《Is Zscaler an Undervalued Cybersecurity Stock to Buy Right Now in October? | ZS Stock Analysis》
Zscaler值得买入；尽管增长放缓，但凭借强劲的有机基本面，其估值具有吸引力（按市盈率看略微低估，按现金流折现看则属合理）。
Zscaler管理层表示，这是公司产品和服务需求的一大驱动因素。管理层对其前景持乐观态度，预计到2031年年度经常性收入至少达到80亿美元。
The Zscaler management team stated that this is a major driver of demand for the company's products and services. Management is optimistic about its prospects, expecting at least $8 billion in annual recurring revenue by 2031.
换个角度看，该公司过去12个月的收入略高于33亿美元。此外，管理层认为，在基于智能体的AI持续普及的乐观情景下，到2031年其年度经常性收入可能高达100亿美元。
To put that in perspective, the company generated just over $3.3 billion in revenue over the past 12 months. Furthermore, management believes that in a positive scenario where agent-based AI continues to proliferate, they could generate up to $10 billion in annual recurring revenue by 2031.