Zscaler announces AI security innovations to enhance enterprise protection against cyber threats and improve governance of AI usage.
Quiver AI Summary
Zscaler, Inc. has announced new AI security innovations aimed at helping enterprises manage the growing risks associated with the adoption of AI technologies. The Zscaler AI Security Suite addresses the inadequacies of traditional security models by providing visibility, control, and governance over AI applications, such as generative AI and agentic AI. Most organizations currently lack a complete understanding of their AI footprint, which can lead to security vulnerabilities. The new suite offers comprehensive asset management, secure access controls, and protection for AI infrastructure throughout its lifecycle. Zscaler is also enhancing governance by aligning with standards like the NIST AI Risk Management Framework and expanding partnerships with leading AI service providers. CEO Jay Chaudhry emphasized that these innovations not only secure the AI era but also accelerate it, enabling businesses to innovate with confidence in a rapidly evolving technological landscape.
Potential Positives
- Zscaler has launched new AI security innovations specifically designed to address the rising risks of cyberattacks and data loss associated with AI, positioning the company as a leader in a rapidly evolving sector.
- The Zscaler AI Security Suite provides a comprehensive solution for enterprises, enabling them to securely build, deploy, and govern AI at scale while maintaining visibility and control.
- Zscaler's support for global compliance frameworks like the NIST AI Risk Management Framework and the EU AI Act enhances its credibility and appeal to enterprises looking to align security practices with regulatory requirements.
- The introduction of advanced operational tools, such as AI red teaming and automated risk assessments, demonstrates Zscaler's commitment to innovative security measures tailored for the unique challenges of AI.
Potential Negatives
- Concerns over the security of enterprise AI systems are highlighted, with alarming findings from the ThreatLabz report indicating that most enterprise AI systems could be compromised in just 16 minutes.
- The reliance on traditional security models that are not suited for AI could hinder the effectiveness and competitiveness of Zscaler's offerings in a rapidly evolving market.
- The disclaimer regarding forward-looking statements raises concerns over the uncertainty of successfully integrating new features into their AI Security portfolio, potentially affecting customer confidence.
FAQ
What are the new AI security innovations from Zscaler?
Zscaler announced new AI security innovations to help enterprises secure the growing use of AI while maintaining visibility and control.
How does the Zscaler AI Security Suite improve enterprise security?
The suite provides tools for comprehensive inventory management, secure access, and protection of AI infrastructure and applications, mitigating risks.
What challenges do enterprises face in AI security?
Enterprises struggle with a lack of visibility into AI applications, shifting AI traffic patterns, and traditional security tools' inability to govern them effectively.
How does Zscaler support AI governance and compliance?
Zscaler aligns security programs with frameworks like NIST and the EU AI Act, providing governance and CXO-level reporting on AI usage.
Why is Zero Trust important for AI security?
Zero Trust is crucial because it offers deep inspection and automated guardrails tailored to the unique context of AI traffic and conversations.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ZS Insider Trading Activity
$ZS insiders have traded $ZS stock on the open market 25 times in the past 6 months. Of those trades, 0 have been purchases and 25 have been sales.
Here’s a breakdown of recent trading of $ZS stock by insiders over the last 6 months:
- ADAM GELLER (Chief Product Officer) has made 0 purchases and 7 sales selling 25,337 shares for an estimated $6,968,864.
- ROBERT SCHLOSSMAN (Chief Legal Officer) has made 0 purchases and 9 sales selling 19,471 shares for an estimated $5,515,151.
- MICHAEL J. RICH (CRO and President of WW Sales) has made 0 purchases and 2 sales selling 15,818 shares for an estimated $4,235,574.
- RAJ JUDGE (EVP, Corp. Strategy & Ventures) has made 0 purchases and 2 sales selling 7,962 shares for an estimated $2,063,436.
- JAGTAR SINGH CHAUDHRY (CEO & Chairman) has made 0 purchases and 2 sales selling 5,708 shares for an estimated $1,460,417.
- KEVIN RUBIN (Chief Financial Officer) sold 3,303 shares for an estimated $762,396
- JAMES A BEER sold 653 shares for an estimated $148,048
- ANDREW WILLIAM FRASER BROWN sold 5,000 shares for an estimated $0
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ZS Revenue
$ZS had revenues of $788.1M in Q1 2026. This is an increase of 25.5% from the same period in the prior year.
You can track ZS financials on Quiver Quantitative's ZS stock page.
$ZS Hedge Fund Activity
We have seen 451 institutional investors add shares of $ZS stock to their portfolio, and 427 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG removed 1,236,962 shares (-69.1%) from their portfolio in Q3 2025, for an estimated $370,668,032
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,077,613 shares (+150.2%) to their portfolio in Q3 2025, for an estimated $322,917,511
- CITADEL ADVISORS LLC removed 1,023,480 shares (-85.3%) from their portfolio in Q3 2025, for an estimated $306,696,016
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 948,836 shares (+39.2%) to their portfolio in Q3 2025, for an estimated $284,328,195
- AQR CAPITAL MANAGEMENT LLC added 741,756 shares (+61.8%) to their portfolio in Q3 2025, for an estimated $222,274,602
- VANGUARD GROUP INC added 652,771 shares (+6.1%) to their portfolio in Q3 2025, for an estimated $195,609,357
- D. E. SHAW & CO., INC. removed 645,603 shares (-34.3%) from their portfolio in Q3 2025, for an estimated $193,461,394
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ZS Analyst Ratings
Wall Street analysts have issued reports on $ZS in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/13/2026
- Keybanc issued a "Overweight" rating on 01/12/2026
- RBC Capital issued a "Outperform" rating on 01/05/2026
- Rosenblatt issued a "Buy" rating on 11/26/2025
- B of A Securities issued a "Buy" rating on 11/26/2025
- BTIG issued a "Buy" rating on 11/26/2025
- JP Morgan issued a "Overweight" rating on 11/26/2025
To track analyst ratings and price targets for $ZS, check out Quiver Quantitative's $ZS forecast page.
$ZS Price Targets
Multiple analysts have issued price targets for $ZS recently. We have seen 27 analysts offer price targets for $ZS in the last 6 months, with a median target of $335.0.
Here are some recent targets:
- Fatima Boolani from Citigroup set a target price of $305.0 on 01/13/2026
- Eric Heath from Keybanc set a target price of $300.0 on 01/12/2026
- Matthew Hedberg from RBC Capital set a target price of $290.0 on 01/05/2026
- Rob Owens from Piper Sandler set a target price of $260.0 on 01/05/2026
- Gregg Moskowitz from Mizuho set a target price of $310.0 on 12/16/2025
- Peter Weed from Bernstein set a target price of $264.0 on 12/01/2025
- Patrick Colville from Scotiabank set a target price of $320.0 on 11/26/2025
Full Release
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.
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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 .
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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,
[email protected]