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High materiality8/10

Zscaler posts Q4 beat, raises 2027 guidance amid AI-focused upside

Sep 4, 2026, 8:41 AM EDT2 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Despite a strong quarter and elevated guidance, the stock traded lower, suggesting near-term price reaction discounted anticipated growth or rotation out of high-growth cybersecurity names; fundamentals remain supportive but price action is negative.

AI summary

What happened, with direct paths to the underlying reporting

Zscaler delivered a stronger-than-expected Q4 with EPS of $1.19 and revenue of $898.2M, and annual recurring revenue rose 25% to $3.77B. Excluding the Red Canary acquisition, ARR growth remained robust at 20% with $246M in net new ARR. The company also posted a record 24% non-GAAP operating margin and issued higher guidance for Q1 and FY27, highlighting AI-driven security applications as a key growth vector.

Q4 EPS $1.19, revenue $898.185M beat estimates.
ARR up 25% YoY to $3.77B; net new ARR $246M.
Excluding Red Canary, ARR up 20% to $3.63B; net new ARR +17%.
Non-GAAP EBIT margin 24% (record).
Guidance raised: Q1 EPS $1.15–$1.16; FY27 EPS $4.86–$4.90; rev $3.908–$3.938B.

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