Netskope: This Dip Is Irrational, And Should Be Bought Aggressively

Shares of Netskope have tumbled on the broad cybersecurity selloff to a

Seeking Alpha • 10 hours ago

Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears

Cybersecurity stocks dropped for a second day as the threat of AI to the industry loomed large with Anthropic's latest AI tool that can scan code for vulnerabilities. Investors are worried these new tools will displace software business models and many tasks handled by cybersecurity vendors.

CNBC • Feb 23, 2026

2025 U.S. IPO Performance Starts With A Roar And Ends With A Whimper

2025 US IPOs emerged out of a tumultuous April with strong price momentum going into the summer. US IPOs under $100 million in proceeds continued to perform poorly in 2025 after also struggling in 2024, with the less than $50 million issues declining 18.4% this year compared to a 17.1% decline last year. The strong performance of US technology IPOs during the first half of 2025 set the stage nicely for more issuers to go public during the second half of the year.

Seeking Alpha • Feb 15, 2026

Netskope: A Sector Rotation Victim That Is A Particularly Attractive Investment

Netskope is recommended as a buy at $12.60, with valuation highly compressed due to sector-wide fears over Anthropic's Cowork and overall concerns that software business models are at risk. NTSK's leading SASE and CASB technology, especially in AI/ML-driven data loss prevention, drives market share gains and strong customer adoption. Recent results show Netskope to have achieved 33% revenue growth, 118% net retention, improved margins, and positive free cash flow, with cautious guidance likely conservative.

Seeking Alpha • Feb 9, 2026

Netskope Advances AI-Ready Data Security with Visibility and Analytics of Data Lineage

SANTA CLARA, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced Netskope One Data Lineage, providing visibility and analytics to help organizations track and assess the provenance of data everywhere it rests, moves, and is used.

GlobeNewsWire • Feb 3, 2026

Netskope: Scope For Growth To Continue At This Pace

Netskope receives a buy rating, driven by its proprietary NewEdge infrastructure and accelerating ARR growth. NTSK's edge-based SASE platform delivers superior security and near-zero latency, supporting robust AI and digitalization trends. ARR growth re-accelerated to 34% y/y in Q3 2026, with strong net retention and significant upsell potential.

Seeking Alpha • Jan 23, 2026

Netskope Research: AI has Increased Demands on Enterprise IT Infrastructure, with Legacy Technology Struggling with Resilience, Performance and Security

New research from Netskope reveals thoughts from global I&O leaders about how well integrated AI and overall IT activities were to broader business plans.

GlobeNewsWire • Jan 20, 2026

Netskope CFO Sells $856K in Stock as Shares Sit 13% Below IPO Price

The chief financial officer of Netskope sold 49,875 shares of the company for $855,765 on Jan. 6. The transaction represented 54.6% of Del Matto's direct ownership of Class A common stock, but he also reported holding 228,404 Class B shares.

The Motley Fool • Jan 12, 2026

Wall Street Analysts Predict a 41.38% Upside in Netskope (NTSK): Here's What You Should Know

The average of price targets set by Wall Street analysts indicates a potential upside of 41.4% in Netskope (NTSK). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Zacks Investment Research • Dec 22, 2025

NetSkope: Buy The Dip As Growth Accelerates And Valuation Compresses

NetSkope presents a compelling "Buy" after its recent pullback to IPO levels, with valuation now significantly compressed. NTSK is accelerating revenue growth above 30% y/y, approaching a $1 billion run rate, and boasts a robust $149 billion TAM. Net retention rates of 118% and anticipated FCF breakeven this year highlight strong customer expansion and improving financial discipline.

Seeking Alpha • Dec 15, 2025