ZSZscaler

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

• 🔥🔥🔥#1▼5.16%DirectFriday's First Moves: ZS Earnings Growth Slows, PL Raises Guidance, PATH Plunges8d ago

  Slowing growth with continued losses (FY net -$63M); richly valued cloud-security names are most sensitive to deceleration, and with the market accustomed to large beats, softer growth compresses the multiple.

  Impact chain →

  Also named: CRWD · PANW · PATH · PEGA · PL · BKSY

• 🔥🔥#2▼1.17%DirectCoherent, Sandisk, Lululemon, Zscaler, and More Stocks That Explain Today's Market9d ago

  Revenue growth of 25.4% remains healthy, but negative net income and an unusually wide analyst estimate range show little consensus on the path to profitability, with conservative guidance weighing on shares

  Impact chain →

  Also named: SNDK · MU · WDC · COHR · LITE · LULU

• 🔥#3▲0.83%2nd-orderRecent AI hacks raise cybersecurity fears8d ago

  Zero-trust cloud security provider benefits from enterprise concern over AI-expanded attack surfaces

  Impact chain →

  Also named: CRWD · PANW · FTNT · S · GOOG · GOOGL

• #4▲0.57%2nd-orderNvidia CEO Jensen Huang says cybersecurity is AI's next blockbuster app2d ago

  Minor sentiment lift from association with cloud/AI security themes, absent any substantive business development news

  Impact chain →

  Also named: NVDA · CRWD · PANW · FTNT

• #5▲0.45%2nd-orderPalo Alto Networks beats quarterly estimates on AI demand, continues acquisition spree11d ago

  Cloud-security peer benefits from sector demand validation and sentiment spillover

  Impact chain →

  Also named: PANW · CRWD · S · FTNT

• #6▼0.41%DirectZscaler Falls 4% as FY2027 Growth Guidance Overshadows Earnings Beat; CrowdStrike Slips, Palo Alto Holds Steady8d ago

  Shares already fell ~4% intraday on the soft guide, so most of the negative is priced; remaining downside is limited, and consensus reliability for next quarter is low.

  Impact chain →

  Also named: CRWD · PANW · S

• #7▲0.4%2nd-orderPANW 10-K — Annual report2d ago

  Zero-trust and SASE demand benefits from improved sector guidance sentiment via read-through

  Impact chain →

  Also named: PANW · CRWD · FTNT

• #8▲0.4%2nd-orderMemory & Cybersecurity Hidden Strengths as NVDA Bolsters AI Trade8d ago

  Cloud security demand is an indirect beneficiary of AI infrastructure investment, though lacking a concrete earnings driver

  Impact chain →

  Also named: NVDA · MU · 000660.KS · 005930.KS · CRWD · PANW

• #9▼0.39%2nd-orderPANW's AI Security Push in "Platformization," Acquisition-Heavy Growth7d ago

  PANW's M&A-driven expansion into SASE/zero-trust raises share-encroachment concerns for pure-play cloud-security name ZS.

  Impact chain →

  Also named: PANW · CRWD · S

• #10▼0.3%2nd-orderTuesday's First Moves: BE Joining SPX, AMGN & NVS Fall, PANW Downgrade4d ago

  Cybersecurity peers move in sympathy, with valuation-sensitive names like Zscaler also under pressure

  Impact chain →

  Also named: AMGN · NVS · PFE · PANW · CRWD · BE