Zscaler Expected to Benefit from Federal Contracts Boosting Fourth Quarter Outlook

Analysts at Jefferies anticipate Zscaler will outperform expectations for its fiscal third quarter due to strong federal contracts and a robust product portfolio. The firm forecasts $3.51 billion in ARR, with potential contributions of up to $40 million from recent Department of Homeland Security agreements.

By Proactive Thu, May 21, 2026 at 9:30 PM GMT+3 2 min read · Yahoo Finance ·

Zscaler Expected to Benefit from Federal Contracts Boosting Fourth Quarter Outlook

Tickers: $PANW $ZS

Topics: ARR growth cybersecurity government contracts

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