Just_Super Introduction The stock of Zscaler (NASDAQ:ZS), a cybersecurity player noted for its fully integrated, multi-tenant cloud-native security solutions, hasn’t enjoyed a fruitful 2024 so far. On a YTD basis, when the tech-oriented Nasdaq has managed to notch positive gains of around 8%, ZS has crumbled by 21%. YCharts There could be an opportunity to…
Thomas Barwick Investment overview I give a buy rating for Zscaler (NASDAQ:ZS), as I think the business is going to see growth accelerate in the near term, sustaining growth above >30%. ZS has proven that its products are a better alternative to peers’ offerings as it continues to win market share. The additional growth drivers,…
Sundry Photography In my view, investors should fully embrace the volatility that is shaking the markets right now. Though the majority of investors are hooked into interest rate-driven headlines and continued speculation over the pace of rate cuts this year, volatility is also a great time for investors to scoop up big movers in single…
da-kuk Zscaler’s (NASDAQ:ZS) stock has trailed market-leading cybersecurity peers in recent months, which is somewhat difficult to understand given the company’s financial performance and valuation. This dislocation could be attributed to growing SASE competition, Zscaler’s continued growth deceleration or the company’s ongoing losses. While Zscaler’s share price probably isn’t low enough to warrant a purchase…
Michael Vi The case to buy Zscaler shares now Has the long awaited consolidation trade finally arrived? Tuesday, March 5th, was not a pleasant day on which to hold high growth IT stocks. Apple Inc.’s report (AAPL) of a 24% decline in its iPhone sales in China in the first 6 weeks of this year…
SmileStudioAP Investment Thesis Zscaler’s (NASDAQ:ZS) Chief Operating Officer has resigned, effective immediately. Given that Zscaler has succeeded in once again reigniting its traction and revenue growth rates, I declare that investors should look beyond this resignation as a material detraction from the bull case and instead focus on the company’s underlying prospects. According to my…
Galeanu Mihai/iStock via Getty Images Zscaler (NASDAQ:ZS) has been one of the strongest tech stocks as of late. It isn’t hard to see why: the cybersecurity company has posted top-notch fundamental results over the past year in spite of a tough macro environment, generating best-in-class growth rates and showing expanding operating margins. While the stock…
Sundry Photography Though many tech stocks have lost their luster in the wake of the post-pandemic era, Zscaler (NASDAQ:ZS) has long remained a Wall Street favorite. This cybersecurity company – one of the leading vendors that secures cloud-based applications from cyber threats – has seen its share price surge nearly double over the past year,…
BlackJack3D Back in June, I initiated coverage on Zscaler (NASDAQ:ZS) with a “Buy” rating, saying that despite a potential economic slowdown, the company had plenty of room to grow and that its valuation at the time was attractive. The stock has soared over 65% since that write-up, compared to a 14% gain in the S&P…
da-kuk Zscaler (NASDAQ:ZS) reports Q1 FY2024 earnings on 27th November. While results are likely to be robust, demonstrating continued growth and improved profitability, much of this already appears to be baked into the share price. Management commentary and forward guidance are likely to be more important than Q1 results, and there are reasons to be…
Dragos Condrea/iStock via Getty Images Investment Thesis I covered Zscaler, Inc. (NASDAQ:ZS) earlier in July, in which I covered ZS’s competitive position in the market. In this article, I will cover some recent developments, including the company’s recent results and Microsoft Corporation’s (MSFT) entry into the market. I firmly believe that Zscaler’s platform offers superior…