Stocks making the biggest moves after hours: Zscaler, Insulet, Box and more
After-hours movers: Box fell 2% after full-year adjusted EPS guidance of $1.56 vs $1.63 expected, though Q1 adjusted EPS was 37 cents on $306M revenue vs 36 cents and $304M. Zscaler dropped 16% on current-quarter revenue guidance of $875–$878M vs $879M, despite fiscal Q3 EPS of $1.08 and $850M revenue. Semtech rose 8% on Q1 and upbeat guidance; Insulet fell ~9% on a voluntary pod correction tied to insulin under-delivery risk.
After-hours move likely driven by guidance miss despite earnings beat.
Box guided full-year adjusted EPS to $1.56 vs $1.63 expected, while Q1 adjusted EPS and revenue beat estimates.
Choppy/soft near-term as investors weigh guidance reset versus beat.
Background
The piece summarizes the largest after-hours movers, focusing on guidance versus consensus, earnings beats, and a medical device correction announcement.
Why it matters
Guidance misses (BOX, ZS) and a manufacturing/quality correction (PODD) drove the largest declines, while Semtech’s beat-and-raise and Modine’s earnings strength supported gains. Cloud security peers moved lower in sympathy with Zscaler’s guidance reset.
Market relevance
Traders should focus on guidance deltas and quality/regulatory overhangs, plus read-across effects within cloud security.
Market effects
Cloud security names show correlation risk: Zscaler’s guidance miss pressured peers (PANW, CRWD) despite no peer-specific news.
Primarily US large-cap after-hours repricing; no explicit regional macro driver cited.
Semiconductor/medical device-specific guidance and quality actions can affect broader supply-chain sentiment, but article provides no cross-border details.
Alternative perspectives
Some downside in BOX/ZS may be overdone if investors treat guidance misses as timing rather than structural demand deterioration.
For PODD, the correction is 'voluntary' and limited to specific lots; for ZS/PANW/CRWD, sympathy moves may fade if next-day commentary clarifies pipeline or bookings trends.
Key entities
- companyBox
Cloud-based content management provider with a full-year adjusted EPS guidance miss but Q1 beat.
- companyZscaler
Cloud security company whose current-quarter revenue guidance missed consensus, triggering a sharp selloff.
- companySemtech
Semiconductor company that beat Q1 estimates and guided above expectations.
- companyInsulet
Medical device maker announcing a voluntary correction tied to potential insulin under-delivery.
- companyModine Manufacturing
Manufacturing company reporting a fiscal Q4 earnings/revenue beat and benefiting from a recent $4B data center cooling deal.
