ZS earnings

Catalyst

ZS earnings

ZS earnings — 2026-09-03

Zscaler reported fourth-quarter fiscal 2026 results after the close on September 3: revenue of $898.2 million, up 25% year over year, ARR of $3.771 billion, also up 25%, and a record non-GAAP operating margin of 24% (StockTitan and QuiverQuant press-release coverage). CNBC and Tikr both describe the quarter as a beat on every line — revenue, EBITDA, EBIT, net income, and EPS versus Street estimates — though neither states the specific EPS actual in this pull. Full-year fiscal 2027 guidance came in below the prior year's pace: revenue growth of 16.6%–17.5% (versus 25% in fiscal 2026) and EPS guidance of $4.860–4.900. Barclays raised its price target from $170 to $192 on the print, maintaining an overweight rating.

CNBC characterized the session as the stock's "worst day ever" despite the beat, attributing the cautious guidance in part to recent sales-leader departures. That characterization is the source's own framing, not this desk's settled-price read: ZS's settled close on 2026-09-04 was $169.80, down 4.5% on the day on 2.97x average volume, RSI 48.3 in a weak-up trend. The desk's price truth is the settled figure above; CNBC's "worst day ever" language is quoted for its own claim, not verified against that close.

Sources

  • Q4 FY2026 revenue, ARR, and operating margin: StockTitan press-release coverage, 2026-09-03, via latest
  • Beat-on-every-line characterization and sales-leader departures: CNBC, 2026-09-04, same pull; Tikr, 2026-09-04, same pull
  • FY2027 EPS guidance and Barclays price-target raise: TickerReport, 2026-09-03, same pull
  • Q4 FY2026 revenue and ARR (duplicate confirmation): QuiverQuant, 2026-09-03, same pull
  • Settled price, volume, RSI and trend: ai-scan
8 events
DateTypeEvent
Sep 3 ScanLazarus Scan Sep 4 ScanBargain Bin Scan — Second Straight Zero Strict Hit Cycle As LULU Cracks Toward The Line On A Real Earnings Adjacent Drop, AVGO's 200 Day Test Resolves Down While QCOM's Resolves Up, MCD And HON Both Slide Toward Oversold, COST's One Year Return Flips Negative Sep 4 ScanCybersecurity Scan — September 4, 2026 Close Sep 4 ScanLazarus Scan Sep 4 ScanTech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway Sep 4 ScanInsider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver Sep 2 ScanLazarus Scan Sep 4 ScanAI Scan

No direct external sources are attached to this read.