Zscaler Inc.ZSBUYMay 30, 2025Stock price when the opinion was issued
As of Oct 30, 2026. Market Open.
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.