Zscaler CEO says stock is undervalued, bets on securing every enterprise AI agent
TiernanRayTech · x · 2026-09-11
Zscaler founder and CEO Jay Chaudhry argues his company's shares remain undervalued relative to peers like CrowdStrike. He sees a large opportunity in securing every AI "agent" inside the enterprise, and with disciplined margin control expects investor sentiment to turn around in 2027. The author notes enterprises still face big obstacles adopting AI, and recent concerns about AI vendors' good faith only raise the profile of security firms like Zscaler.
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