Sep. 18 at 4:23 PM
$ZS 🔥 AI DOESN’T WORK WITHOUT SECURITY.
Zscaler just closed FY26 with 25% revenue growth, 25% ARR growth to
$3.77B, and a record 24% non-GAAP operating margin. Q4 revenue hit
$898M, while RPO jumped 27% to
$7.37B.
And now the real opportunity begins: AI agents, autonomous workflows and massive AI data movement all create NEW attack surfaces. Zscaler is positioning Zero Trust, AI Security and Agentic SecOps directly in the middle of that transition. The company already serves 50%+ of the Fortune 500 and 40%+ of the Global 2000.
FY27 guidance calls for roughly
$3.91B–
$3.94B revenue, ~80% non-GAAP gross margins and operating profit growing about 21%.
The AI boom isn’t just about chips and data centers.
Every AI workload has to be secured. Every AI agent has to be governed. Every enterprise has data to protect.
ZS is selling the PICKS AND SHOVELS OF AI SECURITY. 🚀🔐
Bulls, stop waiting for Wall Street to spell it out for you. Build the position BEFORE AI security becomes the next crowded trade. Buy the weakness, hold the shares, and let the numbers do the talking.
$SPY $QQQ
