1. Zscaler achieved 32% year-over-year billings growth in Q4, accelerating from 25% in Q3; 2. Annual Recurring Revenue (ARR) surpassed $3 billion, covering ~92% of FY26 guidance and signaling potential upside; 3. The company maintains a buy rating despite a high valuation (~14x forward revenue), trading below peers like CrowdStrike.
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