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Wire

Zscaler Fiscal Q3 Adjusted Earnings, Revenue Rise; Q4 Guidance Set

Zscaler (ZS) reported fiscal Q3 adjusted earnings late Tuesday of $1.08 per diluted share, up from $0.84 a year earlier.Analysts polled by FactSet expected $1.01.Revenue for the three months ended April 30 was $850.5 million, up from $678 million a year earlier.Analysts surveyed by FactSet expected $835.6 million.For fiscal Q4, the company expects adjusted EPS of $1.08 to $1.09 on revenue of $875 million to $878 million. Analysts expect EPS of $1.03 on revenue of $878.6 million.For the full-year fiscal 2026, the company now expects adjusted EPS of $4.10 to $4.11 on revenue of $3.329 billion to $3.332 billion. It earlier expected adjusted EPS of $3.99 to $4.02 on revenue of $3.31 billion to $3.32 billion.Analysts expect EPS of $4.01 on revenue of $3.32 billion.

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Stocks Rise Pre-Bell as Investors Monitor Latest Middle East Developments, Await Key Economic Data
US Markets

Stocks Rise Pre-Bell as Investors Monitor Latest Middle East Developments, Await Key Economic Data

The benchmark US stock measures were pointing higher before the opening bell Tuesday as traders assess the latest developments in the Middle East and await key economic data later in the week.The S&P 500 rose 0.6%, the Dow Jones Industrial Average gained 0.5% and the Nasdaq added nearly 1% in premarket activity. The indexes finished Friday trading in the green, with the Dow hitting a new record high.US markets were closed on Monday for the Memorial Day holiday.The US military said it carried out strikes in southern Iran on Monday, targeting missile launch locations and vessels allegedly trying to deploy mines, CNBC reported. The US Central Command said the strikes were intended "to protect our troops from threats posed by Iranian forces," the report added.Iran's Islamic Revolutionary Guard Corps reportedly said Tuesday it would retaliate against violations of the ongoing ceasefire.The incident occurred after President Donald Trump said in a social media post on Monday that negotiations with Iran were "proceeding nicely." In a separate post, Trump said that Iran's enriched uranium "will either be immediately turned over to the US" or be destroyed in place or at another "acceptable location."Tehran's semi-official Tasnim news agency reportedly described recent discussions with the US as "overall good," but said that a memorandum of understanding between the two countries would be subject to the release of $24 billion in frozen Iranian funds.West Texas Intermediate crude oil declined 4.4% to $92.31 a barrel before the open, while Brent fell 4.7% to $95.6.The personal income and outlays report for April is scheduled to be released on Thursday. The report includes the personal consumption expenditure core price index, the Federal Reserve's preferred inflation metric. The second estimate report of the first-quarter gross domestic product is also due on Thursday.Treasury yields fell in premarket action, with the two-year rate retreating 6.5 basis points to 4.06% and the 10-year rate declining 7.6 basis points to 4.5%.Tuesday's economic calendar has the Chicago Fed national activity index for last month at 8:30 am ET, followed by the Case-Shiller Home Price Index and the Federal Housing Finance Agency House Price Index, both for March at 9 am. The consumer confidence report for May is out at 10 am, followed by the Dallas Fed manufacturing survey for the same month at 10:30 am.Costco Wholesale (COST), Marvell Technology (MRVL), Salesforce (CRM) and Dell Technologies (DELL) are some of the major companies slated to release their latest financial results this week.AutoZone (AZO) posts earnings before the bell, among others, while Zscaler (ZS) is expected to announce its results after the markets close.Gold edged up 0.2% to $4,531 per troy ounce, while bitcoin slipped 0.3% to $77,121.

Dow JonesNasdaq CompositeS&P 500$AZO$COST$CRM$DELL$MRVL$ZS
Wire

Zscaler Setup Looks Positive Into Upcoming Earnings, UBS Says

Zscaler (ZS) shares have a positive setup into next week's earnings as expectations look manageable, April demand checks improved, artificial intelligence security demand could rise, and federal contract activity may help bookings, UBS said in a note emailed Wednesday.The investment firm said it remains positive on the stock, which it views as undervalued, as investor sentiment has improved from a few months ago, although Zscaler shares are still down 22% year to date, compared with an 8% gain for cybersecurity stocks.April industry checks were stronger than March, with partners pointing to more urgency from enterprise customers, while Zscaler's Z Flex contracts could help customers adopt AI security products faster, including data security tools, UBS said.UBS kept its buy rating and $260 price target for Zscaler, saying that a recent Department of Homeland Security contract and stronger Recovery Point Objective trends could support H2 revenue visibility.Zscaler will release its fiscal Q3 results next Tuesday.Price: $174.06, Change: $-1.19, Percent Change: -0.68%

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Wire

Zscaler Likely to See Balanced Fiscal Q3 Results, Oppenheimer Says

Zscaler's (ZS) upcoming fiscal Q3 results will likely show in line to moderately above-plan performance as well as some divergence between strong performance in the US and mixed performance in Europe, Oppenheimer said in a note Wednesday.The investment firm noted Zscaler's competitors like Palo Alto (PANW) and Netskope (NTSK) are "increasingly aggressive" in the Secure Access Service Edge, or SASE, market, which "deserves monitoring, but we see faster market expansion rather than share rotation."Oppenheimer also said consensus estimates for the company's 2027 net new annual recurring revenue seasonal patterns seem to not be aligned with recent low Q1 and higher H2 patterns which should make for a "front-loaded setup and a tougher [fiscal Q1] bar."Meanwhile, the company may also benefit from product launch catalysts at its Zenith event, which may support the platform narrative into fiscal 2027, the note said.Oppenheimer kept its outperform rating and $250 price target on Zscaler.Price: $172.49, Change: $-2.76, Percent Change: -1.57%

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Wire

Zscaler Teaming Up With Global System Integrators to Boost Enterprise AI Adoption

Zscaler (ZS) said Tuesday it is launching an expanded collaboration project with global system integrator partners to increase enterprise AI adoption.The collaboration, Project AI-Guardian, will integrate Zscaler's "Zero Trust" framework with the consulting expertise of the partners to help firms achieve security and regulatory compliance while maintaining visibility over their data, the company said.The project partners include Cognizant (CTSH), Infosys (INFY), Wipro (WIT), Tata Consultancy Services, EY and HCL Technologies, Zscaler said.Financial terms were not disclosed.Price: $179.37, Change: $+4.68, Percent Change: +2.68%

$CTSH$INFY$WIT$ZS
Wire

Top Midday Gainers

B. Riley upgraded Zscaler (ZS) to buy, with a $225 price target, ahead of the company's fiscal Q3 results on Tuesday next week.Shares of Zscaler were up 10%, with intraday trading volume at nearly 3.89 million from a daily average of over 3.13 million.Cognizant Technology Solutions (CTSH) increased its 2026 share repurchase target by $1 billion to $2 billion, the company said Monday.Shares advanced 8.4%, with intraday trading volume at almost 7.98 million from a daily average of about 6.75 million.NextEra Energy (NEE) and Dominion Energy (D) agreed to merge in an all-stock deal to create the world's largest regulated electric utility.Shares of Dominion jumped 9.1%, with intraday trading volume at over 25.3 million compared with a daily average of about 4.90 million.Price: $177.16, Change: $+16.11, Percent Change: +10.00%

$CTSH$D$NEE$ZS
Research

B. Riley Upgrades Zscaler to Buy, $225 Price Target

Zscaler (ZS) has an average rating of Buy and mean price target of $220.73, according to analysts polled by FactSet.

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Wire

Zscaler Shows Limited Platform Expansion as ZIA, ZPA Remain Growth Engine, Morgan Stanley Says

Zscaler (ZS) has shown limited expansion of its platform and its core internet access and private access offerings remain its growth engine, Morgan Stanley said in a Wednesday note.While Zscaler Digital Experience is seeing early traction with bookings up 80% to $100 million in annual recurring revenue, the company's Red Canary acquisition has shown little momentum, putting all focus on ZIA and ZPA offerings, and challenging the 20% plus growth rate once Red Canary becomes inorganic in fiscal 2027, the investment firm said.Additionally, Zscaler is seeing the Secure Access Service Edge market become more competitive, with customers evaluating broader platform vendors with deeper networking capabilities, according to the note.The company remains well-positioned for long-term growth, but a combination of execution complexity, limited meaningful growth drivers and early-stage monetization of new products supports a more balanced risk-reward on the stock, the firm said.Morgan Stanley downgraded Zscaler to equalweight from overweight, and lowered its price target to $155 from $200.Price: $139.91, Change: $+0.30, Percent Change: +0.21%

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Research

Morgan Stanley Downgrades Zscaler to Equalweight From Overweight, Cuts Price Target to $155 From $200

Zscaler (ZS) has an average rating of buy and mean price target of $224.13, according to analysts polled by FactSet.

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Wire

Microsoft, Salesforce Recent Sell-Offs Disconnected From Emerging AI Monetization Opportunities, Wedbush Says

Microsoft (MSFT), Salesforce (CRM) and ServiceNow's (NOW) recent sell-offs amid the broader software disposal are disconnected from the AI opportunities over the coming years, with enterprises moving to integrate AI across their tech stacks on a priority, Wedbush said in a note Monday.The brokerage said its tech team has seen a rapid pace of enterprise AI adoption over the past few weeks, as per conversations with multiple customers and partners across the board including throughout Asia, furthering its enterprise software sector AI monetization thesis.Increased AI usage is also lowering the cost and skill required to execute sophisticated cyber attacks, Wedbush said, adding that AI in cybersecurity does not reduce the need for endpoints and their vendors, but multiplies it as more enterprises deploy LLM-powered agents, meaning more run-time monitoring and identity governance.In this context, Wedbush said its favorites included CrowdStrike (CRWD), Palo Alto Networks (PANW), Zscaler (ZS), Check Point Software (CHKP), and Rubrik (RBRK).Price: $378.62, Change: $+7.75, Percent Change: +2.09%

$CHKP$CRM$CRWD$MSFT$NOW$PANW$RBRK$ZS

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