$ZS

5 theses

bullish 80%neutral 0%bearish 20%

Avg return (1m)

+12.9%

Win rate (1m)

67% (3 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 1:45 PM ET

$ZSr/ValueInvestingDiscussionbullish

u/GM_Mayhem · 8d ago13 prior · awaiting results

Value dystopia picks?

Cybersecurity firm benefits if AI-driven threats escalate: AI-powered hacking, deepfakes, and grid attacks drive demand for cloud and perimeter security solutions.

At post $207.38Now $251.29+21.2% since postedas of Oct 23, 1:45 PM ET

1d—

3d+2.5%

1w+23.0%

1m—

3m—

6m—

1y—

original post →

$ZSr/wallstreetbetsGainbullish

u/oprah_2024 · 26d ago23 prior · 40% at 3mo

“$195 10/2 calls”

GAIN: ZS intraday/ weeklies $195 10/2 calls

Author was bullish on ZS and traded intraday/weekly call options at the $195 strike expiring 10/2, closing the position for a gain.

At post $199.39Now $251.29+26.0% since postedas of Oct 23, 1:45 PM ET

1d-0.5%

3d-0.3%

1w+1.2%

1m—

3m—

6m—

1y—

original post →

$ZSr/wallstreetbetsYOLObullish

u/Riskismyapellido · 51d ago4 prior · 67% at 3mo

“ZScaler call holders”

Mr. Stark, ZScaler will send it today

Author is bullish on ZScaler call options, implying expectation of upside movement. Post references call holders and a delivery/catalyst event, suggesting imminent price appreciation.

At post $177.80Now $251.29+41.3% since postedas of Oct 23, 1:45 PM ET

1d-4.5%

3d-4.5%

1w-8.1%

1m+10.6%

3m—

6m—

1y—

original post →

$ZSr/ValueInvestingStock Analysisbullish

u/Efficient_Ad5893 · 52d ago1 prior · awaiting results

Zscaler pioneered zero trust security. Now it trades at a third of its industry's valuation multiple after one cautious guidance call.

Zscaler pioneered zero trust security and maintains strong fundamentals with 25% revenue growth and expanding margins, but trades at 6.24x forward P/S versus industry 19.35x due to one cautious guidance call. The valuation discount for a category leader with $3.2B+ ARR and accelerating platform adoption suggests the market overreacted.

At post $178.37Now $251.29+40.9% since postedas of Oct 23, 1:45 PM ET

1d-3.2%

3d-4.8%

1w-9.2%

1m+11.4%

3m—

6m—

1y—

original post →

$ZSr/wallstreetbetsYOLObearish

u/Riskismyapellido · 131d ago4 prior · 67% at 3mo

“23k $ZS to get it's shit together”

30k in $NOW is the time for 23k $ZS to get it's shit together

Author is bearish on Zscaler (ZS) and expects it to be pressured on Thursday due to NASDAQ 100 exclusion announcement.

At post $130.42Now $251.29+92.7% since postedas of Oct 23, 1:45 PM ET

1d—

3d-2.6%

1w-4.3%

1m+16.6%

3m+26.2%

6m—

1y—

original post →

End of results.