ZSZscaler

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

• 🔥🔥🔥#1▼5.58%DirectFriday's First Moves: ZS Earnings Growth Slows, PL Raises Guidance, PATH Plunges4d 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▼2.07%DirectCoherent, Sandisk, Lululemon, Zscaler, and More Stocks That Explain Today's Market4d 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▲1.42%2nd-orderRecent AI hacks raise cybersecurity fears4d 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▲1.05%2nd-orderOkta skyrockets 20%, CrowdStrike surges 15% as rising AI threat boosts earnings12d ago

  Its zero-trust cloud security overlaps closely with OKTA/CRWD, so sector momentum transmits directly

  Impact chain →

  Also named: OKTA · CRWD · PANW · S · FTNT

• #5▲0.76%2nd-orderPalo Alto Networks beats quarterly estimates on AI demand, continues acquisition spree7d ago

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

  Impact chain →

  Also named: PANW · CRWD · S · FTNT

• #6▼0.71%DirectZscaler Falls 4% as FY2027 Growth Guidance Overshadows Earnings Beat; CrowdStrike Slips, Palo Alto Holds Steady4d 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▲0.7%2nd-orderMemory & Cybersecurity Hidden Strengths as NVDA Bolsters AI Trade4d 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

• #8▼0.69%2nd-orderWhy Palo Alto Networks Stock Plummeted This Week2d ago

  A high-multiple SASE/zero-trust name that catches the valuation-concern spillover

  Impact chain →

  Also named: PANW · CRWD · FTNT

• #9▼0.62%2nd-orderPANW's AI Security Push in "Platformization," Acquisition-Heavy Growth3d 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▲0.6%DirectMajor tech companies call for defensive surge to defeat AI-driven hacks12d ago

  A zero-trust cloud security vendor whose relevance is reinforced by the narrative around AI-enabled attack threats

  Impact chain →

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