ZS Zscaler Inc

Latest Earnings Insight

Zscaler's strategic expansion into AI-driven security solutions and its recent acquisition of Red Canary for $675 million have positioned the company for robust growth as it prepares to announce its earnings on November 25, 2025. The cybersecurity leader has consistently outperformed expectations, as evidenced by its recent fiscal fourth-quarter results, where it reported a 21% year-over-year revenue increase to $719.2 million, surpassing analyst predictions. This momentum is expected to continue, with analysts forecasting an EPS of $0.86 and revenue of $773.26 million for the upcoming quarter. However, the market's whisper number of $1.06 suggests that investors are anticipating an even stronger performance. With a market cap of over $47 billion, Zscaler's fiscal 2026 revenue guidance of $3.265-$3.284 billion further underscores its growth trajectory, bolstered by its Zero Trust and AI solutions. As the company continues to capitalize on its strategic investments and market demand, investor sentiment remains optimistic, reflected in the recent upward revision of its stock price target by major analysts.