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Get what investors say about ZS next
1 new call on ZS this week is not on this page yet. Follow ZS free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what ZS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about ZS
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC (uncut) | Zscaler should catch up with cybersecurity peers because its modest year-to-date gain and roughly 50%… |
| 2026-10-26 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC (uncut) | Zscaler is a laggard vs cybersecurity peers (up only 9% YTD vs 100%+ for CrowdStrike/Palo Alto), trades at a… |
| 2026-10-23 | Unknown | Bullish | CNBC (uncut) | ZScaler trades at a 50% EV/sales discount to its historical average despite 25% TAM growth and margin… |
| 2026-10-19 | Sam StovallChief Investment Strategist, CFRA Research | Bullish | Fox Business (uncut) | CFRA raised its rating to Buy after Zscaler's investor day came in line with medium-term expectations, with… |
| 2026-10-09 | Robert HerjavecInvestor, Shark Tank; founder, Herjavec Group | Bullish | Fox Varney & Co (playlist) | AI-driven offensive security automation favors companies like Zscaler that are adapting beyond traditional… |
| 2026-09-01 | Peter LevineManaging Director & Senior Equity Analyst, Evercore ISI | Bearish | We Study Billionaires | Zscaler faces go-to-market execution headwinds and rising competition in its core business from Palo Alto and… |
Next report: 1 Dec 2026
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 3 Sep 2026 | after the close | 1.19 vs 1.12 | -2.9% |
Notable options days
Sessions in the last 120 where ZS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-14 | ||||||
| 2026-09-04 | ||||||
| 2026-09-03 | ||||||
| 2026-08-10 | ||||||
| 2026-07-14 | ||||||
| 2026-05-28 | ||||||
| 2026-05-27 | ||||||
| 2026-05-26 |
ZS on the Wheel
ZS did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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