ZS

The article compares Cisco and Zscaler, noting Cisco’s cybersecurity growth, AI infrastructure momentum, strong cash generation, and lower P/S multiple versus Zscaler. It suggests Cisco may be the more attractive option.

Zscaler’s shares rose 3.6% on September 22, driven by easing Treasury yields and warmer U.S.-China trade signals. The move follows a sharp 65.1% three‑month return, though the year‑to‑date return is down 4.7%.

Zscaler launched an Agentic SOC AI‑driven security operations platform on September 22, 2026, in partnership with Anthropic and OpenAI. The platform aims to automate core SOC workflows so large enterprises can respond to incidents at machine speed.

Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI. Bernstein now thinks the easy part of that trade is over, with one major exception. Bernstein analyst Peter Weed raised his target on Zscaler, Inc. (NASDAQ:ZS) to $298 and maintained an Outperform rating on September 17. The target implied […]

Cloudflare (NET) has returned about 61% in three months and trades at or near its three-year high. The question on holders' minds is plain: what happens if its growth cools? The company has guided revenue growth for the third quarter of 2026 to 31%, and its CFO says the way customers now pay makes each quarter harder to forecast.

The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.

The headline indicates that tax changes next year will be influenced by President Trump.

The headline reports on insider buying activity for Sprint, Cheniere Energy Partners, and other companies.