Kim BoltonZscaler Inc.ZSBUYApr 24, 2024

She just bought Zscaler, which is up only 11% this year. It trades at a discounted valuation of 50% EV to sales. A big player in this space, they'll grow 25% in their TAM (Total Addressable Market) and margins will expand 27-30%. This will play catch-up at some point. Like the growth and valuation.

Is down 30% today because they can't assure that their products can offer identity protection to the AI agents--they can be disrupted.

Down 30% today. The higher capex outlook isn't caused by Zsclaer buying more components, but the higher cost of them. She worries about higher capex from these higher costs for Zscaler and other companies. Micron can charge more, but their customers will pay more.

Is -38% in Q1 and one of the worst performers on the S&P. The street expects AI to displace cybersecurity. This is dead wrong. 

Is growing annual recurring revenues in enterprise. There remains strong demand for cybersecurity.

He just added more shares following earnings on Wednesday. Shares fell 10%, but what was the market looking for? ZS reported 26% growth in annually recurring revenue, and beat across the board. They've re-done their sales force the past year and focused on their Z Flex model platform--firing on all cylinders. Trades at a slight premium, but they are securing 45% of the S&P 500. Shares have fallen with entire sector where it really doesn't belong. An opportunity.

They just reported a super quarter: top and bottom line beat and raised their full-year revenue forecast. Shares jumped nearly 10% for two days, but still below its 2021 all-time high.

It reports Thursday. It reports consistently in a sector that's disappointed lately.

Hit its 52-week high today and probably the most-loved stock in this sector. Demand for cybersecurity is strong now as companies seek online protection.

A May 8 pre-announcement sent shares up 20% that the quarter is going much better than expected and boosted their guidance. Shares have soared about 50%. Today, they reported a beat and even better guidance