The reaffirmation removes near-term guidance risk but provides no upside catalyst. Watch for Q1 FY2027 earnings (due early December 2026) for actual results vs. the reaffirmed ranges.
Price Chart
Executive Summary
Zscaler hosted its 2026 Investor Day and reaffirmed its previously provided guidance for Q1 and full fiscal year 2027. No new financial targets or material updates were disclosed beyond the existing outlook, making this a routine reaffirmation event.
Key Facts
- Zscaler reaffirmed Q1 FY2027 revenue guidance of $935M-$939M (~19% YoY growth).
- Zscaler reaffirmed full-year FY2027 revenue guidance of ~$3.908B-$3.938B (16.6%-17.5% YoY growth).
- Full-year FY2027 ARR guidance reaffirmed at $4.396B-$4.426B (16.6%-17.4% growth).
- Full-year FY2027 non-GAAP EPS guidance reaffirmed at $4.86-$4.90.
- Full-year FY2027 free cash flow margin guidance reaffirmed at ~23.0%-23.5%.
- CEO Jay Chaudhry reiterated a long-term $10 billion ARR target.
- No changes to prior guidance; no new preliminary results or strategic pivots announced.
Financial Impact
No new financial data; existing guidance reaffirmed. Revenue growth of ~19% YoY in Q1 and ~17% for the full year.
Risk Factors
- Macroeconomic headwinds could pressure enterprise IT spending and Zscaler's sales cycles.
- Execution on the $10B ARR target is a multi-year aspiration with no near-term milestones.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001713683-26-000200 |
| Document: zsinvestordaypressrelease.htm | 0001713683-26-000200 |
| Document: 0001713683-26-000200-index-headers.html | 0001713683-26-000200 |
| Document: 0001713683-26-000200-index.html | 0001713683-26-000200 |
| Document: 0001713683-26-000200.txt | 0001713683-26-000200 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Institutional Cluster | — | awaiting T+60 | — | — |
Oct 21, 2026 5d ago | ANALYST-UPGRADE | $231.33 | awaiting T+60 | — | $260.45 (+12.59%) |
Oct 9, 2026 17d ago | 144 | $225.78 | awaiting T+60 | — | $260.45 (+15.36%) |
Oct 6, 2026 20d ago | 8-K | $212.25 | awaiting T+60 | — | $260.45 (+22.71%) |
Oct 6, 2026 20d ago | Press Release | $212.25 | awaiting T+60 | — | $260.45 (+22.71%) |
Sep 28, 2026 28d ago | Insider Cluster | $198.36 | awaiting T+60 | — | $260.45 (−31.30%) |
Sep 25, 2026 4w ago | 144 | $199.39 | awaiting T+60 | — | $260.45 (+30.62%) |
Sep 23, 2026 4w ago | Press Release | $214.64 | awaiting T+60 | — | $260.45 (+21.34%) |
Sep 21, 2026 5w ago | Insider Cluster | $210.18 | awaiting T+60 | — | $260.45 (−23.92%) |
Sep 17, 2026 5w ago | Insider Cluster | $197.31 | awaiting T+60 | — | $260.45 (−32.00%) |
US Market Status
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