Zscaler, Inc. (ZS) — Q3 FY2026 ResultsZscaler, Inc. – ZS
Pitch Summary: Zscaler, Inc. experienced a significant after-hours stock decline of approximately 21% due to management’s announcement of two sales leadership departures and a conservative FY2027 growth guidance of 16-17%, which is a marked deceleration from the current 24-25% growth. The market’s reaction is driven by concerns over the company’s future growth trajectory and the […]
Torre Financial ZS
Bull thesis on Zscaler, Inc. from Torre Financial
NZS Capital – Growth 2025 Q3 (SAIL)
Pitch Summary: SailPoint is a pioneer in identity governance and administration (IGA), managing and securing dynamic access to critical applications and data for every enterprise identity. This involves deep, broad controls for proper access authorization, automating account provisioning, and access certification across all identities. With AI agents increasingly functioning as non-human identities, SailPoint’s addressable market […]
Greenalpha Investment 2025 Q3 (RBRK)
Pitch Summary: In an economy where data is the most valuable asset and ransomware is the most potent threat, Rubrik provides the essential last line of defense. It has redefined cloud-era data protection through a cyber resilience platform ensuring operational continuity. The Last Line of Defense: Rubrik’s immutable, air-gapped “digital black box” protects critical data […]
Greenalpha Investment 2025 Q3 (NET)
Pitch Summary: Cloudflare is engineering a more intelligent, efficient, and secure digital world, making it an indispensable pillar of the Next Economy. The company is not merely a service provider but the foundational fabric for a faster, safer, and more sustainable internet. By consolidating a complex array of networking and security functions into a single, […]
NZS Capital – Growth (SAIL)
Pitch Summary: SailPoint is a pioneer in identity governance and administration (IGA), managing and securing dynamic access to critical applications and data for every enterprise identity. This involves deep, broad controls for proper access authorization, automating account provisioning, and access certification across all identities. With AI agents increasingly functioning as non-human identities, SailPoint’s addressable market […]
Greenalpha Investment (RBRK)
Pitch Summary: In an economy where data is the most valuable asset and ransomware is the most potent threat, Rubrik provides the essential last line of defense. It has redefined cloud-era data protection through a cyber resilience platform ensuring operational continuity. The Last Line of Defense: Rubrik’s immutable, air-gapped “digital black box” protects critical data […]
Greenalpha Investment (NET)
Pitch Summary: Cloudflare is engineering a more intelligent, efficient, and secure digital world, making it an indispensable pillar of the Next Economy. The company is not merely a service provider but the foundational fabric for a faster, safer, and more sustainable internet. By consolidating a complex array of networking and security functions into a single, […]
