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Zscaler Unveils New Innovations to Secure Enterprise AI Adoption

Rhea-AI Impact
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Rhea-AI Sentiment
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AI

Zscaler (NASDAQ: ZS) on Jan 27, 2026 unveiled the Zscaler AI Security Suite to help enterprises discover, secure, and govern AI usage across development, models, agents, and infrastructure. The suite provides an AI asset inventory and dependency map, correlates asset discovery with data lineage and runtime behavior, and offers Zero Trust controls, inline inspection, automated red teaming, prompt hardening, runtime guardrails, and continuous posture assessment.

Zscaler cited its ThreatLabz 2026 AI Security Report finding that most enterprise AI systems could be compromised in 16 minutes and that critical flaws were found in 100% of systems analyzed. The company also highlighted integrations with OpenAI, Anthropic, AWS, Microsoft, and Google and alignment with NIST and the EU AI Act.

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Positive

  • Introduces a unified AI Security Suite for discovery, control, and governance
  • Provides an AI asset inventory and dependency map spanning models, agents, and infrastructure
  • Offers Zero Trust controls, inline inspection, and prompt classification for AI traffic
  • Includes automated AI red teaming and continuous runtime risk posture assessment
  • Announces ecosystem integrations with OpenAI, Anthropic, AWS, Microsoft, and Google

Negative

  • ThreatLabz found most enterprise AI systems could be compromised in 16 minutes
  • ThreatLabz reported critical flaws in 100% of systems analyzed

Market Reaction

+4.98% $225.24
15m delay 12 alerts
+4.98% Since News
$225.24 Last Price
$222.28 $228.99 Day Range
+$1.70B Valuation Impact
$35.92B Market Cap
1.3x Rel. Volume

Following this news, ZS has gained 4.98%, reflecting a moderate positive market reaction. Our momentum scanner has triggered 12 alerts so far, indicating notable trading interest and price volatility. The stock is currently trading at $225.24. This price movement has added approximately $1.70B to the company's valuation.

Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.

Key Figures

Compromise time: 16 minutes Systems with critical flaws: 100% of systems analyzed
2 metrics
Compromise time 16 minutes Time to compromise most enterprise AI systems per ThreatLabz 2026 AI Security Report
Systems with critical flaws 100% of systems analyzed Share of enterprise AI systems with critical flaws in ThreatLabz 2026 report

Market Reality Check

Price: $214.55 Vol: Volume 1,416,119 vs 20-da...
normal vol
$214.55 Last Close
Volume Volume 1,416,119 vs 20-day average 1,492,495 suggests activity near recent norms. normal
Technical Shares at $214.55, trading below the $270.44 200-day moving average and 36.33% under the 52-week high.

Peers on Argus

ZS gained 2.35% while key software/security peers were mixed: FTNT +1.74%, MDB +...

ZS gained 2.35% while key software/security peers were mixed: FTNT +1.74%, MDB +2.34%, NET +2.41%, NTAP +0.98%, and Block (XYZ) -1.42%, indicating a stock-specific move rather than a broad sector rotation.

Previous AI Reports

5 past events · Latest: Jan 12 (Positive)
Same Type Pattern 5 events
Date Event Sentiment Move Catalyst
Jan 12 AI leadership hire Positive +0.1% Executive vice president appointed to lead agentic AI security engineering.
Jun 03 AI product launch Positive +0.6% New AI security capabilities to protect data and combat cyberattacks.
Apr 24 AI threat report Neutral +4.8% ThreatLabz report on surge in AI-driven phishing and cyberattacks.
Mar 20 AI usage report Neutral -0.2% Report showing 3,000% increase in enterprise AI/ML tool usage.
Sep 17 AI integration deal Positive -0.8% AI and Zero Trust cybersecurity integrations with CrowdStrike Falcon platform.
Pattern Detected

Past AI-related announcements for ZS have generally produced modest single-day moves, both positive and negative, suggesting measured market reactions to this theme.

Recent Company History

Over the past year, Zscaler has repeatedly highlighted AI as a core strategic pillar. Prior AI-tagged news includes leadership expansion for agentic AI security on Jan 12, 2026, product-focused AI security launches on Jun 3, 2025, and multiple ThreatLabz AI-driven threat reports across 2024–2025. An AI and Zero Trust integration with CrowdStrike was announced on Sep 17, 2024. Today’s AI Security Suite update continues this trajectory of deepening AI-centric security capabilities.

Historical Comparison

AI
+1.3 %
Average Historical Move
Historical Analysis

Across recent AI-tagged announcements, ZS has seen an average one-day move of about 1.31%, indicating that AI security news has historically driven moderate but not extreme price reactions.

Typical Pattern

AI news has progressed from integrations and threat/usage reports to dedicated AI security products and specialized leadership, with today’s announcement extending that arc into broader enterprise AI governance and protection.

Market Pulse Summary

This announcement highlights Zscaler’s push to formalize AI protection through its AI Security Suite...
Analysis

This announcement highlights Zscaler’s push to formalize AI protection through its AI Security Suite, spanning asset inventory, secure access, and lifecycle defenses for AI apps and infrastructure. The ThreatLabz 2026 report’s findings that systems can be compromised in 16 minutes with flaws in 100% of analyzed environments underscore the risk backdrop. In context of prior AI reports and integrations, investors may track customer uptake, real-world efficacy, and alignment with frameworks like the NIST AI RMF and EU AI Act.

Key Terms

agentic ai, zero trust, ai deception, nist ai risk management framework, +1 more
5 terms
agentic ai technical
"adopt generative AI and prepare for the use of agentic AI, they face"
Agentic AI refers to computer systems that can make their own decisions and take actions without needing someone to tell them what to do each time. It's like giving a robot a degree of independence to solve problems or achieve goals on its own, which matters because it could change how we work and interact with technology in everyday life.
zero trust technical
"with Zero Trust controls, inline inspection, and prompt classification"
Zero trust is a security approach that assumes no one, whether inside or outside an organization, should be automatically trusted. Instead, every access request is carefully verified before being granted, much like checking ID at every door rather than trusting someone just because they are known. For investors, it emphasizes the importance of protecting digital assets and data from potential breaches, reducing overall risk.
ai deception technical
"MCP gateway for secure automation and AI Deception to divert and neutralize"
AI deception is when an artificial intelligence system produces output that is false, misleading, or crafted to hide its true intent, whether deliberately programmed or arising from errors. For investors this matters because such misleading AI-generated reports, trading signals, or announcements can create false impressions of a company’s health or market trends, like a magician’s trick that looks real but hides the mechanism, increasing risk of bad decisions, volatility, legal exposure and reputational damage.
nist ai risk management framework regulatory
"aligning their security programs with frameworks such as the NIST AI Risk Management Framework"
A set of practical guidelines from the U.S. National Institute of Standards and Technology that helps organizations identify, assess and manage risks tied to artificial intelligence systems. Think of it as a safety checklist and maintenance manual for AI — it encourages consistent testing, documentation and controls so companies can avoid costly mistakes, legal trouble or reputational damage, which in turn affects operational reliability and investor confidence.
eu ai act regulatory
"aligning their security programs with frameworks such as the NIST AI Risk Management Framework and the EU AI Act."
The EU AI Act is a European law that sets rules for how artificial intelligence systems can be developed, marketed and used, grouping applications by risk and requiring safety checks, transparency and oversight. For investors it matters because the law changes costs, approval timelines and market access for AI products—like a building code for software that can raise compliance bills for some firms while creating a safer, more predictable market that benefits companies that follow the rules.

AI-generated analysis. Not financial advice.

New Capabilities Empower Organizations to Gain Visibility into, and Securely Build, Deploy, and Use AI Applications Across the Enterprise

SAN JOSE, Calif., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced new AI security innovations designed to empower enterprises to secure the fast growing use of AI, while maintaining visibility, control, and governance. As organizations today adopt generative AI and prepare for the use of agentic AI, they face rising risk of cyberattacks and data loss because traditional security models weren’t designed to secure AI. The Zscaler AI Security Suite eliminates the trade-off between AI innovation and risk, providing the visibility and controls needed to securely build, deploy, and govern AI at enterprise scale.

Most enterprises lack a complete view of the AI applications and services in use, including GenAI tools, AI development environments, embedded AI in SaaS, models, agents, and underlying infrastructure. This limits their ability to understand AI exposure, data access, and risk. Organizations also struggle to control access and enforce policy as AI traffic shifts to new protocols and non-human patterns that traditional security tools cannot govern. In fact, in the ThreatLabz 2026 AI Security Report published today, Zscaler experts found most enterprise AI systems could be compromised in just 16 minutes with critical flaws uncovered in 100% of systems analyzed.

Zscaler’s new innovations provide enterprises with a comprehensive inventory and dependency map of their AI footprint, spanning GenAI services, embedded AI SaaS, AI development environments, MCP servers, agents, models, and AI infrastructure. The solution correlates asset discovery, access relationships, data lineage, runtime behavior, and security posture, enabling organizations to adopt AI faster while maintaining security, governance, and control.

“AI is changing how businesses operate, but traditional security approaches were not designed to secure AI,” said Jay Chaudhry, CEO, Chairman, and Founder of Zscaler. “Business leaders are looking for a comprehensive solution - not more point products. At Zscaler, we’re providing the security necessary for leaders to move forward with confidence and embrace the full spectrum of AI. We aren’t just securing the AI era; we’re accelerating it.”

Revolutionizing AI Security Across Three Core Enterprise Use Cases

The new Zscaler AI Security suite addresses enterprise AI security challenges in three critical ways:

  • AI Asset Management gives CISOs, IT, and governance teams a comprehensive inventory of AI apps, models, infrastructure, agents, and usage, helping them detect shadow AI, understand what data AI touches, and prioritize risk by providing visibility on AI usage.
  • Secure Access to AI helps security architects and IT admins safely enable sanctioned AI services like developer tools and AI models with Zero Trust controls, inline inspection, and prompt classification to reduce data loss and misuse while preserving productivity.
  • Secure AI Infrastructure and Apps equips application teams to protect AI development across the lifecycle with automated AI red teaming, prompt hardening, runtime guardrails and continuous risk posture assessment from build to runtime.

“The industry is currently struggling with a massive visibility gap because AI traffic doesn't behave like traditional web traffic,” said Zeus Kerravala, Principal Analyst, ZK Research. “It’s faster, non-human, and uses protocols that most security stacks simply can't see. What’s important here isn't just another security tool; it’s the shift toward a Zero Trust framework that actually understands the context of an AI conversation. Without this level of deep inspection and automated guardrails, enterprises are essentially flying blind into the most significant technology transition of our lifetime.”

Governance, Partnerships, and Supplemental Controls

To simplify global AI adoption, Zscaler now supports customers in aligning their security programs with frameworks such as the NIST AI Risk Management Framework and the EU AI Act. This governance is paired with CXO-level reporting on GenAI usage and deep ecosystem integrations with OpenAI, Anthropic, AWS, Microsoft, and Google. Additionally, Zscaler is expanding its defense capabilities with a new MCP gateway for secure automation and AI Deception to divert and neutralize model-based attacks.

To dive deeper into the latest advancements to the Zscaler AI Security suite, please read the following blog - Accelerating AI Initiatives with Zero Trust.

Follow Zscaler on LinkedIn, X, and Instagram.

Forward-Looking Statements
This press release contains forward-looking statements that are based on our management's beliefs and assumptions and on information currently available to our management. These forward-looking statements include the expected benefits of the expansion of our AI Security portfolio and the solutions and protections offered to our customers. These forward-looking statements are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. A significant number of factors could cause actual results to differ materially from statements made in this press release, including those factors related to our ability to successfully integrate new features of our product offerings into our AI Security portfolio and the business impact additional offerings may have for our customers. Additional risks and uncertainties are set forth in our most recent Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (“SEC”) on November 25, 2025, which is available on our website at ir.zscaler.com and on the SEC's website at www.sec.gov. Any forward-looking statements in this release are based on the limited information currently available to Zscaler as of the date hereof, which is subject to change, and Zscaler will not necessarily update the information, even if new information becomes available in the future.

About Zscaler
Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across more than 160 data centers globally, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform.

Media Contact
Nick Gonzalez, Director, Public Relations, press@zscaler.com


FAQ

What did Zscaler announce about AI security on Jan 27, 2026 for ZS shareholders?

Zscaler announced the Zscaler AI Security Suite to inventory and secure AI apps, models, agents, and infrastructure and add Zero Trust controls.

How does the Zscaler AI Security Suite help CISOs and IT teams at companies using AI (ZS)?

It delivers a comprehensive AI asset inventory, dependency mapping, data lineage, and prioritized risk visibility for AI usage.

What concrete risk metrics did Zscaler cite in the ThreatLabz 2026 AI Security Report?

The report said most enterprise AI systems could be compromised in 16 minutes and found critical flaws in 100% of systems analyzed.

Which cloud and AI partners does Zscaler integrate with for its AI security capabilities (ZS)?

Zscaler noted deep integrations with OpenAI, Anthropic, AWS, Microsoft, and Google.

Does the Zscaler announcement reference regulatory alignment for enterprise AI programs?

Yes; Zscaler said it supports alignment with the NIST AI Risk Management Framework and the EU AI Act.
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