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Zscaler (ZS) Defies Valuation Concerns as Cybersecurity Demand Surges
Zscaler (ZS) Defies Valuation Concerns as Cybersecurity Demand Surges
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BTCCSquare news:
Zscaler continues to dominate cybersecurity with its integrated platform approach, capitalizing on structural tailwinds like remote work and AI-driven threats. Fiscal Q4 results solidified its Rule of 40 credentials, though premium valuations leave little margin for error.
The broader cybersecurity ETF space—including funds like BUG and CIBR—reflects similar euphoria. Investors are betting on durable growth over multiple compression, prioritizing Zscaler's sticky enterprise relationships and cross-selling potential above traditional valuation metrics.
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