($ZS) is being priced like old SaaS, but the next cybersecurity cycle may be about AI agents, machine-speed access, and usage-based security

Investor summaryBullish

ZS is undervalued as legacy SaaS; it will benefit from the next cybersecurity cycle driven by AI agents and usage-based models.

Bull points

Market misprices ZS as legacy SaaS rather than a next-gen AI security player.
Next cybersecurity cycle will be driven by AI agents and machine-speed access, benefiting ZS.
Usage-based security models align with future enterprise needs.

ZSAI 资本开支

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