What changed
$ZS — WATCHLIST 📊
Zscaler, Inc. operates as a cloud security company worldwide.
🎯 Q2 2026 | Rev $1B | EPS $1.08 vs $1.01 🟢
💡 Consensus underestimated Q3 earnings, but the modest guidance raise and high multiple suggest the beat is likely priced in. No significant variant view exists unless ARR growth accelerates further, which is not yet evident.
📉 Reward/risk: 1.3:1
🏢 Business Quality: 9/10
📊 Valuation: rich - at ~26x forward EV/ARR (based on $100B market cap and $3.74B ARR), ZS trades above peers like CRWD (22x) and PANW (15x).
🔮 Catalyst: Recent earnings beat and guidance raise driving analyst estimate revisions; next quarterly report likely in late August 2026.
💰 Entry: $128.29, stop $115, target $145
📊 Our read: WATCHLIST. Full analysis →
https://stockduty.xyz/s/ZS0624