Netskope (NTSK)
Unifies cloud security and networking over the NewEdge private cloud.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Stephens | Initiate | Rating: —Target: — | Target: $21 |
| Sep 3, 2026 | RBC Capital | Reiterate | Rating: —Target: $13 | Target: $20 |
| Sep 3, 2026 | BMO Capital | Reiterate | Rating: —Target: $13 | Target: $18 |
| Sep 3, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $14 | Target: $16 |
| Sep 3, 2026 | BTIG | Reiterate | Rating: —Target: $14 | Target: $18 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $1.07B · Total debt $732.2M · Total assets $1.71B · Shareholders' equity $156.8M
- Revenue
- $220.5M
- Operating income
- −$89.8M
- Net income
- −$110.8M
No dividends on record.
| Institutions | ≈ 46.80% | 191.23M shares | |
|---|---|---|---|
| 222 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 8.27% | 33.78M shares | |
| 1 holder · as of Feb 13, 2026 | |||
| Strategic holders | 6.50% | 26.58M shares | |
| 3 holders · as of Sep 18, 2026 | |||
| Other | ≈ 38.43% | 157.01M shares | |
| remainder | |||
408.59M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Iconiq Capital, LLCInstitution | 16.22% | 66.27M A | as of Jun 30, 2026 |
Sanjay Beri1Insiderdirector, officer: CEO and Chairman | 8.27% | 24.23M B · 405,490 | filed Feb 13, 2026 |
Lightspeed Venture Partners IX, L.P.2Strategic10 percent owner | 4.40% | 3.83M A · 14.16M B | filed Sep 14, 2026 |
BlackRock, Inc.Institution | 2.28% | 9.30M A | as of Jun 30, 2026 |
Canada Pension Plan Investment BoardInstitution | 2.19% | 8.96M A | as of Jun 30, 2026 |
- The filed share classes (B, A, COMMON) could not be matched to the company's, so no percentage.
- Lightspeed Venture Partners IX, L.P. reports a block also reported by another filer; it is counted once, under that filer.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Lightspeed Venture Partners IX, L.P. | 10 percent owner | −10,621 | $14.90 |
| Sep 11, 2026 | Lightspeed Venture Partners Select, L.P. | 10 percent owner | −10,621 | $14.90 |
| Jul 10, 2026 | ICONIQ Strategic Partners VIII Holdings, L.P. | 10 percent owner | +241,628 | $12.26 |
| Jul 13, 2026 | ICONIQ Strategic Partners VIII Holdings, L.P. | 10 percent owner | +64,771 | $12.42 |
| Jul 10, 2026 | William J.G. Griffith | director, 10 percent owner: | +241,628 | $12.26 |
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Compare
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|---|---|---|---|---|---|---|---|
| Netskope | $18.77 | +1.18% | $7.49B | — | — | 9.3 | +29.1% |
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