Zscaler, Inc.

ZS · NASDAQ · Technology

$139.73▲ +7.45%

+$9.69 today

Mkt cap $22.60B
P/E 0.0
Day $130.37 – $139.90

Confidence

High conviction

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The read

Zscaler shares rose 7.45% post-earnings despite unavailable EPS, reflecting optimism amid cautious outlook

Zscaler reported Q1 2026 earnings with EPS not yet available; stock gained 7.45% to $139.73. Analysts remain bullish with a $225.63 target price and 54.7% institutional ownership. Growth metrics show 24.6% revenue increase but weak EPS trends. Forward P/E is 30.4, slightly above sector average. Market awaits 2027 guidance for growth visibility amid profitability concerns.

Confidence note: Data includes strong price reaction and analyst consensus but lacks reported EPS and explicit guidance, limiting full clarity.

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What happened

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Earnings print

EPS actual not available; consensus estimate was -$0.04 for Q1 2026.

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Guidance

No explicit guidance disclosed; analyst EPS next year growth forecast is +13.9%.

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Price reaction

Shares rose 7.45% on earnings day to $139.73 from prior close of $130.04, on volume of 10.5M.

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Street narrative

Despite missing EPS data, strong revenue growth and analyst optimism drove a notable stock price increase; profitability remains a concern.

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So what

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What changed

EPS not reported yet; stock price increased 7.45% to $139.73 post-earnings.

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What the market is pricing

Market is pricing optimism on growth potential despite missing EPS and cautious profitability signals.

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Fundamental takeaway

Maintain a mixed view; monitor upcoming 2027 guidance for clearer growth and profitability direction.

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Next 30–90 days

trending_upBull

50%

2027 guidance reveals sustained revenue growth and improving profitability, validating analyst targets.

boltRelease of 2027 revenue and EPS guidance showing >15% growth
boltImprovement in operating margin or positive EPS surprise

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36%

Growth remains steady but profitability challenges persist, leading to sideways stock movement.

bolt2027 guidance confirms ~10-15% revenue growth
boltEPS remains near consensus estimates without surprises

trending_downBear

14%

Profitability worsens and growth slows, triggering downward pressure on shares.

bolt2027 guidance cuts revenue growth below 10%
boltEPS guidance lowered or margin contraction intensifies

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What to do

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If you hold it

Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.

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If you're watching

Add only if next-quarter guidance is reiterated or raised; avoid if guidance is cut or geopolitical risk escalates.

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Keep on your radar

2027 revenue and EPS guidance release date
Quarterly operating margin trends
Institutional ownership changes over next 3 months
Stock price reaction to next earnings report