Netskope, Inc. Class A NTSK

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...

PARIS, September 23, 2026--Nomios, a pan-European specialist in cybersecurity services, announces the acquisition of Orbcom, a leading Portuguese provider of cybersecurity services and IT consulting solutions with about €15 million of yearly revenue and 80 FTEs. Orbcom is one of the few partners with Diamond Innovator status within the Palo Alto Networks NextWave Partner Program in Portugal and a key partner of Netskope, Infoblox and Arista. The acquisition marks another milestone in Nomios’ Eur

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 […]

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.

Part of the newly renamed Netskope Skylight AI Security suite, Agent Action Control classifies agentic actions by risk and blocks the ones that matter before they executeSANTA CLARA, Calif., Sept. 15, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced Netskope Skylight Agent Action Control, a new capability that classifies every action an AI agent attempts, and applies granular controls to stop high-risk actions

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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 […]

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) 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.