异动解读 | Zscaler夜盘大跌8.02%,财报利好不敌年度指引失望

异动解读
Nov 26, 2025

云安全公司Zscaler(纳斯达克股票代码:ZS)在周二夜盘交易中大跌8.02%,跌幅明显。尽管公司第一季度财报超出市场预期,但投资者似乎对其年度指引感到失望。

根据公司发布的财报,Zscaler第一季度营收达到7.881亿美元,超过分析师预期的7.738亿美元;调整后每股收益为96美分,同样高于预期的86美分。然而,公司上调的年度收入预期从此前的32.7亿美元至32.8亿美元,微调至32.8亿美元至33亿美元,涨幅相对保守。加拿大皇家银行分析师指出,这一上调幅度低于第一季度的收入增长,可能是导致股价下跌的主要原因。

值得注意的是,Zscaler对第二季度的预期仍略高于市场共识。公司预计第二季度调整后每股收益在89美分至90美分之间,营收预期为7.97亿美元至7.99亿美元。尽管如此,投资者似乎更关注长期增长前景。截至目前,Zscaler股价今年以来已上涨60.6%,此次财报后的大跌或反映了市场对公司未来增长速度放缓的担忧。

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