’ll...

Shares of cloud security platform Zscaler (NASDAQ:ZS) fell 4.4% in the afternoon session after the company reported second-quarter results that beat expectations, though conservative guidance for net-new annual recurring revenue weighed on sentiment.

Cloud security platform Zscaler (NASDAQ:ZS) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 24.9% year on year to $898.2 million. Guidance for next quarter’s revenue was better than expected at $937 million at the midpoint, 1% above analysts’ estimates. Its non-GAAP profit of $1.19 per share was 9.2% above analysts’ consensus estimates.

Cybersecurity firm Zscaler Inc. (NASDAQ:ZS)’s shares were lower in pre market trading the day the firm reported its fiscal fourth quarter earnings report. The results saw the frm’s revenue grow by 25% annualy and its non-GAAP earnings grow by 33%. Additionally, the revenue of $898 million and non GAAP earnings per share of $1.19 beat […]

CrowdStrike's stock has soared past its rivals, but a look at the books shows a very different pecking order. Is the market seeing the future, or just a mirage.

(Updates with market moves at the end of the day, and other changes, if any.) US stocks fell Frid

Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR E

Zscaler posted a tenth consecutive earnings beat and sent shares surging, but the real question buried inside the report is whether the AI security boom reflects new enterprise budget dollars or just rebranded spending that was already locked in.

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

Zscaler (ZS) is being "overly cautious" with its guidance raise, Macquarie Equity Research said in a

Zscaler's (ZS) fiscal 2027 outlook is conservative and reflects factors including an expected loss o

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's (ZS) management has taken a prudent approach to its fiscal 2027 outlook by only marginally

ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.