以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Zscaler (ZS)
15 atoms · 跨 3 天 · 首见 2026-05-26 · 最近 2026-06-11
三色: 🟦 fact 10 · 🟥 take 5 · stance ▲5/▼5/◆1
来源: 群 3 · X 12
时态: fresh:12 · stale:3
标签: 好数字:10 · 好观点:4 · 好信源:2
叙事 (narrative) (2)
- 2026-06-11 · AI安全角色信心
increased confidence in Zscaler's AI security role
tags: 好观点 · → daily
value: direction=上升
- 2026-06-11 · 管理层态度
management excitement
tags: 好观点 · → daily
value: direction=积极
预测 (forecast) (1)
- 2026-05-26 · 下财年资本开支预期
ZS warned that capex as a percentage of revenue will rise ~200bp next fiscal year
tags: 好数字 · → daily
value: qty=capex as a percentage of revenue will rise ~200bp next fiscal year
立场 (position) (3)
展开 3 条老旧 / 已过期
- 2026-06-11
[老旧] · Wolfe Research 评级
$ZS | Wolfe Research reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐙𝐬𝐜𝐚𝐥𝐞𝐫, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟓𝟎
tags: 好信源 · → daily
value: direction=重申 · rating=Outperform
- 2026-06-11
[老旧] · Wolfe Research 目标价
cuts PT to $150
tags: 好数字 · → daily
value: qty=$150 · direction=下调
- 2026-06-11
[老旧] · 预期上涨空间
预期上涨空间: +20.26%
tags: 好数字 · → daily
value: qty=20.26%
事实 (fact) (9)
- 2026-05-27 · premarket price change
Zscaler (ZS) shares sink 22% after the security software company gave a fourth-quarter revenue forecast that was weaker than expected. Evercore downgrades the stock, noting slowing net new customers.
tags: 好数字·好观点 · → daily
value: qty=-22% · direction=down
- 2026-06-11 · 当前股价
当前股价: $124.73
tags: 好数字 · → daily
value: qty=$124.73
- 2026-06-11 · 调研客户数量
调研客户数量: 50
tags: 好数字 · → daily
value: qty=50
- 2026-05-27 · Q4 revenue forecast
fourth-quarter revenue forecast that was weaker than expected
tags: 好数字 · → daily
value: qty=weaker than expected · direction=down
- 2026-05-26 · FCF 利润率指引
ZS: reduction in free cash flow margin guidance for the year (from ~26.75% to ~23%)
tags: 好数字 · → daily
value: qty=from ~26.75% to ~23%
- 2026-06-11 · 客户反馈
positive customer feedback at its user conference
tags: 好信源 · → daily
value: direction=正面
- 2026-05-27 · 盘前涨跌幅
Zscaler (ZS) -24%
tags: 好数字 · → daily
value: qty=-24% · date=2026-05-27
- 2026-05-26 · 盘后跌幅
Zscaler (ZS) 跌幅: -16%
tags: 好数字 · → daily
value: qty=-16% · date=2026-05-26
- 2026-05-26 · 资本开支上涨原因
VK: ZS 的 capex outlook isn't so much because ZS is buying a lot of extra equipment, but instead due to the spike in component prices, especially memory
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-06-11 ·
position · Wolfe Research 评级 · → daily
- 2026-06-11 ·
position · Wolfe Research 目标价 · → daily
- 2026-06-11 ·
fact · 当前股价 · → daily
- 2026-06-11 ·
position · 预期上涨空间 · → daily
- 2026-06-11 ·
fact · 调研客户数量 · → daily
- 2026-06-11 ·
narrative · AI安全角色信心 · → daily
- 2026-06-11 ·
fact · 客户反馈 · → daily
- 2026-06-11 ·
narrative · 管理层态度 · → daily
- 2026-05-27 ·
fact · premarket price change · → daily
- 2026-05-27 ·
fact · Q4 revenue forecast · → daily
- 2026-05-27 ·
fact · 盘前涨跌幅 · → daily
- 2026-05-26 ·
fact · FCF 利润率指引 · → daily
- 2026-05-26 ·
forecast · 下财年资本开支预期 · → daily
- 2026-05-26 ·
fact · 资本开支上涨原因 · → daily
- 2026-05-26 ·
fact · 盘后跌幅 · → daily
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