Zscaler Stock Falls After Solid Earnings. Why Software Is on a Wild Ride This Week. -- Barrons.com

Dow Jones

02/27

By Callum Keown

Software stocks have had a wild ride this week but perhaps none more so than Zscaler. The cybersecurity company's shares fell 9% ahead of the open Friday despite beating earnings estimates after the bell Thursday.

The stock tumbled 10% on Monday as panic over the impact of artificial intelligence spread across the market. But then jumped 17% over the next three trading days as a broad-based recovery was followed by a more software-specific rebound on Thursday.

The initial reaction to Zscaler's earnings put the stock on course to bookend the week with sharp declines -- who'd be a software investor?

The results were pretty good. Adjusted earnings of $1.01 per share beat Wall Street estimates of 89 cents, according to FactSet data. Revenue jumped 26% year-over-year to $816 million in its fiscal second quarter, again beating expectations of $798 million.

Full-year guidance for between $3.99 and $4.02 per share was also ahead of the $3.92 consensus.

CEO Jay Chaudhry said all the right things -- that Zscaler is the "cybersecurity platform for the AI age," and that its Zero Trust platform was well-placed to capture the "unprecedented speed and scale of AI and agentic workflows."

Heading into earnings, the stock is down 26% this year. Investors just don't know how to value software stocks right now.

Write to Callum Keown at callum.keown@dowjones.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

February 27, 2026 04:56 ET (09:56 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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Revenue jumped 26% year-over-year to $816 million in its fiscal second quarter, again beating expectations of $798 million. \n</p>\n<p>\n  Full-year guidance for between $3.99 and $4.02 per share was also ahead of the $3.92 consensus. \n</p>\n<p>\n  CEO Jay Chaudhry said all the right things -- that Zscaler is the \"cybersecurity platform for the AI age,\" and that its Zero Trust platform was well-placed to capture the \"unprecedented speed and scale of AI and agentic workflows.\" \n</p>\n<p>\n  Heading into earnings, the stock is down 26% this year. Investors just don't know how to value software stocks right now. \n</p>\n<p>\n  Write to Callum Keown at callum.keown@dowjones.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. 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Why Software Is on a Wild Ride This Week. -- Barrons.com\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-02-27 17:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Callum Keown \n</p>\n<p>\n  Software stocks have had a wild ride this week but perhaps none more so than Zscaler. The cybersecurity company's shares fell 9% ahead of the open Friday despite beating earnings estimates after the bell Thursday. \n</p>\n<p>\n  The stock tumbled 10% on Monday as panic over the impact of artificial intelligence spread across the market. But then jumped 17% over the next three trading days as a broad-based recovery was followed by a more software-specific rebound on Thursday. \n</p>\n<p>\n  The initial reaction to Zscaler's earnings put the stock on course to bookend the week with sharp declines -- who'd be a software investor? \n</p>\n<p>\n  The results were pretty good. Adjusted earnings of $1.01 per share beat Wall Street estimates of 89 cents, according to FactSet data. Revenue jumped 26% year-over-year to $816 million in its fiscal second quarter, again beating expectations of $798 million. \n</p>\n<p>\n  Full-year guidance for between $3.99 and $4.02 per share was also ahead of the $3.92 consensus. \n</p>\n<p>\n  CEO Jay Chaudhry said all the right things -- that Zscaler is the \"cybersecurity platform for the AI age,\" and that its Zero Trust platform was well-placed to capture the \"unprecedented speed and scale of AI and agentic workflows.\" \n</p>\n<p>\n  Heading into earnings, the stock is down 26% this year. Investors just don't know how to value software stocks right now. \n</p>\n<p>\n  Write to Callum Keown at callum.keown@dowjones.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 27, 2026 04:56 ET (09:56 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2614393768","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2614393768","pubTimestamp":1772186160,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Software stocks have had a wild ride this week but perhaps none more so than Zscaler. The cybersecurity company's shares fell 9% ahead of the open Friday despite beating earnings estimates after the bell Thursday.The stock tumbled 10% on Monday as panic over the impact of artificial intelligence spread across the market. But then jumped 17% over the next three trading days as a broad-based recovery was followed by a more software-specific rebound on Thursday.The initial reaction to Zscaler's earnings put the stock on course to bookend the week with sharp declines -- who'd be a software investor?The results were pretty good. Adjusted earnings of $1.01 per share beat Wall Street estimates of 89 cents, according to FactSet data. 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The cybersecurity company's shares fell 9% ahead of the open Friday despite beating earnings estimates after the bell Thursday. \n\n\n  The stock tumbled 10% on Monday as panic over the impact of artificial intelligence spread across the market. But then jumped 17% over the next three trading days as a broad-based recovery was followed by a more software-specific rebound on Thursday. \n\n\n  The initial reaction to Zscaler's earnings put the stock on course to bookend the week with sharp declines -- who'd be a software investor? \n\n\n  The results were pretty good. Adjusted earnings of $1.01 per share beat Wall Street estimates of 89 cents, according to FactSet data. Revenue jumped 26% year-over-year to $816 million in its fiscal second quarter, again beating expectations of $798 million. \n\n\n  Full-year guidance for between $3.99 and $4.02 per share was also ahead of the $3.92 consensus. \n\n\n  CEO Jay Chaudhry said all the right things -- that Zscaler is the \"cybersecurity platform for the AI age,\" and that its Zero Trust platform was well-placed to capture the \"unprecedented speed and scale of AI and agentic workflows.\" \n\n\n  Heading into earnings, the stock is down 26% this year. Investors just don't know how to value software stocks right now. \n\n\n  Write to Callum Keown at callum.keown@dowjones.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 27, 2026 04:56 ET (09:56 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}