Baron Discovery Fund Q1 2026: Who Moved The Needle

In the first quarter of 2026, Baron Discovery Fund declined 10.65% (Institutional Shares), trailing the Russell 2000 Growth Index by 7.84% due to significant underperformance in the software sector. Advanced Energy Industries, Inc.'s stock rose during the quarter as the market began to appreciate the strength that the company would see in both its data center and semiconductor end markets. Baron Discovery Fund sold its investment in Intapp, Inc. in the quarter as the team believes that its other software holdings have better overall competitive advantages.

Seeking Alpha • Jun 8, 2026

Netskope: Scoping A Good Value

Netskope delivered strong FQ1'27 results, beating revenue estimates with 28% YoY growth and raising FY27 guidance. NTSK's ARR grew 29% YoY to $845 million, with RPOs up 33% and a clear path to surpassing $1 billion in FY28 revenue. Due to a 15% post-earnings dip, the stock trades at an attractive valuation at near 4x EV/FY28 revenue targets.

Seeking Alpha • Jun 5, 2026

Why Netskope Stock Crashed Today

Netskope beat on sales and earnings, but still lost money in Q1. Worse, free cash flow that was positive a year ago has now turned negative.

The Motley Fool • Jun 4, 2026

Why This Cybersecurity Stock Is Dropping 20% After Earnings

Netskope shares sink after the cybersecurity's annual recurring revenue fails to impress analysts.

Barrons • Jun 4, 2026

Netskope, Inc. (NTSK) Q1 2027 Earnings Call Transcript

Netskope, Inc. (NTSK) Q1 2027 Earnings Call Transcript

Seeking Alpha • Jun 4, 2026

Netskope: Focus On Growth As This AI Security Leader Scales

Netskope remains a buy despite a sharp post-earnings selloff and ongoing investor skepticism about profitability. NTSK addresses a $336 billion TAM, with only ~1% penetration and ~30% revenue growth, signaling robust execution in AI-driven cybersecurity. Gartner recognizes NTSK as a market leader in AI security platforms, supporting confidence in its competitive positioning.

Seeking Alpha • Jun 4, 2026

Netskope Q1 Earnings Call Highlights

Netskope NASDAQ: NTSK reported first-quarter fiscal 2027 revenue above its guidance and raised its full-year revenue outlook, as executives said demand remains healthy for the company's cloud security, networking and emerging AI security products.

MarketBeat • Jun 3, 2026

Netskope Announces Strong Fiscal First Quarter 2027 Financial Results

SANTA CLARA, Calif., June 03, 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 first quarter of fiscal year 2027 ended April 30, 2026.

GlobeNewsWire • Jun 3, 2026

Netskope Unveils AI Command Center, Delivering Comprehensive AI Discovery and Correlated Risk Intelligence with Fully Coordinated Agentic Response

SANTA CLARA, Calif., June 02, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced Netskope One AI Command Center, delivering comprehensive AI discovery, unified risk intelligence, and autonomous agentic response within a single unified platform.

GlobeNewsWire • Jun 2, 2026

Netskope Joins Anthropic's Project Glasswing

SANTA CLARA, Calif., June 02, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, is part of Project Glasswing, which uses Anthropic's most advanced AI model, Mythos Preview, to find vulnerabilities in code at unprecedented speed and scale.

GlobeNewsWire • Jun 2, 2026