Schwab Network 对 $ZS 的判断变化

2026-09-04看跌
Friday's First Moves: ZS Earnings Growth Slows, PL Raises Guidance, PATH Plunges
ZS的2027财年指引(约17%)远低于当前增长率(25%),导致市场反应负面,表现逊于同行。

该股在业绩公布后逆转了盘后交易中的走势,但在这些业绩公布之前,Zscaler 一直落后于 CrowdStrike 或 Palo Alto Networks 等同行。它在华尔街受到的关注程度不及网络安全领域的其他公司。

The stock reversed course from its after-hours trading position following the results announcement, but Zscaler was lagging behind peers like CrowdStrike or Palo Alto Networks before these results. It has not received the same level of attention on Wall Street as others in the field of cybersecurity.

现在,该公司在利润和收入方面取得了优势。调整后每股收益为 1.19 美元,好于预期。市场预期为 1.09 美元。收入达到 8.9819 亿美元,也好于预期,年度经常性收入增长 25%。

2026-09-04
Importance of Next Week's CPI, TSLA Cybercab Launch & ZS Earnings Slow
ZS的财报超出低预期,但股价表现疲软;在先前指引失误后,股价可能趋于稳定。

现在,让我们转向一个利润引擎,Zscaler,它今天在你的关注范围内。这是进入其财报周的网络安全公司之一。它没有取得与同行类似的业绩。

Now, let's move on to a profit engine, Zscaler, which is on your radar today. This was one of the cybersecurity names that made it into its week of reporting. It did not achieve a similar performance to its peers.

是的,这是一份不错的报告。我的意思是,看超出每股收益预期,以及超出营收。他们超出了营收增长数据,达到8.982亿美元。这是同比增长25%。他们的自由现金流录得约6.8%的季度利润率。

2026-09-03看跌
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2026-08-31看涨
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