Opinions Stephanie Link, Chief investment strategist, Hightower
Zscaler Inc.ZSBUYOct 23, 2026
$255.15
Stock price when the opinion was issued
$237.83
As of Oct 30, 2026. Market Open.
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BUY ON WEAKNESS
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.
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Premium contentTOP PICK
DON'T BUY
This cloud computing company saw shares plunge over 15% today after earnings: delivered a sold earnings beat, higher than expected sales up 63% YOY and inline guidance for the current quarter. They also raised their FY forecast. However, the beats were lower than in previous quarters. Trades at 36x sales and the market rejects such high-flyers. This could go lower though he doesn't know what to do with this stock.
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PARTIAL SELL
Rich. He's taken profits. Price target of $270, and it's trading at $280 today. Benefiting from users outside of the traditional corporate network. A favourite because it combines SaaS and cybersecurity. If you have it, write some calls. Keep it on your radar if gets to the $200-220 level.
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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.