Better Buy: Zscaler or Workday?

In this episode of Motley Fool Money, Tim Beyers hosts Asit Sharma and David Meier to discuss the fiscal Q1 2026 earnings of Zscaler (ZS) and Q3 2026 earnings of Workday (WDAY). They analyze Zscaler's exceeding expectations, particularly in AI security, and debate whether its slowing growth forecast is concerning. Transitioning to Workday, they examine its non-GAAP operating margin and AI-driven ARR growth, questioning if AI revenue is meeting market expectations, and consider the impact of government shutdowns on Workday's contracts. The hosts then predict which stock will outperform over the next decade, providing annualized return ranges. Finally, they introduce "Mindset Monday," discussing common investor concerns like loss aversion, FOMO, and overconfidence, offering advice on managing these biases, and preview the next episode's focus on rule-breaking stocks for the holiday season.