Zscaler News
35 articles
growth-positive
High Growth Tech Stocks In The US Market With Promising Potential
Agios Pharmaceuticals, Inc., a biopharmaceutical company with a market cap of $2.51 billion, is focused on the discovery and development of cellular metabolism-based medicines. Despite a net loss of $304.74 million for the nine months ending September 2025, the company shows significant potential with its innovative drug, PYRUKYND®. This oral pyruvate kinase activator has received positive opinions from European regulators for new therapeutic indications, enhancing its role in treating complex diseases like thalassemia. Agios Pharmaceuticals is projected to have an annual revenue growth of 57.2% and earnings growth of 43.6%, indicating strong future prospects.
Product Stage
growth-negative
Cybersecurity Stocks: With Earnings On The Way, Focus Shifts To 2026 Outlooks
The article discusses the mixed results of cybersecurity stocks in 2025, with a particular focus on Check Point, which is set to report its earnings on Tuesday. Investor attention is shifting towards the 2026 outlooks for these companies. The article implies a growth-negative impact on Check Point due to the mixed results in the sector. The key theme revolves around earnings and future outlooks, with no specific mention of partnerships, acquisitions, or customer changes.
Networking, Cybersecurity Stocks' Strong Momentum Seen Continuing in Intermediate Term, BofA Says
The article mentions a strong momentum in major networking and cybersecurity stocks, indicating a positive trend in the sector. However, the specific details about any particular company, such as investments, partnerships, or acquisitions, are not provided in the text. The article seems to be part of a premium news service, suggesting that more detailed information is available to subscribers. The companies mentioned in the article include PANW, CRWD, AKAM, ZS, and CIEN, but no specific events or impacts are detailed for these companies.
growth-positive
AI Party Is Not Over, Goldman Sachs Issues Top Picks
Goldman Sachs is focusing on artificial intelligence as a key investment area, emphasizing infrastructure and data management as prime opportunities. Brook Dane, co-head of public tech investing at Goldman Sachs, highlighted companies like Nvidia, TSM, Snowflake, and HubSpot as beneficiaries of the AI boom. Despite concerns over high valuations, Dane believes selective stock picking can yield significant returns as enterprise adoption and capital spending increase. Nvidia is a top pick for the firm, benefiting from substantial capital expenditure in AI. Dane also identified opportunities in AI infrastructure, data security, and applications, with companies like Samsara and HubSpot leveraging AI to drive growth.
growth-positive
Exploring 3 High Growth Tech Stocks in the US Market
Intapp, Inc. is a company that provides AI-powered solutions, primarily generating revenue from its Software & Programming segment. With a market cap of $3.36 billion, Intapp is on a path to profitability within three years, with an anticipated annual earnings growth of 107.61%. The companys strategic focus on AI technology is highlighted by its recent adoption by Infinedi Partners for the DealCloud platform, which aims to enhance operational efficiencies in the financial sector. This move diversifies Intapps client base and strengthens its position in high-growth tech sectors. The companys commitment to innovation is evident in its R&D investments, aligning expenses with long-term growth objectives.
CustomersPartners
growth-positive
Can FTNT Stock Recover From YTD Drop on AI Security Push? How to Play
Fortinet is navigating a complex cybersecurity landscape with a strategic focus on AI and cloud security initiatives. Despite a 15.56% decline in stock value year-to-date, the company reported strong second-quarter 2025 results, with a 14% increase in revenue and a 15% rise in billings. Fortinets pivot towards high-growth segments like Unified SASE and Security Operations is yielding significant results, outpacing the broader market. The company maintains strong financial health, with substantial cash reserves and robust margins, allowing for continued innovation. Fortinets AI-powered security solutions, backed by over 500 AI-related patents, position it as a leader in the market, addressing the rise of AI-enabled cybercrime. The companys recognition in the 2025 Gartner Magic Quadrant for SASE Platforms underscores its competitive advantage.
Product StageInvestment
growth-positive
This Stock Could Pay Off Better Than a Lottery Ticket -- if You Hold Long Enough
SentinelOne, a cybersecurity company, is experiencing growth due to its expansion into AI-native security solutions and generative AI-powered security. The companys annual recurring revenue grew by 24% year-over-year, reaching over $1 billion. SentinelOnes acquisition of Prompt Security positions it to secure AI-driven workloads, potentially becoming a significant growth catalyst. The companys AI-powered security assistant, Purple AI, is growing rapidly, and its new licensing model is driving customer adoption. Despite competition from giants like Microsoft and CrowdStrike, SentinelOnes valuation is attractive, trading at a lower price-to-sales ratio compared to peers. Analysts project significant revenue and earnings growth by 2030, suggesting potential for substantial share price appreciation.
AcquisitionCustomers
growth-positive
GeneDx Holdings And Two Additional Stocks Estimated To Be Undervalued
GeneDx Holdings Corp., a genomics company with a market cap of approximately $3.72 billion, is trading significantly below its estimated fair value. The company reported a shift to profitability with Q2 revenue of $102.69 million, up from $70.51 million last year, and net income of $10.81 million. Despite being dropped from several indices and experiencing insider selling, GeneDxs earnings are forecasted to grow substantially above market rates, supported by advancements in genomic testing technologies. The companys future financial outlook appears strong, with a focus on growth and profitability.
growth-positive
3 Growth Companies With High Insider Ownership And 58% Earnings Growth
Celcuity Inc., a clinical-stage biotechnology company, is developing targeted therapies for solid tumors in the U.S. The company has a market cap of $2.12 billion and a high insider ownership of 10.4%, indicating strong confidence in its growth potential. Celcuitys innovative drug pipeline is highlighted by the recent FDA acceptance of its NDA for gedatolisib in advanced breast cancer, following positive Phase 3 results. Despite a net loss of $45.27 million for Q2 2025, the companys revenue is expected to grow at 62.9% annually, significantly outpacing the market. This positions Celcuity for strong future prospects.
Product StageFDA approved/pending approval
growth-positive
AMD upgraded, PDD downgraded: Wall Street’s top analyst calls
The article discusses recent research calls on Wall Street, highlighting upgrades and downgrades for various companies. AMD was upgraded by Truist to Buy with a new price target of $213, up from $173. The upgrade was based on increased partnerships with hyperscale customers deploying AI, indicating a positive growth outlook. Qualcomm, Okta, Nio, and Extra Space Storage also received upgrades, while PDD Holdings, Keurig Dr Pepper, Constellation Brands, Generac, and Skechers were downgraded. The article emphasizes the importance of these research calls for investors and provides insights into the companies future prospects.
PartnersCustomers
growth-positive
Fortinet Expands Share Buyback Program by $1B: Buy Now or Hold?
Fortinet has expanded its share repurchase program by $1 billion, bringing the total authorized amount to $9.25 billion, with the program extended through February 2027. This move highlights managements confidence in Fortinets financial health and future prospects. The company reported strong second-quarter 2025 results, with a 14% increase in revenues and a 15% rise in billings. Fortinets robust cash position and consistent cash flow generation, driven by its subscription-heavy revenue model, support its expanded buyback program. The companys SASE strategy is gaining traction, contributing significantly to its growth. Despite increased R&D spending on AI initiatives, Fortinet maintains operational efficiency with a 33% non-GAAP operating margin. However, questions remain about sustainable revenue growth post the current hardware refresh cycle.
PIPE/PO
growth-positive
Next-Generation Firewall Market Surges to $8.6 billion by 2028 - Dominated by Palo Alto Networks (US), Cisco (US), Fortinet (US)
MarketsandMarkets Research Pvt. Ltd. reports that the global Next-Generation Firewall (NGFW) market is projected to grow significantly, from USD 5.0 billion in 2023 to USD 8.6 billion by 2028, at a CAGR of 11.4%. The growth is driven by the rising demand for NGFWs due to increased cyber-attack threats and the growing trends of IoT and BYOD, which heighten network security needs. The report highlights the integration of advanced technologies and increased adoption of cloud services as key opportunities. The emergence of machine learning-powered NGFWs and zero-trust technology are noted as transformative trends in the cybersecurity landscape.
growth-positive
Palo Alto Networks to Enter Identity Security Space With $25 Billion CyberArk Acquisition
Palo Alto Networks (PANW) is set to acquire CyberArk (CYBR) in a significant $25 billion deal. This acquisition is expected to enhance Palo Alto Networks cybersecurity capabilities and expand its market reach. The transaction underscores the companys strategic focus on strengthening its position in the cybersecurity sector. The deal is likely to be growth-positive for Palo Alto Networks, as it integrates CyberArks technology and expertise into its operations. This acquisition reflects the ongoing trend of consolidation in the cybersecurity industry, as companies seek to bolster their offerings and competitive edge.
Acquisition
growth-positive
AI-Driven Cybersecurity Boom Makes These 3 Stocks Worth Buying
The article discusses the growing importance of cybersecurity as a business priority, driven by increasing cyberattacks and the need for advanced protection solutions. Companies like CyberArk are leveraging AI to enhance their cybersecurity offerings, positioning themselves strongly in the fast-growing market. CyberArks new Secure AI Agent solution addresses AI-driven machine identity risks, and its acquisitions of Venafi and Zilla are bolstering its identity security capabilities. The global cybersecurity market is expected to grow significantly, with AI playing a crucial role in automating threat detection and response.
AcquisitionPartners
growth-positive
Analyst Bullish on Crowdstrike Holdings (CRWD) Says Cybersecurity Could Be ‘Biggest Subsector’ For Tech
Crowdstrike Holdings Inc (NASDAQ:CRWD) is highlighted as a strong performer in the cybersecurity sector, with its shares up 36% this year. Despite the underperformance of cybersecurity stocks, analysts like Dan Ives believe the market is wrong and that cybersecurity could be a leading subsector in tech. Crowdstrike benefits from increasing network complexity and security threats, with strong uptake of new customer packages. The article also mentions the potential of AI stocks, suggesting that some may offer higher returns. The article is originally published at Insider Monkey.
Customers
growth-positive
Can Cybersecurity Boom Push FTNT Stock Past its 10.5% Gain in 6 Months?
Fortinet has demonstrated resilience in a challenging market, achieving a 10.5% stock gain over six months, outperforming the broader Zacks Computer and Technology sector. The companys strong fundamentals and operational excellence are highlighted by a 14% revenue growth to $1.54 billion, driven by product and service revenue increases. Fortinets recognition as a Leader in the 2025 Gartner Magic Quadrant for SASE Platforms and its investment in AI and platform integration position it for sustained growth. The companys deep AI integration and ASIC-based hardware create a competitive advantage, with over 500 AI patents and significant traction in the Secure Access Service Edge market.
growth-positive
PANW Stock Trades at a Discount: Should You Buy, Sell or Hold?
Palo Alto Networks, Inc. is currently trading at a discounted valuation compared to its industry peers, making it an attractive option for investors. The company is well-positioned to benefit from the growing demand for advanced cybersecurity solutions, with the global market projected to expand significantly. Palo Alto Networks strategic partnership with NVIDIA to develop AI-powered private 5G security solutions highlights its focus on next-generation technologies. The companys transition to a platform-based model has been successful, securing over 90 new platform deals in the third quarter of fiscal 2025. Despite a slowdown in sales growth, with revenue growth in the mid-teen percentage range, the company continues to innovate in AI, automation, and cloud security, reinforcing its competitive edge.
PartnersCustomers
growth-positive
CrowdStrike’s Rally Is Splitting Wall Street. Why This Analyst Still Backs It.
CrowdStrikes stock has seen a significant rise of 45% this year, leading to a division among Wall Street analysts regarding its valuation. Despite concerns from some analysts, Wedbush remains optimistic about the cybersecurity companys potential for continued growth. The article highlights the ongoing debate over CrowdStrikes valuation and its future prospects in the cybersecurity market.
growth-negative
Is Zscaler Stock a Buy, Sell or Hold at a P/S Multiple of 15.56X?
Zscaler, Inc., a leading cybersecurity company, is facing challenges despite its high-growth trajectory. The companys current price-to-sales multiple is higher than the industry average, raising concerns about its stock valuation. Revenue growth has slowed to 22.6% in fiscal 2025, compared to higher growth rates in previous years. Economic uncertainty has led to cautious IT budgets among customers, resulting in longer deal cycles. Zscaler faces competition from companies like Palo Alto Networks and CrowdStrike, which are investing heavily in future cybersecurity technologies. Despite these challenges, Zscaler continues to innovate, with its Zero Trust Exchange gaining significant adoption. The company aims to expand its customer base and sales force, though this may impact near-term profitability.
CustomersExpand
growth-positive
Zscaler's Platform Keeps Growing: Is Zero Trust Everywhere the Key?
Zscaler is expanding its Zero Trust Exchange with the introduction of Zero Trust Everywhere, which extends security to cloud workloads and branches. In the third quarter of fiscal 2025, Zscaler reported a 60% sequential growth in Zero Trust Everywhere enterprises, with 59% of Zero Trust Branch buyers being new customers. The company aims to exceed 390 customers by the end of fiscal 2026. Zscaler launched several new products, including the Unified Appliance for Branch and Zero Trust Gateway for Cloud Workloads, which are gaining traction. The company is also enhancing its AI-driven microsegmentation capabilities for cloud workloads. These developments position Zscaler for long-term growth in the enterprise security market.
CustomersProduct Stage
growth-positive
Zilla's Early Wins: Can it Accelerate CyberArk's Expansion?
CyberArk continues to expand its identity security platform, reporting an Annual Recurring Revenue (ARR) of $1.215 billion in the first quarter of fiscal 2025. The acquisition of Zilla Security in February 2025 has contributed significantly to this growth, adding $5 million in ARR. Zilla Security, an identity governance company, enhances CyberArks platform with AI-powered identity governance and administration capabilities. The acquisition has been well-received, with positive customer feedback, particularly in simplifying access reviews and automating provisioning. Zillas offerings, such as Zilla Comply and Zilla Provisioning, are now integral to CyberArks platform. The company anticipates further contributions from Zilla in the latter half of 2025 and into 2026. Meanwhile, competitors like Palo Alto Networks and Zscaler are also enhancing their security platforms.
AcquisitionCustomers
growth-positive
3 Top Cybersecurity Stocks to Buy in June
The article discusses the growth potential of three cybersecurity companies: Zscaler, CyberArk, and Cloudflare. Zscaler is highlighted for its cloud-native zero trust systems, serving over 7,500 customers and securing more than 500 billion transactions daily. Analysts expect Zscalers revenue to grow at a compound annual rate of 21% from fiscal 2024 to 2027, with profitability anticipated by 2027. The company plans to expand its AI-powered ZDX Copilot platform and integrate its acquisition of Red Canary. CyberArk focuses on privileged access management and has acquired Venafi to boost its revenue. Cloudflare aims to enhance its CDN and AI capabilities. The article suggests these companies are well-positioned for growth despite economic challenges.
CustomersAcquisitionPartners
growth-positive
Zscaler Nears $3B ARR Goal: Can It Maintain the Momentum Through FY25?
Zscaler ended the third quarter of fiscal 2025 with $2.9 billion in annual recurring revenues (ARR), marking a 23% year-over-year growth for the third consecutive quarter. The company aims to reach $3 billion ARR by the end of the fourth quarter of fiscal 2025. A significant contributor to this growth is the Z-Flex purchasing program, which generated $65 million in TCV bookings in its first quarter. Zscalers strategic focus on Zero Trust Everywhere, Data Security Everywhere, and AI-driven Agentic Operations has resulted in nearly $1 billion in ARR. The company has over 210 enterprise customers in the Zero Trust segment, with plans to triple this number by fiscal 2026. Zscalers shares have risen 66.3% year-to-date, outperforming the Zacks Security industrys growth of 22%.
CustomersProduct Stage
growth-positive
Is CyberArk's AI Focus Enough to Sustain Its ARR Growth Momentum?
CyberArk Software reported strong first-quarter fiscal 2025 results, with Annual Recurring Revenues (ARR) reaching $1.22 billion, up from $1.17 billion in the previous quarter. The companys shift to a subscription-based model has provided financial stability, with subscription ARR now accounting for 85% of total ARR. CyberArk is expanding into AI with its new Secure AI Agent product, designed to protect AI systems. The company secured significant customer wins, including a multi-six-figure ARR deal with a U.S.-based software company. CyberArk aims for full-year fiscal 2025 ARR of $1.41 to $1.42 billion, indicating a 21% year-over-year growth. Competitors like Zscaler and SentinelOne are also experiencing growth through AI innovations.
Customers
growth-negative
Q1 Earnings Highlights: Okta (NASDAQ:OKTA) Vs The Rest Of The Cybersecurity Stocks
The article reviews the Q1 earnings results of cybersecurity companies, focusing on Okta and Zscaler. Okta reported revenues of $688 million, marking an 11.5% year-on-year increase and exceeding analysts expectations by 1.2%. Despite a solid start to FY26 with record operating profit and robust free cash flow, Oktas stock has declined by 17.6% since the earnings report, currently trading at $103.50. Meanwhile, Zscaler reported revenues of $678 million, a 22.6% increase year-on-year, and saw its stock rise by 19.4% post-reporting. The article highlights the continued growth and challenges within the cybersecurity sector.
growth-positive
Should You Buy, Sell or Hold ZS Stock After a 46% Rise in 3 Months?
Zscaler, Inc. has experienced a significant stock price increase of 46% over the past three months, outperforming its industry peers. The company has launched new solutions and formed strategic partnerships, including with SAP and NVIDIA, to enhance its cybersecurity offerings. Zscaler has also acquired Red Canary to expand its capabilities in managed detection and response solutions. The integration of AI technologies and partnerships with companies like CrowdStrike are strengthening Zscalers product portfolio. The companys financial performance is robust, with a high dollar-based retention rate and a growing number of high-value customers.
PartnersAcquisitionCustomers
growth-positive
4 Top Cybersecurity Stocks to Buy in May
The article discusses four top cybersecurity companies: Palo Alto Networks, CrowdStrike, Zscaler, and SentinelOne. Palo Alto Networks is transitioning to a comprehensive cybersecurity platform, consolidating customers onto its main platforms. CrowdStrike is benefiting from companies consolidating their cybersecurity needs and is a leader in endpoint security. Zscaler is a leader in zero-trust security and is expanding into data security, showing strong growth. SentinelOne is a fast-growing endpoint cybersecurity company with a significant opportunity as Lenovo will ship its computers with SentinelOnes Singularity Platform. The article suggests these companies are well-positioned for growth in the cybersecurity sector.
CustomersPartners
growth-positive
3 Cybersecurity Stocks You Can Buy and Hold for the Next Decade
The article discusses the growth potential of three cybersecurity companies: Palo Alto Networks, Zscaler, and SentinelOne. Palo Alto Networks is highlighted for its strong customer base, including nine of the Fortune 10 companies, and its strategic focus on integrating new services into its platform to drive out competition. The companys revenue grew at a CAGR of 23% from fiscal 2019 to 2024, and it turned profitable on a GAAP basis in fiscal 2023. Analysts expect continued growth in revenue and EPS for fiscal 2025. Zscaler and SentinelOne are also noted for their growth and strategic positions in the cybersecurity market.
Customers
growth-positive
US High Growth Tech Stocks to Watch
Advanced Energy Industries, Inc. (AEIS) is navigating a volatile market environment with a focus on precision power conversion, measurement, and control solutions. Despite a dip in annual sales, the company shows a promising growth trajectory with earnings expected to surge by 53.7% annually. AEIS is leveraging its strong balance sheet for potential acquisitions to enhance its technological capabilities and market position, particularly in industrial and medical sectors. The companys proactive management strategies and investment in R&D are positioning it favorably within the high-tech landscape, making it a noteworthy option for investors amidst broader market turbulence.
Product StageAcquisition
growth-negative
Strength Seen in Zscaler (ZS): Can Its 3.1% Jump Turn into More Strength?
Zscalers stock experienced a 3.1% increase in the last trading session, closing at $180.06, following a broader market recovery after a sell-off triggered by a reciprocal tariff announcement by President Trump. Despite this uptick, Zscalers stock has seen a 16.3% loss over the past four weeks. The company is expected to report quarterly earnings of $0.75 per share, a 14.8% decrease year-over-year, with revenues projected to rise by 20.4% to $666.11 million. However, the consensus EPS estimate has been revised down by 3.2% over the last 30 days, indicating potential challenges ahead. Zscaler holds a Zacks Rank #3 (Hold).
growth-positive
Zscaler Offices - Ramat Gan | Office Snapshots
Zscaler, a leader in cloud security, has unveiled its new 1,500 square-meter office in Ramat Gan, designed by Switchup. The office features Scandinavian-inspired design elements, abundant natural light, and efficient layouts to foster collaboration and innovation among employees. The workspace combines functionality with modern aesthetics, using soft blue tones and natural oak to create a calm and professional environment. The design prioritizes both form and function, supporting Zscalers dynamic work culture and enhancing productivity. This new office reflects Zscalers commitment to innovation, collaboration, and employee well-being, providing a space that inspires creativity and connection.
growth-positive
Zscaler acquiring cyber startup Avalor for $350 million | CTech
Zscaler, an American cybersecurity company, is acquiring Israeli startup Avalor for $350 million. This is Zscaler’s third acquisition in Israel. Avalor, which raised $25 million in Series A funding last April, will operate as an independent unit within Zscaler and continue the development of its data solutions to enhance Zscalers cloud security platform. The companys investors, especially Cyberstarts, are expected to see a return of 10x or more on their investment in the company.
AcquisitionInvestment
growth-positive
These Are The 5 Best Stocks To Buy And Watch Now
The article discusses the potential of five stocks: Axon Enterprise, MongoDB, Expedia, Lennar, and Synopsys. It provides an in-depth analysis of each companys performance and future prospects. Axon Enterprise is expanding into retail and healthcare sectors, MongoDB is benefiting from its relationship with Amazon, Expedia is expected to grow earnings by 29% in 2023, Lennar is benefiting from a housing shortage, and Synopsys recently acquired Ansys. The article suggests that these stocks are good investment options.
InvestmentAcquisition
Growth-Positive
Zscaler acquiring Israeli cybersecurity platform Canonic Security | CTech
Zscaler, an American cybersecurity company, is acquiring Canonic Security, an Israeli SaaS application security platform. The cost of the acquisition is estimated to be several dozen million dollars. Canonic, which has developed a platform designed to prevent organizations growing risks of SaaS supply chain attacks, has raised only $6 million to date. The companys 30 employees will all join Zscaler. Canonic was founded in 2020 by cybersecurity industry veterans CEO Boris Gorin and CTO Niv Steingarten.
Acquisition
growth-positive
Zscaler buys Israeli cloud security co Trustdome
US cloud security company Zscaler Inc. has announced plans to acquire Israeli cloud infrastructure entitlement management company Trustdome. The financial details of the deal were not disclosed. Trustdome’s development team and CIEM technology will be integrated with Zscalers Cloud Security Posture Management (CSPM) platform. This acquisition will also mark the opening of Zscalers first development center in Israel. The transaction is expected to close prior to the completion of Zscaler’s fiscal third quarter.
AcquisitionExpand
