Zscaler(ZS.US)公布超预期业绩和指引后股价大跌 投行Wedbush力挺,给予“跑赢大盘”评级

智通财经网
Nov 27

智通财经获悉,在公布了好于预期的业绩和指引后,网络安全公司Zscaler(ZS.US)的股价在周三大跌逾13%,但投行Wedbush 证券称其业绩“强劲”,给予“跑赢大盘”评级,目标价为 350 美元。

该公司分析师丹·艾夫斯及其团队表示,Zscaler公布了2026财年第一季度业绩,营收和利润均超出预期,同时全面上调了2026财年业绩预期,因为受其新的云和人工智能解决方案持续强劲的推动,市场对该公司产品组合的需求依然旺盛,”

他们继续说道:“总体而言,我们仍然认为 Zscaler 是网络安全行业首屈一指的公司,因为它在企业向零信任/人工智能安全转型过程中保持着非常有利的地位。”

截至10月31日的季度,Zscaler调整后每股收益为0.96美元,营收同比增长26%至7.881亿美元。分析师此前预期调整后每股收益为0.86美元,营收为7.7386亿美元。

展望未来,Zscaler预计第二季度营收将在7.97亿美元至7.99亿美元之间,高于市场普遍预期的7.961亿美元。该公司预计第二季度调整后每股收益将在0.89美元至0.90美元之间,与市场预期的0.89美元基本持平。

预计全年营收将在32.8亿美元至33亿美元之间,高于此前预估的32.7亿美元。预计全年调整后每股收益将在3.78美元至3.82美元之间,高于此前预估的3.65美元。

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