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Zscaler reported FY2025 revenue of $2.7 billion and Q2 FY2026 revenue of $815.8 million. The thesis depends on zero-trust demand, large-customer expansion, billings quality, operating leverage, stock compensation and cash conversion.
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ADM enters 2026 with raised guidance, stronger ethanol and Nutrition signals, and deep liquidity, but the first-time read has to balance those positives against weak 2025 segment profit, commodity timing, trade exposure, and still-live litigation.
OpenAbove Food has hard-asset ingredient ambitions, a Stricks specialty-crop pivot, and a sweeping Palm Global transaction story; the near-term underwriting issue is that the audit file, Nasdaq compliance record, and dilution math have to catch up before the thesi
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