MoneySeptember 3, 2026via CNBC Technology
Zscaler stock soars on earnings beat, upbeat guidance
Why it matters
Enterprise security vendor signals AI-native security is moving from R&D to revenue. Practitioners building agentic systems need to track which incumbents are shipping agent-aware defenses — and which aren't.
Key signals
- Zscaler beat earnings expectations
- CEO Jay Chaudhry expressed bullishness on agentic Zero Trust offering
- Agentic security solution gaining early momentum
- Upbeat forward guidance provided
- Zscaler stock soared on results
- Raised full-year guidance
- CEO Jay Chaudhry cited 'agentic Zero Trust offering' as growth driver
- Agentic offering described as 'gaining early momentum'
- Positioning security products for autonomous agent deployments
The hook
Zscaler stock pops on earnings beat; CEO bets agentic security is the next growth vector.
CEO Jay Chaudhry said he's "very bullish" on Zscaler's agentic Zero Trust offering, which is gaining early momentum