Zscaler (ZS) to Release Quarterly Earnings on Thursday

Zscaler (NASDAQ:ZS) will likely be posting its Q2 2026 results after the market closes on Thursday, February 26th. Analysts expect Zscaler to post earnings of $0.89 per share and revenue of $798.9190 million for the quarter. Zscaler has set its FY 2026 guidance at 3.780-3.820 EPS and its Q2 2026 guidance at 0.890-0.900 EPS. Individuals can find conference call details on the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Thursday, February 26, 2026 at 4:30 PM ET.

Zscaler (NASDAQ:ZS) last posted its quarterly earnings results on Tuesday, November 25th. The company reported $0.96 EPS for the quarter, topping analysts’ consensus estimates of $0.85 by $0.11. The company had revenue of $788.11 million during the quarter, compared to analysts’ expectations of $773.86 million. Zscaler had a negative return on equity of 0.12% and a negative net margin of 1.45%.Zscaler’s revenue was up 25.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.77 EPS. On average, analysts expect Zscaler to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Zscaler Stock Down 0.3%

Shares of NASDAQ ZS opened at $172.13 on Thursday. The company has a market cap of $27.45 billion, a price-to-earnings ratio of -662.01, a PEG ratio of 351.83 and a beta of 1.02. The company has a current ratio of 1.82, a quick ratio of 1.82 and a debt-to-equity ratio of 0.86. Zscaler has a 12 month low of $162.87 and a 12 month high of $336.99. The stock has a 50-day moving average price of $209.72 and a two-hundred day moving average price of $261.03.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on ZS shares. Morgan Stanley set a $305.00 target price on shares of Zscaler in a research report on Thursday, December 18th. Cantor Fitzgerald reissued an “overweight” rating on shares of Zscaler in a report on Monday, February 9th. Macquarie Infrastructure started coverage on Zscaler in a research report on Friday, October 31st. They set an “outperform” rating and a $390.00 price objective on the stock. Royal Bank Of Canada reiterated an “outperform” rating and issued a $250.00 target price on shares of Zscaler in a research report on Wednesday, February 11th. Finally, HC Wainwright restated a “buy” rating on shares of Zscaler in a report on Wednesday, November 26th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $310.65.

Insiders Place Their Bets

In related news, insider Robert Schlossman sold 2,349 shares of Zscaler stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $232.79, for a total transaction of $546,823.71. Following the completion of the transaction, the insider owned 74,653 shares of the company’s stock, valued at $17,378,471.87. This trade represents a 3.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Jagtar Singh Chaudhry sold 2,843 shares of the business’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $230.82, for a total transaction of $656,221.26. Following the completion of the transaction, the chief executive officer owned 347,857 shares in the company, valued at approximately $80,292,352.74. The trade was a 0.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 19,350 shares of company stock valued at $4,471,509 over the last three months. Insiders own 17.20% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the business. First Trust Advisors LP grew its stake in Zscaler by 15.9% during the fourth quarter. First Trust Advisors LP now owns 2,582,897 shares of the company’s stock worth $580,945,000 after purchasing an additional 354,763 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings in shares of Zscaler by 43.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,572,358 shares of the company’s stock worth $578,576,000 after buying an additional 777,414 shares in the last quarter. State Street Corp grew its position in shares of Zscaler by 3.4% during the 4th quarter. State Street Corp now owns 2,337,604 shares of the company’s stock worth $525,774,000 after buying an additional 77,800 shares during the period. AQR Capital Management LLC increased its stake in shares of Zscaler by 61.8% in the 3rd quarter. AQR Capital Management LLC now owns 1,941,571 shares of the company’s stock valued at $576,083,000 after acquiring an additional 741,756 shares in the last quarter. Finally, Morgan Stanley lifted its position in shares of Zscaler by 25.4% during the 4th quarter. Morgan Stanley now owns 1,557,640 shares of the company’s stock valued at $350,345,000 after acquiring an additional 315,498 shares during the period. 46.45% of the stock is owned by institutional investors.

About Zscaler

Zscaler is a cloud security company that delivers a cloud-native platform to protect users, applications and data as organizations move away from traditional, network-centric security architectures. The company focuses on a zero trust approach that assumes no implicit trust for users or devices, providing secure access to the internet, SaaS applications and private applications regardless of where users are located. Zscaler positions its services as an alternative to legacy appliances and site-centric VPNs, aiming to simplify security while enabling modern, distributed workforces.

Key offerings are built around the Zscaler Zero Trust Exchange, a multi-tenant cloud platform that enforces security and access policies in-line.