Zscaler Forecast +11.4%: Upgrade Sparks Sharp Rebound
Has Wall Street overreacted to Zscaler’s long-term guidance reset, or is this rebound the start of a fresh rerating? Maik Kemper Editor in Chief Conclusion The latest move…
Zscaler, Inc. operates as a cloud security company worldwide. The company offers cyberthreat protection products, including Zscaler Internet Access, which provides threat protection, cloud sandbox, and cloud browser isolation; Zscaler Private Access solution that includes cyberthreat and data protection, application discovery, secure application access, application segmentation, application protection, reduced attack surface, and browser isolation; Zero Trust Firewall; Cloud Sandbox; and Zero Trust Browser. It also provides data security products, such as web and email DLP, endpoint DLP, BYOD security, multi-mode CASB, unified SaaS security, DSPM, AI-SPM, public gen AI security,…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 Apr 2026 | $850.5M | — | $-13.9M | $-0.09 | — | 77.4% | -3.5% |
| Q 2026 Jan 2026 | $815.8M | — | $-34.3M | $-0.21 | — | 76.6% | -6.4% |
| Q 2025 Oct 2025 | $788.1M | — | $-11.6M | $-0.07 | — | 76.6% | -4.6% |
| Q 2025 Jul 2025 | $719.2M | — | $-17.6M | $-0.11 | — | 76.1% | -4.3% |
| Q 2025 Apr 2025 | $678.0M | — | $-4.1M | $-0.03 | — | 77.0% | -3.8% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Has Wall Street overreacted to Zscaler’s long-term guidance reset, or is this rebound the start of a fresh rerating? Maik Kemper Editor in Chief Conclusion The latest move…