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Zscaler, Inc. · NASDAQ · Technology
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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.
View signal analysisZscaler 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.
View signal analysisZscaler posted a Q3 beat on earnings and revenue but issued guidance for 2027 ARR growth of 16–17%, below Street expectations. The quarterly results included leadership turnover and higher capex, contributing to a >30% stock drop. Management remains confident in cybersecurity demand and AI-related opportunities, though investors will scrutinize ARR trajectory and cost structure over the next several quarters.
View signal analysisZscaler forecast Q4 revenue below estimates, reflecting intensified competition in the cloud-security market as enterprises reassess spending. The weak guidance triggered a roughly 15% after-hours drop, underscoring near-term growth and margin concerns. Investors will closely watch pipeline visibility and margin resilience for near-term downside vs. longer-term recovery.
View signal analysisZscaler topped Q3 expectations with revenue of $850.48M and adjusted EPS of $1.08, while ARR reached $3.53B. Cash flow remained robust, yet after-hours trading punished the stock as Q4 guidance was only modestly soft against consensus, even as full-year 2026 targets were raised. The AI-era Zero Trust SASE narrative remains the core growth thesis, suggesting upside if execution improves and sentiment stabilizes.
View signal analysisZscaler is set to report after the close, showcasing 26% revenue growth and strong free cash flow margins near 27%. The company ends the period with roughly $1.7B in net cash and TTM revenue of about $3.32B, underpinning a resilient, cash-generating SaaS model. Management’s AI security narrative—via Zero Trust Exchange and AI Guardrails—offers a compelling long-term catalyst, though near-term profitability remains a concern.
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