Zscaler’s Solid AI-Powered Quarter Isn’t Enough for Nervous Investors
Zscaler reports 26% revenue growth & raised FY26 guidance, yet shares fall 11% post-earnings amid AI fears in software stocks.
/ 3 items
#ZS↓
Claude Code Security Hits the Market — And Sends Cyber Stocks Tumbling
Cybersecurity stocks such as CrowdStrike and Cloudflare fell sharply after Anthropic launched Claude Code Security—an AI feature that scans code for vulnerabilities—raising concerns that AI could disrupt demand for traditional security software.
Zscaler Shares Plunge Despite Beating Q1 Earnings Estimates
Zscaler stock tumbles 8% after Q1 earnings beat as investors react negatively to modest guidance raise. According to RBC analysts, the company's annual forecast increase was "less than the Q1 revenue beat."