ZS is being priced like old SaaS, but the next cybersecurity cycle may be about AI agents. Change my mind.

Investor summaryBullish

ZS is undervalued as legacy SaaS, but could benefit from the upcoming cybersecurity cycle driven by AI agents.

Bull points

ZS is currently priced like legacy SaaS, implying potential undervaluation.
The next cybersecurity cycle will likely be driven by AI agents, creating new demand.

ZSAI 资本开支

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