Gewinn- und Verlustrechnung von Zscaler, Inc.

Zscaler, Inc. (ZS) Analyst/Investor Day Transcript

Zscaler remains a "Buy" as cybersecurity sector momentum and AI-driven urgency support continued growth, despite reduced conviction from earlier strong buy levels. ZS delivered 25% YoY revenue growth, exceeded guidance, and is on the cusp of GAAP profitability, with a robust net cash balance sheet. Management guides for 17.5%–19% revenue growth and targets $10 billion ARR by FY31, implying sustained mid-teens CAGR and 27%–30% non-GAAP operating margins.

NEW YORK, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Zscaler, Inc. (“Zscaler” or the “Company”) (NASDAQ: ZS).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.

Zscaler NASDAQ: ZS used its 2026 Investor Day to position its Zero Trust Exchange platform as a cybersecurity architecture designed for the growing use of artificial intelligence, while outlining a path to more than $8 billion in annual recurring revenue by fiscal 2031 and a potential upside case of $10 billion.

In another fast-paced week in tech, these developments underscore how foundational infrastructure, robust security, and massive capital commitments continue to drive the global AI expansion.

A startup accelerator that CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) runs with Amazon (NASDAQ:AMZN) Web Services and NVIDIA (NASDAQ:NVDA) is triggering a broad bid for cybersecurity names tied to protecting AI agents. CrowdStrike stock is up 3% to $281.

Zscaler (ZS) shares surged after reiterating guidance ahead of its investor day. Diane King Hall explains how the demand for cybersecurity amid AI's acceleration is powering a need for the company.

What happened Zscaler, Inc. (NASDAQ: ZS) hosted its 2026 Investor Day on October 6, 2026, and reaffirmed first-quarter and full-year fiscal 2027 guidance. The company said the half-day event in New York City would cover strategy, platform innovation, go-to-market priorities and long-term growth drivers. Zscaler also said executives including Jay Chaudhry, Kevin Rubin, Adam Geller,

Agentic AI took center stage as Zscaler (NASDAQ:ZS | ZS Price Prediction) hosted its Investor Day in New York City and reaffirmed its guidance for the current quarter and the full fiscal year. Zscaler stock is at $207.

Presentations reinforce Zscaler's growth plans and its position as the cybersecurity platform for the AI era Presentations reinforce Zscaler's growth plans and its position as the cybersecurity platform for the AI era