NTSK Netskope, Inc.

Rising cyber risk linked to AI investment and new data center build outs is pulling digital security out of the IT basement and into boardroom conversations. As more value moves online, the companies guarding networks and data gain fresh attention from capital. This article breaks down three cybersecurity stocks from a curated screener with solid health scores and market caps above $100m. The stocks covered below are just a small sample, and the full cybersecurity screen surfaced 30 more...

Zscaler's best candidate for upside is a product line that its fiscal 2027 outlook does not call out. The stock has risen 46% over the past three months. It is still 43% below its 52-week high. The outlook matters now because it has revenue growth slowing. It calls for growth of 16.6% to 17.5%, from 25% in fiscal 2026. So which Zscaler (ZS) business could add growth beyond that outlook.

Netskope has climbed sharply over the past month, which puts a spotlight on a simpler question than the headlines suggest. Is the current share price really in line with the cash flows that the cybersecurity business is expected to generate over time? The stock has returned 37.6% over the past month. This puts recent buyers in a very different position to investors who were looking at Netskope only a few weeks ago when thinking about what its cash flows might be worth. The launch of Netskope...

Netskope (NasdaqGS:NTSK) launched its Skylight Agent Action Control capability, adding policy-based oversight for AI agents across enterprise environments. The business rebranded its broader AI security suite under the Skylight name to present a single, unified offering. Skylight Agent Action Control introduces governance over AI agent actions before execution, targeting enterprise concerns around unchecked automation. The debut of Skylight Agent Action Control and the Skylight rebrand only...

Netskope Inc. (NASDAQ:NTSK) has announced Skylight Agent Action Control, a capability that helps security teams dictate AI agent behavior by classifying their risky actions and controlling them before execution. The latest tool caters to a pressing industry gap, as 91% of enterprises today lack capabilities to timely mitigate such risky attempts by agents. Moreover, 54% […]

On September 2, 2026, Netskope, Inc. (NASDAQ:NTSK) reported second-quarter fiscal 2027 results. Revenue reached $220.5 million, beating guidance, annual recurring revenue climbed 27% year-over-year to $899 million, and remaining performance obligations jumped 36% to $1.35 billion. After management raised its full-year guidance, eight analysts raised price targets the following day. Retention, Platform Adoption, and a […]

Cybersecurity and related companies were hot with investors this week, on gloomy predictions about the future of AI.

Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.

Markets are rattled ahead of Wednesday's Fed decision, and Wall Street analysts are making bold moves on names like Eli Lilly, Etsy, Northrop Grumman, and Rivian. Find out which stocks got upgraded, downgraded, or newly covered before the opening bell.

On September 2, Netskope (NASDAQ:NTSK) turned in a second quarter that answered the question hanging over every young cybersecurity name: can the growth actually hold up? Annual recurring revenue climbed 27% to $899 million, revenue beat guidance at $220.5 million, and management raised its full-year outlook. The company also leaned harder into a newer growth […]

ARR hit $899 million with 27% growth as AI security demand accelerates.

Netskope Inc. (NASDAQ:NTSK) announced its second quarter results on September 2. The cloud and AI-led security and networking company saw a 27% year-over-year jump in its annual recurring revenue that climbed to $899 million. Total revenue for the recent quarter came in at $220.5 million, equating to a 29% growth compared to the same period […]

Netskope’s refreshed analyst narrative now rests on a slightly higher fair value estimate, moving from about US$16.61 to roughly US$17.64 per share. Recent research frames this shift against a mix of optimism and caution, as analysts weigh strong security demand signals and partner feedback against execution risk, competition in secure access service edge offerings, and questions around AI related monetization. As you read on, you will see how these views are evolving and what to watch if you...

Netskope (NTSK) delivered solid fiscal Q2 results and raised its fiscal 2027 revenue outlook, with i

Netskope (NTSK) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Netskope (NTSK) reported fiscal Q2 results with upside across the board as artificial intelligence h

Moby summary of Netskope, Inc. Class A Common Stock's Q2 2027 earnings call

Netskope (NASDAQ:NTSK) shares rose 11. 3% to $15.

Netskope Inc (NTSK) reports 27% ARR growth to $899 million, with AI security products gaining traction and operating margins improving by 11 percentage points.

Netskope’s strong Q2 and raised outlook show how AI-driven demand is extending beyond the biggest cybersecurity players.

Netskope (NASDAQ:NTSK) reported second-quarter fiscal 2027 results that exceeded its revenue and operating-margin guidance, as the cloud and AI security company cited demand for its platform and early traction for recently introduced AI security products. Chief Executive Officer and Co-Founder Sanj

Day traders should keep NTSK on the radar for Thursday’s session, as the stock looks poised for its biggest one-day gain in years.

Netskope stock jumped after the cybersecurity company beat expectations for the second quarter and forecast rising revenue. CEO Sanjay Beri said they were encouraged by early traction with its AI Security solutions business, “validating that Netskope sits right at the intersection of cloud, AI, networking and security and is becoming part of the essential, adaptive fabric for the modern enterprise to adopt AI safely.”

Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 10.1% in the afternoon session after the company announced integrations with Zscaler, Cloudflare, and Netskope to block malicious software packages at the network level and launched its JFrog Traffic Controller.

BUG, IHAK, and WCBR are similarly priced cybersecurity ETFs, but differences in holdings, concentration, and growth screens explain their varied 2026 performance and risk levels.

Moderna upgraded, Baidu downgraded: Wall Street's top analyst calls

Netskope has gained 12.2% over the past month, yet its valuation checks still suggest the stock leans expensive rather than clearly cheap. With fresh attention on the company after the launch of its One DataSec Command Center, investors are weighing recent price strength against what the broader metrics are saying about value. The 12.2% move over the last 30 days highlights growing interest in Netskope, which raises the bar for what future business performance needs to justify. The new...

Netskope (NTSK) recently introduced its Netskope One DataSec Command Center, a unified control plane for monitoring and protecting sensitive data across AI tools, cloud services, on premises systems, endpoints and email. See our latest analysis for Netskope. The launch of Netskope One DataSec Command Center comes as Netskope’s 30 day share price return is up 12.21% and its 90 day share price return is up 33.42%. However, the year to date share price return is still down 9.76% from US$15.25,...

Netskope (NasdaqGS:NTSK) introduced its One DataSec Command Center, a unified control plane for data security across cloud, AI, on premises, and endpoint environments. The new product focuses on advanced data discovery, protection, and remediation with real time integrations across the broader Netskope platform. One DataSec Command Center includes adaptive, agent based automation and risk analytics designed to centralize visibility and enforcement for data security teams. The launch was...

Investing.com -- Analysts at Citi downgraded shares of SentinelOne and Netskope to Hold from Buy, saying the stocks have rallied sharply since April and now reflect expectations for a near-term demand inflection that may take longer to materialize.

Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike of more than 50 percent from a major firm.