Atika Capital Management LLC Buys New Position in Netskope Inc. $NTSK

Atika Capital Management LLC purchased a new stake in Netskope Inc. (NASDAQ:NTSK) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 114,000 shares of the company’s stock, valued at approximately $2,591,000.

Other large investors have also bought and sold shares of the company. Assetmark Inc. bought a new stake in shares of Netskope in the 3rd quarter worth $83,000. RiverPark Advisors LLC purchased a new position in Netskope during the third quarter worth about $87,000. SBI Securities Co. Ltd. bought a new stake in Netskope in the 3rd quarter worth about $89,000. Ameriflex Group Inc. purchased a new stake in Netskope in the 3rd quarter valued at about $127,000. Finally, Envestnet Asset Management Inc. purchased a new stake in Netskope in the 3rd quarter valued at about $249,000.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on NTSK shares. FBN Securities started coverage on Netskope in a research note on Wednesday, February 25th. They issued an “outperform” rating and a $15.00 target price on the stock. Piper Sandler reaffirmed an “overweight” rating on shares of Netskope in a research report on Friday, December 12th. Mizuho dropped their price target on Netskope from $26.00 to $20.00 and set an “outperform” rating on the stock in a report on Tuesday, February 17th. TD Cowen cut their price objective on Netskope from $30.00 to $25.00 and set a “buy” rating on the stock in a research report on Tuesday, February 24th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $26.00 target price on shares of Netskope in a research report on Friday, December 12th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Netskope currently has an average rating of “Moderate Buy” and an average target price of $23.47.

Netskope Stock Up 1.0%

Netskope stock opened at $12.13 on Thursday. The company’s 50 day moving average is $13.50. The company has a quick ratio of 2.32, a current ratio of 2.32 and a debt-to-equity ratio of 5.17. Netskope Inc. has a twelve month low of $9.13 and a twelve month high of $27.99. The company has a market cap of $4.77 billion and a P/E ratio of -121.30.

Netskope (NASDAQ:NTSK) last posted its quarterly earnings results on Wednesday, March 11th. The company reported ($0.04) EPS for the quarter, topping analysts’ consensus estimates of ($0.06) by $0.02. The company had revenue of $196.33 million during the quarter. The company’s revenue was up 32.2% on a year-over-year basis. Netskope has set its Q1 2027 guidance at -0.070–0.060 EPS and its FY 2027 guidance at -0.190–0.190 EPS.

More Netskope News

Here are the key news stories impacting Netskope this week:

• Positive Sentiment: Strong top‑line growth — Q4 revenue was $196.33M, up ~32% year‑over‑year, and ARR rose 31% to $811M, signaling continued subscription expansion. Netskope Announces Strong Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Guidance nudges above Street revenue expectations for FY27 — company guided FY27 revenue $870M–$876M vs. consensus ~$865.5M; FY27 EPS range (-$0.190 to $0.190) is slightly better than consensus. This reduces downside risk vs. prior estimates. Netskope Announces Strong Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: New product push into AI security — Netskope unveiled “Netskope One AI Security,” positioning the company to monetize AI‑security demand and differentiate its platform. Product roadmap momentum can support longer‑term growth expectations. Netskope Unveils Netskope One AI Security, Delivering High-Performance Protection Across the Entire AI Ecosystem
• Neutral Sentiment: Q4 EPS remains a small loss — reported EPS was ($0.04). While revenue/ARR growth is strong, the company is not yet profitable on an EPS basis, leaving valuation sensitive to margin trajectory. Netskope (NTSK) Q4 2026 Earnings Call Transcript
• Neutral Sentiment: Q1 FY27 guidance roughly in line with consensus — revenue guided to $197M–$199M (consensus ~$197.6M); EPS guided -$0.070 to -$0.060 (vs. consensus -$0.060), so near‑term profitability risk remains. Netskope Announces Strong Fourth Quarter and Fiscal Year 2026 Financial Results
• Negative Sentiment: Lock‑up expiration on March 17 — early‑March coverage flagged the end of a lock‑up period, which could increase share float and selling pressure if insiders or early investors liquidate. This is a potential near‑term supply risk for the stock. Netskope Inc.’s (NASDAQ:NTSK) Lock-Up Period Set To End on March 17th

Insiders Place Their Bets

In other Netskope news, CEO Sanjay Beri sold 31,594 shares of the business’s stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $17.58, for a total value of $555,422.52. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Matto Andrew H. Del sold 49,875 shares of the company’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $17.16, for a total value of $855,855.00. Following the transaction, the chief financial officer directly owned 41,493 shares in the company, valued at $712,019.88. This represents a 54.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,049,721 shares of company stock valued at $18,020,279 over the last ninety days.

Netskope Profile

We are redefining security and networking for the era of cloud and AI. The cloud and AI have completely revolutionized work. We are more dispersed, more productive, and more automated than ever before, and the rate of change is only accelerating. Not since the internet has there been such a transformative tectonic shift. But, with it has come collateral damage-traditional security and networking are now broken. We founded Netskope to address this revolution. We built Netskope One, our unified, cloud-native platform from the ground up to solve the challenge of securing and accelerating the digital interactions of enterprises in this new era.