We're going to follow Oracle, too. Um, because it's been a brutal month for for that name and some of the adjacent ones around it. We we can take a look at this stock today.Down 22% monthto date. And how about this. Morgan Stanley's out with a really interesting note and a trade that they're talking about.They're going to they reiterate their view that risks skew to the downside for Oracle credit. that that's that's arguably been a bigger story than the precipitous, you know, decline that you've seen in the ...

Financial giants have made a conspicuous bullish move on Zscaler. Our analysis of options history for Zscaler (NASDAQ:ZS) revealed 20 unusual trades.Delving into the details, we found 65% of traders were bullish, while 25% showed bearish tendencies. Out of all the trades we spotted, 10 were puts, with a value of $1,025,047, and 10 were calls, valued at $701,825.Predicted Price RangeBased on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $200. ...

U.S. stock markets are navigating a holiday-shortened Black Friday session today, November 28, 2025, marked by early trading gains in futures that were briefly interrupted by a technical outage at the Chicago Mercantile Exchange (CME Group). Despite this hiccup, major indexes are poised to close out the week with significant advances, although they remain on track for a monthly decline in November. The market's underlying sentiment continues to be buoyed by increasing expectations of a Federal Reserve inter ...

瑞银将Zscaler的目标价从350美元下调至340美元，维持"买入"评级。(格隆汇) ...

Market Overview - China's industrial enterprises' profits fell by 5.5% year-on-year in October, a decline of 27.1 percentage points from the previous month, with revenue down by 4%[4] - The profit margin for industrial enterprises decreased due to insufficient demand, with notable divergence in profit growth across industries[4] Global Market Trends - Major European indices showed slight increases, with the Stoxx 600 up by 0.14% and the DAX rising by 0.18%, driven by optimism regarding potential interest rate cuts by the Federal Reserve[7] - The U.S. stock market was closed for Thanksgiving, leading to subdued trading activity in the bond market[3] Stock Performance - In Hong Kong, the Hang Seng Index rose marginally by 0.07%, while the Hang Seng Tech Index fell by 0.36%, reflecting mixed performance among major tech stocks[9] - A-share market saw the Shanghai Composite Index increase by 0.29%, with a total market turnover of 1.72 trillion yuan[13] Commodity and Forex Insights - The dollar index decreased by 0.1%, while the euro appreciated by 12% year-to-date against the dollar[23] - Brent crude oil prices rose by 0.33% to $63.34 per barrel, amid expectations that OPEC+ will maintain production targets[24] Fixed Income Market - The Chinese investment-grade bond market lagged, with spreads widening by 1-3 basis points, reflecting concerns over the performance of real estate companies[26] - U.S. Treasury yields remained stable, with the 10-year yield at 3.99%[25]

Core Insights - Zscaler, Inc. (NASDAQ:ZS) experienced a significant decline of 13.03% on Wednesday, closing at $251.97, as investors engaged in profit-taking ahead of the Thanksgiving holiday after two days of gains [1] Financial Performance - The company reported a narrowed net loss of 3.7% to $11.6 million from $12.05 million year-on-year, while revenues increased by 25% to $788 million from $627.9 million [2] - For the full fiscal year, Zscaler anticipates revenues between $3.282 billion and $3.301 billion, with annual recurring revenues projected between $3.698 billion and $3.718 billion. The company also targets non-GAAP operating income of $732 million to $740 million and earnings per share (EPS) of $3.78 to $3.82 [3] - In the second quarter, revenues are expected to be between $797 million and $799 million, with non-GAAP income from operations targeted at $172 million to $174 million and EPS projected at $0.89 to $0.90 [4] Market Position and Strategy - The Chairman and CEO of Zscaler, Jay Chaudhry, highlighted strong demand for their Zero Trust and AI Security platform, noting over $3.2 billion in Annual Recurring Revenue, which has grown over 25% year-on-year [5] - Zscaler is recognized for pioneering Zero Trust security and is integrating recently acquired SPLX technology with its AI Security offerings to address emerging security challenges [6]

Core Viewpoint - Zscaler reported better-than-expected earnings and guidance, yet its stock fell over 13% following the announcement, with Wedbush Securities maintaining an "Outperform" rating and a target price of $350 [1] Group 1: Financial Performance - For Q1 of fiscal year 2026, Zscaler reported an adjusted EPS of $0.96, with revenue increasing by 26% year-over-year to $788.1 million, surpassing analyst expectations of $0.86 EPS and $773.86 million in revenue [1] - The company expects Q2 revenue to be between $797 million and $799 million, exceeding the market consensus of $796.1 million [1] Group 2: Future Guidance - Zscaler anticipates full-year revenue to be between $3.28 billion and $3.3 billion, higher than the previous estimate of $3.27 billion [2] - The company projects full-year adjusted EPS to be between $3.78 and $3.82, up from the prior estimate of $3.65 [2] Group 3: Market Position - Analysts from Wedbush Securities highlighted Zscaler's strong position in the cybersecurity industry, particularly as enterprises transition to zero trust and AI security solutions, indicating robust demand for its product offerings [1]

Market Overview - The market is experiencing a significant rally as November comes to a close, with the S&P 500 nearing the point of erasing its losses for the month [2][4] - Investor optimism is largely driven by expectations of a potential rate cut by the Federal Reserve, with a 90% chance anticipated for a 25 basis point cut at the upcoming FOMC meeting [3][18] S&P 500 Performance - The S&P 500 saw a broad-based rally, with 372 stocks rising compared to 129 declining, indicating strong market breadth [4][7] - Major indices, including the Dow Jones Industrial Average and NASDAQ, also posted gains, with the Dow up over 300 points (approximately 0.7%) and the NASDAQ up about 0.8% [5][6] Sector Performance - Information technology was the top-performing sector, contributing significantly to the day's gains, followed by financials, consumer discretionary, and consumer staples [8] - Conversely, healthcare and communications services underperformed, with Alphabet's stock contributing to the decline in communications services [9][16] Notable Company Performances - Dell Technologies was a top gainer, finishing up 5.8% after reporting strong earnings and raising its full-year forecast, driven by a surge in AI server orders totaling $12.3 billion [10][11] - Urban Outfitters saw a significant increase of over 13% following positive earnings reports from peers, with its stock up approximately 40% year-to-date [12][13] - Robinhood Markets gained about 11% after announcing a deal to acquire a majority stake in a derivatives exchange, marking a 235% increase year-to-date [14] Decliners - Deere and Company experienced a decline of 5.7% due to a weak forecast for the upcoming year, reflecting challenges in the U.S. farm economy [15] - Alphabet Inc. was the largest decliner in the S&P 500, down 1.1%, giving back some of its recent gains despite a 70% increase year-to-date [16][17] - Zscaler fell 13%, marking its largest drop in over a year after forecasting annual revenue that slightly exceeded estimates [17]

Zscaler (ZS) shares tanked significantly, closing down 13% on Nov. 26, even though the cybersecurity company posted exceptional financials for its first quarter. The selloff is puzzling particularly because ZS raised its full-year guidance as well on Wednesday. It now sees $3.29 billion in revenue on up to $3.82 per share of earnings, both ahead of consensus estimates. More News from Barchart Following the post-earnings plunge, Zscaler stock is down some 25% versus its year-to-date high. www.barchart.c ...

Joining us to talk more about it and a first on CNBC interview is the CEO of Zcaler, Jay Sheldry. Jay, welcome back. It's good to have you.>> Thank you, Carl. Thank you for having me. >> Do you agree maybe with the notion that the street either wanted a higher guide or a more specific guidance on uh recurring revenue.>> Look, street does what it does. We had an exceptionally strong quarter. Our revenue growth 26%, our ARR growth 26%, our RPO growth 35%, our free cash flow margin 52%.These are spectacular nu ...