ZS
NASDAQ · Technology
Zscaler Inc
$207.13
+9.82 (+4.98%)
ZS News30 articles
Palo Alto Networks Surges 12% as Cybersecurity Sector Rallies
Palo Alto Networks (PANW) shares jumped 12% Monday, lifting its market value to $304B. The rally was part of a sector-wide surge, but valuation now requires strong execution.
Zscaler Launches Agentic SOC, But Monetization Question Looms
Zscaler's Agentic SOC is now generally available, but the launch lacked pricing details. With ARR growth guided to 17%, the market awaits monetization proof.
Zscaler's Rally Fades as Fed Rate-Cut Bets Cool; Nasdaq Gains 1.4%
Zscaler's early 12% jump faded to a 2.9% gain, while the Nasdaq rose 1.4% as traders trimmed September rate-hike bets to 50.4%.
Zscaler's After-Hours Rally Fades as Margins Slip
Zscaler's stock pared a 12% after-hours surge after reporting a sharp drop in free-cash-flow margin to 7%, despite a 25% revenue beat. Investors focused on rising capex and slower organic growth.
CrowdStrike Shares Jump 4% on Record ARR, But Valuation Raises Eyebrows
CrowdStrike shares jumped 4% after reporting record annual recurring revenue of $5.84 billion, up 25% year-over-year. Revenue grew 26% to $1.47 billion, but the stock's rich valuation at 40x sales remains a concern.
CrowdStrike Options Flag $15B Swing as Q2 Earnings Loom
CrowdStrike dropped 2.8% before Q2 results. Options imply an 8% swing, about $15B in market cap. ARR and AI security demand in focus.
CrowdStrike Slips 5.3% Ahead of Earnings; Options Signal 10% Move
CrowdStrike shares dropped 5.3% to $201.58 ahead of its Aug 26 earnings, with options pricing a 10% move. The decline is a pre-earnings de-risking, not a post-results verdict.
Palo Alto Networks Holds Steady Amid China Review, Valuation Scrutiny
Palo Alto Networks (PANW) shares ended the week up 9.7% despite a China review, with analysts focusing on underlying growth and valuation concerns.
Palo Alto Networks Shares Surge 10% on Strong Organic Growth Metrics
Palo Alto Networks (PANW) shares rallied 9.65% this week to $363.86, buoyed by strong organic growth metrics and upbeat Q4 guidance, even as China launched a cybersecurity review.
CrowdStrike Surges $18.4B in Market Cap After Inflation Data Fuels Rally
CrowdStrike surged 9.6% on Tuesday, adding $18.4B to its market cap as cooler inflation data ignited a broad tech rally. The stock now trades near its split-adjusted high.
CrowdStrike Loses $11 Billion in Market Cap, Stock Plunges 5.5%
CrowdStrike shares dropped 5.5% on Friday, erasing $11 billion in market value—double its annual recurring revenue—amid a broader sector decline.
Zscaler's Post-Earnings Rally Sparks Valuation Debate Ahead of Holiday Lull
Zscaler shares jumped 11.4% over four trading sessions, driving its market cap to $23.68 billion and sparking debate on its ARR multiple ahead of a holiday-shortened week.
Palo Alto Networks (PANW) Set for Staged Entry into Tel Aviv Indices After 14% Rally
Palo Alto Networks (PANW) will begin a staged inclusion in the Tel Aviv Stock Exchange's TA-35 and TA-125 indices on August 6, starting with a 1.25% effective weight after a 14.4% weekly gain.
CrowdStrike Stock Split Cuts Lot Cost to $19,300
CrowdStrike's 4-for-1 stock split lowers the cost of a 100-share lot to about $19,319, while the company's market cap stays near $199 billion.
CrowdStrike Surges Past Analyst Target Ahead of Stock Split
CrowdStrike shares surged 6.3%, adding $11.5 billion in market value and surpassing the average analyst target, ahead of its four-for-one stock split set for July 2.
Palo Alto Networks Surges $8.7B as Cybersecurity Strength Defies Tech Selloff
Palo Alto Networks rose 3.7% to $304.20, adding $8.7 billion in market cap, as its IBM partnership and solid earnings helped it buck a 4.6% weekly Nasdaq drop.
G7 Leaders Debate AI Model Access Amid OpenAI's $1T IPO Plan and Rising China Competition
G7 leaders debate AI model access as OpenAI files for a $1T IPO. Anthropic restricts models, China boosts local AI, and cybersecurity deals surge.
Palo Alto Networks Surges on AI Security Demand, Lifts 2026 Forecast
Palo Alto Networks shares soared 7.4% in extended trading after raising its 2026 revenue and profit guidance, driven by a 31% revenue jump to $3.0 billion and robust AI security demand.
AI-Driven Inflows Lift QQQM Despite Zscaler's Guidance Miss
QQQM rose 0.2% to $306.54 on $835M inflows, driven by AI leaders Nvidia, Apple, and Microsoft, while Zscaler fell 8.9% on weak guidance, showing volatility in growth funds.
Okta Stock Climbs on Q1 Beat, AI Identity Push Offsets Sector Jitters
Okta shares jumped 5.8% after Q1 revenue of $765M and EPS of $0.91 beat estimates, fueled by AI agent identity management demand.
Dow Hits Record High as Oil Plunges; AI Stocks Take a Breather
The Dow Jones Industrial Average closed at a record high of 50,650.76 on Wednesday, lifted by healthcare and consumer stocks, as oil prices tumbled and AI-related shares cooled.
Dow Jones Industrial Average Reaches New All-Time High as AI Rally Pauses
The Dow Jones Industrial Average hit a record close of 50,650.76 on Wednesday, driven by healthcare and consumer stocks, while the broader market paused after an AI-led surge. Chip stocks cooled, and energy shares fell with crude oil.
Dow Rises as Nasdaq Pulls Back; Oil Slide Boosts Airlines
U.S. stocks traded mixed Wednesday as the Dow gained and the Nasdaq dipped from record highs. Oil prices fell sharply, boosting travel stocks but weighing on energy shares.
Zscaler Shares Plunge 21% on Disappointing Q4 Revenue Forecast
Zscaler shares tumbled 21% in premarket trading after the company's fourth-quarter revenue forecast fell short of Wall Street expectations, overshadowing a better-than-expected third quarter.
Futures Rise on AI Optimism; Goldman Sachs Boosts S&P 500 Target
Stock futures rose early Wednesday, driven by AI enthusiasm and chip stocks, with Goldman Sachs lifting its S&P 500 target to 8,000. Micron led gains after UBS hiked its price target.
Wall Street Hits Fresh Peaks as AI Chip Trade Powers After-Hours Moves
The S&P 500 and Nasdaq closed at all-time highs Tuesday, driven by AI chip demand. Micron briefly hit $1 trillion market cap, Qualcomm surged on a ByteDance deal, and Zscaler dropped after weak revenue guidance.
Zscaler Shares Slide on Soft Guidance Despite Strong Earnings
Zscaler shares dropped over 13% after hours Tuesday as its Q4 revenue forecast of $876.5M fell just shy of Wall Street's $879M target, overshadowing a Q3 earnings beat.
CrowdStrike Shares Rally 8% on AI Cybersecurity Optimism Amid Insider Sale
CrowdStrike shares jumped 8% as AI cybersecurity names rebounded, with CEO George Kurtz selling 5,000 shares under a pre-set plan. Q1 fiscal 2027 earnings are set for June 3.
Palo Alto Networks Warns of Active Exploitation in PAN-OS Firewall Flaw
Palo Alto Networks reports active exploitation of a critical PAN-OS firewall flaw, CVE-2026-0300, with patches rolling out May 13. CISA adds the bug to its exploited list.
Zscaler Shares Surge 7% Amid Tech Rally, AI Concerns Persist
Zscaler (ZS) shares rose nearly 7% on May 1, driven by a broader tech rally and strong earnings from peers like Atlassian, though analysts remain split on AI-related headwinds.