周三，网络安全公司 Zscaler Inc. 盘中大跌超12%。消息面上，尽管公司第一季度的营收和利润均超预期，但分析师指出其缺乏对Red Canary收购的明确整合指引，引发市场对增长可持续性的担忧。此外，公司上调后的年度收入预期（32.8亿至33亿美元）仅微幅增长，被多家券商认为低于第一季度增幅。
值得注意的是，杰富瑞、丰业银行等机构随后下调目标价，仅摩根大通小幅上调。今年以来Zscaler股价已累计上涨60.6%，此次回调或反映市场对其高估值下增长动能的重新评估。
周三，网络安全公司 Zscaler Inc. 盘中大跌超12%。消息面上，尽管公司第一季度的营收和利润均超预期，但分析师指出其缺乏对Red Canary收购的明确整合指引，引发市场对增长可持续性的担忧。此外，公司上调后的年度收入预期（32.8亿至33亿美元）仅微幅增长，被多家券商认为低于第一季度增幅。
值得注意的是，杰富瑞、丰业银行等机构随后下调目标价，仅摩根大通小幅上调。今年以来Zscaler股价已累计上涨60.6%，此次回调或反映市场对其高估值下增长动能的重新评估。
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