Zscaler, Inc.
ZS · Technology
$178.37
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Zscaler to Present at Upcoming Investor Conferences
Zscaler announced that its management team will present at two major investor conferences on September 9, 2026. CFO Kevin Rubin will speak at the Goldman Sachs Communacopia + Technology Conference in San Francisco, while CEO Jay Chaudhry will present at the Citi 2026 Global TMT Conference in New York. Webcasts of the sessions will be available on Zscaler's Investor Relations website.
Zscaler (ZS) Q4 Earnings and Revenues Top Estimates
Zscaler reported Q3 2026 earnings of $1.19 per share, beating consensus estimates of $1.09, with revenues of $898.19 million exceeding expectations by 2.40%. However, the company received a Zacks Rank #4 (Sell) rating due to unfavorable estimate revision trends. The stock has underperformed the S&P 500 by 23.2% year-to-date. Accenture is expected to report results on October 1 with projected earnings of $3.19 per share.
Zscaler's Next Earnings Report on September 3 Could Send the Stock Soaring. Here's Why.
Zscaler reports fiscal Q4 earnings on September 3 with low expectations set by conservative management guidance. The key catalyst for stock movement will be forward guidance, particularly ARR growth rates. With peers CrowdStrike and Palo Alto Networks recently reporting strong results driven by AI-boosted cybersecurity demand, Zscaler could benefit from similar tailwinds if it demonstrates traction in agentic AI security.
Gigamon Appoints Grant Yacomeni as Chief Information Security Officer
Gigamon announced the appointment of Grant Yacomeni as Chief Information Security Officer. Yacomeni brings over a decade of cybersecurity and national security experience from the U.S. Department of Defense and Intelligence Community. The appointment reflects growing cyber risks in the Hybrid AI era, with 33% of organizations reporting AI/LLM systems targeted in breaches.
CrowdStrike Stock Rises 96% YTD: Time to Hold or Book Profits?
CrowdStrike's Next-Gen SIEM and AI Detection and Response (AIDR) businesses are driving strong growth, with AIDR ARR nearly tripling sequentially. However, the stock's premium valuation (32.97X P/S vs. industry 18.51X) and decelerating revenue growth (from 35%+ to projected 21.6% by fiscal 2028) warrant caution. The company receives a Hold rating despite strong AI-driven cybersecurity demand.