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。
逐段跳播
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%。
这里的增长也上升了 25%。这表明对“零信任”平台的需求强劲。他们表示，针对 AI 代理的新安全工具正在获得早期势头。所以，利润率是存在的。而这种情况一直持续到今天上午，看来对投资者来说还不够。
显然，今天市场的整体疲软对“Z Skiller”没有帮助。至于他们的年度经常性收入增长和预测，他们对 2027 财年的展望指向约 17% 的增长，这比 25% 的预测要慢。他们过去一直很保守。
嗯，华尔街以前对此反应不佳。今天他们对此反应也不佳。如果这是从现在开始的实际情况。换句话说，增长是存在的，但 17% 和 25% 之间有很大差异。所以他们决定不予理会，我们将坚持我们在网络安全领域看好的那些。
Now, the company has achieved superiority in profits and revenues. The adjusted earnings per share amounted to $1.19. That was better than expected. Market expectations were for $1.09. Revenues reached $898.19 million, also better than expected , with annual recurring revenue growth of 25%. This growth is also rising by 25% here. This indicates that demand for a " zero trust" platform is strong. New security tools for AI agents, they say, are gaining early momentum. So, the profit margin was there. And as this continued until this morning, it seems that it was not enough for the investors. Clearly, the overall weakness in the market today is not helping "Z Skiller". As for their annual recurring revenue growth and forecasts, their outlook for fiscal year 2027 points to growth of around 17%, which is slower than the 25% forecast. They were conservative in the past. Well, Wall Street hasn't responded well to that before. And they are not responding well to it today either. If this is the actual course of action from now on. In other words, growth is there, but there is a big difference between 17% and 25%. And so they decided not to care, and we will stick with those we love in the cybersecurity sector.
是的。我的意思是，我刚才正在看“Ze Skeller”，顺便说一下，回到那个话题一会儿，因为我听说它一度上涨了。你知道吗？我实际上在盘后交易中看到一笔奇怪的交易，价格超过 200 美元，达到 201 美元。
但是，正如我们指出的，它现在在 170 美元，实际上在下跌，离其盘中低点 165.06 美元不远。
Yes. I mean, I was just looking at "Ze Skeller," by the way, just to go back to that for a moment, because I heard it was higher at one point. Do you know what I mean? I actually saw a strange deal above $200, $201 in after-hours trading . But, as we noted, it is now at $170, and is actually falling, not far from its session low of $165.06.
这个频道对 $ZS 的历次判断
Schwab Network 在这只股票上共 4 条判断，这里只列相邻的几条。