These Analysts Revise Their Forecasts On Zscaler Following Q4 Results

Core Insights - Zscaler Inc reported better-than-expected financial results for Q4 fiscal 2025, with revenue of $719.23 million, surpassing the consensus estimate of $706.91 million and adjusted earnings of 89 cents per share, exceeding analyst estimates of 80 cents per share [1][2] Financial Performance - Fourth-quarter revenue: $719.23 million, beating estimates of $706.91 million [1] - Fourth-quarter adjusted earnings: 89 cents per share, surpassing estimates of 80 cents per share [1] - First-quarter revenue guidance: $772 million to $774 million, compared to estimates of $750.51 million [3] - First-quarter adjusted earnings guidance: 85 to 86 cents per share, against estimates of 84 cents per share [3] - Fiscal 2026 revenue forecast: $3.27 billion to $3.28 billion, exceeding estimates of $2.66 billion [3] - Full-year adjusted earnings forecast: $3.64 to $3.68 per share, compared to estimates of $3.18 per share [3] Market Reaction - Zscaler shares fell 4.5% to $262.19 following the earnings announcement [4] Analyst Ratings and Price Targets - Rosenblatt analyst maintained a Buy rating, raising the price target from $315 to $330 [6] - Baird analyst maintained an Outperform rating, increasing the price target from $330 to $345 [6] - Keybanc analyst maintained an Overweight rating, boosting the price target from $345 to $350 [6] - Stifel analyst maintained a Buy rating, raising the price target from $295 to $330 [6] - Piper Sandler analyst maintained a Neutral rating, increasing the price target from $260 to $280 [6] - Susquehanna analyst maintained a Positive rating, raising the price target from $320 to $340 [6] - Scotiabank analyst maintained a Sector Outperform rating, lowering the price target from $360 to $334 [6]