Zscaler, Inc. (ZS)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability0/20
Losing money: $-63.2M net income over the last four reported quarters. Revenue over the last four reported quarters was $3.35B, up 21% from $2.76B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 43 sells worth $13.4M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 1 new 5%+ stake disclosure (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings6/15
Share count up 3.0% in a year. Real dilution.
- Analysts45
- Implied upside-1.9%
- Target range$164.75 to $298.00
- EPS expected$1.16 +21%
- A year ago$0.96
- Revenue expected$938.2M +19%
- Estimate range$1.15 to $1.20
ZS closed at $231.33 on Oct 21, up 10.1% since Sep 22. Chart read: price above both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 55% of the 52-week range ($118.05 to $336.27).
Insider buying and selling at Zscaler, Inc. (ZS)
The most recent Form 4 on record for Zscaler, Inc. (ZS) is October 9, 2026, when Adam Geller, Chief Product Officer, sold $5.6M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Adam Geller · Chief Product Officer | Sell | $5.6M | October 9, 2026 | Routine |
| Robert Schlossman · Chief Legal Officer | Sell | $1.1M | September 21, 2026 | Routine |
| Adam Geller · Chief Product Officer | Sell | $2.0M | September 16, 2026 | Routine |
| Kevin Rubin · Chief Financial Officer | Sell | $1.1M | September 16, 2026 | No decision |
| Robert Schlossman · Chief Legal Officer | Sell | $1.3M | December 16, 2025 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Geller Adam · Officer | $245,860 | October 13, 2026 | Executed | Routine |
| Geller Adam · Officer | $5.4M | October 9, 2026 | Not yet reported | Routine |
| Schlossman Robert · Officer | $1.1M | September 21, 2026 | Executed | Routine |
| Geller Adam · Officer | $132,200 | September 21, 2026 | Not yet reported | Routine |
| Geller Adam · Officer | $880,174 | September 17, 2026 | Executed | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | October 20, 2026 | FORM 4 |
| 4 | October 20, 2026 | FORM 4 |
| 4 | October 20, 2026 | FORM 4 |
| 4 | October 13, 2026 | FORM 4 |
| 144 | October 13, 2026 | View on EDGAR |
| 144 | October 9, 2026 | View on EDGAR |
| 8-K | October 6, 2026 | 8-K |
| 4 | September 28, 2026 | FORM 4 |
Zscaler news
All 9 articles
Cybersecurity stocks compared: CrowdStrike (CRWD) vs Palo Alto (PANW) vs Zscaler (ZS) vs SentinelOne (S) vs Fortinet (FTNT)
CrowdStrike, Palo Alto Networks, Zscaler, SentinelOne, and Fortinet all sell cybersecurity, but they make money in different ways. A side-by-side look at their businesses and latest results.
The Trade Desk (TTD) cuts 15% of staff as Zscaler (ZS) discloses layoffs hours earlier
The Trade Desk (TTD) told the SEC it will cut about 15% of staff, with $39 million to $51 million in charges. Zscaler (ZS) disclosed a 3% workforce cut ten hours earlier. They are the only two Item 2.05 filings on our watchlist inside the same 24 hours in a year.
Articles that mention Zscaler without it being the main subject.
Amazon (AMZN) saw a PHP2Shell attack attempt four days before disclosure. Governments took websites offline to install the fix.
A leaked CVE number, a deleted exploit video, and an early patch build all came before PHP's release. Amazon still doesn't know how the first attacker learned about the flaw.
Three AI CEOs asked for a slowdown. Chipmakers sold off worldwide, and cybersecurity stocks went up.
Dario Amodei asked AI labs to slow the pace of capability development, and Sam Altman and Elon Musk agreed. The selloff that followed hit the AI supply chain and bid up the companies that sell defenses against it.
Anthropic withheld its hacking model. CrowdStrike (CRWD) and Palo Alto (PANW) got early access.
Anthropic restricted the model it says is strikingly capable at finding software flaws, and handed it to CrowdStrike, Palo Alto Networks, Cisco and Nvidia instead. What six listed security companies have disclosed since.
Frequently asked questions
When does ZS report earnings?
Zscaler, Inc. (ZS) is scheduled to report quarterly results on November 24, 2026 (estimated). The 41-analyst consensus is $1.16 per share on revenue of $938.2M for the quarter ending October 31, 2026, against $0.96 and $788.1M a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for ZS?
45 analysts cover Zscaler, Inc. (ZS). The consensus rating is Buy. The average price target is $233.31, in a range of $164.75 to $298.00.
Are insiders buying or selling ZS?
We track Form 4 filings for Zscaler, Inc. (ZS). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see ZS SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed October 20, 2026.