Raised Guidance Amid Wider Losses Might Change The Case For Investing In Zscaler (ZS)

Simply Wall St.03-11 13:16

Zscaler recently reported second-quarter fiscal 2026 results, with sales rising to US$815.75 million while net loss widened to US$34.31 million and the company raised its full-year revenue and annual ...

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Despite the larger loss, the guidance increase suggests management sees continued demand momentum for its cloud-based zero trust security platform. Next, we will examine how Zscaler’s upgraded full-year revenue outlook affects its investment narrative built around zero trust leadership. Outshine the giants: these 18 early-stage AI stocks could fund your retirement.AdvertisementZscaler Investment Narrative RecapTo own Zscaler, you need to believe that zero trust and cloud-delivered security will keep winning enterprise budgets, and that the company can eventually translate strong sales into durable profitability. The latest quarter supports the demand side, with revenue reaching US$815.75 million and full-year revenue and ARR guidance nudged higher, but the wider net loss keeps profitability as the key near term catalyst and underlines the biggest risk: rising costs and competitive pressure in a crowded cybersecurity market. The most relevant update here is Zscaler’s decision to raise its full-year fiscal 2026 revenue guidance to US$3.309 billion to US$3.322 billion and ARR to US$3.730 billion to US$3.745 billion. This small uplift, on top of already strong reported sales, suggests that management still sees solid traction for its zero trust platform, which matters for investors watching whether Zscaler can sustain high growth while gradually improving margins in the face of intensifying competition and larger cloud providers expanding their own security offerings. Yet beneath the higher revenue outlook, investors should also be aware of the risk that ongoing heavy spending to support platform expansion and AI security initiatives could... Read the full narrative on Zscaler (it's free!)Zscaler's narrative projects $4.7 billion revenue and $139.8 million earnings by 2028. This requires 20.5% yearly revenue growth and a $181.3 million earnings increase from -$41.5 million today.Uncover how Zscaler's forecasts yield a $304.23 fair value, a 94% upside to its current price.Exploring Other PerspectivesZS 1-Year Stock Price Chart Before this earnings beat and guidance lift, the most bullish analysts were already assuming Zscaler could reach about US$4.8 billion in revenue and roughly US$310 million in earnings by 2028, which is a far more optimistic path than the consensus view. If you buy into that upside and the idea that long term contracts and programs like Z Flex can supercharge recurring revenue, this quarter’s guidance change might strengthen that case or prompt a rethink, depending on how you weigh the higher losses against the upgraded outlook.Explore 6 other fair value estimates on Zscaler - why the stock might be worth just $175.13!Form Your Own VerdictDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your Zscaler research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.Our free Zscaler research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zscaler's overall financial health at a glance.Looking For Alternative Opportunities?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:Find 48 companies with promising cash flow potential yet trading below their fair value.AI is about to change healthcare. These 32 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.Explore 22 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Zscaler might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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