ZS

ZS $133 l

资金撤退的时候会有多吓人 估计都像ZS,这样

美国股市投资分析评论和预测系列（之一千一百四十七） 2026年下半年投资策略 （之四） 软件股终于触底， 开始上升趋势！？👍 🙏 积极寻找和买入正在或可能补涨的领域和个股 鲍博士 March - May 28，2026 ==================== 软件股终于开始上涨波段 ======================= 我一直在预测和提示的软件股的上升趋势终于开始了。 SNOW 昨天出的季报非常好，昨天盘后和今天大涨36% $63！ 👍 👏 这对整个软件行业的复苏应该非常有帮助。👍 🙏 软件行业的触底复苏反弹已经非常靠谱了。 🙏 👏 今天软件股大规模上升，保持并继续买入我一直推荐的的软件股中的优秀动能股： IGV, SNOW, MDB， DDOG, NOW, TEAM, CRM， PLTR, APP , TEM, APPS， ESTC， TDOC， NET， ZS， CRWD, PANW， ORCL，META， IBM， MSFT, 都开始向上补涨攀升。🙏 👍 ～～～

昨天买了ZS.看了它的report 其实还不错

ZS 不算saas 吗 怎么跌了 30%

ZS 跌得太狠了

$ZS Conference Call Summary: We are positioning ou…

Zscaler double beat but disappoints on guide. CEO: "We delivered strong Q3 fiscal 2026 results with record profitability. ARR grew 25%, or 21%..." $ZS : -17% AH

This market will exhaust you, and you will give up. SaaS companies getting killed is a product of not understanding Enterprise scaling / operations. AI requires distribution and AI will not kill all SaaS companies. Especially not those who have already proven their stickiness. After an entire year of getting killed and companies still guiding up and beating earnings, how is selling off justified? How long does it continue? Beats and raises not getting rewarded just means there's no real thought being put into the price action. It's just manipulation, as it usually is. Wall Street plays games. It's not good to fight a trend, but also not okay to sit back and think it's the correct trend. Anyway, this is all fundamentally stupid thinking. Just my opinion and you are entitled to your own. A company like $ZS should be rewarded for "proving otherwise". Despite the year long SaaS-pocalypse, no earnings seems to be enough. Hate to break it to you, Claude and GPT are only entering legacy Enterprise via distributors like $CRM , $MSFT , and $SNOW who are adding a layer above that provide niche services. Anthropic and OpenAI do not have the resources, knowledge, or consulting to provide this capacity. Narrative will shift tomorrow with Salesforce and Snowflake earnings. The stickiness exists. If you can't see it, then it is the alpha you need to get in early, and be right, rather than miss the move.

#earnings after the close on Tuesday, May 26, 2026 https:// earningswhispers.com/calendar $ZS $SQM $BOX $SMTC $MOD $OOMA $API $APPS $QFIN $SVM $TRNS $HMR $BBAR

The most anticipated earnings releases for the week of May 25, 2026, are @MarvellTech $MRVL , @salesforce $CRM , @Snowflake $SNOW , @Dell $DELL , @UiPath $PATH , @zscaler $ZS , @MongoDB $MDB , @Costco $COST , @BestBuy $BBY , and Sociedad Química y Minera de Chile S.A. $SQM . https:// earningswhispers.com/calendar #mostanticipated #earningscalendar #earningswhispers #marvell #salesforce #snowflake #uipath #zscaler #mongodb #costco #bestbuy #earningswhisper

Cybersecurity has now overtaken the Semiconductors as market leaders, at least for the quarter. 94% of $BUG stocks are up since reporting earnings, while just 76% of $SMH . We'll get results from $ZS $S and $OKTA this week, with $PANW and $CRWD next week, but in late June, $BB will report. The company reported A+ earnings last quarter, and now appears to be in Stage 2. https:// earningswhispers.com/wrs

#earnings for the week of May 25, 2026 https:// earningswhispers.com/calendar $MRVL $CRM $SNOW $DELL $PATH $ZS $MDB $COST $BBY $SQM $PLAB $ESLT $ADSK $S $HRL $SNPS $BOX $HPQ $DKS $PONY $API $ESTC $P $AZO $OKTA $OOMA $BNS $BRZE $SKY $CRGO $AMSC $CPRI $PDD $NCNO $BBWI $MOD $ANF $NTAP $BURL $QFIN $CM $NTNX $DY $HEI $WB $SVM $GAP $JOYY $KSS $XPEV

The Semiconductors $SOXX remain the market leaders, but they've been fading some post-earnings, while Cybersecurity $BUG stocks have been strengthening - and were up on Friday while the overall market was lower. $ZS $S and $OKTA report later this month. $PANW and $CRWD will report soon after. https:// earningswhispers.com/wrs