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Netskope, Inc. Stock Price

NasdaqGS:NTSK Community·US$4.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 23 Fair Values set on narratives written by author

NTSK Share Price Performance

US$12.42
-10.07 (-44.78%)
US$23.12
Fair Value
US$12.42
-10.07 (-44.78%)
46.3% undervalued intrinsic discount
US$23.12
Fair Value
Price US$12.42
AnalystHighTarget US$23.12
AnalystConsensusTarget US$27.29
AnalystLowTarget US$13.47

NTSK Community Narratives

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Fair Value US$23.12 46.3% undervalued intrinsic discount

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

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Fair Value US$27.29 54.5% undervalued intrinsic discount

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

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Fair Value US$13 4.5% undervalued intrinsic discount

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

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US$27.29
54.5% undervalued intrinsic discount
Profit Margin
12.41%
Future PE
111.03x
Price in 2028
US$35.08

Trending Discussion

Updated Narratives

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NTSK: AI Security Momentum And Execution Risks Will Shape Next Phase

Fair Value: US$13 4.5% undervalued intrinsic discount
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NTSK: AI Security Momentum Will Support Rebound In Depressed Share Price

Fair Value: US$23.12 46.3% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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NTSK logo

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

Fair Value: US$27.29 54.5% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Adequate balance sheet with concerning outlook.

1 Risk
2 Rewards

Netskope, Inc. Key Details

US$752.9m

Revenue

US$231.4m

Cost of Revenue

US$521.5m

Gross Profit

US$1.2b

Other Expenses

-US$716.6m

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
-1.77
69.27%
-95.19%
406.4%
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 Jul 08

Netskope: AI Demand And Platform Adoption Still Support Buy

Summary Netskope remains a buy, supported by its differentiated AI security platform and attractive valuation versus peers. AI security is driving record pipeline growth, with multi-product adoption deepening customer stickiness and expanding account value. Large customers ($100K+ ARR) grew 23% y/y, with 57% using four or more products, signaling platform traction. Key risk is sales productivity; H2 FY2027 must show net-new ARR acceleration to validate the growth thesis. Read the full article on Seeking Alpha
Narrative Update Jun 26

NTSK: AI Security Momentum Will Support Rebound In Depressed Share Price

The analyst price target for Netskope is revised lower from $30.00 to $23.12 as analysts factor in reduced revenue growth assumptions, a slightly higher discount rate, and a more conservative future P/E, partly offset by a modestly stronger profit margin outlook. Analyst Commentary Recent research on Netskope reflects a mixed but generally constructive backdrop, with many bullish analysts trimming price targets while still pointing to solid execution in key areas such as new logo growth, AI security products, and free cash flow potential.

Recent updates

No updates