Zscaler Beats Q4 Estimates, Analysts Mixed On Price Targets Despite Growth

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Sep 04

Zscaler Inc ZS shares were down on Wednesday morning, even after the company reported upbeat fiscal fourth-quarter results. Track ZS stock action here. Here are some analyst takeaways. Check out other...

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Analysts reaffirmed ratings, with price targets ranging from $330 to $350.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"ZS":"Zscaler Inc."},"translate_title":"Zscaler第四季度超出预期，尽管增长，分析师对价格目标褒贬不一","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ZS":1},"content_text":"Zscaler Inc ZS shares were down on Wednesday morning, even after the company reported upbeat fiscal fourth-quarter results.\nTrack ZS stock action here.\nHere are some analyst takeaways.\nCheck out other analyst stock ratings.\nScotiabank: Zscaler delivered a \"clean\" beat on both its top and bottom lines, Colville said in a note. The company's annual recurring revenues (ARR) rose 22% in the quarter and the initial guidance for fiscal 2026 shows 19% growth, he added.\nManagement guided to operating margin expansion of around 65 basis points (bps) for fiscal 2026, which \"leaves some room for upside,\" the analyst stated. \nThe organic new ARR guidance for the year of around 7% seems reasonable, \"even if we are left scratching our heads as to why Red Canary ARR is so much lower under Zscaler ownership than the amount the company disclosed standalone,\" he further wrote.\nKeyBanc Capital Markets: Zscaler reported billings of $1,202 million, up 32% year-on-year, topping consensus of $1,145 million, which assumed 26% y/y growth, Heath said. Revenue came in at $719 million, beating expectations of $708 million, he added.\nThe company's fourth-quarter ARR of $3.015 billion was sequentially flat, while net new ARR growth accelerated to 16% year-on-year, from 6% in the previous quarter, the analyst stated. \n\"We continue to see strong momentum in the SASE market, a strengthening portfolio of emerging products to cross-sell, and an experienced GTM leadership team selling to the C-suite,\" he further wrote.\nRosenblatt Securities: Zscaler delivered strong quarterly results, \"substantially exceeding expectations across growth and profitability metrics,\" Trebnick said. The company's ARR surpassed $3 billion, with three key growth areas, namely AI Security, Zero Trust Everywhere and Data Security Everywhere, she added.\nThe company announced \"exceptionally strong guidance,\" significantly higher than Street revenue expectations, even without considering the contribution from the Red Canary acquisition, the analyst wrote. \nZscaler seems well-positioned to maintain 22% year-on-year revenue growth, she further stated.\nWedbush: Zscaler's total revenues grew 21% year-on-year and 6% sequentially, Ives said. Management provided strong guidance for fiscal 2026 \"as demand for the company's entire product portfolio remains strong driven by new Cloud and AI solutions,\" he wrote.\nZscaler's ARR grew 22% year-on-year to $3.02 billion, surpassing guidance of $3.00 billion, as demand for zero trust security continues to accelerate driven by strength in the company's new AI products, the analyst stated. The AI segments combined \"are now over $1 billion in ARR and growing faster than total ARR,\" he further stated.\nNeedham: Zscaler's billing grew 32% year-on-year to $1.2 billion, which \"materially outperformed\" implied guidance of $1.140-$1.145 billion and consensus of $1.143 billion, Cikos said. Management guided to 22%-23% ARR growth for fiscal 2026 to $3.676-$3.698 billion, he added.\nThe ARR guidance did not include any contribution from Red Canary contracts that are up for renewal in fiscal 2026, the analyst stated. \"We believe Zscaler is executing at a high-level as a result of the expanded platform and go-to-market changes under CRO Mike Rich,\" he further wrote.\nCantor Fitzgerald: Zscaler outperformed consensus estimates on revenue, billings, earnings, and free cash flows, Ruykhaver said. The company continues to grow its market share, \"benefiting from its simple-to-use, scalable, highly effective, and relatively low-cost solution,\" he wrote.\nZscaler's emerging growth categories of Zero Trust Everywhere, Data Security Everywhere and AI Security, now represent more than $1 billion in combined ARR and are growing faster than the overall business, the analyst stated. Customers contributing $1 million in ARR grew 18% year-on-year in the fiscal fourth quarter, while those spending over $100,000 grew by 13%, he added.\nZS Price Action: Shares of Zscaler had declined by 1.03% to $271.76 at the time of publication on Wednesday.\nRead More:      • Zscaler Just Boosted Zero-Trust Lead—AI, Red Canary Deal Add Momentum\nPhoto: Poetra.RH via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}