Zscaler (NASDAQ:ZS) Given New $250.00 Price Target at Mizuho

Zscaler (NASDAQ:ZS) had its price target dropped by investment analysts at Mizuho from $265.00 to $250.00 in a research note issued on Friday,Benzinga reports. The firm presently has an “outperform” rating on the stock. Mizuho’s price objective would suggest a potential upside of 73.57% from the stock’s current price.

A number of other equities analysts also recently commented on the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of Zscaler in a research note on Wednesday, January 21st. Loop Capital set a $320.00 price target on Zscaler in a research report on Thursday, December 11th. Wedbush lifted their price objective on shares of Zscaler from $330.00 to $350.00 and gave the stock an “outperform” rating in a report on Monday, November 10th. Rosenblatt Securities restated a “buy” rating and issued a $280.00 price target on shares of Zscaler in a research report on Tuesday. Finally, Capital One Financial set a $320.00 price objective on shares of Zscaler and gave the stock an “overweight” rating in a research note on Wednesday, November 26th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $277.26.

Zscaler Stock Down 13.9%

NASDAQ:ZS traded down $23.33 on Friday, reaching $144.03. The stock had a trading volume of 6,797,765 shares, compared to its average volume of 2,596,302. The stock has a market cap of $22.97 billion, a P/E ratio of -552.62, a price-to-earnings-growth ratio of 317.40 and a beta of 1.02. Zscaler has a 12-month low of $140.56 and a 12-month high of $336.99. The company has a current ratio of 1.82, a quick ratio of 1.82 and a debt-to-equity ratio of 0.86. The company has a 50-day moving average of $200.63 and a 200 day moving average of $256.06.

Zscaler (NASDAQ:ZS) last posted its quarterly earnings data on Thursday, February 26th. The company reported $1.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.89 by $0.12. The company had revenue of $815.75 million for the quarter, compared to the consensus estimate of $798.92 million. Zscaler had a negative return on equity of 0.12% and a negative net margin of 1.45%.Zscaler’s revenue for the quarter was up 25.9% compared to the same quarter last year. During the same period in the previous year, the business earned $0.78 EPS. Zscaler has set its Q3 2026 guidance at 1.000-1.010 EPS and its FY 2026 guidance at 3.990-4.020 EPS. On average, research analysts predict that Zscaler will post -0.1 earnings per share for the current year.

Insiders Place Their Bets

In related news, CEO Jagtar Singh Chaudhry sold 2,843 shares of the stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $230.82, for a total value of $656,221.26. Following the transaction, the chief executive officer directly owned 347,857 shares in the company, valued at $80,292,352.74. This represents a 0.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Adam Geller sold 1,620 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $232.79, for a total value of $377,119.80. Following the transaction, the insider owned 50,528 shares in the company, valued at approximately $11,762,413.12. This trade represents a 3.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 19,350 shares of company stock valued at $4,471,509 over the last quarter. Company insiders own 17.20% of the company’s stock.

Institutional Investors Weigh In On Zscaler

Several institutional investors have recently bought and sold shares of the company. Binnacle Investments Inc acquired a new stake in Zscaler in the 3rd quarter valued at about $25,000. Tradewinds Capital Management LLC increased its position in Zscaler by 145.7% during the 3rd quarter. Tradewinds Capital Management LLC now owns 86 shares of the company’s stock worth $26,000 after buying an additional 51 shares during the period. Root Financial Partners LLC acquired a new position in shares of Zscaler in the third quarter valued at about $26,000. McIlrath & Eck LLC bought a new position in Zscaler during the third quarter worth about $29,000. Finally, AlphaCentric Advisors LLC acquired a new position in shares of Zscaler during the 4th quarter worth approximately $29,000. Institutional investors own 46.45% of the company’s stock.

Key Headlines Impacting Zscaler

Here are the key news stories impacting Zscaler this week:

• Positive Sentiment: Q2 results beat: Zscaler reported $1.01 EPS vs. $0.89 expected and revenue of $815.8M (vs. ~$798.9M consensus); ARR grew ~25% to $3.36B and the company raised ARR targets and pushed FY/Q3 EPS guidance above prior consensus. Zscaler press release
• Positive Sentiment: AI momentum and business expansion: Management highlighted AI security growth and product demand; Zscaler opened an AI & Cyber Threat Research Center in India with Bharti Airtel, underlining international expansion and AI/security commercialization potential. Zscaler Airtel AI Cyber Center
• Neutral Sentiment: Earnings call / analyst writeups show strong ARR and AI commentary but note near-term execution noise (acquisition-related churn, competition). These details matter for medium-term growth but are less immediately actionable than today’s analyst moves. Earnings highlights
• Negative Sentiment: Wider GAAP loss & spending: Zscaler reported a wider net loss driven by higher sales, marketing and R&D spend; outlets flagged that higher investment weighed on investor sentiment. Reuters: wider loss
• Negative Sentiment: Company commentary and perceived mixed guidance: although EPS guidance was strong, some press reported a lowered revenue outlook or cautious revenue commentary, which heightened investor concern about near-term growth visibility. Benzinga: lowered revenue guidance
• Negative Sentiment: Multiple analyst price‑target cuts: Several firms trimmed targets today (examples: Berenberg 390→320, Morgan Stanley 305→200, Citizens/JMP 355→290, BMO 315→210, Needham 310→180, Piper Sandler 260→185). Most retained constructive ratings (buy/overweight/outperform), but the cuts signal lower near‑term valuation support and add selling pressure. Berenberg cut Morgan Stanley cut
• Negative Sentiment: Market reaction: Even with upside to estimates, headlines emphasizing higher losses, a trimmed revenue outlook and the analyst downgrades prompted selling — causing the stock to decrease today. Barron’s: falls after earnings

Zscaler Company Profile

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.