$ZS mention timeline

Zscaler. Every tracked FinTwit mention of $ZS, newest first. 100 mentions since the first on Sep 18, 2025. See the price chart.

July 2026 · 1 mention

Jul 5
Wayne Liang — I'm genuinely curious why people are still heavily invested in cybersecurity? I can understand the appeal for $PANW, $CRWD, $ZS, or companies that are aggressively adapting, but f…↗

June 2026 · 7 mentions

Jun 13
Shay Boloor — AGENTIC AI SECURITY STACK • $ZS Zero Trust access layer for agent-to-app activity • $NET edge security & AI Gateway for internet-facing agent calls • $RBRK immutable backup & cybe…↗
Jun 12
シバイヌおやびん（投資系VTuber） — $ZS は6年間も株価が上がってないそこそこ成長はしてるんだけどね完全に時間の無駄感 NQ100指数からも外された。。 https://t.co/QkO3aC3wF5↗
Jun 12
The Future Investors — Nasdaq-100 Rebalance 📊 Nasdaq announced its quarterly index changes, effective June 22. ✅ Added: $ALAB, $CRWV, $NBIS, $RKLB, $TER ❌ Removed: $CHTR, $CTSH, $INSM, $VRSK, $ZS http…↗
Jun 12
シバイヌおやびん（投資系VTuber） — $ZS 除外されたのも、長期間低迷している銘柄を安いからと買うべきではない教訓やな。。 https://t.co/evfyhLclI8↗

May 2026 · 18 mentions

May 30
InvestmentGuru — SAAS IS BACK FROM THE DEAD Options traders are convinced the “SaaS-pocalypse” is over. The iShares Expanded Tech-Software ETF $IGV has seen increasingly bullish volume all month,…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned? THE MARKET MADE NEW ALL-TIME HIGHS The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market Here’s the full sector-by-sector breakdown of what it means and what to watch DATA INFRASTRUCTURE — Di…↗
May 27
シバイヌおやびん（投資系VTuber）

April 2026 · 11 mentions

Apr 20
Shay Boloor — WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-w…↗
Apr 16
シバイヌおやびん（投資系VTuber） — クラウドストライクがお気に入り銘柄の一つに。市場は「激動の」一週間を控える：ウェドブッシュ証券・ウェドブッシュ証券は、今後一週間も市場の混乱が続くと予想する一方で、「現在セール価格となっているハイテク株の勝者」に注目すべきだと指摘した。・サイバーセキュリティ分野における同社のお気に入り銘柄として、クラウドストライク（ $CRWD ）、パロアルトネット…↗
Apr 13
InvestmentGuru — The “SaaSpocalypse” just handed long-term investors a rare gift. $1 TRILLION wiped from SaaS stocks in last few days. AI disruption fears. Seat-based model collapse. Vibe coding.…↗
Apr 12
Shay Boloor

March 2026 · 9 mentions

Mar 29
Shay Boloor — AGENTIC AI SECURITY STACK • $ZS access layer for agentic systems • $OKTA identity control for humans & agents • $FTNT network security for agent traffic at scale • $NET edge secur…↗
Mar 29
Shay Boloor — 2026 has been a fever dream for software. YTD drawdowns: • $DDOG −16% • $PLTR −20% • $CRWD −21% • $ZETA −29% • $SNOW −30% • $SHOP −31% • $FROG −31% • $CRM −32% • $ADBE −33% • $PA…↗
Mar 27
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1 PM EST covering: • Claude Mythos impact on cybersecurity: $CRWD, $PANW, $ZS, $OKTA, $RBRK, $FTNT • Is the me…↗
Mar 27
Shay Boloor

February 2026 · 34 mentions

Feb 27
Black Panther Capital — Dario Amodei just told Pete Hegseth to go f*ck himself. and i mean that with the utmost respect. Here's what actually happened: The Pentagon gave Anthropic a Friday 5pm deadline:…↗
Feb 27
Black Panther Capital — Jack Dorsey just fired half his company. and the stock went up 23% after hours. let that sink in. @blocks - $XYZ, the parent of Square and Cash App, just cut 4,000+ people. Nea…↗
Feb 27
シバイヌおやびん（投資系VTuber） — Zscaler（ $ZS ）が財務第2四半期の繰延収益・ビリングスがコンセンサス未達で約10%下落↗
Feb 26
Ophir Gottlieb — $ZS @zscaler My view: Zscaler (ZS) reported earnings on 2-26-2026, for its fiscal Q2 2026 after the market closed. After the report, we are left with a simple view. The market i…

January 2026 · 3 mentions

Jan 17
Shay Boloor — @ArtKnightmed AI security like $CRWD, $PANW, $NET, $ZS & $RBRK definitely carries less “AI disruption risk” and what's happening is more of a temporary valuation mismatch while the…↗
Jan 17
Shay Boloor — 15 SOFTWARE COMPANIES TO WATCH 1. $ADBE embedding AI directly into the creative & digital content workflow 2. $HUBS integrating marketing, sales & service into a unified growth pl…↗
Jan 14
Shay Boloor — Two months ago I launched a trading portfolio as part of the X subscription to focus on near- to medium-term opportunities. We’re in a fluid phase of the AI cycle where new info i…↗

December 2025 · 12 mentions

Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026 • Crypto | $HOOD, $COIN, $BMNR • Quantum | $IONQ, $RGTI, $QBTS • Robotics | $TSLA, $SYM, $ISRG, $RR • Nuclear | $OKLO, $LEU, $GEV, $UUUU • AI Ut…↗
Dec 30
InvestmentGuru — Key names I’m watching: $CRWD — Category leader in AI-driven endpoint protection $PANW — Platform strategy winning large enterprise budgets $FTNT — Profitable network and cloud se…↗
Dec 29
Shay Boloor — SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH 1. $PLTR ~41% 2. $NET ~27% 3. $SHOP ~24% 4. $SNOW ~23% 5. $IOT ~22% 6. $CRWD ~22% 7. $RBRK ~21% 8. $DDOG ~21% 9. $S ~21% 10.…↗
Dec 28
Shay Boloor

September 2025 · 1 mention

Sep 18
IvanaSPEAR — What will drive the next leg up in software? Answer: Interest rates Software got killed during the last Fed tightening cycle. Now there is an opportunity for a reversal. But the…↗

July 2025 · 1 mention

Jul 7
IvanaSPEAR — Cybersecurity stocks are on fire this year 🔥 Join us for a Webinar to find out what is behind the move and how to pick the winners! Here is what you will learn: ▪️ How are cybe…↗

June 2025 · 3 mentions

Jun 26
IvanaSPEAR — Where do the public players stand today? 🟩 Companies that are building unique platforms are winning: $ZS $NET $CRWD $PANW 🟥 Companies that rely on antiquated technologies are l…↗
Jun 26
IvanaSPEAR — 1./ Sources of Data. This stems from a large installed customer base. Here, leaders in Network, Endpoint, Identity, and Cloud security have a significant advantage, as they already…↗
Jun 26
IvanaSPEAR — For the first time in history, the #1 hacker in the US is AI …but as the threats have been evolving, so have the solutions. Over the past year, the focus for all major players ha…↗

Jun 12

unusual_whales — BREAKING: Nasdaq will add $ALAB, $CRWV, $NBIS, $RKLB, and $TER to the Nasdaq-100 effective June 22, 2026, while removing $CHTR, $CTSH, $INSM, $VRSK, and $ZS as part of its quarterl…↗

Jun 7

Shay Boloor — SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (1…↗

Jun 1

Trade Whisperer — Since the initiation of this thread: $CRWD +24.10% $PANW +22.06% $FTNT +13.25% $ZS Recovering from the earnings shock $S flat↗

— $ZS ゼットスケーラー -30%😨 ガイダンスが保守的だっただけなんだけどな https://t.co/Bkt8orWsjg

May 27

The Future Investors — $ZS Wow! Zscaler is down 31% today after earnings 😳 ▪️FY2027 guidance disappointed ▪️ARR growth slowed ▪️Q4 outlook came in slightly light ▪️Two key sales executives are leaving…↗

May 27

Shay Boloor — $ZS DOWN OVER 30% 😳 https://t.co/pwElHZqqhy↗

May 27

Alphatica — Zscaler beat on every metric and the stock dropped 25%. EPS beat. Revenue beat. ARR beat. Gross margins beat. Operating margins beat. Cash flow beat. Billings beat. 23 straight q…↗

May 27

シバイヌおやびん（投資系VTuber） — $ZS 下落理由・Q3決算そのものは強かった売上、EPS、ARR、営業利益率はおおむね良好。・問題はQ4売上ガイダンス Q4売上見通しが市場予想をやや下回り、「成長鈍化」と見られた。・FY27見通しが物足りない来期の売上成長率・ARR成長率が市場期待を下回ったと受け止められた。・FCFマージン見通しを下方修正通期FCF率が従来の26.5…↗

May 27

シバイヌおやびん（投資系VTuber） — $ZS 決算通過で暴落😨 https://t.co/e4yajlnNAF↗

May 26

Shay Boloor — $ZS Q3 EARNINGS • Revenue $850M vs Est. $836M • EPS $1.08 vs Est. $1.01 • Operating Income $196M vs Est. $188M • ARR $3.53B vs Est. $3.51B Q4 Guidance • Revenue $877M vs Est. $87…↗

May 26

Ophir Gottlieb — $ZS https://t.co/3lYQNlcGCR↗

May 26

Alphatica — $ZS Wipeout https://t.co/xiWxULLEMV↗

May 26

Trade Whisperer — $ZS +4.7% today. Earnings After the Bell 👀↗

May 22

The Future Investors — Next week brings another round of very interesting earnings 🗓️👀 Tuesday: $ZS Wednesday: $MRVL, $CRM, $SNOW, $SNPS Thursday: $DELL, $MDB Which one are you looking forward to the…↗

May 22

Ophir Gottlieb — $ZS up 50% off of lows in 40 calendar days https://t.co/tPwEmy4yNR↗

May 19

Trade Whisperer — Some of you have already been scammed by fake accounts "impersonating" me. No verified checkmark. Wrong username. Wrong name. Loaded with emojis. Lousy impersonation job. This is…↗

May 17

Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW • Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NE…↗

May 9

シバイヌおやびん（投資系VTuber） — 「ある大企業が、自社のサーバー・システムをAIエージェントの攻撃から守りたいと想定。どう各社製品を組み合わせる？」 $NET $PANW $FTNT $ZS $CRWD $RBRK $OKTA $DDOG https://t.co/MEr8A9vxnP↗

— Top 15 software companies by expected 2028 profits: 1. $ORCL ~$46.6B 2. $CRM ~$20.4B 3. $SAP ~$15.8B 4. $ADBE ~$13.8B 5. $INTU ~$11.3B 6. $APP ~$10.1B 7. $PLTR ~$8.5B 8. $NOW ~$7…

Apr 12

Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Popular software names right now: • $NET ~4.7x •…↗

Apr 11

Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40-49%) | $ADBE, $ZS, $DDOG, $TEAM, $CRM, $…↗

Apr 11

Shay Boloor — KEY FIB LEVELS ACROSS GROWTH THEMES AI Utility • $IREN -- $33 • $NBIS -- $100 • $CIFR -- $11 • $CRWV -- $92 AI Inference • $NET -- $161 • $DOCN -- $68 • $FSLY -- $17 • $OSS -- $6…↗

Apr 10

Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering: • Why the market now sees $META & $AMZN as the best Mag 7 names to own • Claude Mythos & its…↗

Apr 9

Shay Boloor — Cybersecurity names are getting hit hard today after OpenAI’s new model showed stronger cyber capabilities: • $NET -12% • $ZS -11% • $RBRK -11% • $OKTA -9% • $CRWD -7% • $S -6% •…↗

Apr 9

Shay Boloor — Nobody wants to live on SaaS Ave in 2026 Drawdown from highs: • $AMPL −93% • $U −89% • $PATH −88% • $TEAM −87% • $MNDY −86% • $GTLB −85% • $FIG −84% • $HUBS −75% • $ESTC −75% • $A…↗

Apr 1

Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗

— Cybersecurity stocks are trading lower after reports that Anthropic is testing “Claude Mythos” a new model believed internally to pose unprecedented cybersecurity risk. • $CRWD -7…

Mar 27

The Future Investors — Cybersecurity stocks dropped after leaked news about Claude Mythos model 🔒📉 It’s a next-gen AI system with major improvements in reasoning, coding, and cybersecurity capabilitie…↗

Mar 22

Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $PANW • Elite (50-59%) | $NOW, $CRWD, $ADBE • Great (40-49%) | $SNOW, $TEAM, $ZETA, $ZS, $DDOG, $CRM,…↗

Mar 15

Shay Boloor — The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition. In a world where the “SaaSpocalypse” narrative is repricing every c…↗

Mar 7

Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T. Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗

Mar 3

KaizenInvestor — Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%. I remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS↗

Feb 26

Ophir Gottlieb — $ZS Non seat based products were more than 25% of ACV in Q2. This is a bonkers number. 5/↗

Feb 26

Ophir Gottlieb — $ZS Record both pipeline conversions for Q2 and over $1M deals while competitive landscape has not changed for ZS 4/↗

Feb 26

Ophir Gottlieb — $ZS ARR of non user based products(i.e. machine to machine / Agentic) grew 100% YoY 3/↗

Feb 26

Ophir Gottlieb — $ZS ZS cloud is priced for traffic not users; which makes it appropriately priced in the agentic era Growing use of AI apps is increasing demand for ZS Agentic AI increasing tra…↗

Feb 26

Ophir Gottlieb — $ZS Crushes Total RPO $6.051B vs $5.903B est 1/ https://t.co/HIQ9bCgtGI↗

Feb 26

TheValueist — $ZS (Bloomberg) -- Zscaler reported revenue for the second quarter that beat the average analyst estimate. SECOND QUARTER RESULTS Revenue $815.8 million, +26% y/y, estimate $799 mi…↗

Feb 26

Ophir Gottlieb — $ZS @zscaler Headlines are mistaken on the numbers for ZS. This is fiscal year 2026. Ignore them. The numbers below are correct.↗

Feb 26

Shay Boloor — $ZS Q2 EARNINGS • Revenue $816M vs Est. $798M • EPS $1.01 vs Est. $0.89 • Operating Income $181M vs Est. $173M • ARR $3.35B vs Est. $3.36B Q3 Guidance • Revenue $835M vs Est. $83…↗

Feb 25

Ophir Gottlieb — Hacker Used Anthropic’s Claude to Steal Mexican Data Trove via @business --- I think it's safe to say that the elite cyber security firms are going to grow due to AI, not get dis…↗

Feb 25

Tech Fund — Expert call with Software/Cloud consultant (via Mizuho) Key findings: $SNOW losing share vs Databricks and Fabric, Cybersecurity performing strongly - $PANW $CRWD $ZS, Cloud AI w…↗

Feb 25

シバイヌおやびん（投資系VTuber） — " $RBRK 、 $ZS 、 $PANW 、 $CRWD といった銘柄が、脆弱性をスキャンするClaudeの機能のせいで売られているのを見るのは、投資に関しては誰も何も分かっていないということの最大の証拠かもしれない。"↗

Feb 23

Ophir Gottlieb — $ZS I think (and we'll find out), that ppl are simply not understanding the firm versus software. Zscaler is not a workflow app. It's not a "Monday . com." It’s an inline securit…↗

Feb 23

Shay Boloor — How ironic that Anthropic just revealed top Chinese AI labs were illegally using Claude to improve their own models days after launch. The same week they launched a “security” pro…↗

Feb 23

Jason Luongo — AI isn't replacing cybersecurity. It's creating more demand for it. Every AI agent, every autonomous workflow, every new endpoint needs to be secured. The CrowdStrike CEO asked C…↗

Feb 22

Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal: • $DDOG −15% •…↗

Feb 22

The Future Investors — The AI value chain from chips to applications 🤖🔥 AI isn’t just ChatGPT. It’s an entire stack 👇 ⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲 The physical backbone. Without compute, no AI. $NVDA $AMD $…↗

Feb 21

Shay Boloor — The popular narrative right now is that AI is “coming for security” after the Claude Code Security announcement. Claude Code Security is just static application security testing (…↗

Feb 21

Shay Boloor — THE AGENTIC AI SECURITY CHEAT SHEET The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead o…↗

Feb 20

The Future Investors — Every time a new AI feature launches, the market declares an industry dead. Today it’s Claude Code Security 🤖🔒 AI can suggest what might be wrong. It can flag a security flaw an…↗

Feb 20

Shay Boloor — People think Claude Code security is coming for $CRWD, $ZS, $PANW, $NET or $RBRK. This is what “AI-native security” looks like in practice. https://t.co/YCKDfjoSjQ↗

Feb 20

Shay Boloor — Anthropic launched Claude Code Security in limited research preview, scanning codebases for vulnerabilities and suggesting targeted fixes. Cybersecurity stocks like $PANW, $FTNT,…↗

Feb 20

Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering: • Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗

Feb 20

Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK • Monday | $HIMS, $WGS, $BWXT, $KTOS • Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗

Feb 17

Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI…↗

Feb 15

Shay Boloor — KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Nuclear • $OKLO -- $50 • $CCJ -- $97 • $UUUU -- $18 • $GEV -- $619 • $LEU -- $168 Critical Materials • $MP -- $50 • $CRML -- $8 • $IDR --…↗

Feb 14

Shay Boloor — CYBERSECURITY VALUE CHAIN Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete…↗

Feb 14

シバイヌおやびん（投資系VTuber） — $ZS 51%の下落なんですか、これ？もうリセッション一回分の下落をこなした感。 https://t.co/LmAKaSZskt↗

Feb 7

Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026: Rule of 40 scores • Unicorn (60%+) | $PLTR • Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS • Great (4…↗

Feb 4

Shay Boloor — SaaSpocalypse 2026 Drawdown from highs: • $FIG −83% • $HUBS −71% • $MNDY −70% • $TEAM −68% • $ESTC −56% • $NOW −53% • $RBRK −50% • $CRM −47% • $APP −47% • $ZS −46% • $WDAY −45% •…↗

Feb 3

Shay Boloor — 2026 TOP SOFTWARE REVENUE GROWTH ESTIMATES • $PLTR 61% • $APP 36% • $ZETA 34% • $NET 27% • $SNOW 24% • $FIG 24% • $DUOL 23% • $RBRK 23% • $ZS 23% • $CRWD 22% • $KVYO 22% • $MNDY 2…↗

— HOW THE MARKET PRICES GROWTH TECH ENTERING 2026 This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit. The…

Dec 28

InvestmentGuru — Cybersecurity From an investor’s perspective, cybersecurity is no longer a cyclical spend — it’s permanent infrastructure. As AI increases both the scale and sophistication of at…↗

Dec 27

Ophir Gottlieb — seems to me that as all this AI infra is getting built out, the whole world is looking at (i) chips, (ii) energy, and even (iii) land, but the thing that will have to happen and is…↗

Dec 23

TheValueist — If I trade the cybersecurity sector, it will most likely be an outright long on $ZS or long ZS/short $FTNT↗

Dec 23

TheValueist — $ZS Zscaler Strategic Growth and Executive Performance Analysis Zscaler is a cloud-native security vendor transitioning from traditional networking models toward a zero-trust arch…↗

Dec 23

TheValueist — $ZS Zscaler Strategic Growth and Executive Performance Analysis↗

Dec 23

TheValueist — $PANW $CRWD $NET $ZS GenAI Cyber Security Market Dynamics and Investment Implications The video analyzes the GAI Cyber Security Index, a collection of eight major equities includi…↗

Dec 23

TheValueist — $PANW $CRWV $NET $FTNT $ZS The GAI Cyber Security Index (CSECINDX) is an equal-weight basket of 8 liquid, large-cap cybersecurity-adjacent equities spanning network security, cloud…↗

Dec 7

The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 #𝟮 𝗕𝗲𝘀𝘁 𝗖𝘆𝗯𝗲𝗿𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 The nominees are: $NET - Cloudflare $CRWD - Crowdstrike $PANW…↗