Growth Across Zscaler's Core Products Is Decelerating -- Market Talk

Dow Jones02-28

1311 ET - Zscaler's newer offerings are scaling well, which Oppenheimer analysts view as a positive evolution of the cybersecurity company's business model. Its F2Q results were solid, the analysts say in a research note, noting a higher-than-expected top line, margin expansion and current-quarter outlook ahead of expectations. That said, though, annual recurring revenue growth for the company's core Zscaler Internet Access and Zscaler Private Access offerings is decelerating. The analysts additionally note that elevated churn rates across certain businesses could become a modest drag on growth moving forward. Oppenheimer cuts its price target to $280 from $345, accounting for lower peer multiples. Shares sink 14%. (connor.hart@wsj.com)

(END) Dow Jones Newswires

February 27, 2026 13:12 ET (18:12 GMT)

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The analysts additionally note that elevated churn rates across certain businesses could become a modest drag on growth moving forward. Oppenheimer cuts its price target to $280 from $345, accounting for lower peer multiples. Shares sink 14%. 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