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Zscaler Faces Key FY27 Guidance; ARR Growth and AI Spend in Focus

Sep 3, 2026, 7:50 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Near-term upside potential if FY27 guidance improves expectations for ARR and margin trajectory; sentiment can rally with stronger guidance, aided by recent analyst upgrades and a positive earnings beat history.

AI summary

What happened, with direct paths to the underlying reporting

Zscaler is set to report Q4 FY2026 results with emphasis on FY27 guidance, ARR trajectory, and margin outlook. ARR rose 25% last quarter (21% ex-Red Canary) and the company posted a 23% non-GAAP operating margin, while Zero Trust Everywhere surpassed 700 customers, underscoring AI-related demand. Guidance clarity will determine near-term stock direction.

Q4 FY2026 earnings due after market close; consensus EPS $1.08, revenue $877.36M.
Investors await FY27 guidance; prior outlook caused a 31.5% single-day drop.
ARR grew 25% last quarter (21% ex-Red Canary) with a 23% non-GAAP margin.
Zero Trust Everywhere customers exceed 700, signaling AI-driven expansion.

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