Zscaler(US:ZS) Zhi Tong Cai Jing·2025-11-27 07:01Core 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]