ZS Earnings
Tuesday, May 26 2026
EPS Estimate
$1.01
$0.94 – $1.07
Revenue Estimate
$836M
Current Price
$152.13
Our Position
bearish · highMorgan Stanley downgrades Zscaler; short interest surges
structured data
est. revisions stable
(-0.1pp / 30d)
The downgrade and rising short interest reflect growing concerns that competitive and integration challenges will slow Zscaler's revenue growth and pressure its stock price, overshadowing recent ARR and booking gains.
Watch: Watch upcoming earnings for guidance on platform expansion and Red Canary integration progress amid intensifying competition.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Analysts: bearish
Key Context
Analyst Consensus
bearish
Insider Activity
selling
Price Trend
mixed
1-Month Return
+24.5%
From 52w High
-2.1%
Est. Revisions (30d)
-0.2% 40up/0dn
Analyst Target (mean)
$224 $140–$330 +47%
Options P/C Ratio
0.93
Est. Dispersion
13% 42 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Tiger Global, D.E. Shaw, Two Sigma, Renaissance
Recent Activity
insider trades
96 transactions
Other
·
CHAUDHRY JAGTAR SINGH (Chief Executive Officer)
·26,101 shares
Sell
·
BEER JAMES ALEXANDER (Director)
·177 shares
·$27,175
Sell
·
RICH MICHAEL J (Officer)
·3,147 shares
·$492,799
Sell
·
JUDGE RAJ (Officer and Director)
·2,488 shares
·$389,604
Sell
·
CHAUDHRY JAGTAR SINGH (Chief Executive Officer)
·1,941 shares
·$303,947
91 more
Sell
·
RUBIN KEVIN E
·1,682 shr
·$263,390
Sell
·
SCHLOSSMAN ROBERT S
·2,263 shr
·$354,370
Award
·
BROWN ANDREW WILLIAM FRASER
·1,076 shr
Award
·
GIANCARLO CHARLES H
·1,076 shr
Award
·
DARLING SCOTT C
·1,076 shr
Award
·
BLASING KAREN LOUISE
·1,076 shr
Award
·
BEER JAMES ALEXANDER
·1,076 shr
Award
·
NAUGHTON EILEEN
·1,076 shr
Award
·
SCHNEIDER DAVID L.
·1,076 shr
Sell
·
BEER JAMES ALEXANDER
·653 shr
·$148,048
Sell
·
BROWN ANDREW WILLIAM FRASER
·5,000 shr
·$1,152,600
Sell
·
GELLER ADAM
·3,680 shr
·$852,608
Sell
·
SCHLOSSMAN ROBERT S
·5,433 shr
·$1,258,670
Sell
·
RICH MICHAEL J
·4,100 shr
·$946,359
Sell
·
JUDGE RAJ
·3,438 shr
·$793,557
Sell
·
CHAUDHRY JAGTAR SINGH
·2,843 shr
·$656,219
Sell
·
RUBIN KEVIN E
·3,303 shr
·$762,396
Sell
·
SCHLOSSMAN ROBERT S
·3,200 shr
·$1,040,000
Award
·
RICH MICHAEL J
·10,730 shr
Award
·
GELLER ADAM
·10,730 shr
Award
·
SCHLOSSMAN ROBERT S
·7,154 shr
Sell
·
SCHLOSSMAN ROBERT S
·7,006 shr
·$2,140,851
Other
·
CHAUDHRY JAGTAR SINGH
·21,861 shr
Sell
·
GELLER ADAM
·21,657 shr
·$6,116,257
Sell
·
RICH MICHAEL J
·11,718 shr
·$3,289,216
Sell
·
JUDGE RAJ
·4,524 shr
·$1,269,880
Sell
·
CHAUDHRY JAGTAR SINGH
·2,865 shr
·$804,199
Sell
·
SCHLOSSMAN ROBERT S
·3,832 shr
·$1,075,629
Award
·
RICH MICHAEL J
·14,337 shr
Award
·
GELLER ADAM
·18,322 shr
Award
·
JUDGE RAJ
·2,067 shr
Other
·
SCHLOSSMAN ROBERT S
·2,000 shr
Sell
·
GELLER ADAM
·6,671 shr
·$2,037,037
Sell
·
SCHLOSSMAN ROBERT S
·6,764 shr
·$2,058,590
Sell
·
NAIR SYAM
·4,064 shr
·$1,234,245
Sell
·
RICH MICHAEL J
·4,287 shr
·$1,301,971
Sell
·
JUDGE RAJ
·2,957 shr
·$898,047
Sell
·
CHAUDHRY JAGTAR SINGH
·2,849 shr
·$865,247
Sell
·
RICH MICHAEL J
·9,991 shr
·$3,026,063
Sell
·
MANGAL AJAY
·120,000 shr
·$36,106,497
Sell
·
GIANCARLO CHARLES H
·50,000 shr
·$15,220,103
Sell
·
BROWN ANDREW WILLIAM FRASER
·20,333 shr
·$6,033,118
Exercise
·
BROWN ANDREW WILLIAM FRASER
·20,333 shr
·$83,874
Sell
·
SCHLOSSMAN ROBERT S
·4,618 shr
·$1,385,400
Sell
·
GIANCARLO CHARLES H
·17,824 shr
·$5,196,342
Award
·
JUDGE RAJ
·77,096 shr
Award
·
RUBIN KEVIN E
·51,383 shr
Sell
·
NAIR SYAM
·28,947 shr
·$7,236,750
Sell
·
SCHLOSSMAN ROBERT S
·3,590 shr
·$897,500
Sell
·
BROWN ANDREW WILLIAM FRASER
·10,000 shr
·$2,060,000
Exercise
·
BROWN ANDREW WILLIAM FRASER
·10,000 shr
·$41,250
Sell
·
SCHLOSSMAN ROBERT S
·6,645 shr
·$1,341,559
Sell
·
CANESSA REMO E
·3,721 shr
·$741,019
Sell
·
NAIR SYAM
·3,353 shr
·$667,738
Sell
·
RICH MICHAEL J
·3,575 shr
·$711,950
Sell
·
CHAUDHRY JAGTAR SINGH
·2,155 shr
·$429,160
Sell
·
MANGAL AJAY
·190,480 shr
·$38,228,210
Award
·
BROWN ANDREW WILLIAM FRASER
·1,309 shr
Award
·
GIANCARLO CHARLES H
·1,309 shr
Award
·
DARLING SCOTT C
·1,309 shr
Award
·
BLASING KAREN LOUISE
·1,309 shr
Award
·
BEER JAMES ALEXANDER
·1,309 shr
Award
·
NAUGHTON EILEEN
·1,309 shr
Award
·
SCHNEIDER DAVID L.
·1,309 shr
Sell
·
CANESSA REMO E
·6,915 shr
·$1,383,177
Sell
·
SCHLOSSMAN ROBERT S
·6,293 shr
·$1,234,190
Sell
·
NAIR SYAM
·3,682 shr
·$737,576
Sell
·
RICH MICHAEL J
·3,779 shr
·$757,008
Sell
·
CHAUDHRY JAGTAR SINGH
·2,863 shr
·$573,514
Sell
·
GELLER ADAM
·3,579 shr
·$554,033
Award
·
NAIR SYAM
·16,428 shr
Award
·
RICH MICHAEL J
·16,428 shr
Award
·
GELLER ADAM
·53,362 shr
Award
·
SCHLOSSMAN ROBERT S
·10,952 shr
Sell
·
SCHLOSSMAN ROBERT S
·1,435 shr
·$260,740
Sell
·
SCHLOSSMAN ROBERT S
·4,947 shr
·$842,084
Sell
·
BROWN ANDREW WILLIAM FRASER
·8,000 shr
·$1,392,830
Exercise
·
BROWN ANDREW WILLIAM FRASER
·8,000 shr
·$33,000
Sell
·
CANESSA REMO E
·15,910 shr
·$2,711,793
Sell
·
NAIR SYAM
·3,654 shr
·$625,857
Sell
·
RICH MICHAEL J
·4,813 shr
·$824,371
Sell
·
CHAUDHRY JAGTAR SINGH
·2,852 shr
·$488,491
Sell
·
SCHLOSSMAN ROBERT S
·6,220 shr
·$1,065,362
Sell
·
CANESSA REMO E
·15,908 shr
·$2,837,579
Sell
·
SCHLOSSMAN ROBERT S
·10,443 shr
·$1,869,770
Sell
·
NAIR SYAM
·3,677 shr
·$665,280
Sell
·
RICH MICHAEL J
·4,843 shr
·$876,244
Sell
·
CHAUDHRY JAGTAR SINGH
·2,868 shr
·$518,907
Other
·
SCHLOSSMAN ROBERT S
·1,000 shr
Award
·
SCHLOSSMAN ROBERT S
·11,144 shr
Award
·
BEER JAMES ALEXANDER
·2,829 shr
analyst ratings
3 ratings
Citizens
→Market Outperform
10d ago
Morgan Stanley
·down
→Equal-Weight
19d ago
Keybanc
→Overweight
26d ago
Explore more
