ZS Zscaler, Inc. Loading... : Bullish and Bearish Analyst Opinions
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09:30
Jul 15
Jul 15
The author quotes a bearish take on Okta but only says "ZS next" without stating a position, making it a watch for indexing.
LOW
16:13
Jul 14
Jul 14
The author expresses strong bullish conviction on Zscaler, calling it "so fkn good" in reply to a cybersecurity sector list.
18:04
Jul 05
Jul 05
Author questions the cybersecurity sector's bull case due to AI disruption but explicitly states no positions, making this a skeptical watchlist.
LOW
00:51
Jul 01
Jul 01
Cybersecurity must grow alongside low-cost AI platforms.
As low-cost AI platforms emerge, cybersecurity must grow alongside them. If tech exposure is too high, taking profits to buy cybersecurity stocks like Fortinet, Palo Alto Networks, Zscaler, and CrowdStrike is a good strategy.
MED
08:04
Jun 30
Jun 30
The tweet reports a list of stocks receiving analyst upgrades but does not state the author's own position, making it a factual research summary rather than a trade idea.
LOW
00:21
Jun 30
Jun 30
Palo Alto and Fortinet are preferred.
Cybersecurity stocks like Palo Alto Networks and Fortinet are hitting new highs as AI software growth necessitates stronger domestic security in the US, while Zscaler is struggling with valuation burdens.
MED
00:56
Jun 24
Jun 24
Cybersecurity stocks benefit from AI expansion
As AI expands into cloud and data centers, cybersecurity becomes critical to protect data and ensure safe AI operations. Companies like Palo Alto Networks (broad platform), Fortinet (lowest P/E value), CrowdStrike and Zscaler (cloud/SaaS growth) are at new highs. Software security offers a less capital-intensive alternative to AI hardware, and valuations are attractive with strong earnings trends.
HIGH
21:04
Jun 15
Jun 15
SaaS out of favor, avoid Zscaler
Zscaler, a SaaS company, is being dropped from the Nasdaq 100, a black mark. Software-as-a-service stocks have viciously fallen out of favor, as shown by Adobe's disappointing quarter and management exits. The group is in secular decline, so Zscaler should be avoided.
MED
01:48
Jun 12
Jun 12
Nasdaq announces the addition of ALAB, CRWV, NBIS, RKLB, and TER to the Nasdaq-100 while removing CHTR, CTSH, INSM, VRSK, and ZS as part of its quarterly rebalance effective June 22, 2026.
18:53
Jun 09
Jun 09
The author is providing a schedule of upcoming research notes and conference coverage for multiple tickers without expressing any personal directional view or position.
LOW
18:38
Jun 09
Jun 09
AI agents drive Zscaler's zero trust demand.
Zscaler's zero trust architecture is uniquely suited to secure AI agent communication, while legacy firewall-based security is obsolete. The rise of agentic AI and model companies going public will drive massive demand for cybersecurity, acting as a strong tailwind for Zscaler's platform.
HIGH
15:54
Jun 08
Jun 08
Avoid ZS / monitor downside risk: management explanation for weak 2027 guidance is unconvincing versus peers, but the tweet does not disclose an explicit short position.
MED
23:47
Jun 05
Jun 05
Author highlights past Grok-selected stocks that surged roughly 50% on average, framing the method as a proven strategy but not stating current positions.
15:23
Jun 04
Jun 04
Software earnings broadly beat expectations with no fundamental deterioration, though Zscaler's report was a notable exception.
LOW
04:19
Jun 03
Jun 03
Watch ZS as a scaled security platform that may benefit from increased cloud security spend; research note only.
MED
21:28
Jun 02
Jun 02
Watch cybersecurity peers as beneficiaries of PANW's strong results and positive sector read-through; no author position.
MED
04:28
May 29
May 29
The author announces upcoming earnings reviews for MDB, SNOW, and ZS but does not express any personal position or forward-looking trade idea.
LOW
14:28
May 28
May 28
Speaker characterizes ZS as a "fragile company" that blamed guidance miss on non-executive sales departures; bearish commentary but no explicit short or avoid language.
LOW
01:22
May 28
May 28
Zscaler reported its worst single-day decline on record, citing cautious guidance and a sales leadership restructuring; no directional view from speaker.
LOW
19:57
May 27
May 27
ZS dropped 30% after earnings, contrasting with SNOW. Comments highlight “choose your Saas wisely” and “ZS down 30%.” The community sees ZS as a cautionary tale; no bullish pushback in the thread. This is a stock to avoid until sentiment stabilizes. Do not initiate long positions; wait for bottom or short-term mean reversion plays. Extreme drop may attract contrarian buyers – but no support in thread.
MED
17:45
May 27
May 27
Seeking Alpha reports Zscaler's 25%+ crash on weak billings guidance and sector drag on CrowdStrike and Palo Alto Networks, questioning if the correction reflects fundamental demand shift or overreaction.
LOW
16:30
May 27
May 27
ZS post-earnings: demand guidance missed by 3 points, CapEx increase implies further FCF downward revisions; management attributed weakness to two non-executive salespeople departing, which speaker calls a fragile excuse.
MED
12:01
May 27
May 27
Watch ZS as a cautionary signal; down 22% on slowing net new customer adds, highlighting deteriorating demand for enterprise software facing AI competition pressure.
MED
03:57
May 27
May 27
Speaker flags weak forward demand commentary in ZS earnings as a negative catalyst in a market sensitive to structural growth signals; no explicit short position stated.
MED
00:34
May 27
May 27
Zscaler reported departure of two sales leaders and issued a sales slowdown warning on its earnings call — fundamental management and guidance concern flagged.
MED
00:34
May 27
May 27
Zscaler earnings call flagged departure of two sales leaders and a slowing sales warning; fundamental deterioration noted, no directional stance from speaker.
MED
12:41
May 22
May 22
Zscaler watch for breakout.
Zscaler has strong growth (33% revenue growth) and improving cash flows, but is in a consolidation zone. He is waiting for a breakout from a cup-and-handle pattern. It is riskier than ServiceNow but has high potential upside.
MED
00:31
May 14
May 14
Long CrowdStrike, Zscaler, CyberArk, Okta, Qualys, Rapid7, and Palo Alto as agentic AI expands the security budget into identity, zero trust, and vulnerability management.
HIGH
12:24
May 02
May 02
Deep dive on ZScaler notes it's a high-quality stable business with AI tailwind but not well-positioned for AI-driven demand inflection due to seat-based pricing. No directional call.
HIGH
22:17
Apr 23
Apr 23
Zscaler benefits from AI threat surge.
New AI models like Anthropic's Mythos and OpenAI increase software vulnerabilities, creating heightened demand for Zscaler's security platform that hides applications and enforces zero-trust. Enterprises are actively seeking help, and Zscaler is well-positioned to serve them.
MED
About ZS Analyst Coverage
Buzzberg tracks ZS (Zscaler, Inc.) across 22 sources. 13 bullish vs 1 bearish calls from 26 analysts. Sentiment: predominantly bullish (27%). 45 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: Ozark, bryzonx, wliang.