ZS Zscaler, Inc.
BULLISH
Impact: 2/10
ANALYST-UPGRADE
18 firms acted on ZS: Wells Fargo, Mizuho, Bernstein, Macquarie, Morgan Stanley, B. Riley Securities, Wells Fargo, Piper Sandler, Roth Capital, Cantor Fitzgerald, Stephens & Co., B of A Securities, Rosenblatt, Exane BNP Paribas, B of A Securities, Raymond James, Mizuho, JP Morgan
Final — all horizons settled through T+60d ⚠ clustered
ZS ▼ -34.22% at T+60d
LONG call ✗ call lost -34.22% · α vs SPY -32.78% · entry $232.67 → $153.05
Last close $129.25 (close Jun 8) · -44.45% from $232.67 entry
T+1d
-3.00%
call -3.00% · α -1.90%
$225.69
settled 6mo ago
T+5d
-1.53%
call -1.53% · α -2.86%
$229.12
settled 6mo ago
T+20d
-9.52%
call -9.52% · α -11.47%
$210.53
settled 5mo ago
T+60d
-34.22%
call -34.22% · α -32.78%
$153.05
settled 3mo ago
Price Chart
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Executive Summary
18 firms acted on ZS: Wells Fargo, Mizuho, Bernstein, Macquarie, Morgan Stanley, B. Riley Securities, Wells Fargo, Piper Sandler, Roth Capital, Cantor Fitzgerald, Stephens & Co., B of A Securities, Rosenblatt, Exane BNP Paribas, B of A Securities, Raymond James, Mizuho, JP Morgan
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
2/10
Consensus & Targets
Buy / Strong Buy
47 (81%)
Hold
11
Sell / Strong Sell
0
Total Analysts
44
Mean PT
$194.46
Median PT
$195.00
High PT
$250.00
Low PT
$145.00
Current Price
$139.73
Implied Upside
+39.2%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-28 | Wells Fargo | maintain | Overweight | $180.00 |
| 2026-05-27 | UBS | maintain | Buy | $225.00 |
| 2026-05-27 | B. Riley Securities | maintain | Buy | $215.00 |
| 2026-05-27 | Citigroup | maintain | Buy | $175.00 |
| 2026-05-27 | Truist Securities | maintain | Buy | $200.00 |
| 2026-05-27 | BMO Capital | maintain | Outperform | $178.00 |
| 2026-05-27 | Stephens & Co. | maintain | Overweight | $200.00 |
| 2026-05-27 | Morgan Stanley | maintain | Equal-Weight | $145.00 |
| 2026-05-27 | Barclays | maintain | Overweight | $170.00 |
| 2026-05-27 | Stifel | maintain | Buy | $175.00 |
Firm Track Record — Mizuho
Mizuho accuracy: 52% on 2227 calls | avg return: 4.7%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Stephens & Co. | 100% | 3/3 | 19.8% | top tier |
| Truist Securities | 100% | 2/2 | 1.9% | top tier |
| Loop Capital | 80% | 4/5 | 10.8% | top tier |
| Barclays | 73% | 8/11 | 4.2% | top tier |
| Baird | 71% | 5/7 | 8.8% | top tier |
| Stifel | 71% | 5/7 | 1% | top tier |
| Bernstein | 67% | 2/3 | -18.5% | top tier |
| Mizuho | 64% | 7/11 | -2% | top tier |
| BMO Capital | 63% | 5/8 | 12.1% | top tier |
| Wedbush | 60% | 3/5 | 5% | above average |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $1.09 | $1.08 — $1.16 | $877.6M | ↑0 ↓0 |
| +1q | $1.08 | $0.91 — $1.16 | $926.2M | ↑0 ↓0 |
| 0y | $4.13 | $4.10 — $4.33 | $3.3B | ↑0 ↓0 |
| +1y | $4.60 | $3.96 — $5.42 | $3.9B | ↑0 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Institutional
TWO SIGMA INVESTMENTS, LP — trim (-63.9%)
Institutional
NORGES BANK — new
Institutional
MORGAN STANLEY — add (25.4%)
Short Interest
Short: 9,724,771 | Exempt: 772,632 | TRF Vol: 15,460,957 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Documents Analyzed
Report based on filing metadata.
17 reports for ZS
63%
Hit rate
best @ T+1▲ +7.27%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 9, 2026
today
|
Press Release
| $125.20 awaiting T+5 | awaiting T+5 | — | $129.25 (+3.23%) |
|
Jun 8, 2026
1d ago
|
ANALYST-DOWNGRADE
| $138.11 awaiting T+5 | awaiting T+5 | — | $129.25 (+6.42%) |
|
Jun 1, 2026
8d ago
|
ANALYST-UPGRADE
| $155.62 $130.78 | ▼ −15.96% | ▼ −13.21% | $129.25 (−16.95%) |
|
May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $232.67 $229.12 | ▼ −1.53% | ▼ −2.86% | $129.25 (−44.45%) |
|
May 27, 2026
13d ago
|
ANALYST-DOWNGRADE
| $126.17 $134.28 | ▼ −6.43% | ▼ −5.96% | $129.25 (−2.44%) |
|
May 26, 2026
14d ago
|
8-K
| $126.17 $134.28 | ▲ +6.43% | ▲ +5.96% | $129.25 (+2.44%) |
|
May 22, 2026
18d ago
|
ANALYST-DOWNGRADE
| $142.00 $134.27 | ▲ +5.44% | ▲ +5.50% | $129.25 (+8.98%) |
|
May 21, 2026
19d ago
|
Press Release
| $170.38 $139.62 | ▼ −18.05% | ▼ −19.90% | $129.25 (−24.14%) |
|
May 19, 2026
21d ago
|
Press Release
| $174.65 $126.17 | ▼ −27.76% | ▼ −30.05% | $129.25 (−26.00%) |
|
May 18, 2026
22d ago
|
ANALYST-UPGRADE
| $174.21 $183.97 | ▲ +5.60% | ▲ +3.98% | $129.25 (−25.81%) |
Showing 10 of 17
US Market Status
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