A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles which cybersecurity vendors survive the AI era and which ones quietly become irrelevant.

CrowdStrike's AI security demand is driving AIDR, cloud and identity growth, strengthening its position against cybersecurity rivals.

Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.

Zscaler (ZS) shares came under pressure after a Bloomberg report suggested Anthropic is targeting an IPO size comparable to SpaceX’s record debut. This refocused investors on how AI labs may compete with enterprise SaaS stocks. See our latest analysis for Zscaler. The latest 1 day share price return of Zscaler was down 5.23%, extending a 7 day decline of 7.03%. However, the 30 day share price return of 17.64% points to improving short term momentum against weaker year to date share price and...

In August 2026, Zscaler, Inc. and Carahsoft Technology Corp. expanded their partnership to push Zscaler’s Zero Trust Exchange deeper into the U.S. SMB and mid-market segments through standardized bundles, simplified pricing, and scaled partner enablement. This move highlights Zscaler’s attempt to broaden its customer base beyond large enterprises by packaging its cloud-native Zero Trust platform for smaller organizations that often lack complex in-house security capabilities. We’ll now...

The cybersecurity leader's shares have cooled off just as management is heating up its AI-driven growth story, creating a puzzle for investors.

A number of stocks fell in the afternoon session after competitive pressure from artificial intelligence continued to weigh on the software sector following a Bloomberg report that Anthropic expects its upcoming initial public offering to match or beat the size of SpaceX’s record-setting debut.

Zscaler (ZS) reached $174.95 at the closing of the latest trading day, reflecting a -5.23% change compared to its last close.

Tiger Global substantially increased its Intel stake during Q2, adding another institutional vote of confidence as Intel's AI, data center, and foundry businesses gain momentum.

Palo Alto Networks is leveraging enterprise AI adoption to drive demand across network, AI, identity and security operations.

Zscaler (ZS) is expected to deliver a slight upside to fiscal Q4 results while the setup for fiscal

Cybersecurity companies are poised to see "durable" demand amid their growing role in enterprise art

Although Zscaler (currently trading at $184.03 per share) has gained 6.9% over the last six months, it has trailed the S&P 500’s 13.1% return during that period. This may have investors wondering how to approach the situation.

Cybersecurity firms are a critical enabler of enterprise AI adoption as growing concerns about auton

Bank of America hiked its price targets on cybersecurity stocks on views that worsening AI-based threats support higher valuations.

The average brokerage recommendation (ABR) for Zscaler (ZS) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

OKTA's steadier growth, lower valuation, cross-selling potential and AI-agent upside make it the more attractive cybersecurity stock right now.

In early August 2026, Qualys reported second-quarter 2026 results showing higher sales and earnings, raised its third-quarter and full-year 2026 guidance, launched its AI-powered InstaScan vulnerability detection capability, filed a US$168.68 million ESOP-related shelf registration for 1,089,000 shares of common stock, and joined the CSAI Foundation as a Vanguard member alongside Zscaler. Together, these updates highlight Qualys’s push to deepen its role in AI-enabled cyber risk management...

Several major software companies are likely to top expectations for their upcoming quarterly financi

Zscaler's share price has delivered a 38.2% gain over the past three years, while its current checks show a mixed picture on value and an intrinsic value estimate that points to upside versus the market price. After a weak year for the stock, the key issue for investors is whether that estimated discount and the recent recognition in zero trust security are enough to offset concerns around execution and security risks. Over three years, Zscaler has returned 38.2%, which suggests the stock...

ZS ramps up capital expenditures to support AI security demand, even as higher infrastructure costs threaten near-term free cash flow.

Dali Rajic, who served as president and COO of Wiz before its $32 billion acquisition by Google, will lead OpenAI's global revenue organization

Dali Rajic, the former president and COO of Wiz, will take over as OpenAI prepares for a potential IPO

Zscaler (ZS) concluded the recent trading session at $178.55, signifying a +1.06% move from its prior day's close.

The demand behind the run was already in its subscription commitments two reports before the price moved.

Palo Alto Networks had described the AI attack problem, raised its long-term target and bought an observability platform before the stock repriced.

ZS' discounted valuation may look tempting, but slowing growth, higher spending and execution risks raise concerns for investors.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks.

By Johann M Cherian and Shashwat Chauhan Aug 6 (Reuters) - Wall Street's benchmark S&P 500 struggled for direction in choppy trading on Thursday as investors took a breather from a record-breaking

PANW surges 88.6% in three months on strong AI security demand, but rising integration costs and premium valuation warrant caution.

Why Zscaler Stock Is Back in Focus After a Special Call Zscaler (ZS) has moved back onto investors’ radar after a recent special call, drawing attention to the stock’s latest 2.16% daily gain and its upcoming earnings release. See our latest analysis for Zscaler. For context, Zscaler’s 11.26% 90 day share price return contrasts with a year to date share price decline of 29.97% and a 1 year total shareholder return decline of 45.22%. This points to improving short term momentum after a tougher...

ZS' record-large deal activity is fueled by Zero Trust adoption, AI protection, platform consolidation and surging Z-Flex contract value.

In the most recent trading session, Zscaler (ZS) closed at $154.46, indicating a +2.16% shift from the previous trading day.

Tech Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with David Gerry, Chief Executive Officer of Bugcrowd. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed why AI is transforming cybersecurity by empowering both attackers and defenders, how the company combines AI with its global community of ethical hackers […] The post AI Transforming Cybersecurity: Bugcrowd CEO David Gerry, Live at Nasdaq appeared first on ExecEdge.

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

A number of stocks jumped in the afternoon session after a drop in Treasury yields and growing concerns over the artificial intelligence investment cycle improved the market's appetite for enterprise software.

The latest trading day saw Zscaler (ZS) settling at $151.63, representing a +2.94% change from its previous close.

In the most recent trading session, Zscaler (ZS) closed at $142.26, indicating a -4.34% shift from the previous trading day.

Palo Alto Networks is expanding its Observability platform with Embrace and Synthetics to strengthen digital experience monitoring and AI-driven operations.

Zacks.com users have recently been watching Zscaler (ZS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Citi Wealth's CIO is sounding the alarm on a threat most enterprise budgets are nowhere near prepared for, and she says AI just made it exponentially worse. Here is what she thinks investors should be buying before the rest of the market catches on.

The cybersecurity leader is running hot, but its real value to your portfolio lies in how it moves on its own.

Zscaler stock has fallen 48.0% over the past year, yet the company still screens as attractively priced on several valuation checks, and a Discounted Cash Flow (DCF) estimate currently points to meaningful upside versus the market price. For investors weighing that gap, the issue is whether recent news driven strength in cybersecurity demand and renewed interest in Zscaler is enough to justify the implied intrinsic value. Zscaler shares are down 48.0% over the past year, which puts the...

Zscaler recently appointed Nikhil Mehrotra, a marketing leader with over 18 years of experience and a background at Nutanix, as Senior Director of Marketing, while reporting expanding enterprise adoption of its Zero Trust Everywhere platform across users, cloud workloads, and branch locations. The combination of seasoned marketing leadership and growing uptake of Zscaler’s integrated Zero Trust architecture by more than 700 enterprises highlights how the business is deepening customer...

CRWD is strengthening the Falcon platform with XM Cyber's attack path technology to expand exposure management and support an AI-driven platform strategy.

Zscaler's Zero Trust Everywhere adoption is accelerating, driving larger commitments and cross-selling opportunities across enterprise accounts.

According to the average brokerage recommendation (ABR), one should invest in Zscaler (ZS). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Jim Cramer says AI shocks like DeepSeek are not a one-time event but a permanent feature of the market, and the cybersecurity stocks positioned to profit from every future wave are already moving fast enough to leave most investors behind.

Management laid out a bigger vision for the business, and investors have more than agreed. The question now is how much of that future is already in the price.