Zscaler

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Zscaler, Inc. – Common

Despite delivering a strong “beat” on both top and bottom lines for the quarter, the stock tumbled in extended trading. This sell-off was primarily driven by mixed Q4 revenue guidance and near-term cautious commentary on hardware costs and sales team transitions.

Q3 FY2026 Financial Highlights (The “Beat”)

  • Revenue: $850.5 million (up 25% YoY), beating Wall Street expectations of $835.6 million.
  • Non-GAAP EPS: $1.08, outpacing analyst projections of $1.01.
  • Annual Recurring Revenue (ARR): Reached $3.525 billion, up 25% YoY (up 21% excluding the Red Canary acquisition, which contributed $127 million).
  • Operating Margin: Hit a record all-time high of 23% (non-GAAP).
  • Free Cash Flow (FCF): $136.0 million (up 14% YoY), representing a robust FCF margin.

Evolution

Posted on | by Leon Hinde | Leave a Comment on Evolution

Evolution Mining is under Algo Engin ebuy conditions.

released its H1 FY26 half-year financial results (for the six months ended 31 December 2025) on February 11, 2026, followed by its March 2026 Quarterly Report on April 15, 2026.

The company delivered record-breaking financial performance, driven primarily by soaring commodity prices and disciplined cost management.

Key Financial Highlights (H1 FY26 vs. H1 FY25)

  • Statutory Net Profit After Tax (NPAT): $766.6 million, up 110% (from $365.1 million in H1 FY25).
  • Underlying NPAT: $785 million, up 104%.
  • Revenue: $2.79 billion, up 37% (from $2.03 billion).

Zoom

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Zoom Video Communications, Inc. – Class A Common shares are higher following a highly impressive quarterly earnings report that significantly outpaced Wall Street projections.

Q1 Fiscal Year 2027 financial results (for the quarter ended April 30, 2026) on May 21, 2026.

The company delivered a double-beat on both top and bottom lines and raised its full-year guidance

Key Financial Highlights (Q1 FY27)

  • Revenue: $1.24 billion, up 5.5% YoY (4.6% in constant currency), beating analyst expectations of $1.22 billion.

Hewlett Packard

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Hewlett Packard Enterprise Company Common is under Algo Engine buy conditions.

Upcoming Earnings Announcement: Q2 Fiscal 2026

  • Earnings Date: Monday, June 1, 2026 (after market close)
  • Consensus Estimates:

* Expected Non-GAAP EPS: ~$0.51 to $0.55 (Consensus is around $0.54, representing a substantial year-over-year increase)
* Expected Revenue: ~$9.75B – $9.78B

HP shares have been buoyed by strong financial results from Lenovo Group, HP soared over 15.0%, and Dell surged to a fresh historic record high as investors preemptively positioned ahead of earnings next week.

Latest Reported Earnings: Q1 Fiscal 2026 (Reported March 9, 2026)
HPE delivered a highly profitable first quarter, notably beating profitability and cash flow expectations, driven by strong networking demand and early synergy capture from the Juniper Networks integration:

  • Revenue: $9.3 billion, up 18% year-over-year (matching consensus expectations of ~$9.31 billion).
  • Non-GAAP Diluted EPS: $0.65, beating analyst expectations of $0.59 and exceeding the company’s guidance of $0.57 – $0.61.
  • GAAP Diluted EPS: $0.31.
  • Free Cash Flow (FCF): $708 million, up $1.6 billion year-over-year (a strong result as Q1 is seasonally a cash outflow quarter).

Key Segment & Business Highlights

  • Networking Surge: Revenue in the Networking segment soared 151.5% YoY to $2.7 billion (representing nearly 30% of total revenue). This was driven by WiFi-7 uptake, strong data center switching orders, and the rapid integration of Juniper.
  • AI Backlog: HPE built up a record $5 billion AI systems backlog, primarily from enterprise and sovereign customers, which is expected to translate into revenue in the second half of fiscal 2026.
  • Supply Chain Management: The company has been managing industry-wide DRAM and NAND shortages via multi-year supply agreements and agile surcharge pricing.

Raised Fiscal Year 2026 Outlook
On the back of the Q1 results, HPE management raised its outlook for the full fiscal year:

  • FY26 Non-GAAP EPS Guidance: Raised to $2.30 to $2.50 (up from previous guidance).
  • FY26 Free Cash Flow Guidance: Increased to at least $2.0 billion (up from the previous target of $1.7B – $2.0B).