JUMP REPORT
| Avg Daily Volume: 3,321,704 Market Cap: 6.64B Sector: Technology Short Interest: None |
EARNINGS EXPECTATIONS:
THIS QTR: EPS: .01/share REV: 89.79/M
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LAST QTR: EPS: .01/share ACTUAL: .07/share (BEAT)
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NEXT QTR: EPS: .04/share REV: 97.37/M
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FULL YR: EPS: .15/share REV: 402.89/M
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*These are the base metrics we will be watching against the actual release numbers
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BEAT/MISS RECORD: NA% OF THE TIME THEY BEAT ESTIMATES
PRIOR ‘JUMP ZONE’ MOVES (LAST 3 QTRS %) -25.25, -9.0, 23.06
EXPECTED JUMP MOVE: 15%
Links To Latest News and Headlines
Evercore ISI raised the firm’s price target on Zscaler (ZS) to $290 from $245 and keeps an Outperform rating on the shares. Zscaler delivered “a stellar F3Q,” surpassing expectations across key metrics and reinforcing confidence in the new go-to-market strategy, the analyst tells investors. However, caution is advised as FY26 consensus estimates “seem overly optimistic for now,” adds the analyst, whose initial FY26 revenue growth estimate is set at 18.5%, below the consensus of 20.2%. Published
TD Cowen raised the firm’s price target on Zscaler (ZS) to $300 from $270 and keeps a Buy rating on the shares. The firm updated its model as the company’s results exceeded F3Q metrics across the board and upped its F4Q. The company is seeing no macro slowdown, its platform approach resonates well with large customers, its pricing scheme (z flex) is positively embraced by customers wishing to expand business with Zscaler, and the acquisition of Red Canary provides an extension into the SOC accel
We hosted Walmart in New York for an investor event including Senior Vice President of Investor Relations Steph Wissink. Walmart does not discuss intraquarter trends. Tariff costs are beginning to hit shelves, although Walmart is digesting these very well, in our view, and looking to pass on only a low-single digit percentage price increase to its consumer base.
Adjusted EPS of $0.84 and narrow GAAP loss; Kevin Rubin to drive $5 billion ARR push
Zscaler (NasdaqGS:ZS) has reported mixed earnings results for the third quarter, witnessing a significant increase in sales to USD 678 million but a net loss of USD 4 million compared to the previous year’s net income. The company’s stock has risen 28% over the last quarter, potentially bolstered by optimistic revenue guidance for the fourth quarter and fiscal year 2025, alongside key executive appointments, which indicate strategic shifts to strengthen its financial and corporate strategy…
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