Is ZS a good stock to buy?
We came across a bullish thesis on Zscaler, Inc. on The Investor’s Compass’s Substack
In this article, we will summarize the bulls’ thesis on ZS. Zscaler, Inc.’s share was trading at $130.04 as of May 28th. ZS’s forward P/E was 27.17 according to Yahoo Finance.
Copyright: welcomia / 123RF Stock Photo Zscaler, Inc. (ZS) is a leading cybersecurity company that pioneered the cloud-native Zero Trust security model, helping enterprises replace legacy firewall- and VPN-based architectures with a globally distributed cloud platform that securely connects users, applications, and data. The company’s core offerings, Zscaler Internet Access (ZIA) and Zscaler Private Access (ZPA), address the growing need for secure access in a world where applications increasingly reside in the cloud and employees work from anywhere. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential Its platform processes more than 500 billion transactions daily across over 160 data centers, creating significant scale advantages and reinforcing its position as a leader in Zero Trust security. Despite reporting a strong fiscal third quarter, including 25% revenue growth to $850.5 million, 25% ARR growth to $3.5 billion, record large-deal activity, expanding margins, and rising free cash flow, the stock declined 31% after management guided for fiscal 2027 revenue and ARR growth of 16%–17%, below investor expectations.