Earnings in 4d
NTSK · NASDAQ · Software - Infrastructure

Netskope

Unifies cloud security and networking over the NewEdge private cloud.

$15.05
After-hours close−0.04 (−0.30%)
At close$15.10(−0.17%)
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Profile

Netskope, Inc. Class A Common StockNTSKInformation Technology

Provides Netskope One, a cloud-native security, networking, and analytics platform for enterprise cloud and AI use. Its single reportable business depends on NewEdge's globally distributed private cloud to deliver policy controls and in-region processing.

Delivers the Netskope One cloud-native platform, which combines security, networking, and analytics for enterprise use across cloud, AI, SaaS, web, and private applications. Policy controls use contextual intelligence to protect data, address threats, support compliance, and improve the digital experience.

NewEdge is the private cloud underpinning the platform, providing edge compute and in-region processing for its products across a globally distributed network. The business is reported as one operating segment, rather than separate security and networking segments. Its architecture depends on NewEdge's network and processing footprint to deliver converged services.

Company facts

CEOSanjay Beri
ListedSep 18, 2025
ExchangeNASDAQ
HeadquartersSanta Clara, CA
CountryUnited States
Employees3,281
CIK0002063196
ISINUS64119N6085

Key statistics

Market cap$6.10B
EPS (ttm)−$1.86
P/E (ttm)−8.11
ROE3,150.0%
P/B34.43
P/S8.10
Dividend yield
Beta1.90vs XLK 0.79

Year to date −10.7% · Average volume (30d) 4.1M

Analysts

Price target, next 12 months$16.50+9.3%Median of 14 analysts · vs the Aug 28 close
ConsensusBuy14 of 14 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 21, 2026KeyBancReiterateOverweight$16$17.50
Aug 19, 2026OppenheimerReiterateOutperform$16$19
Aug 19, 2026Mizuho SecuritiesTarget$13$16
Aug 17, 2026Wells FargoReiterateOverweight$28$17
Aug 17, 2026Deutsche BankDowngradeBuyHold$26$17

Earnings

EPS

Estimate−$0.07
ReportedDue Sep 2, 2026

Revenue

Estimate$214.2M
ReportedDue Sep 2, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jun 3, 2026Q1 FY26−$0.07−$0.06+14.6%$198.2M$201.6M+1.7%−19.11%
Mar 11, 2026Q4 FY25−$0.06−$0.04+33.3%$189.4M$196.3M+3.6%−21.27%
Dec 11, 2025Q3 FY25−$0.25−$0.10+60.3%$175.8M$184.2M+4.7%−11.83%
Aug 22, 2025Q2 FY25−$0.72$170.8M
View details

Financial highlights

10 quartersQ4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26
Revenue$148.5M$157.7M$170.8M$184.2M$196.3M$201.6M
Gross profit$99.3M$109.5M$123.2M$106.6M$143.3M$148.3M
Operating income−$41.2M−$45.4M−$46.0M−$447.0M−$114.3M−$108.7M
Net income−$77.0M−$79.2M−$90.3M−$453.1M−$56.8M−$116.5M
Diluted EPS−$0.20−$0.21−$0.24−$1.19−$0.14−$0.29
Gross margin66.9%69.4%72.2%57.9%73.0%73.5%
Operating margin-27.7%-28.8%-26.9%-242.7%-58.2%-53.9%

Fiscal years (4-quarter sums)FY24 $538.3M · FY25 $709.0M

Revenue by geography · Q1 FY26

Americas$112.1M · 56%
EMEA$52.4M · 26%
Asia Pacific And Japan$37.0M · 18%

Balance sheet, Apr 30, 2026Cash & short-term investments $1.10B · Total debt $746.6M · Total assets $1.69B · Shareholders' equity $175.5M

Dividends

No dividends on record.

Ownership

Institutions 48.13%194.40M sharesInsiders 7.95%32.10M sharesOther 43.92%177.43M shares

Shares outstanding 403.92M · Float 390.22M · 96.6% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Iconiq Capital, LLC66.27M16.41%13FAug 13, 2026
Sanjay Beri · director, officer: CEO and Chairman24.63M6.10%Form 4Jul 6, 2026
Lightspeed Venture Partners IX, L.P.20.23M29.70%13GNov 14, 2025
BlackRock, Inc.9.30M2.30%13FAug 7, 2026
Canada Pension Plan Investment Board8.96M2.22%13FAug 14, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jul 10, 2026ICONIQ Strategic Partners VIII Holdings, L.P.10 percent owner+241,628$12.26
Jul 13, 2026ICONIQ Strategic Partners VIII Holdings, L.P.10 percent owner+64,771$12.42
Jul 10, 2026William J.G. Griffithdirector, 10 percent owner: +241,628$12.26
Jul 13, 2026William J.G. Griffithdirector, 10 percent owner: +64,771$12.42
Jul 8, 2026William J.G. Griffithdirector, 10 percent owner: +610,291$11.82
View details

Peers

  • Zscaler

    Cloud-delivered zero-trust platform for enterprise access and data protection

  • Palo Alto Networks

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  • Cloudflare

    Global-edge SASE platform for workforce, app, network, and AI security

  • Cisco Systems

    Cloud-native SSE and SASE security for hybrid-workforce access

  • Fortinet

    Cybersecurity platform combining networking and security services

  • Check Point Software Technologies

    Hybrid SASE combining secure internet access, ZTNA, SaaS security, and SD-WAN

CompareAfter-hours close

CompanyPriceChange
Netskope$15.05−0.30%$6.10B8.1+27.8%
Zscaler$184.45+0.15%$29.79B41.49.4+25.4%
Palo Alto Networks$372.18+0.16%$302.85B323.194.928.6+31.2%
Cloudflare$301.61+0.66%$106.39B203.442.3+35.9%
Cisco Systems$109.95+0.01%$433.28B33.021.46.8+17.6%
Fortinet$165.78−0.16%$121.80B58.547.416.2+25.6%
Check Point Software Technologies$138.15−0.17%$14.12B14.212.85.1+1.3%
Median45.744.412.8+25.5%