Zscaler, Inc. ZS

Palo Alto Networks' shares jump 20.9% in a month, driven by AI security demand. However, rising costs and premium valuation warrant caution.

You may own CrowdStrike (CRWD), a cybersecurity company whose shares rose 5.1% in five sessions as the S&P 500 fell 1.2%. You likely hold it beside an index fund, and your whole account swings more when one holding jumps. Have the gains on CrowdStrike been big enough to pay for those swings.

Morgan Stanley raised its PANW target to $410 from $394 recently, calling it a key beneficiary of increased cybersecurity spending, according to TheFly.

Cloudflare has surged nearly 80% this year on the back of an AI security boom, but the stock now trades at a multiple that punishes any stumble. The next two earnings reports will determine whether this rally was justified or priced for perfection.

While cybersecurity peers doubled in value over the past year, Zscaler slid past 30% and now sits at a crossroads where one bold analyst sees a very different story unfolding than the rest of Wall Street is willing to admit.

New Zscaler ThreatLabz 2026 Ransomware Report finds attackers stole nearly 900 terabytes of data, increasingly targeted employees with privileged roles, and used GenAI to accelerate operationsSAN JOSE, Calif., Sept. 30, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the cybersecurity platform for the AI era, today released new findings from the Zscaler ThreatLabz 2026 Ransomware Report, showing that ransomware is on the rise, and is being aided by AI, increasing by more than 275% since las

Key TakeawaysCloudflare CEO Matthew Prince says automated traffic could become 1,000 times human traffic within five years if current trends continue. More than 20% of the web sits behind Cloudflare’s network, putting the company in the path of rising AI-agent and bot traffic.

AI agent adoption and fresh security concerns are boosting demand for cyber defense tools.

Zscaler's best candidate for upside is a product line that its fiscal 2027 outlook does not call out. The stock has risen 46% over the past three months. It is still 43% below its 52-week high. The outlook matters now because it has revenue growth slowing. It calls for growth of 16.6% to 17.5%, from 25% in fiscal 2026. So which Zscaler (ZS) business could add growth beyond that outlook.

Zscaler (ZS) is expected to provide clear view around its multi-year framework built on mid-to-high-

If you own CrowdStrike (CRWD), one worry stands out: did its best quarter come from a burst of AI urgency that will fade? Management called fiscal Q2 2027 the company's very best quarter. Over the last year, CrowdStrike stock returned 112%, against 18.0% for the S&P 500. A $10,000 holding a year ago is now worth about $21,200. Which threat could take that gain back.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

The Morning Bull - US Market Morning Update Monday, Sep, 28 2026 US stock futures are pointing higher this morning, with key contracts like the E-mini S&P 500 up about 0.5% and Nasdaq futures ahead roughly 0.4%. The backdrop is messy. Consumer sentiment in a closely watched University of Michigan survey sits at 48.1, which is near historic lows, and households still expect inflation of 4.6% over the next year. At the same time, long term borrowing costs keep climbing, with the 30 year...

AI went from buzzword to utility the moment Microsoft folded full Word, Excel, and PowerPoint into Copilot and pushed agent style features like Home, Chat, Cowork, and Autopilot into the mainstream. That kind of shift can reshape where cloud and AI compute dollars flow next. This piece unpacks how that news filters through to three stocks tied into the story and explains why their exposure might matter for your portfolio decisions. The stocks covered below are simply a sample set, and the...