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NTSK

Netskope, Inc. Class A Common Stock

NTSK

NASDAQ·Technology·Software - Services·Mkt cap $4.7B

$11.71

+0.43%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$7.67 - $27.99

P/E

-4.65

Fwd P/E

-65.40

Beta

3.34

Div Yield

0.00%

Avg Vol

5.6M

Shares Out

400.3M

Mkt Cap

$4.7B

Price action

Price chart

Down 48.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Unified platform consolidating multiple security functions, reducing customer complexity and total cost of ownership
  • Proprietary machine learning and threat intelligence capabilities optimized for cloud and SaaS environments
  • Extensive partner ecosystem and integrations with leading cloud providers and enterprise applications
  • Strong brand recognition and customer trust among Fortune 500 and regulated enterprises

Bear Case

1 risk

  • Very high volatility (beta 3.3). Expect 3x market swings. Position size accordingly.

Growth

Moderate growth ahead

Accelerating enterprise migration to cloud infrastructure and SaaS applications

Value

Deep value opportunity - significant discount to sector peers

Momentum

Hot

+28.6% over 3m

Quality

Excellent

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 12, 2026

Q2 26 RECAP

JUN 3, 2026

Reported EPS of -$0.06 vs -$0.07 consensus (+14.3% surprise). Revenue of $201.6M vs $198.2M expected (+1.7%). Beat on both top and bottom lines.

EPS beat +14.3%
Rev beat +1.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+14.3%

Next: Aug 12, 2026

Revenue trend · last 8Q

+30%

+31%

+33%

+32%

+28%

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q4 26

Q1 26

$130.3M

$138.5M

$148.5M

$157.7M

$170.8M

$184.2M

$196.3M

$201.6M

Margins · last 8Q

Gross

Operating

Profit

-57.8%

Wall Street consensus

14 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

14

100%

Hold

0%

Sell

0%

Median Price Target

$14.00

+19.6% vs $11.71

Low $13.00
Median $14.00
High $15.00

Latest: KeyBanc · Jun 25, 2026

1 analyst covering

vs Industry

How NTSK stacks vs Software - Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.

Related

Peers & themes

Peers

No peer data available.

Themes

No themes assigned.