Earnings Reaction: Zscaler delivered stronger-than-expected results in its latest quarter, with both earnings per share and revenue exceeding analyst projections. Social media commentary focused on the immediate stock decline triggered by a tempered revenue forecast for the current period.
Sector Context: Broader conversations positioned Zscaler within the cybersecurity space, where artificial intelligence threats continue to drive demand. Participants observed that the company's performance aligns with industry trends even as market reaction remained subdued.
Investor Concerns: Some discussions highlighted worries over upcoming guidance and recent executive turnover at the firm. The prevailing tone captured frustration with how solid fundamentals translated into price pressure.
Note: This discussion summary was generated from an AI condensation of post data.
Zscaler Insider Trading Activity
Zscaler insiders have traded $ZS stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $ZS stock by insiders over the last 6 months:
- ROBERT SCHLOSSMAN (Chief Legal Officer) has made 0 purchases and 3 sales selling 7,696 shares for an estimated $1,613,040.
- MICHAEL J. RICH (CRO and President of WW Sales) has made 0 purchases and 2 sales selling 7,247 shares for an estimated $1,439,157.
- ADAM GELLER (Chief Product Officer) has made 0 purchases and 4 sales selling 7,259 shares for an estimated $1,406,640.
- RAJ JUDGE (EVP, Corp. Strategy & Ventures) has made 0 purchases and 2 sales selling 5,926 shares for an estimated $1,183,160.
- KEVIN RUBIN (Chief Financial Officer) has made 0 purchases and 2 sales selling 4,985 shares for an estimated $1,025,785.
- JAGTAR SINGH CHAUDHRY (CEO & Chairman) has made 0 purchases and 2 sales selling 4,784 shares for an estimated $960,166.
- JAMES A BEER has made 0 purchases and 2 sales selling 830 shares for an estimated $175,222.
- ANDREW WILLIAM FRASER BROWN sold 5,000 shares for an estimated $0
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Zscaler Revenue
Zscaler had revenues of $850.5M in Q3 2026. This is an increase of 25.43% from the same period in the prior year.
You can track ZS financials on Quiver Quantitative's ZS stock page.
You can access data on ZS stock through the Quiver Quantitative API.
Zscaler Hedge Fund Activity
We have seen 376 institutional investors add shares of Zscaler stock to their portfolio, and 612 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 2,339,184 shares (-51.6%) from their portfolio in Q1 2026, for an estimated $328,164,123
- FEDERATED HERMES, INC. removed 1,074,482 shares (-89.2%) from their portfolio in Q1 2026, for an estimated $150,739,079
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 999,599 shares (-44.3%) from their portfolio in Q4 2025, for an estimated $224,829,807
- TWO SIGMA INVESTMENTS, LP added 974,678 shares (+483.9%) to their portfolio in Q1 2026, for an estimated $136,737,576
- FIRST TRUST ADVISORS LP added 935,781 shares (+36.2%) to their portfolio in Q1 2026, for an estimated $131,280,716
- D. E. SHAW & CO., INC. removed 872,732 shares (-70.6%) from their portfolio in Q4 2025, for an estimated $196,294,881
- PRICE T ROWE ASSOCIATES INC /MD/ removed 823,148 shares (-32.0%) from their portfolio in Q1 2026, for an estimated $115,479,432
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Zscaler Analyst Ratings
Wall Street analysts have issued reports on $ZS in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Macquarie issued a "Outperform" rating on 02/27/2026
- 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
To track analyst ratings and price targets for Zscaler, check out Quiver Quantitative's $ZS forecast page.
Zscaler Price Targets
Multiple analysts have issued price targets for $ZS recently. We have seen 31 analysts offer price targets for $ZS in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Richard Poland from Wells Fargo set a target price of $180.0 on 05/28/2026
- Adam Borg from Stifel set a target price of $175.0 on 05/27/2026
- Peter Levine from Evercore ISI Group set a target price of $155.0 on 05/27/2026
- Shrenik Kothari from Baird set a target price of $230.0 on 05/27/2026
- Peter Weed from Bernstein set a target price of $224.0 on 05/27/2026
- Mike Cikos from Needham set a target price of $180.0 on 05/27/2026
- Gregg Moskowitz from Mizuho set a target price of $185.0 on 05/27/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
