this undervalued stock is my top cybersecurity pick
Zscaler is a cloud-based cybersecurity company focusing on zero-trust security. Their solution assumes that everyone inside a network is a bad actor and serves to add an additional level of safety to an organization that a traditional firewall wouldn't. Recently, ZS stock was down double-digit percent after reporting weak profit forecasts for the upcoming year. However, I think the market is missing the point: Zscaler is still growing like a weed and stands to benefit from the trends of cloud computing, cybersecurity, AI, and vendor consolidation. I'm quite bullish on this company, but I'll also talk about the bear case.
00:00 My Top Cybersecurity Stock Pick
00:24 What Does Zscaler Do?
04:22 Zscaler's Market and Customers
05:18 Zscaler Stock Analysis
09:50 The Bear Case for ZS Stock
11:06 My Thoughts on Zscaler Stock
$ZS