ZS
Zscaler, Inc.
September 14, 2026 · pre-market open
- Rarity
- 2.25
- Peak move
- +17.49%
- Float cap
- $17.4B
Zscaler provides a cloud-native Zero Trust Exchange security platform that connects users, devices, workloads, and AI agents to applications, AI models, and data based on identity and business policy. It sells cybersecurity solutions including Zero Trust SASE, Security for AI, Data Security, and Agentic Security Operations to enterprises and government agencies worldwide.
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What we found
13 events · 0 from SEC or newswire · 2 timed with the move- Timed with the move
institutional_flowSequoia Financial Advisors LLC cut its Zscaler position by 72.5% in the second quarter, selling 44,439 shares and retaining 16,876 shares worth about $2.38 million.
- Timed with the move
analyst_ratingWedbush initiated coverage of Zscaler with an outperform rating and a $215 price target, while BMO Capital Markets raised its target to $200 and Guggenheim reiterated buy with a $214 target.
analyst_ratingWedbush analyst Stephen Warfatig reinstated coverage of Zscaler with a Buy rating and a $215 price target, down from $220.
operating_metricsZscaler said AI security bookings surpassed $100 million, rising more than 50% quarter over quarter, with the AI security pipeline up 75% month over month, customers using Zero Trust Everywhere rising from 300 to 950 in a year, and the AI-security lineup expanding from one product a year ago to six integrated products including a Zero Trust Exchange for AI Agents that remains in early access rather than general availability.
product_launchZscaler's Agentic SOC became generally available on September 9, combining network, identity, endpoint, cloud and AI telemetry with AI agents for autonomous triage, investigation and containment, with no pricing or revenue contribution disclosed.
executive_remarkAt a Zscaler company session, Head of Product Adam Geller and CFO Kevin Rubin described the Agentic SOC, which uses dozens of agents on 750 billion daily signals and draws on Red Canary, and noted that Zero Trust Exchange for AI Agents remains in early access, not GA.
- Key event
executive_remarkZscaler CEO Jay Chaudhry, speaking at Citi's TMT Conference, said net-new ARR growth rose from 7% in FY2025 to 10% in H1 FY2026 and 17% in Q4, with about 785 customers above $1 million ARR and Zero Trust Everywhere customers up from 300 to 950.
- Key event
product_launchAt Citi's TMT Conference, Zscaler launched Agentic SecOps/Agentic SOC, an agent-framework product combining Red Canary managed-detection expertise and playbooks with Zscaler's first-party inline and endpoint telemetry, and said Security-for-AI bookings exceeded $100 million over the trailing 12 months and rose 50% sequentially in Q4.
layoff_restructuringZscaler said it plans to cut about 3% of its global workforce, expecting one-time severance and benefits costs of $30 million to $33 million, citing cautious enterprise IT spending; the same report also noted Q4 FY2026 revenue up 25% to $898.2 million and FY2027 guidance, and Robert W. Baird raising its price target to $230 from $220.
analyst_ratingRobert W. Baird raised its price target on Zscaler to $230 from $220 and reiterated an Outperform rating.
- Key event
guidance_changeZscaler guided fiscal 2027 ARR to $4.396 billion-$4.426 billion (16.6%-17.4% growth) and FY2027 revenue to $3.91 billion-$3.94 billion, with Q1 revenue guidance of $935 million-$939 million and adjusted EPS of $4.86-$4.90.
institutional_flowThe number of hedge funds holding Zscaler rose to 52 in Q2 from 46, with AQR Capital Management increasing its stake by 35% to 1.36 million shares.
analyst_ratingRoyal Bank of Canada (RBC Capital Markets) raised its price target on Zscaler to $210 from $200 while maintaining an Outperform rating.