The Invisible Layer Protecting the World's Biggest Companies

Zscaler CFO Kevin Rubin discusses the company's zero-trust security platform and its role in protecting organizations from cyber threats. The company targets $5 billion in annual recurring revenue, with growth drivers including zero-trust expansion across users, cloud, and branch networks, data security services, and emerging opportunities in agentic AI security. Rubin emphasizes that vulnerabilities are being identified at machine pace by frontier AI models, making Zscaler's approach of hiding applications behind its security cloud increasingly valuable. The company recently acquired Red Canary to enhance detection and response capabilities.

06/14/2026, 4:05 PM • The Motley Fool

INVESTOR ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Zscaler

Securities law firm Faruqi & Faruqi is investigating Zscaler for potentially misleading investors about growth outlook, sales execution, and customer expansion. The company issued weaker-than-expected guidance on May 27, 2026, citing sales leadership disruptions, causing the stock to plunge 31.52% in a single day—its steepest decline since going public. The firm is seeking eligible investors who suffered losses to participate in potential litigation.

06/13/2026, 10:22 AM • GlobeNewswire

Cloud Security Posture Management Market Expected to Reach USD 15.62 Billion by 2035 | SNS Insider

The global Cloud Security Posture Management (CSPM) market was valued at $5.96 billion in 2025 and is projected to reach $15.62 billion by 2035, growing at a 10.14% CAGR. The market expansion is driven by rapid cloud adoption outpacing manual security management capabilities, with cloud misconfiguration being the leading cause of breaches. North America leads the market with the U.S. representing $2.38 billion, while Europe is projected to reach $4.23 billion by 2035. Large enterprises and BFSI sectors dominate, though SMEs and healthcare are the fastest-growing segments.

06/12/2026, 6:00 AM • GlobeNewswire

Nasdaq-100 Index® June 2026 Quarterly Changes

Nasdaq announced the results of its June 2026 quarterly rebalance of the Nasdaq-100 Index, effective June 22, 2026. Five companies were added to the index: Astera Labs, CoreWeave, Nebius Group, Rocket Lab, and Teradyne. Five companies were removed: Charter Communications, Cognizant Technology Solutions, Insmed, Verisk Analytics, and Zscaler.

06/11/2026, 8:00 PM • GlobeNewswire

Zscaler Redefines Zero Trust SASE for the AI Era

Zscaler announced significant expansions to its Zero Trust SASE solution at Zenith Live 2026, introducing the ZAgent Framework for agentic AI-driven administration and extending security to unmanaged devices, B2B partners, and multi-cloud workloads. The platform now secures over 750 billion daily transactions and includes new capabilities like Zero Trust Browser Extension, B2B Connectivity, and Kubernetes microsegmentation across GCP and AWS.

06/10/2026, 8:00 AM • GlobeNewswire

Down 14%, Is It Time to Buy CrowdStrike Stock? The Answer Might Surprise You.

CrowdStrike reported strong Q1 fiscal 2027 earnings with 26% revenue growth and record $5.5B in annual recurring revenue, yet its stock fell 14%. While the company's cybersecurity solutions and AI-focused modules show promise, its sky-high P/S ratio of 33.5 creates an uncomfortable risk-reward situation. The stock may struggle in the short term despite long-term growth potential.

06/09/2026, 4:15 PM • The Motley Fool

Cybersecurity Earnings: 1 AI Standout and 2 Stocks Under Pressure

Cybersecurity earnings revealed a sharp market split this week. Okta surged nearly 48% over two days on clean execution and strong AI agent identity momentum, beating revenue and EPS expectations while raising guidance. Zscaler plummeted 31% despite beating earnings, as investors focused on lowered free cash flow margins and slowing future growth guidance. CrowdStrike slipped modestly after a strong report, though it raised ARR growth guidance significantly and highlighted AI detection capabilities powered by Anthropic's Mythos model.

06/09/2026, 10:19 AM • Investing

AI-Chip Rally Powers S&P 500, Nasdaq 100, Dow To Fresh Records: Stock Market Today

U.S. stock indices reached fresh record highs on Tuesday, driven by a surge in semiconductor and AI-infrastructure stocks. Marvell Technology soared 20% after Nvidia's CEO praised it as 'the next trillion-dollar company' and committed a $2 billion investment. Hewlett Packard Enterprise surged 30% on strong earnings and AI orders. Optical networking and chip stocks rallied broadly, while software stocks pulled back significantly.

06/02/2026, 12:53 PM • Benzinga

Anthropic Mythos Expansion Opens a New AI Cybersecurity Market

Anthropic expanded Project Glasswing to 150+ organizations across 15+ countries, positioning its Mythos AI capabilities as an enterprise cybersecurity solution ahead of its planned October 2026 IPO. The expansion demonstrates proof of enterprise adoption with 10,000+ vulnerabilities identified, while creating competitive pressure on traditional vulnerability scanning vendors and establishing Anthropic's foothold in critical infrastructure security globally.

06/02/2026, 11:36 AM • Investing

Why Zscaler Stock Plummeted This Week

Zscaler stock crashed 18.3% this week despite beating Q3 fiscal 2026 earnings and sales estimates and raising full-year guidance. The cybersecurity company reported adjusted EPS of $1.08 on $850.48M in sales (up 25.4% YoY), but investors reacted negatively to guidance showing significant growth deceleration to 16-17% in fiscal 2027 from 24-25% in fiscal 2026. The stock is down roughly 49% over the last year.

05/31/2026, 3:20 PM • The Motley Fool

Zscaler, AutoZone, And Regencell Are Among Top 10 Large-Cap Losers Last Week (May 25-May 29): Are The Others In Your Portfolio?

Ten large-cap stocks experienced significant declines during the week of May 25-29, 2026. Zscaler led losses with a 20.06% drop following disappointing Q3 results and weak Q4 guidance. Other major losers included Boston Scientific (16.95%), AutoZone (14.21%), Regencell Bioscience (12.61%), and Venture Global (10.87%). Declines were attributed to earnings misses, analyst downgrades, and energy sector weakness following geopolitical developments.

05/31/2026, 9:49 AM • Benzinga

Is Zscaler Stock a Buy After Its Share Price Plummets?

Zscaler's stock fell over 30% after issuing weak guidance for Q4 and fiscal 2027, despite beating Q3 earnings expectations. The company cited the departure of two sales executives and struggles attracting new customers as reasons for the cautious outlook. While the stock now trades at an attractive 5x forward price-to-sales multiple and shows strength in existing customer expansion and AI solutions, the analyst recommends waiting due to slowing core growth and leadership concerns.

05/30/2026, 11:30 AM • The Motley Fool

Why Is Zscaler Stock Crashing and is it a Generational Buying Opportunity?

Zscaler stock experienced a significant sell-off following disappointing Q3 2026 earnings results, with decelerating revenue growth concerning investors. The article examines whether the market has overreacted to the news and whether this presents a buying opportunity for long-term investors in the cybersecurity sector.

05/28/2026, 7:10 PM • The Motley Fool

Zscaler Stock Drops 30%: Why the Dip Is a Buy Opportunity

Zscaler's stock plummeted 30% following Q3 earnings due to increased spending on AI and infrastructure investments, despite solid revenue growth of 25.5% and strong guidance. Analysts view the decline as a buying opportunity, with institutional investors accumulating shares and support expected in the $120-$140 range. The primary concern is near-term cash flow pressure, though long-term growth prospects remain intact.

05/28/2026, 8:21 AM • Investing

Why Palo Alto Networks Stock Moved Lower Today

Palo Alto Networks (PANW) stock fell 3.2% on May 27, 2026, experiencing spillover effects from Zscaler's post-earnings sell-off. Although Zscaler beat earnings estimates, its weak full-year guidance spooked investors about potential overvaluation in the cybersecurity sector. Palo Alto is scheduled to report Q3 fiscal 2026 results on June 2, with expectations for ~28.5% year-over-year sales growth.

05/27/2026, 4:35 PM • The Motley Fool