Zscaler

Zscaler, Inc. – Common: Buy on a price move above the 10-day average.

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

First quarter 2026 results:

  • US$0.073 loss per share (improved from US$0.079 loss in 1Q 2025).
  • Revenue: US$788.1m (up 26% from 1Q 2025).
  • Net loss: US$11.6m (loss narrowed 3.6% from 1Q 2025).

Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 37%.

Revenue is forecast to grow 16% p.a. on average during the next 3 years.

Xero

16/12 update: XRO is trading at $110, and we’re monitoring price action for increased buying interest and a close above the 10-day average.

Xero Add to your watchlist.

1H26: Overall, a weaker result vs market expectations despite EBITDA a slight beat. EBITDA-capex cash flow came in -6% below consensus. Whilst operating costs have seen good control, capex spend is trending up due to investments in new AI capabilities.

Look for buying interest to rebuild, and we’ll revisit the entry point once the price action is above the 10-day average.