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Stocks to Watch: Marvell Technology, PDD, Zscaler
The Wall Street Journal70d agoneutral
Stocks to Watch: Marvell Technology, PDD, Zscaler

↗️Marvell Technology (MRVL): Shares of the artificial-intelligence hardware supplier jumped premarket ahead of its earnings update due this evening. Its stock has already more than doubled this year thanks to the AI boom.

ZS Q1 Deep Dive: Sales Leadership Transition and AI Security Shape Outlook
StockStory70d agoneutral
ZS Q1 Deep Dive: Sales Leadership Transition and AI Security Shape Outlook

Cloud security platform Zscaler (NASDAQ:ZS) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 25.4% year on year to $850.5 million. The company expects next quarter’s revenue to be around $876.5 million, close to analysts’ estimates. Its GAAP loss of $0.08 per share was 43.7% above analysts’ consensus estimates.

Zscaler Shares Sink After Free Cash Flow Outlook Cut Overshadows Strong Q3 Results (ZS)
InvestorsHub70d agoneutral
Zscaler Shares Sink After Free Cash Flow Outlook Cut Overshadows Strong Q3 Results (ZS)

Zscaler (NASDAQ:ZS) shares tumbled more than 21% in premarket trading on Wednesday, extending an after-hours decline of nearly 17%, after the cybersecurity group reduced its full-year free cash flow outlook despite delivering better-than-expected fiscal third-quarter earnings. Investor concerns were further amplified by the departure of two senior sales executives and softer-than-expected preliminary growth guidance for fiscal 2027.

Zscaler Q3 Earnings Call Highlights
MarketBeat71d agoneutral
Zscaler Q3 Earnings Call Highlights

Zscaler (NASDAQ:ZS) reported stronger-than-expected fiscal third-quarter results, with management highlighting growth in annual recurring revenue, record operating margin and rising demand for its zero-trust security platform as enterprises adopt artificial intelligence tools. Chairman and CEO Jay

Zscaler (ZS) Q3 2026 Earnings Call Transcript
Motley Fool71d agoneutral
Zscaler (ZS) Q3 2026 Earnings Call Transcript

Including, but not limited to, the company's anticipated future revenue, annual recurring revenue, net new annual recurring revenue, operating margin, gross margin, operating profit, net other income, earnings per share, and free cash flow margin, our customer response to our products, our expectations regarding AI and its impact on our business and customers, and our market share and market opportunity and our objectives and outlook. First, we hide applications and data behind our zero trust exchange making them invisible from the Internet.

Zscaler Stock Plunges 17% on Weak Fourth-Quarter Guidance
Barrons.com71d agobearish
Zscaler Stock Plunges 17% on Weak Fourth-Quarter Guidance

Shares of Zscaler fell late Tuesday after fiscal third-quarter earnings and revenue surpassed Wall Street’s expectations but sales guidance fell short. The cybersecurity company posted adjusted earnings of $1.08 a share, compared with 84 cents a share a year ago and above Wall Street’s expectations of $1.01 a share. Revenue grew 25% to $850.5 million, topping the analyst consensus of $835.6 million, according to FactSet.

Reuters71d agobullish
Zscaler sees downbeat quarterly revenue as competition heats up in cybersecurity market

Zscaler forecast fourth-quarter revenue below estimates on Tuesday, signaling intensifying competition in ‌the cybersecurity market as enterprises scrutinize spending ‌on cloud security products, sending shares down 15% in extended ​trading. Despite the push to secure modern IT environments, Zscaler faces competition from larger rivals such as Palo Alto Networks, which are vying for more ‌market share with ⁠their own platform offerings. Zscaler primarily competes in the Secure Access Service Edge (SASE) ⁠market, which combines networking and security into a single platform to connect users, devices and applications from ​anywhere.

Zscaler’s (NASDAQ:ZS) Q1 CY2026: Beats On Revenue But Stock Drops 16.1%
StockStory71d agoneutral
Zscaler’s (NASDAQ:ZS) Q1 CY2026: Beats On Revenue But Stock Drops 16.1%

Cloud security platform Zscaler (NASDAQ:ZS) beat Wall Street’s revenue expectations in Q1 CY2026, with sales up 25.4% year on year to $850.5 million. The company expects next quarter’s revenue to be around $876.5 million, close to analysts’ estimates. Its non-GAAP profit of $1.08 per share was 7.1% above analysts’ consensus estimates.

High Growth Tech Stocks in the US for May 2026
Simply Wall St.71d agoneutral
High Growth Tech Stocks in the US for May 2026

The United States market has shown robust performance recently, with a 1.2% increase over the past week and a substantial 29% rise over the last year, while earnings are projected to grow by 17% annually. In this environment, identifying high growth tech stocks involves looking for companies that not only capitalize on current technological trends but also demonstrate strong potential for sustained revenue and earnings growth.

Spotlight On 3 Growth Companies With Strong Insider Stakes
Simply Wall St.71d agoneutral
Spotlight On 3 Growth Companies With Strong Insider Stakes

The United States market has shown robust performance with a 1.2% climb in the last week and a remarkable 29% increase over the past year, alongside expectations for earnings to grow by 17% annually in the coming years. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business's operations and potential.

3 Promising Growth Companies With Insider Ownership Up To 27%
Simply Wall St.71d agoneutral
3 Promising Growth Companies With Insider Ownership Up To 27%

The United States market has experienced a robust performance, with a 1.2% increase over the last week and a substantial 29% rise over the past year, while earnings are anticipated to grow by 17% annually in the coming years. In this environment, growth companies with significant insider ownership can be particularly appealing as they often align management interests with shareholder value and may indicate confidence in the company's future prospects.

Nokia’s 140% Rally Turns AI Comeback Into Valuation Puzzle
Bloomberg71d agobullish
Nokia’s 140% Rally Turns AI Comeback Into Valuation Puzzle

(Bloomberg) -- A rally in Nokia Oyj is forcing investors to reconsider the company not as an old telecom-equipment stock, but as part of the infrastructure underpinning the artificial intelligence boom.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps R