@FallenBlew41 3 days ago
How Is Zscaler ($ZS) This Cheap Right Now?
How Is Zscaler ($ZS) This Cheap Right Now?
Okay, I’m genuinely confused.
How is one of the biggest names in cybersecurity trading this low? It’s sitting something like 84% below its average target price. That feels… extreme.
I get the macro pressure. I get that SMBs are building more in-house tools and tightening budgets. But an 84% gap? Are analysts just wildly off?
And then you’ve got and different models, sure but the valuations don’t feel that disconnected.
So what am I missing??? Is actually undervalued… or were the target prices just irrational to begin with?
Make it make sense.
@JaneWilliams 3 days ago
Keep it in mind that while Zscaler, CrowdStrike, and Palo Alto are cybersecurity leaders, they focus on zero trust, endpoint protection, and firewalls respectively.