StreetInsider.com News Articles

Netskope (NTSK) PT Lowered to $21 at Piper Sandler

Thu, 12 Mar 2026 09:19:34 -0400

Piper Sandler analyst Rob D. Owens lowered the price target on Netskope (NASDAQ: NTSK) to $21.00 (from $28.00) while maintaining an Overweight rating.

The analyst commented: "Strong +31% ARR Growth, But Investors Looking For More; NTSK ended F'26 with another quarter of 30%+ ARR growth and margin leverage, though a steep deceleration in NNARR growth on a tough comp was less than many were hoping for after an impressive amount of growth in 1Q-3Q. We believe NTSK remains well positioned as an AI beneficiary in our security coverage and think the F'27 guide leaves room for consistent beats and raises moving

Netskope (NTSK) PT Lowered to $21 at Piper Sandler

Thu, 12 Mar 2026 09:19:34 -0400

Piper Sandler analyst Rob D. Owens lowered the price target on Netskope (NASDAQ: NTSK) to $21.00 (from $28.00) while maintaining an Overweight rating.

Netskope (NTSK) PT Lowered to $14 at BMO Capital

Thu, 12 Mar 2026 09:06:27 -0400

BMO Capital analyst Keith Bachman lowered the price target on Netskope (NASDAQ: NTSK) to $14.00 (from $26.00) while maintaining an Outperform rating.

The analyst commented: "NTSK’s results were not as strong as its inaugural quarter post IPO, in our judgement. We are modestly raising our FY27 ARR and revenue estimates, though we are lowering our FY27 billings and FCF estimates, which are negatively impacted by NTSK’s billings transition. More broadly, we continue to like NTSK’s story, as we think the company can benefit from its expanding portfolio and AI/agents longer term, and we find valuation attractive, particularly based on the selloff

Netskope (NTSK) PT Lowered to $14 at BMO Capital

Thu, 12 Mar 2026 09:06:27 -0400

BMO Capital analyst Keith Bachman lowered the price target on Netskope (NASDAQ: NTSK) to $14.00 (from $26.00) while maintaining an Outperform rating.

Netskope (NTSK) PT Lowered to $14 at RBC Capital

Thu, 12 Mar 2026 08:57:19 -0400

RBC Capital analyst Matthew Hedberg lowered the price target on Netskope (NASDAQ: NTSK) to $14.00 (from $19.00) while maintaining an Outperform rating.

The analyst commented: "Netskope delivered 30%+ ARR/revenue growth that beat consensus/guidance, but the nit was ARR growth deceleration, lower NRR q/q and a smaller beat q/q as investors look to calibrate the company's beat/raise cadence. FY/27 guidance came in mixed vs expectations, but looks like a conservative starting point with upside likely. AI innovation and positioning along with sales reps ramping and continued hiring gives us confidence in durable high growth and expanding margins against a large and growing

Netskope (NTSK) PT Lowered to $14 at RBC Capital

Thu, 12 Mar 2026 08:57:19 -0400

RBC Capital analyst Matthew Hedberg lowered the price target on Netskope (NASDAQ: NTSK) to $14.00 (from $19.00) while maintaining an Outperform rating.

Netskope (NTSK) PT Lowered to $15 at KeyBanc

Thu, 12 Mar 2026 08:48:54 -0400

KeyBanc analyst Eric Heath lowered the price target on Netskope (NASDAQ: NTSK) to $15.00 (from $17.00) while maintaining an Overweight rating.

The analyst commented: "Following SMRT's 4Q results, we are reducing our 2026/2027 AEBITDA estimates to $5.1mn/$10.9mn from $6.9mn/$22.5mn incorporating lower unit deployments and higher expenses. SMRT introduced a strategic plan called "Vision 2028," which targets accelerating revenue growth by growing installed units at a double-digit CAGR and increasing profitability through a more scalable and leverageable operating model. We view the targets positively as they appear achievable and improve visibility into SMRT's growth and earnings outlook over the next few years.

Netskope (NTSK) PT Lowered to $15 at KeyBanc

Thu, 12 Mar 2026 08:48:54 -0400

KeyBanc analyst Eric Heath lowered the price target on Netskope (NASDAQ: NTSK) to $15.00 (from $17.00) while maintaining an Overweight rating.

Netskope (NTSK) PT Lowered to $19 at JPMorgan

Thu, 12 Mar 2026 08:46:33 -0400

JPMorgan analyst Brian Essex lowered the price target on Netskope (NASDAQ: NTSK) to $19.00 (from $23.00) while maintaining a Overweight rating.

Netskope (NTSK) PT Lowered to $18 at Morgan Stanley

Thu, 12 Mar 2026 08:07:38 -0400

Morgan Stanley analyst Meta Marshall lowered the price target on Netskope (NASDAQ: NTSK) to $18.00 (from $27.00) while maintaining a Overweight rating.

Netskope (NTSK) PT Lowered to $19 at Oppenheimer

Thu, 12 Mar 2026 07:37:04 -0400

Oppenheimer lowered its price target on Netskope (NASDAQ: NTSK) to $19.00 (from $23.00) while maintaining a Outperform rating.

Netskope (NTSK) PT Lowered to $20 at Baird

Thu, 12 Mar 2026 06:50:51 -0400

Baird analyst Shrenik Kothari lowered the price target on Netskope (NASDAQ: NTSK) to $20.00 (from $27.00) while maintaining a Outperform rating.

Netskope (NTSK) PT Lowered to $16 at Mizuho

Thu, 12 Mar 2026 06:36:42 -0400

Mizuho analyst Gregg Moskowitz lowered the price target on Netskope (NASDAQ: NTSK) to $16.00 (from $20.00) while maintaining a Outperform rating.

TD Cowen Reiterates Buy Rating on Netskope (NTSK)

Thu, 12 Mar 2026 06:27:14 -0400

TD Cowen analyst Shaul Eyal reiterated a Buy rating and $25.00 price target on Netskope (NASDAQ: NTSK).

The analyst commented: "For 4Q26, NTSK posted strong results highlighted by 32% y/y rev growth, (despite a tough comp), 31% y/y ARR growth, and record NNAR. Leveraging its 99% recurring subscription model, NTSK also logged its first full year of positive FCF. NTSK announced an AI security suite and emphasized AI's growth. Investors' expectations for wider ARR beat weigh on stock AH (-17%), which is unwarranted. Buy."

For an analyst ratings summary and ratings history on Netskope click here. For more ratings news on

Netskope (NTSK) PT Lowered to $23 at Citizens; Profitability Guidance Lower than Expected

Thu, 12 Mar 2026 05:27:15 -0400

Citizens analyst Trevor Walsh lowered the price target on Netskope (NASDAQ: NTSK) to $23.00 (from $27.00) while maintaining a Market Outperform rating.

The analyst commented, "We reiterate our Market Outperform rating but lower our price target to $23 ($27 prior) on Netskope, Inc. (NTSK) after the company reported F4Q26 results ahead of guidance, modestly improving growth expectations alongside lower-than-expected profitability guidance, with revenue of $196.3M, up 32% y/y (consensus $189.4M), ARR of $811.0M, up 31% y/y, (consensus $798.0M), non-GAAP operating margin of (10.0%) (consensus (13.5%)), and free cash flow of $4.0M (consensus ($2.0M)), with Co-Founder and CEO Sanjay Beri proclaiming, "We

Netskope (NTSK) PT Lowered to $23 at Citizens; Profitability Guidance Lower than Expected

Thu, 12 Mar 2026 05:27:15 -0400

Citizens analyst Trevor Walsh lowered the price target on Netskope (NASDAQ: NTSK) to $23.00 (from $27.00) while maintaining a Market Outperform rating.

Netskope (NTSK) PT Lowered to $17 at BTIG

Thu, 12 Mar 2026 05:03:57 -0400

BTIG analyst Gary Powell lowered the price target on Netskope (NASDAQ: NTSK) to $17.00 (from $22.00) while maintaining a Buy rating.

The analyst comments "NTSK delivered solid FQ4 results and guided FY27 mostly in-line expectations. While headline metrics were fine, many on the buy side were expecting more. In addition, the conservative nature of the company’s forward outlook is creating debate on the name. Most notably, NTSK posted Q4 ARR of $811MM / 31.2% y/y vs. our estimate of $800.0MM / +29.4% and the Street at $796.2MM. This implies organic net adds of $57.0MM / 3.4%, which was above the Street

Netskope (NTSK) PT Lowered to $17 at BTIG

Thu, 12 Mar 2026 05:03:57 -0400

BTIG analyst Gary Powell lowered the price target on Netskope (NASDAQ: NTSK) to $17.00 (from $22.00) while maintaining a Buy rating.

Netskope, Inc. (NTSK) Tops Q4 EPS by 2c, Offers Guidance

Wed, 11 Mar 2026 16:12:28 -0400

Netskope, Inc. (NASDAQ: NTSK) reported Q4 EPS of ($0.04), $0.02 better than the analyst estimate of ($0.06). Revenue for the quarter came in at $196.3 million versus the consensus estimate of $189.2 million.

GUIDANCE:

Netskope, Inc. sees Q1 2027 revenue of $197-199 million, versus the consensus of $197 million.

Netskope, Inc. sees FY2027 revenue of $870-876 million, versus the consensus of $864 million.

For earnings history and earnings-related data on Netskope, Inc. (NTSK) click here.

Netskope, Inc. (NTSK) Tops Q4 EPS by 2c, Offers Guidance

Wed, 11 Mar 2026 16:12:28 -0400

GUIDANCE:

Netskope, Inc. sees Q1 2027 revenue of $197-199 million, versus the consensus of $197 million.

Netskope, Inc. sees FY2027 revenue of $870-876 million, versus the consensus of $864 million.

For earnings history and earnings-related data on Netskope, Inc. (NTSK) click here.

Netskope Announces Strong Fourth Quarter and Fiscal Year 2026 Financial Results

Wed, 11 Mar 2026 16:05:00 -0400

ARR increased 31% year-over-year to $811 million
Q4 revenue increased 32% year-over-year to $196.3 million
Q4 net cash provided by operating activities was $18.1 million, representing 9% of revenue

SANTA CLARA, Calif., March 11, 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 fourth quarter and fiscal year 2026, ended January 31, 2026.

“We closed fiscal 2026 on a strong note, delivering record net new ARR in Q4 and achieving our first full year of positive free

Netskope Announces Strong Fourth Quarter and Fiscal Year 2026 Financial Results

Wed, 11 Mar 2026 16:05:00 -0400

ARR increased 31% year-over-year to $811 million
Q4 revenue increased 32% year-over-year to $196.3 million
Q4 net cash provided by operating activities was $18.1 million, representing 9% of revenue

“We closed fiscal 2026 on a strong note, delivering record net new ARR in Q4 and achieving our first full year of positive free

Netskope Announces Strong Fourth Quarter and Fiscal Year 2026 Financial Results

Wed, 11 Mar 2026 16:05:00 -0400

ARR increased 31% year-over-year to $811 million
Q4 revenue increased 32% year-over-year to $196.3 million
Q4 net cash provided by operating activities was $18.1 million, representing 9% of revenue

“We closed fiscal 2026 on a strong note, delivering record net new ARR in Q4 and achieving our first full year of positive free

Netskope Announces Strong Fourth Quarter and Fiscal Year 2026 Financial Results

Wed, 11 Mar 2026 16:05:00 -0400

ARR increased 31% year-over-year to $811 million
Q4 revenue increased 32% year-over-year to $196.3 million
Q4 net cash provided by operating activities was $18.1 million, representing 9% of revenue

“We closed fiscal 2026 on a strong note, delivering record net new ARR in Q4 and achieving our first full year of positive free

Netskope Unveils Netskope One AI Security, Delivering High-Performance Protection Across the Entire AI Ecosystem

Wed, 11 Mar 2026 09:00:00 -0400

Netskope One AI Security secures AI agents, AI applications and data, AI tools, and users across public SaaS, enterprise, and privately hosted AI, as well as agentic workflows, all from a single unified platform

SANTA CLARA, Calif., March 11, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced Netskope One AI Security, a suite of AI security capabilities that protect, make visible, and accelerate the entire AI ecosystem, unified within the Netskope One platform. Netskope One AI Security introduces new products to power