Added to YB: 2026-06-02
Pitch date: 2026-03-29
NTSK [bullish]
Netskope, Inc.
+74.19%
current return
Author Info
No bio for this author
Company Info
Netskope, Inc., a cybersecurity company, provides security, networking, and analytics solutions to largest enterprises to mid-sized companies worldwide.
Market Cap
$5.0B
Pitch Price
$7.75
Price Target
24.00 (+78%)
Dividend
N/A
EV/EBITDA
-7.14
P/E
-4.98
EV/Sales
6.18
Sector
Software
Category
special_situation
Netskope, Inc. - $NTSK
NTSK: Broken IPO post-lockup creating entry at ~3x rev. Owns high-end SASE/DLP niche benefiting from AI prompt inspection; 80% POC win rate, just hit FCF breakeven w/ ~40% incremental EBITDA margins. FY26 23% rev growth guide beatable. Re-rate to 5-8x fwd rev. Risk: $1bn convert notes due '28/'29, seat compression. Catalysts: lockup end, beat/raise, CSCO/PE takeout.
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