Netskope Inc

NTSK

Market cap $6.54B

The average of price targets set by Wall Street analysts indicates a potential upside of 41.4% in Netskope (NTSK). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

NetSkope presents a compelling "Buy" after its recent pullback to IPO levels, with valuation now significantly compressed. NTSK is accelerating revenue growth above 30% y/y, approaching a $1 billion run rate, and boasts a robust $149 billion TAM. Net retention rates of 118% and anticipated FCF breakeven this year highlight strong customer expansion and improving financial discipline.

Netskope, Inc. ( NTSK ) Q3 2026 Earnings Call December 11, 2025 5:00 PM EST Company Participants Michelle Spolver - Chief Communications & Investor Relations Officer Sanjay Beri - Co-Founder, CEO & Chairman Andrew Del Matto - Chief Financial Officer Conference Call Participants Meta Marshall - Morgan Stanley, Research Division Brian Essex - JPMorgan Chase & Co, Research Division Matthew Hedberg - RBC Capital Markets, Research Division Shaul Eyal - TD Cowen, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Robbie Owens - Piper Sandler & Co., Research Division Ittai Kidron - Oppenheimer & Co. Inc., Research Division Trevor Walsh - Citizens JMP Securities, LLC, Research Division Gregg Moskowitz - Mizuho Securities USA LLC, Research Division Eric Heath - KeyBanc Capital Markets Inc., Research Division Shrenik Kothari - Robert W. Baird & Co. Incorporated, Research Division Gray Powell - BTIG, LLC, Research Division Presentation Operator And thank you for standing by.

Netskope CEO Sanjay Beri joins 'Closing Bell Overtime' to talk quarterly results as the stock dips, cybersecurity in the age of AI, and more.

Despite the market's reaction, Netskope grew sales by 33% and remaining performance obligations by 41%. Better yet, the company's net retention rate improved to a healthy 118%.

Netskope Inc (NASDAQ: NTSK) reported upbeat results for the third quarter on Thursday.

Netskope, Inc. is rapidly gaining traction in the SASE and security service edge market with its Netskope One platform. NTSK reported 34% year-over-year ARR growth to $754 million and 33% revenue growth, driven by cloud modernization and AI adoption. Strategic investments in NewEdge private cloud and global data center expansion are enhancing NTSK's global reach and platform scalability.

U.S. stock futures were mixed this morning, with the Dow futures gaining around 100 points on Friday.

Netskope reported Q3 revenue that topped Wall Street estimates while guidance came in slightly above expectations.

SANTA CLARA, Calif., Dec. 11, 2025 (GLOBE NEWSWIRE) -- Netskope (NASDAQ:NTSK) a leader in modern security and networking for the cloud and AI era, today announced financial results for the third quarter of fiscal year 2026, ended October 31, 2025.