ZS 250110 187.50P (ZS250110P187500) Stock Options, News & Quotes

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15min DelayTrading Jan 10 16:00 ET

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韭菜变主力

Jan 11 21:18

$Zscaler (ZS.US)$ If have to choose a cybersecurity name, I would pick this one at present price. It’s cloud native, somewhat cheap, and the technicals are decent with good upside potential. No CRWD, PANW, FTNT, S etc.

YawningKitty_x_x

Jan 9 21:56

Columns Why Cybersecurity Is the Key to Unlocking the Power of AI Agents

As AI evolves into autonomous agents capable of decision-making and action, data will explode to levels no one could have imagined. These AI agents will analyze, optimize, and transform workflows across industries, but with this explosion of capabilities comes an equally massive increase in risks. What must you do with this data? Secure it. That’s why cybersecurity is critical, and why it should be a cornerstone of every portfolio...

Trump announces $500 billion "Stargate" project! Powerful catalyst for AI?

FiveHundredCents

Dec 11, 2024 05:27

Enterprise software is taking center stage this earnings season.

Over the past few weeks, industry leaders like $Salesforce (CRM.US)$ , $Intuit (INTU.US)$ , and $Snowflake (SNOW.US)$ have showcased how Al is reshaping their offerings.
Cybersecurity firms are no exception, demonstrating that innovation in security is keeping pace with broader enterprise trends.
As Al shifts from hype to application, a pivotal moment has emerged. Autonomous Al agents are driving enterprise innovation, automating pro...

Call me a contrarian but this is probably undervalued

I have no position but like for like, Sentinel is 3.5X smaller than its industry comparable ZS and appears to be trading at a discount. Gross margins are pretty good for industry standards, I’d say its playing catch up if not nibbling at ankles of the big boys. Although a bit disappointed, some analysts have said CRWD earlier fluke could see clients move to S. Hope that plays out in numbers in later quarters.
$CrowdStrike (CRWD.US)$ $Zscaler (ZS.US)$ $SentinelOne (S.US)$