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Zscaler, Netskope among BTIG's top picks in security, infrastructure software stocks heading into 2026 [Seeking Alpha]
Last zscaler, inc. earnings: 2/20 04:05 pm
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The firm's other favored names include Snowflake ( SNOW ), SailPoint ( SAIL Quick Insights BTIG's top large-cap pick is Zscaler, and the top small-to-mid-cap pick is Netskope. Cloud security, Secure Service Edge/Zero Trust, identity, and platform consolidation are expected to drive growth, but skepticism remains about whether any vendor can offer best-in-class products across many categories. AI remains a central theme; vendors securing AI and benefiting from AI proliferation, like Netskope and Zscaler, are favored, with anticipated tailwinds in observability from AI workloads. Recommended For You More Trending News
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