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Zscaler (ZS) Falls On AI IPO Buzz, Is It Still 29% Undervalued?
Simply Wall St.30d agobearish
Zscaler (ZS) Falls On AI IPO Buzz, Is It Still 29% Undervalued?

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...

Can Zscaler’s (ZS) Carahsoft SMB Push Quietly Redefine Its Core Zero Trust Investment Story?
Simply Wall St.30d agoneutral
Can Zscaler’s (ZS) Carahsoft SMB Push Quietly Redefine Its Core Zero Trust Investment Story?

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...

3 Reasons We’re Fans of Zscaler (ZS)
StockStory32d agoneutral
3 Reasons We’re Fans of Zscaler (ZS)

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.

How Investors May Respond To Qualys (QLYS) Raised 2026 Outlook And New AI Cyber Risk Tools
Simply Wall St.33d agoneutral
How Investors May Respond To Qualys (QLYS) Raised 2026 Outlook And New AI Cyber Risk Tools

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 (ZS) Stock May Trade Below Fair Value As Gartner Recognition Lands
Simply Wall St.36d agoneutral
Zscaler (ZS) Stock May Trade Below Fair Value As Gartner Recognition Lands

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...