Zscaler's stock has fallen about 40% year-to-date even though the company continues to beat quarterly expectations and shows strong fundamentals. It maintains mid-20% revenue growth at a scale above $3 billion, with no clear impact from AI on its cybersecurity business. The company is shifting from seat-based to consumption-based pricing, aligning with changing demand trends. With over 80% gross margins, strong backlog growth, and a solid financial profile, Zscaler's current valuation appears attractive for investors.
Aston Martin Aramco Formula One Team has entered a multi-year partnership with cybersecurity firm Zscaler to implement its Zero Trust Exchange platform. This partnership aims to secure critical data and operations, including car design and race strat...
CrowdStrike's stock has risen 45.26% year-to-date, driven by strong revenue growth and earnings beats. However, its high valuation and ongoing litigation costs from a 2024 incident pose risks. The First Trust NASDAQ Cybersecurity ETF (CIBR) offers a ...
