1. Zscaler's stock fell 15% after hours due to its projected 10th consecutive quarter of revenue growth deceleration. 2. Despite a strong balance sheet and medium-term growth prospects, concerns arise from slowing growth and competitive pressures. 3. The company's fiscal Q1 2025 is expected to show lower profit margins, contradicting expectations for higher profitability as it scales.
Recent #Stock Rating news in the semiconductor industry
1. Apple's stock price has surged by 19% since May 2024, outperforming the S&P 500. 2. Anticipated flat iPhone revenue growth and strong service growth for FY24, leading to a downgrade to 'Sell' with a fair value of $180 per share. 3. Apple's service business is expected to be the new growth driver, despite challenges in the Chinese market.
1. Google reported a 14% YoY revenue growth and a 31.25% increase in EPS for Q2 2024, surpassing consensus estimates. 2. The company's Google Cloud segment showed significant margin improvement, potentially doubling its EBIT margin. 3. Despite strong earnings, the stock fell over 2% post-earnings call, likely due to concerns over high CAPEX and investments in non-core businesses like Waymo.
1. Cintas Corporation's shares surged 5.4% following positive Q4 results and strong 2025 guidance. 2. Despite significant revenue, profit, and cash flow growth in 2024, the stock is rated as a 'sell' due to high valuation. 3. The company expects continued growth in 2025, but the stock remains expensive compared to similar companies.