Stocks / Software
ZSSoftware
Zscaler, Inc.
$197.251d +2.7%5d +20.3%settled close · 2026-09-17
Mkt cap $22B (4/10)β 1.0552w $118–336Shares 160.8MInd. Services-Computer Programming ServicesNasdaq since 2018Emp. 7,923HQ San Jose, CAzscaler.com
The tape, with the calls on it
Who said what, and what ZS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about ZS
1 shortlatest 2026-09-01
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-01 | Peter LevineManaging Director & Senior Equity Analyst, Evercore ISI | Bearish | We Study Billionaires | Zscaler faces go-to-market execution headwinds and rising competition in its core business from Palo Alto and… |
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Earnings
Next report: 23 Nov 2026
Confirmed date · consensus EPS 1.19. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 3 Sep 2026 | after the close | 1.19 vs 1.12 | -2.9% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where ZS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ 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 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
ZS is in this morning’s Brief.
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