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Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation.

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'

Wed, 21 Oct 2026 04:05:09 -0400

Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.

Form 4 Zscaler, Inc. For: Oct 19 Filed by: Schlossman Robert

Tue, 20 Oct 2026 21:23:00 -0400

si-local-file:///var/storage/secattach/20261020/27211652.html

Form 4 Zscaler, Inc. For: Oct 19 Filed by: RUBIN KEVIN

Tue, 20 Oct 2026 21:22:00 -0400

si-local-file:///var/storage/secattach/20261020/27211651.html

Form 4 Zscaler, Inc. For: Oct 19 Filed by: Geller Adam

Tue, 20 Oct 2026 21:21:00 -0400

si-local-file:///var/storage/secattach/20261020/27211649.html

DA Davidson Starts Zscaler (ZS) at Neutral

Tue, 20 Oct 2026 16:15:54 -0400

DA Davidson analyst Rudy Kessinger initiates coverage on Zscaler (NASDAQ: ZS) with a Neutral rating and a price target of $215.00.

For an analyst ratings summary and ratings history on Zscaler click here. For more ratings news on Zscaler click here.

Shares of Zscaler closed at $212.53 yesterday.

Zscaler (ZS) PT Raised to $260 at Citi

Thu, 15 Oct 2026 05:01:03 -0400

Citi analyst Fatima Boolani raised the price target on Zscaler (NASDAQ: ZS) to $260.00 (from $245.00) while maintaining a Neutral rating.

Form 4 Zscaler, Inc. For: Oct 09 Filed by: Geller Adam

Tue, 13 Oct 2026 16:47:00 -0400

si-local-file:///var/storage/secattach/20261013/27181697.html

Form 144 Zscaler, Inc. Filed by: Geller Adam

Tue, 13 Oct 2026 08:46:00 -0400

si-local-file:///var/storage/secattach/20261013/27178014.html

Zscaler (ZS) PT Raised to $275 at Cantor Fitzgerald on Stronger Conviction in AI-Driven Demand

Mon, 12 Oct 2026 07:06:15 -0400

Cantor Fitzgerald analyst Jonathan Ruykhaver raised the price target on Zscaler (NASDAQ: ZS) to $275.00 (from $225.00) while maintaining an Overweight rating.

The analyst commented, "we attended Zscaler’s (ZS, OW) first Investor Day in five years, held in New York. Key takeaways include stronger conviction in AI-driven demand for the core Zero Trust architecture, an introduction to the new sales leadership, and new FY31 targets of >$8B ARR in the base case and $10B with faster AI adoption. Management highlighted growing enterprise urgency around frontier AI models that compress the window between vulnerability discovery and exploitation, with Zscaler positioning the Zero

Zscaler (ZS) PT Raised to $275 at Cantor Fitzgerald on Stronger Conviction in AI-Driven Demand

Mon, 12 Oct 2026 07:06:15 -0400

Cantor Fitzgerald analyst Jonathan Ruykhaver raised the price target on Zscaler (NASDAQ: ZS) to $275.00 (from $225.00) while maintaining an Overweight rating.

Form 144 Zscaler, Inc. Filed by: Geller Adam

Fri, 09 Oct 2026 16:37:00 -0400

si-local-file:///var/storage/secattach/20261009/27171945.html

Zscaler (ZS) PT Raised to $265 at Citizens on Land Opportunity from Zero Trust Branch

Fri, 09 Oct 2026 06:48:59 -0400

Citizens analyst Rustom Kanga raised the price target on Zscaler (NASDAQ: ZS) to $265.00 (from $210.00) while maintaining a Market Outperform rating.

The analyst commented, " 1) a reaffirmed FY27 guide, built in part by the incoming CRO, eases concerns that the recent sales leadership turnover could reflect a strategic issue; 2) double-digit growth in the $2.8B core user business suggests Zscaler is preserving its SASE leadership, with ZPA upsell as the clearest user-level opportunity; 3) Data Security and Security for AI are increasingly symbiotic, with 70% of F4Q26 Security for AI deals also including Data Security; 4) Zero Trust Branch

Zscaler (ZS) PT Raised to $265 at Citizens on Land Opportunity from Zero Trust Branch

Fri, 09 Oct 2026 06:48:59 -0400

Citizens analyst Rustom Kanga raised the price target on Zscaler (NASDAQ: ZS) to $265.00 (from $210.00) while maintaining a Market Outperform rating.

CFRA Upgrades Zscaler (ZS) to Buy

Thu, 08 Oct 2026 16:02:10 -0400

CFRA upgraded Zscaler (NASDAQ: ZS) from Hold to Buy with a price target of $259.00.

For an analyst ratings summary and ratings history on Zscaler click here. For more ratings news on Zscaler click here.

Shares of Zscaler closed at $213.55 yesterday.