Public market data
Zscaler, Inc. Common Stock
Source: GlobeNewswire Inc.
Zscaler announced that its management team will present at two major investor conferences on September 9, 2026. CFO Kevin Rubin will speak at the Goldman Sachs Communacopia + Technology Conference in San Francisco, while CEO Jay Chaudhry will present at the Citi 2026 Global TMT Conference in New York. Webcasts of the sessions will be available on Zscaler's Investor Relations website.
Source: Zacks Investment Research
Zscaler reported Q3 2026 earnings of $1.19 per share, beating consensus estimates of $1.09, with revenues of $898.19 million exceeding expectations by 2.40%. However, the company received a Zacks Rank #4 (Sell) rating due to unfavorable estimate revision trends. The stock has underperformed the S&P 500 by 23.2% year-to-date. Accenture is expected to report results on October 1 with projected earnings of $3.19 per share.
Source: The Motley Fool
Zscaler reports fiscal Q4 earnings on September 3 with low expectations set by conservative management guidance. The key catalyst for stock movement will be forward guidance, particularly ARR growth rates. With peers CrowdStrike and Palo Alto Networks recently reporting strong results driven by AI-boosted cybersecurity demand, Zscaler could benefit from similar tailwinds if it demonstrates traction in agentic AI security.
Source: GlobeNewswire Inc.
Gigamon announced the appointment of Grant Yacomeni as Chief Information Security Officer. Yacomeni brings over a decade of cybersecurity and national security experience from the U.S. Department of Defense and Intelligence Community. The appointment reflects growing cyber risks in the Hybrid AI era, with 33% of organizations reporting AI/LLM systems targeted in breaches.
Source: Zacks Investment Research
CrowdStrike's Next-Gen SIEM and AI Detection and Response (AIDR) businesses are driving strong growth, with AIDR ARR nearly tripling sequentially. However, the stock's premium valuation (32.97X P/S vs. industry 18.51X) and decelerating revenue growth (from 35%+ to projected 21.6% by fiscal 2028) warrant caution. The company receives a Hold rating despite strong AI-driven cybersecurity demand.
Source: Zacks Investment Research
Both CrowdStrike and Okta exceeded Q2 expectations and raised guidance, with CRWD surging 20% and OKTA soaring 30%. However, CrowdStrike's valuation has become stretched at 150X forward earnings compared to Okta's 76X. While CrowdStrike showed stronger growth, Okta offers better value with improving margins, robust cash flow, and a more reasonable valuation, earning a Zacks Rank #2 (Buy) versus CRWD's Rank #3 (Hold).
Source: Zacks Investment Research
SentinelOne reported Q3 2026 earnings of $0.08 per share, beating consensus estimates of $0.07, with revenues of $291.98 million slightly exceeding expectations. The company has outperformed the S&P 500 by 36.7% year-to-date. However, the stock received a Zacks Rank #3 (Hold) rating due to mixed estimate revisions, suggesting near-term performance in line with the market. The Security industry ranks in the top 12% of Zacks industries.
Source: The Motley Fool
Despite CrowdStrike's strong business performance with record cash flows and 24% ARR growth, the author is avoiding buying more shares due to its expensive valuation of 44 times sales. While the company remains a long-term hold, the author believes better entry points will emerge and is deploying capital to more fairly valued stocks.
Zscaler, Inc. Common Stock
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.
120 HOLGER WAY, SAN JOSE, CA, 95134
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