Added to YB: 2026-06-05
Pitch date: 2026-06-03
NTSK [bullish]
Netskope, Inc.
+4.53%
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
$5.0B
Pitch Price
$9.60
Price Target
19.00 (+53%)
Dividend
N/A
EV/EBITDA
-7.14
P/E
-4.98
EV/Sales
6.18
Sector
Software
Category
value
New Trade Idea: Netskope (NTSK)
NTSK: Cybersecurity IPO'd Sept 2025 at $19, 20x oversubscribed; now ~$12 (-37% below IPO), +50% off March lows. Lowest forward EV/Sales (~5x) vs peers CRWD/PANW/RBRK despite smallest $4.9B cap—catch-up trade w/ 50%+ upside to IPO. Built half position (~3.7%), will double to 7.5% if Q1'27 earnings (June 3) dip to $10-11. Above 50/100 MA on volume; holding 2+ yrs ok.
Read full article (2 min)