Right Place, Right Time for Zscaler

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 2 June 2025

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more? (00:21) Andy Cross and Asit Sharma discuss May’s market bounce, plus earnings from ZScaler and Ulta Beauty. Companies discussed: ZS, NOW, ULTA, ELF Host: Andy Cross Guest: Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Race the rudder, raise the sails, raise the sales!
0:05.0	Captain, an unidentified ship approaching. Over.
0:07.0	Roger that.
0:08.0	Wait, is that an enterprise sales solution?
0:13.0	Reach sales professionals, not professional sailors.
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0:21.4	To get £100 off your first campaign, go to LinkedIn.com slash lead to claim your credit.
0:26.6	That's LinkedIn.com slash lead. Terms and conditions apply.
0:35.2	Stocks rocket higher in May. You're listening to Motley Full Money.
0:50.8	Welcome to Molly Full Money.
0:52.1	I'm Andy Cross, joined here by fellow stock advisor analyst and advisor
0:55.9	Asit Sharma. Thanks for being here, Asit. Andy, great to be here with you. Well, today on the show,
1:01.0	we're catching up with earnings from Z-Scaler and Alta Beauty. But we start with U.S. stocks posting
1:06.8	their best month since late 2023, Asset. The S&P rose 6% in May and is now within
1:14.2	4% of its all-time February high. The NASDAQ is up more than 25% from those April
1:20.2	lows. It's kind of like investors have shaken off the tariff and growth worries, Osset.
1:25.2	We just had a month ago. So I think the question is, what should
1:28.7	investors do now? Yeah, Andy, I think investors should balance their risk appetite with some
1:34.0	realism here. I mean, the number of companies that were able to confidently project out their
1:40.5	outlook for the next quarter or even 2025. I felt like I could count them
1:45.5	on one hand this quarter. The market's gotten really used to these wild swings of panic from
1:51.3	like, okay, this is going to be the worst potential trade outcomes to euphoria over, okay,
	...

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