NTSK logo

Netskope, Inc. Stock Price

NasdaqGS:NTSK Community·US$4.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

NTSK Share Price Performance

US$12.14
-10.35 (-46.02%)
US$27.29
Fair Value
US$12.14
-10.35 (-46.02%)
55.5% undervalued intrinsic discount
US$27.29
Fair Value
Price US$12.14
AnalystConsensusTarget US$27.29
AnalystLowTarget US$13.47
AnalystHighTarget US$30.00

NTSK Community Narratives

·
Fair Value US$27.29 55.5% undervalued intrinsic discount

Cloud And AI Adoption Will Drive Long-Term Demand For Unified Security Platforms

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·
Fair Value US$13.47 9.9% undervalued intrinsic discount

Cloud Security Consolidation Risks Will Challenge AI Demand But Eventually Support Stronger Fundamentals

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·
Fair Value US$30 59.5% undervalued intrinsic discount

Cloud And AI Security Consolidation Will Create A Powerful Long Term Winner

0users have liked this narrative
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0users have followed this narrative
US$13.47
9.9% undervalued intrinsic discount
Profit Margin
11.41%
Future PE
58.18x
Price in 2029
US$17.46
US$30
59.5% undervalued intrinsic discount
Profit Margin
11.5%
Future PE
123.5x
Price in 2029
US$38.72
US$27.29
55.5% undervalued intrinsic discount
Profit Margin
12.41%
Future PE
111.03x
Price in 2028
US$35.08

Trending Discussion

Updated Narratives

NTSK logo

Cloud Security Consolidation Risks Will Challenge AI Demand But Eventually Support Stronger Fundamentals

Fair Value: US$13.47 9.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NTSK logo

Cloud And AI Security Consolidation Will Create A Powerful Long Term Winner

Fair Value: US$30 59.5% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NTSK logo

Cloud And AI Adoption Will Drive Long-Term Demand For Unified Security Platforms

Fair Value: US$27.29 55.5% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with limited growth.

1 Risk
2 Rewards

Netskope, Inc. Key Details

US$709.0m

Revenue

US$226.3m

Cost of Revenue

US$482.7m

Gross Profit

US$1.2b

Other Expenses

-US$679.4m

Earnings

Last Reported Earnings
Jan 31, 2026
Next Reporting Earnings
Jun 03, 2026
-1.70
68.08%
-95.82%
370.6%
View Full Analysis

About NTSK

Founded
2012
Employees
3281
CEO
Sanjay Beri
WebsiteView website
www.netskope.com

Netskope, Inc., a cybersecurity company, provides security, networking, and analytics solutions to largest enterprises to mid-sized companies worldwide. The company develops Netskope One platform, a cloud-native platform for securing and accelerating the digital interactions of enterprises. Its platform offers security products comprising cloud inline security, cloud access security broker, data loss prevention, threat protection, secure web gateway, private access, remote browser isolation, Software-as-a-Service (SaaS) security posture management, data security posture management, and enterprise browser solutions for safeguarding human users, non-human entities, and data from cyber threats through the use of zero trust principles. The company’s platform also provides networking products, such as Firewall-as-a-Service, internet of things/operational technology intelligence, software-defined wide-area network, dedicated egress IP, and Cloud Packet Stream solutions that enhance performance, resilience, connectivity, and security; and analytics solutions, including advanced analytics, user and entity behavior analytics, data lineage, and digital experience management that enables enterprises with insights into user activity, data movement, and security events across the web, cloud, SaaS, AI applications, private applications, and other environments. Netskope, Inc. was formerly known as Skope, Inc. and changed its name to Netskope, Inc. in November 2012. Netskope, Inc. was incorporated in 2012 and is based in Santa Clara, California.

Recent NTSK News & Updates

Seeking Alpha May 21

Netskope: A New Gen Cybersecurity Specialist For GARP Investors

Summary Netskope is initiated with a buy rating, reflecting mispriced growth potential and robust cloud and AI-native cybersecurity capabilities. NTSK trades at less than 5x forward sales, offering best-in-class projected top line growth of 23% annually versus pricier peers. Gross margin progression (targeting 80%) and positive free cash flow are expected as NTSK scales its proprietary NewEdge network. Signs of technical bottoming, reduced short interest, and improving ARR/net retention are other favorable tailwinds. NTSK lacks profitability and doesn't have the GTM function of others in opportunistic sectors such as the public sector. Read the full article on Seeking Alpha

Recent updates

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