FY2026 EPS Estimates for Zscaler Lifted by Cantor Fitzgerald

Zscaler, Inc. (NASDAQ:ZS) – Analysts at Cantor Fitzgerald lifted their FY2026 earnings per share (EPS) estimates for Zscaler in a note issued to investors on Wednesday, November 26th. Cantor Fitzgerald analyst J. Ruykhaver now expects that the company will earn $0.02 per share for the year, up from their prior forecast of ($0.02). Cantor Fitzgerald has a “Overweight” rating on the stock. The consensus estimate for Zscaler’s current full-year earnings is ($0.10) per share.

A number of other brokerages also recently weighed in on ZS. Evercore ISI upped their price target on shares of Zscaler from $290.00 to $320.00 and gave the company an “outperform” rating in a report on Wednesday, September 3rd. Wall Street Zen lowered shares of Zscaler from a “buy” rating to a “hold” rating in a research note on Saturday, October 18th. BTIG Research restated a “buy” rating and set a $365.00 target price on shares of Zscaler in a report on Wednesday, November 26th. Needham & Company LLC dropped their price target on Zscaler from $350.00 to $310.00 and set a “buy” rating on the stock in a report on Wednesday, November 26th. Finally, Canaccord Genuity Group raised their price objective on Zscaler from $320.00 to $340.00 and gave the stock a “buy” rating in a research note on Thursday, September 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $316.56.

Zscaler Trading Down 0.3%

Shares of ZS stock opened at $251.28 on Monday. The stock has a 50-day simple moving average of $303.63 and a 200 day simple moving average of $291.66. The stock has a market capitalization of $40.07 billion, a P/E ratio of -966.42 and a beta of 1.07. Zscaler has a fifty-two week low of $164.78 and a fifty-two week high of $336.99. The company has a quick ratio of 1.82, a current ratio of 1.82 and a debt-to-equity ratio of 0.86.

Zscaler (NASDAQ:ZS) last issued its quarterly earnings results on Tuesday, November 25th. The company reported $0.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.85 by $0.11. The company had revenue of $788.11 million for the quarter, compared to analysts’ expectations of $773.86 million. Zscaler had a negative return on equity of 0.12% and a negative net margin of 1.45%.The firm’s revenue for the quarter was up 25.5% on a year-over-year basis. During the same period last year, the firm earned $0.77 EPS. Zscaler has set its FY 2026 guidance at 3.780-3.820 EPS. Q2 2026 guidance at 0.890-0.900 EPS.

Insiders Place Their Bets

In related news, CEO Jagtar Singh Chaudhry sold 2,865 shares of the stock in a transaction dated Tuesday, September 16th. The stock was sold at an average price of $280.70, for a total value of $804,205.50. Following the completion of the sale, the chief executive officer directly owned 350,700 shares of the company’s stock, valued at approximately $98,441,490. This represents a 0.81% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Adam Geller sold 11,193 shares of the firm’s stock in a transaction dated Tuesday, September 16th. The stock was sold at an average price of $280.70, for a total value of $3,141,875.10. Following the sale, the insider owned 53,942 shares of the company’s stock, valued at $15,141,519.40. The trade was a 17.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 43,084 shares of company stock valued at $12,446,825 over the last ninety days. Corporate insiders own 17.20% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. CIBC Bancorp USA Inc. acquired a new position in Zscaler in the 3rd quarter valued at approximately $2,796,000. Alpine Global Management LLC acquired a new stake in Zscaler during the third quarter valued at $352,000. Ariadne Wealth Management LP grew its stake in Zscaler by 42.1% in the third quarter. Ariadne Wealth Management LP now owns 1,249 shares of the company’s stock valued at $385,000 after purchasing an additional 370 shares in the last quarter. EMC Capital Management increased its position in Zscaler by 87.0% in the 3rd quarter. EMC Capital Management now owns 430 shares of the company’s stock worth $129,000 after purchasing an additional 200 shares during the last quarter. Finally, Centaurus Financial Inc. increased its position in Zscaler by 2.1% in the 3rd quarter. Centaurus Financial Inc. now owns 3,486 shares of the company’s stock worth $1,045,000 after purchasing an additional 72 shares during the last quarter. 46.45% of the stock is owned by hedge funds and other institutional investors.

About Zscaler

Zscaler, Inc operates as a cloud security company worldwide. The company offers Zscaler Internet Access solution that provides users, workloads, IoT, and OT devices secure access to externally managed applications, including software-as-a-service (SaaS) applications and internet destinations; and Zscaler Private Access solution, which is designed to provide access to managed applications hosted internally in data centers, and private or public clouds.