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NTNTSK

Netskope, Inc. Class A Common Stock

$NTSK·$8.4B·Software - Infrastructure·Technology
$20.45+2.0%YTD+19.2%1Y-10.5%
Price updated 16h ago·X counts updated 5d ago
NTNTSK
$NTSKNetskope, Inc. Class A Common Stock
$20.45+2.05%145 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $NTSK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

145X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $NTSK's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data14 posts analyzed · as of 2026-09-09

Netskope printed a strong Q2 double-beat and raise — revenue $220.5M (+29% YoY), ARR $899M (+27%), NNARR bounced to $54M. Stock is +18% after hours; one trader posted a $61K profit on the setup. BTIG raised its price target to $18 from $17, and the cyber-sector-selloff frame flipped for NTSK on strength.

Read what X is saying about $NTSK

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NTSK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Netskope beat and raised Q2 — ARR $899M, NNARR $54M, cloud security growth story is working.

Netskope is a cloud security provider — SASE (Secure Access Service Edge), SSE, CASB, and ZTNA on the Netskope One unified platform. The stock is up 0.6% YTD but 59% of its 52-week range on specific post-earnings strength.

  • The P&L is accelerating sharply: revenue grew 27.8% YoY to $201.6M last quarter at a -54% operating margin and 69% gross margin — Q2 double-beat and raise with revenue $220.5M (+29% YoY), ARR $899M (+27%), NNARR $54M bounce.
  • The AI-agent security positioning is specific: Netskope enabling security teams to stop risky AI agent actions is a credible product-cycle extension in the AI-governance TAM; BTIG raised PT to $18 from $17 citing the setup.
  • Multiple J-Other transactions (ICONIQ, Griffith) are routine administrative moves; the +18% after-hours move on the beat-and-raise is the specific confirmation signal.

Accelerating holds while enterprise security spending extends and the AI-agent-security product gains traction. A soft Dec 11 earnings print on NNARR sequential growth, or any specific competitive-pressure commentary from Zscaler or Cloudflare, is what cools the move; a FY27 ARR guide above $1.2B plus specific AI-governance customer wins is what extends the breakout.

Agrees with X sentimentX bulls on Q2 double-beat ($220.5M revenue +29% YoY, $899M ARR +27%, $54M NNARR bounce), +18% AH, $61K profit, and BTIG PT raise to $18 from $17 are reading the mechanics right — this is a legitimate growth inflection story.

What to watch: Dec 11 earnings — NNARR sequential growth, operating margin trajectory, AI-agent-security product traction, FY27 ARR guide. A soft NNARR print or Zscaler-competitive pressure is what cools the breakout.

On the calendar: 2026-12-11 — Q3 FY26 earnings

Read the AI verdict on $NTSK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud-native security platform providing SASE, zero-trust network access, and cloud security to large enterprises.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $NTSK.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $NTSK

Partial — Cloud-native security platform providing SASE, zero-trust network access, and cloud security to large enterprises.; data protection spend scales with AI data volumes, but pricing power is compressed by cloud-native alternatives.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-8.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-67.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-95.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
31.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 2, 2026$-0.03$-0.07+55.7%
Q1 2026Jun 3, 2026$-0.06$-0.07+14.6%
Q4 2025Mar 11, 2026$-0.04$-0.06+33.3%
Q3 2025Dec 11, 2025$-0.10$-0.25+60.3%
Next earningsFri, Dec 11·consensus EPS $-0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$201.6M+27.8%73.5%-53.9%$-0.29$-56.1M
Q4 FY25$196.3M+32.2%73.0%-58.2%$-0.14$4.8M
Q3 FY25$184.2M+32.9%57.9%-243%$-1.19$12.6M
Q2 FY25$170.8M+31.1%72.2%-26.9%$-0.24$-19.7M

Forward consensus

4-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$702.1M$701.7M – $702.8M-$0.53-$0.53 – -$0.5311
FY27$890.5M$889.2M – $892.0M-$0.15-$0.15 – -$0.1414
FY28$1.1B$1.1B – $1.1B$0.04$0.01 – $0.0814
FY29$1.3B$1.3B – $1.3B$0.21$0.17 – $0.239

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.74%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+23.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+59.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 394.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.995-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 11Lightspeed Venture Partners Select, L.p.10% owner10.6K sh$158KSellSep 11Lightspeed Venture Partners Ix, L.p.10% owner10.6K sh$158KBuyJul 13Griffith William J.g.Director64.8K sh$805KBuyJul 13Iconiq Strategic Partners Viii Holdings, L.p.10% owner64.8K sh$805KBuyJul 10Griffith William J.g.Director241.6K sh$3.0MBuyJul 10Iconiq Strategic Partners Viii Holdings, L.p.10% owner241.6K sh$3.0MSellJul 9Lightspeed Venture Partners Select, L.p.10% owner219.1K sh$2.7MSellJul 9Lightspeed Venture Partners Ix, L.p.10% owner219.1K sh$2.7MBuyJul 8Iconiq Strategic Partners Viii Holdings, L.p.10% owner610.3K sh$7.2MBuyJul 8Griffith William J.g.Director610.3K sh$7.2M
1–10 of 13
+ 34 other (9 conversions · 8 others · 6 exempts · 6 inkinds · 5 awards) in window

See when $NTSK insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 28-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Netskope, Inc. announced its financial results for the second quarter of fiscal year 2027, covering the period ended July 31, 2026. In conjunction with the earnings release, the company filed a Reg FD disclosure (Item 7.01) indicating supplemental investor materials have been posted to its investor relations website. The press release and investor materials are attached as exhibits to the filing.

3New insider — initial holdingsJul 103
AI summary

ICONIQ Strategic Partners VIII Holdings LP, a 10%-plus holder of Netskope (NTSK), filed a Form 3 (initial statement of beneficial ownership) reporting direct ownership of 200 Class A shares. The filing names the reporting group: ICONIQ Strategic Partners VIII Holdings LP, ICONIQ Capital GP VIII LLC, ICONIQ Capital Parent GP VIII LLC, Divesh Makan, and William Griffith. ICONIQ is a prominent venture and growth equity firm, and this filing registers its initial ownership record for Netskope, likely coinciding with Netskope's recent transition to a public reporting company. The full position size across all security classes is detailed in the Form 3 schedules.

8-KShareholder voteJul 108-K — Item 5.07: Shareholder vote
AI summary

Netskope (NTSK) held its 2026 Annual Meeting of Shareholders on July 7, 2026, electing Sanjay Beri (co-founder and CEO) and Arif Janmohamed as Class I directors to serve until the 2029 annual meeting. Shareholders also ratified KPMG LLP as the company's independent registered public accounting firm for the fiscal year ending January 31, 2027. Both items passed without issue, reflecting standard annual meeting governance approvals. Netskope is a cybersecurity company specializing in secure access service edge (SASE) and cloud security.

8-KOfficer or director changeJun 38-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 10 other (5 13Gs · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BT International and Netskope Expand Partnership to Deliver Integrated Security Service Edge Across Global Fabricglobenewswire.com·2d agoTraders Purchase High Volume of Netskope Call Options (NASDAQ:NTSK)defenseworld.net·9d agoNetskope (NASDAQ:NTSK) Stock Price Up 6.8% on Analyst Upgradedefenseworld.net·10d agoNetskope Unveils AgentSkope Marketplace, Streamlining How Teams Buy, Deploy, and Scale AI Agentsglobenewswire.com·10d agoNetskope (NTSK) Up 24.5% Since Last Earnings Report: Can It Continue?zacks.com·14d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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