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Posted by
Two Blokes May 1 -
Filed in
Stock
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2 views
Zscaler is at a breakout point, poised to benefit from the growing Zero Trust and SASE markets, with strong financials and high client stickiness. Q2 2025 earnings show 23% YoY revenue growth, 77% gross margins, and a 115% Net Retention Rate, indicating operational scalability and profitability potential. Despite rich valuations, Zscaler's leadership position and high margins justify the investment, with risks from competition and macro headwinds being manageable.