Zscaler (NASDAQ: ZS) is poised to announce its financial results for the first quarter of fiscal year 2026 after market close on November 25, 2025. Analysts anticipate earnings of $0.85 per share and revenue of approximately $773.86 million for this quarter. Following this announcement, Zscaler has projected its full-year guidance for fiscal 2026 at between $3.640 and $3.680 earnings per share (EPS).
Investors can tune in to the earnings call, scheduled for 4:30 PM ET on the same day, for insights into Zscaler’s financial performance and strategic outlook. This release follows Zscaler’s previous earnings report on September 2, when the company exceeded expectations with earnings of $0.89 per share, surpassing the consensus estimate of $0.80 by $0.09.
During that quarter, Zscaler reported revenue of $719.23 million, significantly outpacing analyst projections of $707.15 million. This performance represented a robust year-over-year revenue growth of 21.3%, compared to $0.88 earnings per share in the same quarter the previous year.
Current Stock Performance
As of Friday, Zscaler shares opened at $275.01. The company maintains a current ratio and quick ratio of 2.01, alongside a debt-to-equity ratio of 0.95. With a market capitalization of $43.53 billion, Zscaler’s price-to-earnings (P/E) ratio stands at -1,018.56, and the stock has demonstrated a beta of 1.06. Over the past year, Zscaler has experienced a low of $164.78 and a high of $336.99.
Analysts have expressed mixed sentiments regarding Zscaler’s future performance. Current forecasts suggest that the company may achieve $0 EPS for the ongoing fiscal year and $0 EPS for the subsequent year.
Insider Trading Activity
In recent transactions, CEO Jagtar Singh Chaudhry sold 2,865 shares of Zscaler stock on September 16, at an average price of $280.70, totaling $804,205.50. Following this sale, Chaudhry holds 350,700 shares valued at approximately $98.44 million, representing a 0.81% decrease in ownership.
Additionally, EVP Raj Judge sold 4,524 shares on the same day, with a total transaction value of $1,269,886.80. Post-sale, Judge retains 73,832 shares valued at about $20.72 million, reflecting a 5.77% reduction in their stake. Over the past ninety days, company insiders have sold a cumulative 43,084 shares worth $12.45 million, and corporate insiders now own 18.10% of the company’s stock.
Institutional Investor Activity
A number of hedge funds have recently adjusted their positions in Zscaler. Sivia Capital Partners LLC acquired a new stake valued at approximately $252,000 during the second quarter, while Equity Wealth Partners LLC and Thrivent Financial for Lutherans both made new investments valued at $232,000. Other notable transactions include B. Riley Wealth Advisors Inc., which invested $271,000, and Rakuten Securities Inc., which increased its stake by 36.2% during the same period.
Overall, institutional investors own 46.45% of Zscaler’s shares, reflecting significant confidence in the company’s future prospects.
Zscaler operates as a global leader in cloud security, providing comprehensive solutions such as the Zscaler Internet Access and Zscaler Private Access, which ensure secure connectivity for users and devices accessing cloud-based applications. As the company approaches its earnings release, market participants will closely monitor its performance and guidance to gauge its trajectory in the competitive cybersecurity landscape.
