
Zscaler's Contrarian Play: Value in Cybersecurity
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Show Notes
Zscaler, a cloud-native cybersecurity firm, has experienced a stock drop due to slowing growth and macro issues. Despite this, the companys zero-trust tools and cloud-based subscriptions have attracted over 9,400 clients, including 40% of the Forbes Global 2000. The zero-trust market is projected to grow at 16.6% through 2030, and Zscalers platform continues to attract enterprise players. Analysts predict 21% compound revenue growth through fiscal 2028 and GAAP profits by the end. With a current valuation under 7x expected fiscal 2026 revenue, Zscaler presents a contrarian bet for patient investors.
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