Netskope Inc. (NASDAQ:NTSK) is one of the best new tech stocks to invest in now. On February 3, Netskope introduced Netskope One Data Lineage, which is a new capability designed to track the provenance and lifecycle of data as it rests, moves, and is used. This tool is integrated into the Netskope One platform and provides organizations with a verifiable audit trail essential for regulatory compliance, security investigations, and policy enforcement. Netskope Inc. (NASDAQ:NTSK) aims to help businesses sa ...

Core Viewpoint - Netskope is set to release its financial results for the fourth quarter and fiscal year 2026 on March 11, 2026, after market close, indicating a focus on transparency and communication with investors [1]. Financial Results Announcement - The financial results will cover the period ending January 31, 2026, showcasing the company's performance over the fiscal year [1]. - A live conference call will be held on the same day at 2:00 pm PT / 5:00 pm ET to discuss these results, emphasizing the company's commitment to engaging with stakeholders [1]. Investor Relations - A live webcast of the conference call and related materials will be available on the company's investor relations website, ensuring accessibility for investors [2]. - A replay of the webcast will also be provided, allowing for further review of the financial discussions [2]. Company Overview - Netskope is recognized as a leader in modern security and networking for the cloud and AI era, addressing the needs of security and networking teams [3]. - The company provides optimized access and real-time, context-based security for users, devices, and data, highlighting its comprehensive approach to security [3]. - Over 30% of Fortune 100 companies utilize the Netskope One platform, indicating strong market trust and adoption [3].

Netskope, Inc. (NASDAQ:NTSK) is one of the 12 tech stocks with the biggest upside potential. KeyBanc analyst Eric Heath revised the firm’s price target on Netskope, Inc. (NASDAQ:NTSK) downward to $24 from $28 while reaffirming a Buy rating on January 12. The adjusted price target implies a further 62.62% upside from the current levels. In its assessment of the stock, the firm cited a combination of factors influencing the price target revision, including slightly lower valuation multiples observed among pe ...

Core Insights - 80% of IT leaders reported increased expectations from senior leadership over the past year, yet only 38% believe their current systems can meet the new demands of AI [1][4] - A significant communication gap exists between senior leaders and I&O teams, with 63% of I&O leaders feeling disconnected from strategic IT discussions [2][4] IT Infrastructure and AI Demands - Only 18% of I&O leaders are confident in their team's ability to meet performance, resilience, and security expectations in the AI era [1] - 65% of I&O leaders believe IT infrastructure is more critical to organizational operations than ever before, but priorities still focus on long-standing challenges like security and performance of remote access technologies [2] Leadership Expectations and Challenges - 83% of I&O leaders feel that expectations on them have intensified, with 61% noting their CEO's frustration over the lack of transparency in IT infrastructure [4] - I&O leaders perceive a misalignment in KPI prioritization, with a majority believing that C-suite expectations regarding performance, resilience, and security are unrealistic given current systems [4] Recommendations for I&O Leaders - Translate infrastructure decisions into business outcomes to better align with C-suite expectations [5] - Engage more actively in strategic planning to design future-ready infrastructure [5] - Advocate for architectural simplicity to avoid reactive fixes and improve overall IT effectiveness [5] - Create ongoing visibility for senior leaders through transparent reporting [8] - Position I&O as a facilitator of safe and rapid AI adoption to build trust with C-level executives [8]

Netskope, Inc. (NASDAQ:NTSK) is one of the 15 software stocks with the highest upside potential. On January 5, Piper Sandler provided its 2026 outlook for Security and Infrastructure Software stocks. The stock was among the financial services firm’s top stock picks for 2026. Supported by a generally stable demand environment for software, analysts expect the theme of ‘acceleration scarcity’ to continue into 2026. This outlook is tempered by ongoing uncertainty surrounding GenAI-related disruption. Heading ...

Company Overview - Netskope Inc. (NASDAQ:NTSK) is a cybersecurity company that provides security, networking, and analytics solutions to enterprises and mid-sized companies globally [4] Financial Performance - For Q3 2025, Netskope reported a significant 33% year-over-year increase in revenue, reaching $184.2 million [2] - The company's annual recurring revenue (ARR) rose 34% to $754 million, while remaining performance obligations (RPO) surpassed $1 billion with a 41% year-over-year growth [2] - The firm raised $992.2 million in net proceeds from its September IPO [3] Market Position and Growth Drivers - Netskope is positioned to address an estimated $149 billion market opportunity, driven by cloud modernization and AI demand for its Netskope One platform [2] - The company has expanded its NewEdge private cloud network with new data centers in Malaysia, Toronto, Hawaii, and Oman, increasing its global footprint to over 120 data centers across 80 major metropolitan areas [3] Analyst Ratings - RBC Capital analyst Matthew Hedberg raised the price target on Netskope to $27 from $26 and maintained an Outperform rating on the shares following the company's impressive public debut and accelerating ARR growth [1][3]

Netskope Inc. (NASDAQ:NTSK) is one of the low priced stocks to buy with high upside potential. On December 12, Deutsche Bank analyst Brad Zelnick raised the firm’s price target on Netskope to $26 from $25, while maintaining a Buy rating on the shares. This sentiment was posted following the company’s FQ3 2025 earnings report. A day prior to this, Netskope Inc. (NASDAQ:NTSK) reported that the company reached an Annual Recurring Revenue of $754 million in FQ3 2026, which was a 34% year-over-year increase. ...

Core Insights - Netskope, Inc. (NASDAQ:NTSK) is recognized as one of the best young tech stocks to buy, with Wall Street showing bullish sentiment following its first earnings release post-IPO [1] - The company reported a fiscal third quarter 2026 revenue growth of 33% year-over-year, reaching $184.17 million, exceeding estimates by $8.12 million [2] - Netskope's annual recurring revenue (ARR) increased by 34% year-over-year to $754 million as of October 31, 2025, indicating strong financial health and market share [2][3] Financial Performance - The company achieved an EPS of negative $0.10, which was better than expectations by $0.15 [2] - Revenue growth was attributed to cloud modernization and AI, driving demand for the Netskope One platform [2] Analyst Insights - Analyst Meta Marshall from Morgan Stanley reiterated a Buy rating with a price target of $27, highlighting the increase in ARR as a sign of good financial health [1][3] - The anticipated growth rate for Netskope is projected to be between 25% to 30% annually, supported by increased hiring and a strong sales team performance [3] Market Position - Netskope is positioned as a technology leader in cloud network security, with a unique architecture that enhances protection and performance amid rising cyber threats [3] - The company has a significant legacy replacement opportunity, suggesting durable growth potential over the next three to five years [3]

Core Insights - Netskope Inc reported a third-quarter loss of 10 cents per share, outperforming the analyst consensus estimate of a 40 cents loss per share [1] - The company achieved quarterly sales of $184.200 million, exceeding the analyst consensus estimate of $175.919 million [1] - For FY25, Netskope anticipates adjusted losses between 53 cents to 51 cents per share, with projected revenue of $701 million to $703 million [1] Group 1 - CEO Sanjay Beri highlighted strong demand for the Netskope One platform, driven by cloud modernization and AI, and emphasized the company's estimated $149 billion market opportunity [2] - Despite positive earnings, Netskope shares fell by 11.4% to $20.81 following the announcement [2] Group 2 - Analysts have adjusted their price targets for Netskope post-earnings, with Keybanc raising the target from $27 to $28 while maintaining an Overweight rating [4] - Mizuho maintained an Outperform rating and increased the price target from $25 to $26 [4] - RBC Capital also maintained an Outperform rating, raising the price target from $26 to $27 [4]

Core Insights - Netskope reported strong financial results for Q3 FY 2026, highlighting significant growth in revenue and annual recurring revenue (ARR) driven by cloud modernization and AI demand [2][5][6]. Financial Highlights - ARR increased by 34% year-over-year to $754 million [5][6]. - Q3 revenue rose by 33% year-over-year to $184.2 million [5][6]. - Remaining Performance Obligations surpassed $1 billion, reflecting a 41% year-over-year growth [5]. - Q3 net cash provided by operating activities was $11.2 million, representing 6% of revenue [5][6]. - Free cash flow for Q3 was $10.6 million, with a positive free cash flow margin of 6% [5][6]. Profitability Metrics - GAAP gross profit was $106.6 million, with a gross margin of 58%, down from 66% in the same quarter last year [6]. - Non-GAAP gross profit was $137.6 million, with a non-GAAP gross margin of 75%, up from 70% year-over-year [6]. - GAAP loss from operations was ($447.0) million, with an operating margin of (243%) [6]. - Non-GAAP loss from operations was ($28.2) million, with a non-GAAP operating margin of (15%) [6]. - GAAP net loss per share was ($1.85), compared to ($0.72) in Q3 FY 2025 [6]. Business Developments - Netskope completed its Initial Public Offering in September, raising $992.2 million in net proceeds [9]. - The company expanded its NewEdge private cloud network with new data centers in multiple locations, enhancing its global reach [9]. - Netskope was recognized as a leader in several industry reports, including the 2025 Gartner Magic Quadrant for Secure Services Edge and SASE platforms [9]. Financial Outlook - For Q4 FY 2026, Netskope expects revenue between $188 million and $190 million, with a non-GAAP operating margin of (14.0%) to (13.0%) [7][9]. - For the full year of FY 2026, total revenue is projected to be between $701 million and $703 million, with a non-GAAP net loss per share expected to be between ($0.53) and ($0.51) [9].