How on earth is Zscaler (one of the largest cybersecurity companies) so low?
I get the push back and changing environment with SMBs able to make their own products and cybersecurity services but it’s trading 84% below its average target price? That seems insane. No?
Are Crowdstrike and Palo Alto superior? I know they are different but they should be trading similarly. Just seems so under valued imo or are the target prices irrationa.
Someone make it make sense
Posted by futtbuck3000
3 Comments
When do they plan on actually making money?
Part of the gap is likely execution confidence and margin profile versus peers, not just headline growth.
No position.
ZScaler isn’t as well known as crowdstrike , which became infamous when they shut down half the world last year.