Zscaler
Zscaler is a software-as-a-service, or SaaS, firm focusing on providing cloud-native cybersecurity solutions to primarily enterprise customers. Zscaler's offerings can be broadly partitioned into Zscaler Internet Access, which provides secure access to external applications, and Zscaler Private Access, which provides secure access to internal applications. The firm is headquartered in San Jose, California, and went public in 2018.www.zscaler.com
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Search complete. 291 mentions across 134 episodes found for "Zscaler".
Sep 18, 2026
Neal FreymanHOST
This week, cybersecurity stocks boomed after AI leaders pledged to slow down development of cutting edge models, citing the risk that the technology could become smarter than humans and bring down civilization.
Neal FreymanHOST
CrowdStrike and Palo Alto Networks, the two leaders in the field, have gained 17% and 10% respectively, while other players in the space like Okta, Zscaler, and SentinelOne also saw double digit gains.
Neal FreymanHOST
The bullish case is that facing unprecedented cyber threats, companies are now going to spend more to protect themselves, boosting the fortunes of the security firms.
Neal FreymanHOST
These stocks have been doing well for a while.
Michelle MartinHOST
So it's an up definitely for NVIDIA for me for now.
Michelle MartinHOST
Now a cybersecurity named Zscaler.
Michelle MartinHOST
Bernstein analyst Peter Weed thinks this is the cybersecurity stock with meaningful room to run.
Michelle MartinHOST
He has a $298 US dollar price target on Zscaler, implying about 46% upside from the level cited in his analysis.
Michelle MartinHOST
Meanwhile, he's taking a pretty cautious view of several other big cybersecurity names.
Michelle MartinHOST
Now, the interesting thing about Zscaler is it's actually fallen about 11.5% in 2026, despite all the excitement surrounding cybersecurity and AI threats.
Michelle MartinHOST
Now, Bernstein pointing to the shift towards deeper relationships with existing customers and also net revenue retention of 115%.
Michelle MartinHOST
Zscaler definitely an up.
Luke LangoGUEST
So last but not least, let's
BrookeHOST
talk about Zscaler.
BrookeHOST
It's another company that just reported another 25% increase in ARR.
BrookeHOST
So what's your take on Zscaler? One of the few that didn't have an overt AI shift or partnership.
Luke LangoGUEST
Well, they are doing so.
Luke LangoGUEST
Their base security premise is perfect for the world of AI agents.
Luke LangoGUEST
an AI agent, right? So that is exactly like that premise is exactly what you need to have.
Luke LangoGUEST
Zero trust exchange is exactly what you need to have for the world of AI agents, because who knows where those agents are coming from? Now you have more volatile traffic than ever before.
GaryHOST
Sidekick says, hey, if we have AI regulation, these are the stocks to pick for AI.
GaryHOST
WK, AVPT, ServiceNow, which I want, Zscaler, VRNS.
GaryHOST
Latest revenue, year over year growth, price to sales, operating margin.
GaryHOST
So again, I think between tools, that's what I'm kind of showing you.
Craig JohnsonGUEST
I'd also point out Palo Alto.
Craig JohnsonGUEST
I would also mention, look at the chart of Zscaler, ticker ZS, as sort of a nice big rounding bottom that is taking place.
Dennis DickHOST
Yeah, look at that one.
Craig JohnsonGUEST
People don't care about.
Krzysztof PiekarskiHOST
I've never seen this before.
Krzysztof PiekarskiHOST
Sentinel, CrowdStrike, Zscaler, Rubrik, and Palo Alto as the highest, yeah, all of them.
Krzysztof PiekarskiHOST
So this is to your great credit, like that call you made about the need for all this.
Krzysztof PiekarskiHOST
So yeah, well done on that.
Alex CoffeyHOST
That's the subject of our morning trade.
Alex CoffeyHOST
We got CrowdStrike, Palo Alto Networks, Okta, and Zscaler on the screen there.
Alex CoffeyHOST
No surprise, all four of these names have been green all week and continue to be.
Alex CoffeyHOST
as newfound, I guess, or new discussed AI risks continue to drive the essentials for cybersecurity.
Marley KaydenHOST
They're at a market perform.
Marley KaydenHOST
Their new price target's 181 up from 164.
Marley KaydenHOST
They've got Zscaler in here.
Marley KaydenHOST
That's the only one with an outperform rating.
Rob BlackHOST
September 17th, Thursday, 2026.
Rob BlackHOST
Over the past three years, weekly cyber attacks per organization, and by organizations, I'm talking about Palo Alto Networks, Zscaler, and CrowdStrike.
Rob BlackHOST
They disclosed that cyber attacks have surged by 70%, driven largely by 89% increase in AI-enabled cyber attacks.
Rob BlackHOST
I'm going to underline that.
Rob BlackHOST
An 89% increase in AI-enabled cyber attacks.
Rob BlackHOST
Every major enterprise, every business that stores a credit card on file, every bank absolutely has to have enterprise level cyber defenses.
Rob BlackHOST
And that's where you look at Palo Alto Networks and CrowdStrike and Zscaler.
Rob BlackHOST
I like CrowdStrike and Palo Alto Networks on pullbacks.
Rebecca TaylorHOST
Hello, and welcome to HR Voices.
Rebecca TaylorHOST
I'm your host, Rebecca Taylor, and I'm here with Michelle Spencer-Fournay, Global Director of Employee Relations at Zscaler.
Rebecca TaylorHOST
Michelle, thank you so much for being here.
Rebecca TaylorHOST
Thank
Joel ElconinHOST
That's still $2 away.
Joel ElconinHOST
But Zscaler has been a different performer, right? Zscaler, $3.75 high, back over $300 before.
Joel ElconinHOST
A little bit different long-term charts for the scaler.
Dennis DickHOST
Spillover continues.
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