Group 1: Zscaler, Inc. - Zscaler is expected to report quarterly earnings of 86 cents per share, an increase from 77 cents per share in the same period last year [1] - The company anticipates quarterly earnings of $773.86 million, up from $627.96 million a year ago [1] - Analysts at Wedbush have raised their price target for Zscaler to $350, highlighting its position as a major beneficiary of the AI security boom [2] Group 2: Raymond James Financial, Inc. - Raymond James Financial reported better-than-expected earnings for the fourth quarter, with earnings of $3.11 per share, surpassing the analyst consensus estimate of $2.82 per share [3] - The company also reported quarterly sales of $3.727 billion, exceeding the analyst consensus estimate of $3.625 billion [3] - Raymond James Financial shares fell 1.5% to close at $158.73 [6] Group 3: Palo Alto Networks, Inc. - Analysts, including Evercore ISI Group, Morgan Stanley, UBS, and TD Cowen, have raised their price targets on Palo Alto Networks [4] - Palo Alto Networks shares rose 0.2% to settle at $205.25 [6]

We got to do final trades. I turn to Brian Bellski. >> Scott, we're going >> humble humilous.>> Yes. >> Capital management. >> Thank you. Thank you.We're going with Raymond James Financial. One of the last standalone brokerage firms. It's a wonderful shop with both a broker dealer and an asset management business.>> I'm going Zcaler. It's been falling this week, but earnings are in a couple of weeks. I expect them to be strong.Link sir. >> Paloalto. ...

Dow Jones Futures Rise; Palantir, Eli Lilly Lead Six Stocks In Buy Zones 11/11/2025The Dow Jones hit a closing high Tuesday, leading an ongoing stock market bounce. Palantir and Eli Lilly are in... BREAKING: Stock Market Ends Wild Week Narrowly Mixed Zscaler (ZS) stock's more than 70% climb this year is driven in part by investors piling into the artificial intelligence trade, but the stock also has been on a bumpy ride around its buy point in recent weeks. Shares moved below the buy point on Thursday, putt ...

Core Insights - ZScaler has shown strong financial performance with double beats in its third- and fourth-quarter 2025 financial reports [1] - The stock price has increased by 55.67% since the last article publication [1] Financial Performance - The company reported robust financial results for the third and fourth quarters of 2025, indicating strong operational performance [1] Stock Performance - ZScaler's stock has appreciated significantly, reflecting positive market sentiment and investor confidence [1]

Core Viewpoint - Zscaler, Inc. is set to release its first quarter fiscal year 2026 earnings on November 25, 2025, after market close, followed by an investor conference call to discuss the results [1]. Group 1: Earnings Release Details - The earnings report will be available after the market closes on November 25, 2025 [1]. - An investor conference call is scheduled for 1:30 p.m. Pacific time (4:30 p.m. Eastern time) on the same day [1][2]. - Participants can join the call via a live webcast or by phone after registering for a dial-in number and personal PIN [2]. Group 2: Company Overview - Zscaler is a leader in zero trust security, serving major businesses, critical infrastructure, and government agencies [3]. - The company operates over 160 data centers globally and utilizes its Zero Trust Exchange™ platform combined with advanced AI to combat cyber threats and enhance productivity [3].

Core Insights - Zscaler's 2025 ThreatLabz Mobile, IoT, and OT Threat Report highlights the increasing sophistication of malware attacks, with a significant rise in malicious applications targeting productivity tools [1][2] - The report indicates a 67% year-over-year increase in Android malware transactions, with 239 malicious apps identified on the Google Play Store, collectively downloaded over 42 million times [2][10] - The energy sector has seen a staggering 387% increase in attacks, emphasizing the growing threat to critical infrastructure [4][10] Mobile Threat Landscape - Malicious apps are primarily distributed through the "Tools" category, exploiting user trust in productivity applications, especially in hybrid work environments [3] - The top three countries for mobile attacks are India (26%), the United States (15%), and Canada (14%), with India experiencing a 38% increase in mobile threat attacks [7][10] - Adware has become the most prevalent mobile threat, accounting for 69% of cases, surpassing the Joker malware family [11] IoT and OT Threats - Manufacturing and Transportation sectors are the most targeted in IoT attacks, each representing 20.2% of all observed incidents, indicating a diversification of threat actor focus [5] - The Mirai family of malware accounts for approximately 40% of blocked IoT transactions, with Mozi and Gafgyt together making up about 75% of all malicious payloads in IoT environments [6] - The United States is identified as the epicenter for IoT threats, with 54.1% of IoT malware traffic originating from there [7][10] Recommendations and Solutions - A Zero Trust approach combined with AI-powered threat detection is recommended to mitigate the risks posed by evolving attacks [7] - Zscaler's Zero Trust Branch and Cellular solutions aim to enhance security for mobile and IoT devices, ensuring continuous verification and robust policy enforcement [12][13]

Core Insights - Zscaler has acquired AI security pioneer SPLX to enhance its Zero Trust Exchange platform, integrating shift-left AI asset discovery, automated red teaming, and governance to secure AI investments throughout their lifecycle [1][2][3] Company Overview - Zscaler is a leader in cloud security, providing a platform that protects organizations from cyberattacks and data loss by securely connecting users, devices, and applications globally [5] Acquisition Details - The acquisition of SPLX aims to strengthen Zscaler's capabilities in AI security, addressing the expanding attack surface created by increasing AI infrastructure investments projected to exceed $250 billion by the end of 2025 [2][3] - SPLX's technology will introduce a dedicated layer of AI protection within the Zscaler Zero Trust Exchange, enhancing asset management, threat inspection, and governance [3][7] AI Security Enhancements - The integration will include features such as: - AI Asset Discovery and Risk Assessment, covering AI models, workflows, and code repositories in both public and private environments [7] - Automated AI Red Teaming and Remediation, utilizing over 5,000 attack simulations to identify vulnerabilities and provide real-time remediation [7] - AI Runtime Guardrails and Prompt Hardening, enhancing protection for sensitive data and blocking malicious attacks across AI applications and large language models [7] - AI Governance and Compliance, shifting organizations from reactive to proactive protection for their AI investments [7]

Core Insights - Zscaler has introduced new innovations in its Zscaler Digital Experience™ (ZDX™) that enhance enterprise productivity by enabling faster issue detection and resolution, achieving a 98% reduction in issue detection time and resolving issues in minutes [1][2][3] Group 1: ZDX Innovations - The new ZDX features provide end-to-end visibility and control, allowing enterprises to resolve issues quickly, thus minimizing downtime and enhancing user productivity [3] - ZDX unifies device, network, and application telemetry to facilitate rapid root-cause identification, addressing the estimated $400 billion annual losses from digital downtime [2][3] - The innovations include Network Intelligence, which identifies ISP bottlenecks and reroutes traffic to ensure fast connectivity, and Zscaler Managed Monitoring, which provides 24/7 monitoring of critical applications [6] Group 2: Market Positioning - Zscaler is positioned to meet the evolving demands of a dynamic, distributed, and AI-first world by consolidating security and networking functions through its globally distributed, multi-tenant cloud [3] - The shift from fragmented point solutions to unified platforms is highlighted as a key trend, with Zscaler leveraging AI to enhance user experience and accelerate issue resolution [3] Group 3: Operational Benefits - The new features allow organizations to monitor device health and performance, proactively addressing widespread issues, extending device lifecycles, and reducing hardware refresh costs [6] - By holding service providers accountable and ensuring compliance with SLAs, organizations can secure compensation and negotiate better terms, further enhancing productivity [6]

Core Insights - Cybersecurity stocks have shown mixed results in 2025, with significant attention on upcoming earnings reports from major companies like CheckPoint Software, Tenable, and Cloudflare [1][2] - Analysts predict that corporate spending on cybersecurity will remain a priority, despite the sector's underperformance compared to the broader market since Q2 [2][3] Company Performance - Zscaler has seen a remarkable 79% increase in 2025, while Cloudflare has surged by 102%, making them top performers in the cybersecurity sector [4] - Other notable performers include CrowdStrike with a 54% rise and Palo Alto Networks with a 19% increase, while Fortinet has declined by 9% [5] Market Trends - Demand for network security solutions like SASE and next-gen SIEM remains high, with identity and data security gaining importance as enterprises adapt to new threats [6] - The buzz around artificial intelligence is driving interest in cybersecurity stocks, as firms leverage AI tools to enhance threat detection and response capabilities [8] Major Deals - Palo Alto Networks is set to acquire CyberArk for $25 billion, while Alphabet has agreed to purchase Wiz for $32 billion, both deals expected to reshape the cybersecurity market [7] Industry Outlook - Analysts believe that the recent pullbacks in cybersecurity valuations make the sector more attractively positioned, with many customers still committed to nondiscretionary projects [3]

Group 1 - Zscaler (ZS) has reached a new high, breaking out of a cup base at a buy point of 318.46 in early October, and is currently in a buy zone [1] - The stock is on track for its second consecutive weekly win after pulling back to its 21-day moving average [1] - Zscaler's stock has experienced a significant rally of 74%, making it a focus for investors [4] Group 2 - The stock market is currently at highs, influenced by huge earnings reports and upcoming events involving the Fed and trade negotiations between Trump and Xi [1] - Futures are rising, with notable performances from Intel and AI-related companies, particularly Comfort Systems [2]