
Netskope Inc (NTSK) Stock Forecast & Price Target
Netskope Inc (NTSK) Analyst Ratings
Bulls say
Netskope Inc is experiencing a significant upward trajectory in sales and marketing efficiency, surpassing that of many peers in the cybersecurity sector, which bodes well for future profitability. The company's strategic plan to increase its quota-bearing sales headcount by nearly 30% in fiscal year 2026 reflects its commitment to capitalize on the substantial growth opportunities projected in the security and networking market, which is estimated at $74 billion in 2024 and expected to grow at a 17% compound annual growth rate through 2028. Furthermore, with an impressive 80% win rate in proof-of-concept engagements and a projected annual recurring revenue (ARR) growth of 28% under optimal efficiency conditions, Netskope demonstrates a strong foundation for sustained growth and market leadership.
Bears say
Netskope Inc. is experiencing negative operating margins significantly below those of its competitors in the security software sector, presenting a challenge in an increasingly profit-focused market. The company's growth rate has stalled amidst heightened competition in the Secure Access Service Edge (SASE) space, coupled with an overall post-2022 slowdown in software sector growth, further complicating its financial outlook. Additionally, lingering operational losses and rising expenses, combined with risks associated with sales cycles, customer retention, and potential regulatory challenges, heighten concerns regarding the sustainability of its business model.
This aggregate rating is based on analysts' research of Netskope Inc and is not a guaranteed prediction by Public.com or investment advice.
Netskope Inc (NTSK) Analyst Forecast & Price Prediction
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