Netskope: The Growth Inflection Has Arrived; The Stock Price Is Still In Denial

Netskope (NTSK) is recommended as a buy, driven by sustained market share gains in SASE and differentiated AI security capabilities. NTSK's net new ARR grew nearly 60% sequentially last quarter, with bookings growth accelerating to 36% and revenue guidance seen as conservative. The company's partnership with CrowdStrike enhances AI security adoption and customer retention, supporting a projected 28% CAGR and $1B+ revenue run-rate.

Seeking Alpha • Sep 19, 2026

Why Netskope Stock Crushed it This Week

Some AI developers issued public warnings about what might happen if control over the technology is lost. An analyst also initiated coverage of the company with quite a bullish take.

The Motley Fool • Sep 18, 2026

Netskope Enables Security Teams to Stop Risky AI Agent Actions Before They Execute

SANTA CLARA, Calif., Sept. 15, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced Netskope Skylight Agent Action Control, a new capability that classifies every action an AI agent attempts, and applies granular controls to stop high-risk actions before they execute.

GlobeNewsWire • Sep 15, 2026

Netskope: Still An Overlooked AI Cyber Play

Netskope delivered robust 29% revenue growth and strong ARR momentum yet remains undervalued versus peers. NTSK's unified SASE platform is highly rated, supporting enterprise AI adoption while maintaining 77% gross margins and positive free cash flow guidance. The AI network and security play reported net ARR grew 27% YoY, while net new ARR reached $54 million, up about 10% YoY.

Seeking Alpha • Sep 5, 2026

Netskope Analysts Raise Their Forecasts After Better-Than-Expected Q2 Results

Netskope Inc (NASDAQ:NTSK) on Wednesday reported better-than-expected second-quarter financial results and raised its FY27 guidance.

Benzinga • Sep 3, 2026

What Makes Netskope (NTSK) a New Buy Stock

Netskope (NTSK) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Zacks Investment Research • Sep 3, 2026

Netskope: Cyber Play At A Large Discount

Netskope, Inc. is rated a high-risk Buy due to discounted valuation and strong agentic AI positioning despite execution risks. Q2 revenue grew 29% YoY to $220.5M, with ARR up 27% and backlog rising 36%, but growth is decelerating and margins remain negative. Operating margin improved to -9% (non-GAAP), but GAAP losses widened; stock-based compensation and dilution are material concerns.

Seeking Alpha • Sep 3, 2026

Netskope Q2 Earnings Call Highlights

Netskope NASDAQ: NTSK reported second-quarter fiscal 2027 results that exceeded its revenue and operating-margin guidance, as the cloud and AI security company cited demand for its platform and early traction for recently introduced AI security products.

MarketBeat • Sep 2, 2026

Netskope, Inc. (NTSK) Q2 2027 Earnings Call Transcript

Netskope, Inc. (NTSK) Q2 2027 Earnings Call Transcript

Seeking Alpha • Sep 3, 2026

Netskope Announces Strong Second Quarter Fiscal 2027 Financial Results

Annual Recurring Revenue increased 27% year-over-year to $899 million Q2 revenue increased 29% year-over-year to $221 million Results exceeded guidance across every metric SANTA CLARA, Calif., Sept. 02, 2026 (GLOBE NEWSWIRE) -- Netskope, Inc. (NASDAQ: NTSK) a leader in modern security and networking for the cloud and AI era, today announced financial results for the second quarter of fiscal year 2027 ended July 31, 2026.

GlobeNewsWire • Sep 2, 2026