Insider Selling Clouds Zscaler’s AI-Driven Rally

As artificial intelligence continues to dominate technology sector narratives, cybersecurity firm Zscaler demonstrates tangible progress in converting AI potential into revenue streams. However, this optimistic backdrop now faces scrutiny following substantial stock sales by a senior executive, creating a divergence between Wall Street’s bullish outlook and insider trading activity.

Zscaler’s operational performance provides compelling evidence for the bullish thesis. The company’s fourth quarter 2025 results revealed impressive momentum, with revenue climbing 21.3% to reach $719.23 million, exceeding market expectations. More significantly, remaining performance obligations—representing contracted future revenue—surged 31% year-over-year, indicating sustained demand for the company’s security solutions.

This fundamental strength has translated directly to market performance. Shares closed Friday’s session at $305.41, bringing year-to-date gains to an impressive... Read more...