Netskope Inc

NTSK

Market cap $7.59B

DUBLIN, Nov. 12, 2025 (GLOBE NEWSWIRE) -- UBiqube, the leader in multi-domain IT infrastructure orchestration and automation, today announced the expansion of its SASE OpsLabs enablement portal with Netskope, a leader in modern security and networking for the cloud and AI era. The new integration introduces automation kits for deployment and migration use cases, providing Fortune 5000 companies with a faster and highly flexible path to SASE adoption and migration–further reducing manual operational burdens With this integration, building and managing secure tunnels from multivendor Customer Premises Equipment (CPE) to a Netskope point of presence (POPs) and migrating private application definitions within Netskope One Private Access becomes a seamless process.

Baron Discovery Fund ended the quarter up 2.85% but underperformed its benchmark, the Russell 2000 Growth Index. The Fund's top 10 positions represented 29.9% of the Fund's net assets, which is in line with the historical average. During the quarter, we established a new position in Primo Brands Corporation.

I'm initiating NetSkope at a "Buy" rating, offering strong AI-native cybersecurity solutions and trading at a reasonable valuation versus peers. NTSK's platform stands out for its zero-trust, AI-focused approach, protecting cloud, on-premise, and AI-driven data across enterprise environments. The company boasts >30% revenue growth, high net revenue retention, expanding gross margins, and significant mid-market expansion potential.

Netskope, Inc. is a market leader in CASB and SASE, and it has been achieving strong revenue growth and expanding its enterprise customer base. NTSK's deep cloud visibility, AI-driven security, and proprietary NewEdge network provide performance and security advantages over competitors like Zscaler and Palo Alto. While not yet profitable, NTSK is rapidly improving margins, demonstrating disciplined cost control and a clear path to positive free cash flow.

At least a dozen Wall Street firms launched initiations of Netskope stock with buy, outperform or overweight ratings.

Adoption of AI is pushing CIOs into broader strategic roles, with greater responsibilities in transformation, cost control and workforce management However, 39% say they're misaligned with their CEOs on key decisions 41% of CIOs say their business needs to invest more in IT infrastructure and 34% do not feel empowered by their CEO to make long-term IT strategy decisions SANTA CLARA, Calif., Oct. 13, 2025 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today published new global research underscoring that CEO and CIO (Chief Information Officer) alignment plays a crucial role in the path to strategic AI adoption.

New context-aware device intelligence capabilities for Netskope's UZTNA solution provide visibility into all connected devices and enable policy decisions based on posture, risk, and role SANTA CLARA, Calif. , Oct. 7, 2025 /PRNewswire/ -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced enhancements to its Universal Zero Trust Network Access (UZTNA) solution.

No-code RevOps system provides GTM teams with automated assignments, clean audit trails, and year-round CRM integration. SILICON VALLEY, Calif.

In the past week or so, some initial public offerings prompted big insider buying.

Despite the stock market's incredible September surge, IPO season has been relatively tame, at least compared to the first half.