Zscaler Turns Profitable A Year Ahead Of Schedule

  • Terrific company, terrific growth, with large operational leverage kicking in despite being in the land-grab growth phase still.
  • It’s difficult to assess their competitive position, but within the segment ‘Secure Web Gateways’ it’s strong, but this might very well be too narrow a view of the market.
  • Valuation and the market for high-valued stocks at the moment prevent us from giving an outright buy recommendation.
  • A dip into the high 20s or low 30s looks a better entry point, should that materialize.

Source: Zscaler Turns Profitable A Year Ahead Of Schedule – Zscaler (NASDAQ:ZS) | Seeking Alpha