
The cybersecurity company is benefiting from AI adoption that is driving demand for security products.
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The cybersecurity company is benefiting from AI adoption that is driving demand for security products.

The startup founded by former Google AI search employees raised $43 million to help companies build their own specialized AI models.

Palo Alto Networks' strong firewall bookings, software growth and AI-driven traffic demand are strengthening its Network Security growth outlook.

Heading into the earnings reports for CrowdStrike, Okta, SentienelOne, Palo Alto Networks and Zscaler, cybersecurity stocks have been on fire. With expectations running high, the cybersecurity stocks could be volatile if financial results underwhelm investors.

KeyBanc says Zscaler stock is not out of juice just yet. Here’s why its analyst recommends buying ZS shares heading into the Q4 earnings on Sept. 3.

A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles which cybersecurity vendors survive the AI era and which ones quietly become irrelevant.

CrowdStrike's AI security demand is driving AIDR, cloud and identity growth, strengthening its position against cybersecurity rivals.

Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.

Zscaler (ZS) shares came under pressure after a Bloomberg report suggested Anthropic is targeting an IPO size comparable to SpaceX’s record debut. This refocused investors on how AI labs may compete with enterprise SaaS stocks. See our latest analysis for Zscaler. The latest 1 day share price return of Zscaler was down 5.23%, extending a 7 day decline of 7.03%. However, the 30 day share price return of 17.64% points to improving short term momentum against weaker year to date share price and...

In August 2026, Zscaler, Inc. and Carahsoft Technology Corp. expanded their partnership to push Zscaler’s Zero Trust Exchange deeper into the U.S. SMB and mid-market segments through standardized bundles, simplified pricing, and scaled partner enablement. This move highlights Zscaler’s attempt to broaden its customer base beyond large enterprises by packaging its cloud-native Zero Trust platform for smaller organizations that often lack complex in-house security capabilities. We’ll now...

A number of stocks fell in the afternoon session after competitive pressure from artificial intelligence continued to weigh on the software sector following a Bloomberg report that Anthropic expects its upcoming initial public offering to match or beat the size of SpaceX’s record-setting debut.

Zscaler (ZS) reached $174.95 at the closing of the latest trading day, reflecting a -5.23% change compared to its last close.

Palo Alto Networks is leveraging enterprise AI adoption to drive demand across network, AI, identity and security operations.
Zscaler (ZS) is expected to deliver a slight upside to fiscal Q4 results while the setup for fiscal

Cybersecurity companies are poised to see "durable" demand amid their growing role in enterprise art

Although Zscaler (currently trading at $184.03 per share) has gained 6.9% over the last six months, it has trailed the S&P 500’s 13.1% return during that period. This may have investors wondering how to approach the situation.
Cybersecurity firms are a critical enabler of enterprise AI adoption as growing concerns about auton

The average brokerage recommendation (ABR) for Zscaler (ZS) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

OKTA's steadier growth, lower valuation, cross-selling potential and AI-agent upside make it the more attractive cybersecurity stock right now.

In early August 2026, Qualys reported second-quarter 2026 results showing higher sales and earnings, raised its third-quarter and full-year 2026 guidance, launched its AI-powered InstaScan vulnerability detection capability, filed a US$168.68 million ESOP-related shelf registration for 1,089,000 shares of common stock, and joined the CSAI Foundation as a Vanguard member alongside Zscaler. Together, these updates highlight Qualys’s push to deepen its role in AI-enabled cyber risk management...

Zscaler's share price has delivered a 38.2% gain over the past three years, while its current checks show a mixed picture on value and an intrinsic value estimate that points to upside versus the market price. After a weak year for the stock, the key issue for investors is whether that estimated discount and the recent recognition in zero trust security are enough to offset concerns around execution and security risks. Over three years, Zscaler has returned 38.2%, which suggests the stock...

ZS ramps up capital expenditures to support AI security demand, even as higher infrastructure costs threaten near-term free cash flow.

Dali Rajic, who served as president and COO of Wiz before its $32 billion acquisition by Google, will lead OpenAI's global revenue organization

Dali Rajic, the former president and COO of Wiz, will take over as OpenAI prepares for a potential IPO
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