Zscaler. Every tracked FinTwit mention of $ZS, newest first. 23 mentions since the first on Dec 7, 2025. See the price chart.
June 2026 · 1 mention
Jun 1
Trade Whisperer — Since the initiation of this thread:
$CRWD +24.10% $PANW +22.06% $FTNT +13.25%
$ZS Recovering from the earnings shock
$S flat↗
May 2026 · 13 mentions
May 30
InvestmentGuru — SAAS IS BACK FROM THE DEAD
Options traders are convinced the “SaaS-pocalypse” is over. The iShares Expanded Tech-Software ETF
$IGV has seen increasingly bullish volume all month,…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
InvestmentGuru — The “SaaSpocalypse” just handed long-term investors a rare gift.
$1 TRILLION wiped from SaaS stocks in last few days.
AI disruption fears. Seat-based model collapse. Vibe coding.…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
March 2026 · 2 mentions
Mar 27
The Future Investors — Cybersecurity stocks dropped after leaked news about Claude Mythos model 🔒📉
It’s a next-gen AI system with major improvements in reasoning, coding, and cybersecurity capabilitie…↗
Mar 3
KaizenInvestor — Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%.
I remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS↗
February 2026 · 4 mentions
Feb 26
TheValueist — $ZS (Bloomberg) -- Zscaler reported revenue for the second quarter that beat the average analyst estimate.
SECOND QUARTER RESULTS
Revenue $815.8 million, +26% y/y, estimate $799 mi…↗
Feb 25
Tech Fund — Expert call with Software/Cloud consultant (via Mizuho)
Key findings: $SNOW losing share vs Databricks and Fabric, Cybersecurity performing strongly - $PANW $CRWD $ZS, Cloud AI w…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
The Future Investors — $ZS Wow! Zscaler is down 31% today after earnings 😳
▪️FY2027 guidance disappointed
▪️ARR growth slowed
▪️Q4 outlook came in slightly light
▪️Two key sales executives are leaving…↗
May 27
Shay Boloor — $ZS DOWN OVER 30% 😳 https://t.co/pwElHZqqhy↗
Shay Boloor — $ZS Q3 EARNINGS
• Revenue $850M vs Est. $836M
• EPS $1.08 vs Est. $1.01
• Operating Income $196M vs Est. $188M
• ARR $3.53B vs Est. $3.51B
Q4 Guidance
• Revenue $877M vs Est. $87…↗
The Future Investors — Next week brings another round of very interesting earnings 🗓️👀
Tuesday: $ZS
Wednesday: $MRVL, $CRM, $SNOW, $SNPS
Thursday: $DELL, $MDB
Which one are you looking forward to the…↗
May 22
Ophir Gottlieb — $ZS up 50% off of lows in 40 calendar days https://t.co/tPwEmy4yNR↗
— Every time a new AI feature launches, the market declares an industry dead. Today it’s Claude Code Security 🤖🔒
AI can suggest what might be wrong. It can flag a security flaw an…