Zscaler, Inc.

Warnings from Anthropic and Dario Amodei's call for a slower pace on powerful AI models highlight new safety risks from autonomous AI agents. That boosts demand for cybersecurity solutions, with Zscaler—provider of Zero Trust technology—potentially set to benefit directly. Zscaler counts more than 50% of Fortune 500 companies among its customers and processes roughly 750 billion transactions daily through the Zero Trust Exchange. » Więcej na finanzen.net

Zscaler reported a record $3.35 billion revenue in fiscal 2026, up 25% year-over-year, driven by wider adoption of its Zero Trust Everywhere platform. The company introduced AI-focused features — AI Broker, AI Registry and AI Access Graph — to control and monitor agent access to sensitive data. Analysts are broadly bullish with an average price target implying about 25% upside, while management issued conservative fiscal 2027 guidance of ~17% revenue growth and replaced two senior sales executives. » Więcej na finance.yahoo.com

At the Citi Global TMT Conference, Zscaler reported that growth has accelerated thanks to stronger sales efficiency, broader product adoption and customer expansion; net new ARR rose to 17% in the fourth quarter of fiscal 2026. The company is expanding its platform to four pillars (Zero Trust Everywhere, AI Security, Data Security, Agentic SecOps) and reported over $100 million in AI security bookings, a 50% sequential increase in the fourth quarter. Zscaler has launched Agentic SecOps and acquired Red Canary, but is taking a conservative view and does not expect material near-term revenue from these new areas, as many customers are still in the evaluation phase. Management emphasized high customer satisfaction, a growing number of large customer contracts, and a cautious outlook for fiscal 2027 until the new products see broader adoption. » Więcej na de.investing.com