Zscaler

ZS

Market cap $40.1B

The software sector has been a meaningful laggard this year, and Baird analysts say plenty of stocks are now on sale.

Malcolm Ethridge, Managing Partner at Capital Area Planning Group, joins CNBC's Halftime Report to explain why he's buying more Zscaler here.

CNBC's "Closing Bell" team discusses the setup for stocks going into year-end with Tom Lee of Fundstrat.

Jay Chaudhry, Zscaler founder and CEO, joins ‘Money Movers' to discuss the company's latest earnings report, its acquisition of Red Canary, and more.

Zscaler Inc. (NASDAQ:ZS) reported fiscal first quarter 2026 results that exceeded Wall Street estimates, but its shares fell amid elevated investor expectations. the quarter ending October 31, the company posted adjusted earnings per share (EPS) of $0.96, surpassing the analyst consensus of $0.86 and representing a 23.6% increase from the prior year.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

ZS tops Q1 estimates with 26% revenue growth and strong customer momentum, prompting the company to lift its full-year outlook.

Zscaler, Inc. ( ZS ) Q1 2026 Earnings Call November 25, 2025 4:30 PM EST Company Participants Ashwin Kesireddy - Vice President of Investor Relations & Strategic Finance Jagtar Chaudhry - Co-Founder, CEO & Chairman of the Board Kevin Rubin Kevin Rubin - Chief Financial Officer Conference Call Participants Brad Zelnick - Deutsche Bank AG, Research Division Saket Kalia - Barclays Bank PLC, Research Division Meta Marshall - Morgan Stanley, Research Division Tal Liani - BofA Securities, Research Division Joseph Gallo - Jefferies LLC, Research Division Michael Cikos - Needham & Company, LLC, Research Division Brian Essex - JPMorgan Chase & Co, Research Division Shrenik Kothari - Robert W. Baird & Co. Incorporated, Research Division Roger Boyd - UBS Investment Bank, Research Division Eric Heath - KeyBanc Capital Markets Inc., Research Division Fatima Boolani - Citigroup Inc., Research Division Gray Powell - BTIG, LLC, Research Division Joshua Tilton - Wolfe Research, LLC Jonathan Ruykhaver - Cantor Fitzgerald & Co., Research Division Matthew Hedberg - RBC Capital Markets, Research Division Presentation Operator Good day, and thank you for standing by.

Zscaler stock price erased the gains made in the regular session after the company published strong results and a mild forward estimate. It initially rose by 3.35% on Tuesday to $290 and then retreated by over 7% to $266.90 in the extended hours.

While the top- and bottom-line numbers for Zscaler (ZS) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.