Zscaler, Inc. Common Stock ZS

Zacks Investment Research 11 nov

Zscaler is leveraging a cross-selling strategy to expand its Data Security business, which grew 34% in ARR to $410 million in fiscal 2026. With less than 20% of customers using multiple Data Security products and over $15 billion in untapped spending potential, the company has significant room for growth. However, ZS shares have underperformed the security industry YTD, trading at a lower valuation multiple than peers.

Zacks Investment Research 10 nov

Zscaler (ZS) has attracted investor attention despite underperforming the broader market by 11.8% over the past month. The cloud-based security provider shows solid fundamentals with expected earnings growth of 20.8% for the current quarter and 16.6% for the fiscal year, along with revenue growth projections of 17.2% and 15.9% for the current and next fiscal years. However, the stock carries a Zacks Rank #3 (Hold) rating and trades at a premium valuation (Grade D) compared to peers, suggesting it may perform in line with the broader market in the near term.

Zacks Investment Research 9 nov

Qualys reported Q3 2026 earnings of $2.12 per share, beating consensus estimates of $1.95 and marking its fourth consecutive quarter of earnings surprises. The company also exceeded revenue expectations with $188.05 million in quarterly revenues. With a Zacks Rank #2 (Buy) rating and the security industry in the top 35% of performance, Qualys shares have gained 43.3% year-to-date, significantly outpacing the S&P 500's 7.8% gain.

Zacks Investment Research 9 nov

Zscaler (ZS), a cloud-based information security provider, has a strong track record of beating earnings estimates with an average surprise of 8.59% over the past two quarters. The stock currently has a positive Earnings ESP of +0.20% combined with a Zacks Rank #3 (Hold), suggesting another earnings beat is likely ahead of its December 2, 2026 earnings report. Stocks with this combination historically beat consensus estimates nearly 70% of the time.

The Motley Fool 5 nov

The article compares two leading cybersecurity stocks: Palo Alto Networks (PANW) and Zscaler (ZS). While both are high-growth companies in the expanding cybersecurity market, Palo Alto Networks is recommended as the better buy for 2027 due to its larger scale ($11.5B revenue vs. $3.4B), profitability ($307M net income vs. $63.2M net loss), and successful platformization strategy. However, both stocks trade at elevated valuations with forward P/E ratios of 75x and 41.5x respectively, and both experienced recent price declines.