
Netskope Inc (NTSK) Stock Forecast & Price Target
Netskope Inc (NTSK) Analyst Ratings
Bulls say
Netskope Inc is experiencing significant improvements in its sales and marketing efficiency, ranking higher than many peers in the cybersecurity industry, indicating effective resource allocation and growth potential. The company is strategically increasing its quota-bearing sales headcount by nearly 30% for FY'26, which is projected to enhance its market reach and capitalize on a growing total addressable market currently valued at $74 billion and expected to expand at a 17% CAGR to $138.4 billion by 2028. Additionally, if Netskope maintains its efficiency ratio, forecasts suggest a robust growth in annual recurring revenue (ARR) of 28% for FY'27, underscoring its promising financial trajectory amidst expanding opportunities in data and AI security.
Bears say
Netskope Inc. is experiencing negative operating margins that are significantly lower than its competitors and most public vendors in the security software market, highlighting a problematic financial position in an increasingly profit-focused industry. The company's growth rate is decreasing, compounded by heightened competition in the Secure Access Service Edge (SASE) market and a broad slowdown in software growth post-2022. Furthermore, historical operating losses and rising expenses, combined with unpredictable sales cycles and reliance on a partner ecosystem, pose considerable risks to the company's revenue outlook and overall market share.
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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