Zacks Investment Research·4 days ago
Netskope (NTSK) Up 16.8% Since Last Earnings Report: Can It Continue?Netskope (NTSK) reported earnings 30 days ago. What's next for the stock?
Netskope, Inc. Class A Common Stock(NTSK)Earnings, Financials & Key Ratios
NTSK•NASDAQ
$12.05
Price updated Jul 7, 2026
AboutA cloud-security company offering a unified platform (“Netskope One”) for data protection, secure access, visibility across apps/web/cloud, threat prevention, and networking optimizations especially for SaaS, web, hybrid, and AI workloads.Show more
- Revenue$709M+31.7%
- EBITDA-$610M-198.8%
- Net Income-$679M-91.6%
- EPS (Diluted)-1.75-62.0%
- Gross Margin68.08%+5.3%
- EBITDA Margin-86.05%-126.8%
- Operating Margin-92.04%-93.7%
- Net Margin-95.82%-45.5%
- ROE-349.24%
NTSK Price & Volume
Netskope, Inc. Class A Common Stock (NTSK) stock price & volume — 10-year historical chart
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Aggressive Revenue Scaling Faces Severe Liquidity Constraints
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Expanding
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Unsustainable Cash Burn Rate
Key Thesis Takeaways
- Netskope demonstrates robust top-line momentum with 27.8% year-over-year revenue growth in 2026Q1, yet this expansion is heavily reliant on an infrastructure-intensive model that produces deeply negative operating margins of -53.9%.
- The company's reliance on external capital to offset massive stock-based compensation charges and operational burn creates a precarious financial profile.
- Investors should monitor the rapid depletion of cash reserves, which fell from $984.7 million in 2025Q3 to $205.8 million in 2026Q1, as the firm struggles to achieve sustainable profitability.
Verdict Logic
the rapid decline in cash reserves from $984.7 million to $205.8 million over two quarters suggests an urgent liquidity risk that outweighs the current 27.8% revenue growth trajectory.
NTSK Growth Metrics
Netskope, Inc. Class A Common Stock (NTSK) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years-
TTM-
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-
Return on Capital
10 Years-85.84%
5 Years-85.84%
3 Years-85.84%
Last Year-91.75%
NTSK Recent Earnings
Netskope, Inc. Class A Common Stock (NTSK) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 3/10 qtrs (100%)●Beat Revenue 3/10 qtrs (100%)
Q3 2026Latest
Jun 3, 2026Metric
Actual
Est
EPS
$0.06+14.6%
$0.07
Rev
$202M+1.7%
$198M
Q2 2026
Mar 11, 2026Metric
Actual
Est
EPS
$0.04+33.3%
$0.06
Rev
$196M+3.6%
$189M
Q4 2025
Dec 11, 2025Metric
Actual
Est
EPS
$0.10+60.3%
$0.25
Rev
$184M+4.7%
$176M
Q3 2025
Aug 22, 2025Metric
Actual
Est
EPS
$0.72
—
Rev
$171M
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 3, 2026 | $0.06vs $0.07+14.6% | $202Mvs $198M+1.7% |
| Q2 2026 | Mar 11, 2026 | $0.04vs $0.06+33.3% | $196Mvs $189M+3.6% |
| Q4 2025 | Dec 11, 2025 | $0.10vs $0.25+60.3% | $184Mvs $176M+4.7% |
| Q3 2025 | Aug 22, 2025 | $0.72 | $171M |
Based on last 10 quarters of dataView full earnings history →
Latest NTSK News
Recent stock market news and headlines for Netskope, Inc. Class A Common Stock (NTSK)
Zacks Investment Research·5 days ago
Netskope Shows How AI Security Is Reshaping SaaSNetskope shows how AI security, SASE and cloud partnerships are reshaping enterprise cybersecurity as adoption grows and demand evolves.
Zacks Investment Research·5 days ago
Netskope Stock Outlook Hinges on AI Security and SASE DemandNTSK's AI security push and unified SASE platform are driving adoption, but slower ARR growth and longer sales cycles keep the near-term outlook in focus.
Zacks Investment Research·5 days ago
Is NTSK Stock a Buy as Growth Shifts to a Crucial Second Half?NTSK's raised revenue outlook and improving margins support growth, but weak cash flow and second-half execution needs keep the stock in watchlist territory.
The Motley Fool·Jun 25, 2026
Tech Investor Director Sells 1.65 Million Shares of Netskope. Is it Time to Sell?Arif Janmohamed sold 1.65 million shares for $15.1 million between June 12 and June 15, 2026. This transaction represented all of Arif's Class A holdings, reducing direct and indirect Class A ownership to zero.
Peers Comparison
Key metrics vs top competitors for Netskope, Inc. Class A Common Stock (NTSK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $12.05 | $4.87B | -6.89 | 31.72% | -95.82% | -349.24% | — | |
| $149.50 | $24.18B | -553.70 | 23.31% | -2.44% | -3.71% | — | |
| $337.04 | $229.7B | 210.65 | 14.87% | 7.95% | 6.3% | — | |
| $158.67 | $117.4B | 65.30 | 14.17% | 27.49% | 155.65% | — | |
| $16.19 | $9.18B | -31.13 | 24.35% | -14.04% | -2.3% | — | |
| $194.62 | $198.17B | -1216.38 | 21.71% | -0.48% | -0.58% | — |
Compare NTSK vs Peers
Netskope, Inc. Class A Common Stock (NTSK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
NTSK SEC Filings & Documents
Netskope, Inc. Class A Common Stock (NTSK) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
3Material company update
Mar 11, 2026·SEC
Material company update
Dec 11, 2025·SEC
Material company update
Sep 23, 2025·SEC
10-K Annual Reports
1FY 2026
Mar 31, 2026·SEC
10-Q Quarterly Reports
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NTSK Frequently Asked Questions
Netskope, Inc. Class A Common Stock (NTSK) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Netskope, Inc. Class A Common Stock's revenue?
Netskope, Inc. Class A Common Stock (NTSK) reported $752.9M in revenue for fiscal year 2025. This represents a 85% increase from $406.9M in 2023.
How fast is Netskope, Inc. Class A Common Stock growing?
Netskope, Inc. Class A Common Stock (NTSK) grew revenue by 31.7% over the past year. This is strong growth.
Is NTSK profitable?
Netskope, Inc. Class A Common Stock (NTSK) reported a net loss of $716.6M for fiscal year 2025.
Dividend & Returns
What is NTSK's return on equity?
Netskope, Inc. Class A Common Stock (NTSK) has a return on equity (ROE) of -349.2%. Negative ROE indicates the company is unprofitable.
What is Netskope, Inc. Class A Common Stock's free cash flow?
Netskope, Inc. Class A Common Stock (NTSK) had negative free cash flow of $58.4M in fiscal year 2025, likely due to heavy capital investments.