Recent Stock Decline: Netskope, Inc. has been a focal point on social media due to its recent share price drop to $16.90, reflecting significant losses over the past month. Many users are discussing the 18.5% decline in the past month and 23.3% over three months, as reported by financial outlets like Simply Wall St. The chatter highlights concern over whether the company can recover amidst ongoing volatility.
CEO Stock Sale: Another topic gaining traction is the recent sale of over 108,000 shares by the CEO, as noted in a filing reported by Defense World. This move, totaling over $1.9 million, has sparked debates about insider confidence in the company’s future. Some express worry, while others see it as a personal financial decision unrelated to performance.
AI Growth Potential: Despite the downturn, there’s buzz around Netskope’s record growth in AI-driven solutions, with some pointing to positive analyst outlooks like Deutsche Bank’s raised price target to $26. Discussions often focus on the company’s strong net retention rate and SaaS model as potential drivers for long-term gains. This mix of optimism and caution keeps the conversation lively.
Note: This discussion summary was generated from an AI condensation of post data.
Netskope, Inc. Insider Trading Activity
Netskope, Inc. insiders have traded $NTSK stock on the open market 18 times in the past 6 months. Of those trades, 12 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $NTSK stock by insiders over the last 6 months:
- STRATEGIC PARTNERS VI, L.P. ICONIQ has made 8 purchases buying 4,000,000 shares for an estimated $76,000,000 and 0 sales.
- WILLIAM J.G. GRIFFITH has made 4 purchases buying 2,000,000 shares for an estimated $38,000,000 and 0 sales.
- SANJAY BERI (CEO and Chairman) has made 0 purchases and 3 sales selling 630,321 shares for an estimated $10,815,176.
- MATTO ANDREW H DEL (Chief Financial Officer) has made 0 purchases and 3 sales selling 149,210 shares for an estimated $2,565,822.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Netskope, Inc. Hedge Fund Activity
We have seen 144 institutional investors add shares of Netskope, Inc. stock to their portfolio, and 0 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ICONIQ CAPITAL, LLC added 66,267,513 shares (+inf%) to their portfolio in Q3 2025, for an estimated $1,506,260,570
- SCGE MANAGEMENT, L.P. added 13,730,921 shares (+inf%) to their portfolio in Q3 2025, for an estimated $312,103,834
- CANADA PENSION PLAN INVESTMENT BOARD added 8,960,263 shares (+inf%) to their portfolio in Q3 2025, for an estimated $203,666,777
- VANGUARD GROUP INC added 3,519,851 shares (+inf%) to their portfolio in Q3 2025, for an estimated $80,006,213
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 3,187,979 shares (+inf%) to their portfolio in Q3 2025, for an estimated $72,462,762
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 3,100,262 shares (+inf%) to their portfolio in Q3 2025, for an estimated $70,468,955
- TIMESSQUARE CAPITAL MANAGEMENT, LLC added 2,720,346 shares (+inf%) to their portfolio in Q3 2025, for an estimated $61,833,464
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Netskope, Inc. Analyst Ratings
Wall Street analysts have issued reports on $NTSK in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Keybanc issued a "Overweight" rating on 12/12/2025
- Mizuho issued a "Outperform" rating on 12/12/2025
- Morgan Stanley issued a "Overweight" rating on 10/13/2025
- JP Morgan issued a "Overweight" rating on 10/13/2025
- Deutsche Bank issued a "Buy" rating on 10/13/2025
- BTIG issued a "Buy" rating on 10/13/2025
- BMO Capital issued a "Outperform" rating on 10/13/2025
To track analyst ratings and price targets for Netskope, Inc., check out Quiver Quantitative's $NTSK forecast page.
Netskope, Inc. Price Targets
Multiple analysts have issued price targets for $NTSK recently. We have seen 13 analysts offer price targets for $NTSK in the last 6 months, with a median target of $27.0.
Here are some recent targets:
- Gregg Moskowitz from Mizuho set a target price of $26.0 on 12/12/2025
- Eric Heath from Keybanc set a target price of $28.0 on 12/12/2025
- Matthew Hedberg from RBC Capital set a target price of $27.0 on 12/12/2025
- Shrenik Kothari from Baird set a target price of $27.0 on 10/27/2025
- Meta Marshall from Morgan Stanley set a target price of $27.0 on 10/13/2025
- Brian Essex from JP Morgan set a target price of $26.0 on 10/13/2025
- Brad Zelnick from Deutsche Bank set a target price of $25.0 on 10/13/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
