Research reveals 80% of IT leaders face increased expectations but only 38% feel equipped to meet new AI demands.
Quiver AI Summary
Netskope's recent research reveals that 80% of IT leaders have noticed a significant increase in expectations from senior leadership regarding IT infrastructure, yet only 38% are confident their systems can meet these new demands, particularly in relation to AI. The study shows a disconnect between I&O leaders and senior executives, with many I&O respondents feeling excluded from key strategic discussions and uncertain about leadership goals. While AI is a priority for C-suite conversations, I&O teams are more focused on long-standing issues like security and visibility. To bridge this gap, the research suggests I&O leaders should align their infrastructure strategies with business outcomes, improve communication with senior management, and advocate for simpler, more effective solutions to facilitate AI adoption.
Potential Positives
- Netskope's research highlights the growing importance of IT infrastructure in aligning with core business goals, indicating a strong market demand for the company's services during the AI era.
- The revelation that 80% of IT leaders believe IT infrastructure is central to business goals underscores the relevance of Netskope's solutions in modern enterprises.
- The findings suggest that many organizations are struggling with infrastructure challenges, presenting an opportunity for Netskope to position its offerings as essential solutions for these common issues.
- The recommendations provided for I&O leaders to better communicate and align with senior leadership position Netskope as a thought leader in the industry, enhancing its credibility and market presence.
Potential Negatives
- Only 38% of I&O leaders believe their current infrastructure can meet the demands of AI, indicating a significant shortfall in capabilities amid rising expectations.
- Nearly two-thirds (63%) of I&O leaders feel disconnected from strategic decision-making, suggesting a lack of alignment that could hinder effective IT initiatives.
- Majorities of I&O leaders view senior leadership's expectations as unrealistic given their current systems, which raises concerns about organizational preparedness and trust in leadership.
FAQ
What are the key findings of Netskope's recent research?
Netskope's research reveals that only 38% of I&O leaders believe their infrastructure meets new AI demands, with 80% seeing increased expectations.
How have expectations changed for IT leaders in the past year?
80% of IT leaders reported that expectations from senior leaders have significantly increased over the past 12 months.
What challenges are I&O leaders facing in aligning with senior leadership?
Many I&O leaders feel disconnected from strategic conversations, with 63% feeling removed from IT decision-making and 20% unclear on leadership objectives.
What recommendations does Netskope provide for I&O leaders?
Netskope suggests engaging C-suite early, translating tech into business terms, and ensuring visibility in reporting to improve alignment and trust.
Why is AI a concern for IT infrastructure according to the research?
The research highlights that AI is demanding more from enterprise infrastructure than legacy systems can support, creating significant operational challenges.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$NTSK Insider Trading Activity
$NTSK insiders have traded $NTSK stock on the open market 24 times in the past 6 months. Of those trades, 12 have been purchases and 12 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 5 sales selling 840,397 shares for an estimated $14,428,003.
- MATTO ANDREW H DEL (Chief Financial Officer) has made 0 purchases and 4 sales selling 199,085 shares for an estimated $3,421,588.
- RAPHAEL BOUSQUET (Chief Revenue Offucer) has made 0 purchases and 3 sales selling 10,239 shares for an estimated $170,696.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NTSK Hedge Fund Activity
We have seen 146 institutional investors add shares of $NTSK stock to their portfolio, and 2 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.
$NTSK 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 01/12/2026
- 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 $NTSK, check out Quiver Quantitative's $NTSK forecast page.
$NTSK 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:
- Eric Heath from Keybanc set a target price of $24.0 on 01/12/2026
- Matthew Hedberg from RBC Capital set a target price of $27.0 on 12/12/2025
- Gregg Moskowitz from Mizuho set a target price of $26.0 on 12/12/2025
- Shrenik Kothari from Baird set a target price of $27.0 on 10/27/2025
- Brad Zelnick from Deutsche Bank set a target price of $25.0 on 10/13/2025
- Gray Powell from BTIG set a target price of $27.0 on 10/13/2025
- Keith Bachman from BMO Capital set a target price of $26.0 on 10/13/2025
Full Release
80% of IT leaders reported that expectations from senior leaders have grown in the past 12 months, and only 38% believe their current systems are fully equipped to handle the new demands
SANTA CLARA, Calif., Jan. 20, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, has today published new research revealing that only a minority ( 38% ) of infrastructure and operations (I&O) leaders interviewed believe their existing infrastructure can handle the new demands of AI, and even fewer ( 18% ) are completely confident they have the team and budget to meet the performance, resilience, and security expectations of their organization in the AI era.
Researchers interviewed global I&O leaders, aiming to discover how well integrated IT activities were to broader business plans. They discovered that senior leadership and their technology teams need to align more effectively in order to overcome potentially significant operational hurdles when upgrading infrastructure for AI demands:
- Soaring expectations: Four in five I&O leaders ( 80% ) believed their organization’s IT infrastructure to be central to delivering core business goals, and the same number ( 80% ) have seen expectations from senior leaders rise in the last 12 months. 83% of I&O leaders feel that expectations on them have personally intensified.
- The alignment disconnect: Nearly two-thirds ( 63% ) of I&O respondents felt far removed from the strategic conversations that shape IT decisions, and 20% admitted they lack a clear understanding of their CEO's or CIO's objectives. 37% describe their role and function as “reactive”.
- Mutual barriers: 61% reported their CEO’s feelings of frustration when IT infrastructure isn’t as transparent or easy to understand as he or she would like.
- Misaligned KPI prioritization and attainability: I&O leaders believe senior leadership to be most interested in security, visibility, and cost, and less inclined to discuss resilience or performance. Majorities believed C-suite expectations around performance ( 55% ), resilience ( 58% ), and security ( 59% ) were unrealistic given their current systems, and they felt least able to affect control over security and performance.
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Reactive approaches:
60%
of I&O leaders believe that their organization had a defensive ‘if it ain’t broke’ mindset when it comes to investing in IT infrastructure and operations.
While the promise of AI undoubtedly dominates C-suite conversations around digital transformation and growth (and is perhaps key in driving 65% of I&O leaders to believe that IT infrastructure is more important in the running of their organization today than ever before) AI enablement has not necessarily been the priority for I&O teams. In fact, more long running challenges topped the priority list for I&O leaders, including improving the security and performance of remote access technologies ( 43% ), and improving visibility into network operations and performance ( 35% ) which both outrank work to support the organization’s adoption of AI ( 34% ).
Mike Anderson, Chief Digital and Information Officer at Netskope commented on the findings; “AI has increased demand on enterprise infrastructure at a pace that legacy systems were never built to support. Our research shows that this strain has been amplified by a widening communication gap inside organizations. Senior leaders want clearer insight into the resilience and readiness of their IT environments, while I&O teams are under growing pressure to deliver performance, security, and reliability with limited resources. The way forward begins with translating infrastructure decisions into business terms so leadership can see how modernization reduces risk, improves agility, and prepares the organization for safe and effective AI adoption. When IT and the C-suite share this understanding, infrastructure becomes a strategic advantage rather than a constraint.”
The research offers five recommendations for I&O leaders to forge stronger connections with the C-suite:
- Translate infrastructure decisions into business outcomes (e.g., talk about agility and risk reduction, not just technology terms like "ZTNA roll-out").
- Engage earlier and more actively in strategic planning to design infrastructure for the future.
- Advocate for architectural simplicity and consolidation to move away from reactive 'Band-Aid' fixes.
- Create ongoing visibility for senior leaders with transparent reporting that demystifies the "black box" of the IT estate.
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Position I&O as an enabler of safe, fast AI adoption to reduce C-level anxiety and build trust.
To learn more, download the research report, Crucial Conversations: Line of Sight , here .
About Netskope
Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, addresses the needs of both security and networking teams by providing optimized access and real-time, context-based security for people, devices, and data anywhere they go. Thousands of customers, including more than 30% of the Fortune 100, trust the Netskope One platform, its Zero Trust Engine, and its powerful NewEdge network to reduce risk and gain full visibility and control over cloud, AI, SaaS, web, and private applications—providing security and accelerating performance without trade-offs.
Learn more at netskope.com , on LinkedIn , and on Instagram .
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