STOCK TITAN

Zscaler (ZS) Stock News

ZS Nasdaq

Zscaler, Inc. reports developments in cloud-native cybersecurity, centered on zero trust access, AI security, data protection, and enterprise governance controls. Its recurring updates cover the Zscaler Zero Trust Exchange platform, Zscaler Internet Access, Zscaler Private Access, data sovereignty capabilities, browser security, and research from ThreatLabz on cybersecurity and AI-related traffic patterns.

Company news also includes earnings releases, annual recurring revenue commentary, investor conference participation, and completed acquisitions that extend its security platform. Zscaler serves enterprise, government, critical infrastructure, and other large organizations through a distributed cloud security architecture operating across more than 160 data centers globally.

Rhea-AI Summary

Zscaler (ZS) released its ThreatLabz 2026 Ransomware Report, examining data theft, ransom payments and employee targeting in AI-assisted attacks. The research covers April 2025 through March 2026. Ransomware data theft increased more than 275% year over year to 896.2 terabytes, while the average ransom payment rose 5.3% to $431,995. Manager-level employees and above accounted for 62% of victims in attacks.

Manufacturing and technology remained the most targeted industries. Freight and logistics recorded 725% year-over-year growth in ransomware activity, followed by utilities at 622%. U.S. organizations accounted for 50.7% of observed activity. ThreatLabz tracked 7,366 victims listed on ransomware leak sites, a 3% year-over-year decline. Zscaler said attackers are using generative AI to accelerate operations and increasingly favoring data theft over file encryption.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.53%
Tags
AI
-
Rhea-AI Summary

Zscaler (ZS) appointed Ross Tackett chief revenue officer, effective October 1, 2026, succeeding Mike Rich.

Tackett, Zscaler’s Head of Worldwide Sales for the past three years, will oversee global revenue operations, sales, strategic partners and go-to-market execution. He has more than three decades of technology sales leadership experience, including more than a decade in sales leadership roles at ServiceNow and more than 16 years in such roles at Dell. Rich is stepping down for personal reasons and will remain a strategic advisor through December 31, 2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-10.06%
Tags
none
-
Rhea-AI Summary

Zscaler (ZS) will host an Investor Day in New York City on October 6, 2026, beginning at 8:30 a.m. Eastern Time. The half-day event will feature presentations by members of its leadership team about the company’s vision, strategy, long-term growth drivers and financial outlook.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.13%
Tags
conferences
Rhea-AI Summary

Zscaler (ZS) launched Zscaler Agentic SOC, an AI-first security operations solution designed to reduce exposure and counter AI-driven attacks at machine speed.

The offering combines Zscaler’s inline zero trust telemetry, a global decoy mesh network, expert-validated AI agents, and customers’ third-party controls to detect threats earlier and automate containment. Zscaler has integrated frontier AI models from Anthropic and OpenAI with its proprietary threat intelligence to create specialized agents that handle triage, root-cause investigation, verdicting, and response workflows, aiming to reduce analyst workload and accelerate defenses.

Agentic SOC is available globally and integrates with existing security ecosystems to enrich context, automate outbound actions, and support continuous threat hunting with expert backing.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.57%
Tags
AI
-
Rhea-AI Summary

Zscaler (ZS)/b) will present at two investor conferences on Wednesday, September 9, 2026. Management will speak at the Goldman Sachs Communacopia + Technology Conference in San Francisco and the Citi 2026 Global TMT Conference in New York.Kevin Rubin, Chief Financial Officer, presents at 8:50 a.m. PT (11:50 a.m. ET), and Jay Chaudhry, Chairman and Chief Executive Officer, presents at 9:35 a.m. PT (12:35 p.m. ET). Sessions offering a webcast will be accessible via the Events & Presentations section of Zscaler’s Investor Relations website.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-4.5%
Tags
conferences
-
Rhea-AI Summary

Zscaler (ZS) reported fiscal fourth quarter and full-year 2026 results with revenue growing 25% year over year.

Q4 revenue reached $898.2 million and ARR rose 25% to $3.771 billion, including $246 million net new ARR; excluding the Red Canary acquisition’s $141 million ARR, ARR grew 20%. Non-GAAP Q4 operating income was $218.4 million, a 24% margin, while GAAP net loss narrowed to $3.4 million. For FY26, revenue was $3.353 billion, non-GAAP operating income $767.1 million (23% margin), non-GAAP EPS $4.21, and free cash flow $779.1 million (23% margin). The company guides FY27 revenue to $3.908–$3.938 billion (16.6%–17.5% growth), ARR to $4.396–$4.426 billion, non-GAAP operating income to $924–$932 million, and free cash flow margin to 23.0%–23.5%.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-4.5%
Tags
Rhea-AI Summary

Deep Cogito, a post-training AI research lab founded by former Google AI Search leaders, announced a $43 million Series A round led by TQ Ventures, with participation from Benchmark, Nexus Venture Partners, Atreides Management, South Park Commons, and strategic investor and customer Zscaler (NASDAQ: ZS). This financing brings total funding to over $56 million.

Deep Cogito develops large-scale reinforcement learning and recursive self-improvement systems powering its open-weight Cogito models and enterprise-specialized models trained on proprietary data and outcomes. According to Deep Cogito, the new capital will expand research and engineering hiring, scale frontier-model training infrastructure, support future Cogito releases, and deepen collaborations with enterprises.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.12%
Tags
none
-
Rhea-AI Summary

Zscaler (NASDAQ: ZS) and Carahsoft Technology announced an expanded partnership to extend the Zscaler Zero Trust Exchange™ platform into U.S. small and medium-sized business (SMB) and mid-market segments. The collaboration focuses on delivering enterprise-grade, cloud-native Zero Trust security through a streamlined, partner-led model.

The initiative introduces standardized SMB-ready customer offers, simplified consumption with predictable, right-sized pricing via Carahsoft’s reseller network, and large-scale partner enablement through playbooks and reference architectures. Joint go-to-market programs aim to accelerate channel engagement and help customers replace legacy, appliance-based security with a unified, cloud-delivered Zero Trust approach.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.68%
Tags
partnership
-
Rhea-AI Summary

Zscaler (NASDAQ: ZS) will release its fourth quarter fiscal year 2026 earnings after the market closes on Thursday, September 3, 2026. The company will host an investor conference call at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results.

Investors can access a live webcast at https://ir.zscaler.com under the “Events & Presentations” section by selecting “Q4 2026 Zscaler Earnings Conference Call,” or join by phone after registering to receive dial-in details and a personal PIN.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.59%
Tags
conferences earnings date
Rhea-AI Summary

Zscaler (NASDAQ: ZS) announced that Gartner named the company a Leader in both the 2026 Magic Quadrant for SASE Platforms and the 2026 Magic Quadrant for Security Service Edge (SSE). This is Zscaler’s first year as a Leader for SASE Platforms and its fifth consecutive year as a Leader for SSE.

Zscaler highlights its cloud-native Zero Trust SASE platform, built over more than 15 years, which secures users, sites, workloads, IoT/OT, partners, and AI agents. According to the company, it currently protects 40% of the Forbes Global 2000 and introduces the new ZAgent Framework to bring agentic AI to SASE management.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
5.67%
Tags
none

FAQ

What is the current stock price of Zscaler (ZS)?

The current stock price of Zscaler (ZS) is $198.78 as of October 1, 2026.

What is the market cap of Zscaler (ZS)?

The market cap of Zscaler (ZS) is approximately 32.4B.