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$NTSK

14 stories mentioning NTSKUpdated 10d ago

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Wire

Netskope's AI Security Pipeline Points to Stronger H2, RBC Says

Netskope (NTSK) delivered solid fiscal Q2 results and raised its fiscal 2027 revenue outlook, with improving demand for its AI security products pointing to a stronger H2, RBC Capital Markets said Thursday in a report.Annual recurring revenue rose 27% to $899 million in Q2, topping the $892 million consensus estimate, while remaining performance obligations increased 36% to $1.35 billion, the report said.Traction in Netskope's AI security portfolio continues to build, with one-third of the pipeline already in or entering the proof-of-concept stage, the report said. The expanding pipeline, along with improving productivity from newer sales representatives, may support ARR acceleration in fiscal H2 2027, RBC said.Fiscal 2027 revenue guidance implies growth of 25.5%, up from 24%, and Netskope remains well positioned to benefit from legacy security replacement, cybersecurity consolidation and emerging demand tied to generative and agentic AI, the report said.RBC raised its price target on Netskope stock to $20 from $18 and maintained its outperform rating.Price: $14.27, Change: $+0.52, Percent Change: +3.75%

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Wire

Netskope Positioned to Capture AI Opportunity After Fiscal Q2 Upside, Morgan Stanley Says

Netskope (NTSK) reported fiscal Q2 results with upside across the board as artificial intelligence helps extend its product roadmap and customer reach, Morgan Stanley said in a Thursday note.Net new annual recurring revenue returned to positive growth of 9% year over year to $54 million, the firm said.Netskope continues to see traction with its expanding portfolio of AI security products, led early on by Agent Broker and Agent Guardrails, Morgan Stanley said.The firm added that about one-third of Netskope's AI related pipeline is currently in proof of concept, expanding its total addressable market, while about 50% of its sales resources continue to ramp.Netskope posted fiscal Q2 revenue of $221 million, up 29% year over year, while remaining performance obligations grew 36% and net retention rate improved to 114%.Morgan Stanley maintained its overweight rating on Netskope and raised its price target to $16 from $14.Netskope shares were over 3% higher in Thursday trading.Price: $14.29, Change: $+0.54, Percent Change: +3.89%

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Research

Mizuho Downgrades Netskope to Neutral From Outperform, Adjusts Price Target to $16 From $13

Netskope, Inc. Class A (NTSK) has an average rating of buy and mean price target of $16.12, according to analysts polled by FactSet.

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Wire

Netskope Shares Fall After Deutsche Bank Downgrade

Netskope (NTSK) shares were down more than 4% in Monday trading after Deutsche Bank downgraded the company's stock to hold from buy and adjusted its price target to $17 from $16.Trading volume stood at over 2.4 million shares, compared with a daily average of about 5.9 million.Price: $15.15, Change: $-0.67, Percent Change: -4.21%

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Research

Deutsche Bank Downgrades Netskope to Hold From Buy, Adjusts PT to $17 From $16

Netskope (NTSK) has an average rating of buy and mean price target of $15.35, according to analysts polled by FactSet.

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Research

Deutsche Bank Downgrades Netskope to Hold From Buy, Lifts Price Target to $17 From $16

Netskope (NTSK) has an average rating of buy and mean price target of $15.94, according to analysts polled by FactSet.

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Insider Trading

Netskope Insider Bought Shares Worth $7,216,081, According to a Recent SEC Filing

William J.G. Griffith, 10% Owner, Director, on July 08, 2026, executed a purchase for 610,291 shares in Netskope (NTSK) for $7,216,081. Following the Form 4 filing with the SEC, Griffith has control over a total of 66,877,804 Class A common shares of the company, with 66,877,804 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/2063196/000119312526301161/xslF345X05/ownership.xml

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Insider Trading

Netskope Insider Sold Shares Worth $15,099,627, According to a Recent SEC Filing

Arif Janmohamed, Director, on June 12, 2026, sold 1,650,000 shares in Netskope (NTSK) for $15,099,627.SEC Filing:https://www.sec.gov/Archives/edgar/data/2063196/000181393826000005/xslF345X05/form4-06162026_100632.xml

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Wire

Netskope's ARR Growth Stabilization Remains in Focus, RBC Says

Netskope's (NTSK) AI security products remain a compelling opportunity, but RBC Capital Markets is looking for annual recurring revenue growth stabilization, an uptick in net revenue retention and execution around sales representative ramps, the brokerage said Thursday.While there is some near-term pressure, RBC believes early traction around AI security products and an attractive valuation creates a compelling thematic opportunity, according to the note.Fiscal Q1 revenue topped expectations by about $3 million, while midpoint revenue guidance rose nearly $8 million as management pointed to increasing sales capacity, momentum around new logo growth, traction around new products, and strong demand, according to the note.RBC said the ramp of sales representatives and AI pipeline should provide an opportunity for net revenue retention to move closer to mid-teens in the back half of fiscal 2027.RBC kept an outperform rating on Netskope and lowered the price target to $13 from $14.Shares of Netskope were down more than 15% in Thursday trading.Price: $10.46, Change: $-1.94, Percent Change: -15.65%

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Wire

Netskope Joins Anthropic's Project Glasswing to Spot Code Vulnerabilities

Netskope (NTSK) said late Tuesday it has joined Project Glasswing, an Anthropic initiative that uses the company's most advanced AI model, Mythos Preview, to identify vulnerabilities in software code at greater speed and scale.Netskope has access to Anthropic's Claude Mythos Preview and will share findings with the broader Glasswing coalition and the cybersecurity community as part of the effort.Netskope shares rose 3.1% in after-hours trading.

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Wire

Netskope, Deloitte Expand Strategic Partnership for SASE Services

Netskope (NTSK) and Deloitte said Wednesday they are expanding their strategic partnership, with Deloitte now leveraging Netskope technology to offer managed secure access service edge, or SASE, capabilities to enterprise customers.Deloitte and Netskope will support clients in fast-tracking secure digital transformation, reducing complexity, and strengthening protection across multi-cloud and AI-ready environments, according to a statement.Managed SASE services from Deloitte and Netskope are now available in Europe, Middle East and Africa, with more regions to follow, the statement added.Shares of Netskope were down more than 8% in Wednesday trading.Price: $11.22, Change: $-0.90, Percent Change: -7.47%

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Wire

Netskope Integrates With Claude's Compliance API

Netskope (NTSK) said Thursday it has integrated with Amazon-backed (AMZN) Anthropic's Claude's Compliance application programming interface, API, enabling organizations to connect Claude Enterprise directly into the AI security features of Netskope One platform.By surfacing Claude activity within the Netskope One Platform, the company said organizations can govern Claude using the same risk frameworks, data loss prevention profiles, and compliance controls they already operate, without additional overhead.Netskope said all customers will have a private preview of the integration in June.Shares of Netskope were down 1.4% in Thursday trading.Price: $11.59, Change: $-0.16, Percent Change: -1.36%

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Wire

Netskope Launching AI Security Product Backed by Google Cloud Chips

Netskope (NTSK) said Wednesday it is launching an expanded partnership with Alphabet's Google Cloud to provide security for AI workflows using Google's tensor processing units, or TPUs.The new product uses Netskope One AI Guardrails to allow clients to deploy generative AI and autonomous agentic workflows on Google Cloud, Netskope said.Financial details were not provided.Price: $10.22, Change: $+0.13, Percent Change: +1.29%

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Research

Rosenblatt Initiates Netskope at Buy

Netskope, Inc. Class A (NTSK) has an average rating of buy and mean price target of $17.81, according to analysts polled by FactSet.

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