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Feb 19
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$172.13
$172.13
+0.0%
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N/A
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Finnhub News
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Finnhub - ZS
Zscaler Bets On AI Security Suite As Enterpri...
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Feb 18
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$172.13
$172.13
+0.0%
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N/A
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Finnhub News
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Finnhub - ZS
Zscaler (ZS) Valuation Check After Recent Sha...
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Feb 18
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$172.13
$172.13
+0.0%
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N/A
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Finnhub News
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Finnhub - ZS
Is Now The Right Time To Reconsider Zscaler (...
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Feb 17
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$172.59
$172.13
-0.3%
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N/A
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Finnhub News
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Finnhub - ZS
Zscaler (ZS) Stock Dips While Market Gains: K...
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Feb 17
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$172.59
$172.13
-0.3%
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N/A
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Finnhub News
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Finnhub - ZS
Palo Alto Networks (PANW) Beats Q2 Earnings a...
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Feb 17
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$172.59
$172.13
-0.3%
|
LONG
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Dan Ives
Star Analyst at Wedbush
|
"Cybersecurity is now not 5 to 8%. You could argue from everything we're seeing, 20, 25% of now the potential budgets... I think is being mispriced, that AI is a headwind where in fact, I think it actually is going to change the view of the sector." Investors fear that AI tools (like Anthropic) will replace traditional software and security vendors. Ives argues the opposite: the deployment of AI use cases requires massive "end-to-end" security infrastructure, effectively tripling the addressable budget share for leaders like Palo Alto and CrowdStrike. He cites M&A activity (specifically mentioning a deal involving CyberArk and Palo Alto) as proof of this platform shift. LONG. Ives explicitly calls PANW a "double table pounder" and identifies CRWD and ZS as top picks that will benefit from this inflection point. The sector is currently "guilty until proven innocent" with negative sentiment; risk of earnings upsets (as seen previously with PANW); market skepticism regarding the timeline of AI monetization. |
CNBC
Cyber security is going to be a huge growth a...
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Feb 17
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$172.59
$172.13
-0.3%
|
N/A
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Finnhub News
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— |
Finnhub - ZS
Twilio, Zscaler, Snowflake, UiPath, and GitLa...
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Feb 17
|
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$172.59
$172.13
-0.3%
|
N/A
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Finnhub News
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— |
Finnhub - ZS
Demystifying Zscaler: Insights From 22 Analys...
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Feb 17
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$172.59
$172.13
-0.3%
|
N/A
|
Finnhub News
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— |
Finnhub - ZS
Truist Securities Maintains Buy on Zscaler, L...
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Feb 17
|
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$172.59
$172.13
-0.3%
|
N/A
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Finnhub News
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— |
Finnhub - ZS
Software Panic, Security Strength: Why Zscale...
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Feb 17
|
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$172.59
$172.13
-0.3%
|
N/A
|
Finnhub News
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— |
Finnhub - ZS
Mizuho Maintains Outperform on Zscaler, Lower...
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Feb 17
|
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$172.59
$172.13
-0.3%
|
N/A
|
Finnhub News
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— |
Finnhub - ZS
Keybanc Maintains Overweight on Zscaler, Lowe...
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Feb 13
|
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$177.72
$172.13
-3.1%
|
WATCH
|
Dmitry Solodin
Trader / Investor
|
The Cybersecurity sector has been beaten down alongside software. Security is non-discretionary spend. These companies are approaching attractive buy zones. Solodin is watching them for entry but notes some (like ZS) have questions regarding multi-cloud competition. WATCH (Potential Longs). Further sector rotation out of high-multiple tech. |
Dmitry Solodin
Почему упали ИНФОТЕХИ и стоит ли их ПОКУПАТЬ?...
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Feb 13
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$177.72
$172.13
-3.1%
|
N/A
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Finnhub News
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— |
Finnhub - ZS
3 Stocks That May Be Trading Up To 42.2% Belo...
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Feb 13
|
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$177.72
$172.13
-3.1%
|
N/A
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Finnhub News
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— |
Finnhub - ZS
Bernstein says this stock is ’the cheapest cy...
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Feb 13
|
|
$177.72
$172.13
-3.1%
|
NEUTRAL
|
Finnhub News
|
This headline indicates an analysis of Zscaler Inc's recent short interest, which reflects investor bets against the stock. |
Finnhub - ZS
Looking Into Zscaler Inc's Recent Short Inter...
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Feb 11
|
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$171.00
$172.13
+0.7%
|
N/A
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Finnhub News
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— |
Finnhub - ZS
Zscaler Inc. (ZS) Expands Cybersecurity Edge...
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Feb 11
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$171.00
$172.13
+0.7%
|
N/A
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Finnhub News
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— |
Finnhub - ZS
Zscaler (ZS) Acquires ZeroTrust
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|
Feb 11
|
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$171.00
$172.13
+0.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - ZS
Is Trending Stock Zscaler, Inc. (ZS) a Buy No...
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Feb 11
|
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$171.00
$172.13
+0.7%
|
N/A
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Finnhub News
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— |
Finnhub - ZS
1 Cash-Producing Stock with Impressive Fundam...
|