Zscaler Inc
Long
Updated

$ZS: trading the accumulation phase

111
Zscaler is galloping ahead—revenues growing +20–23% YoY, ARR climbing, strategic acquisitions (Red Canary), and AI/Zero Trust platform expansion. Profitability still lags (net losses and negative ROE), but cash flow is solid.

Valuation is expensive even by frothy tech standards, yet most analysts are betting growth will justify it.
Trade active
buy-to-open 300c exp 10.17 as a starter position

snapshot

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