Added to YB: 2026-01-02
Pitch date: 2025-12-08
NTSK [neutral]
Netskope, Inc.
-21.2%
current return
Author Info
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Company Info
Netskope, Inc., a cybersecurity company, provides security, networking, and analytics solutions to largest enterprises to mid-sized companies worldwide.
Market Cap
$6.9B
Pitch Price
$22.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
-12.79
P/E
-3.52
EV/Sales
9.92
Sector
Software
Category
growth
Show full summary:
A look at Netskope
NTSK: Mini-Zscaler in SSE/SASE space growing 33% ARR to $707M but slower than ZS at same size (+60% vs +33%). Strong in CASB/DLP, lagging in workload Zero Trust & CNAPP expansion. Profitability improving but FCF boost from billing changes. NRR up 5pp to 118%. Re-accelerating in Americas after Fed/mid-market push.
Read full article (26 min)