WINTON GROUP Ltd Buys Shares of 49,333 Netskope Inc. $NTSK

WINTON GROUP Ltd purchased a new position in shares of Netskope Inc. (NASDAQ:NTSK) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 49,333 shares of the company’s stock, valued at approximately $1,121,000.

Several other large investors also recently made changes to their positions in the company. Chicago Capital LLC acquired a new position in shares of Netskope during the third quarter worth approximately $2,056,000. Massachusetts Financial Services Co. MA acquired a new stake in Netskope in the third quarter worth about $72,463,000. Federated Hermes Inc. bought a new position in Netskope in the 3rd quarter valued at about $18,184,000. New York State Common Retirement Fund acquired a new position in Netskope during the 3rd quarter valued at about $943,000. Finally, Principal Financial Group Inc. bought a new stake in Netskope during the third quarter worth approximately $27,239,000.

Netskope News Roundup

Here are the key news stories impacting Netskope this week:

• Positive Sentiment: Q4 results beat and strong growth — Netskope reported ($0.04) EPS vs. consensus ($0.06) loss and revenue of $196.3M, up 32% YoY; ARR grew ~31% to $811M and operating cash flow was positive. These operational metrics support higher revenue visibility and justify valuation re‑rating potential. GlobeNewswire Press Release
• Positive Sentiment: FY revenue target raised above consensus — Management set FY 2027 revenue guidance of $870M–$876M vs. Street $865.5M, and Q1 revenue guidance roughly in line with consensus. The modest upside to revenue estimates is a near‑term catalyst. Seeking Alpha: Revenue Target
• Positive Sentiment: AI product launch supports forward growth story — Netskope unveiled “Netskope One AI Security,” positioning the company as an AI‑native security platform; this can expand enterprise wallet share and justify premium multiples if adoption follows. Business Insider: Netskope One AI Security
• Positive Sentiment: Analyst sentiment supports demand — Brokerages’ consensus is “Moderate Buy,” which can encourage inflows from institutional and momentum investors. American Banking News: Analyst Consensus
• Neutral Sentiment: Guidance mixed on profitability — Q1 EPS guide of -$0.07 to -$0.06 is slightly wider/near‑term pressured vs. consensus (-$0.06), while FY EPS range (-$0.19 to $0.19) is roughly in line to a touch better than expectations; revenue guidance is the more constructive element. Investor Presentation
• Neutral Sentiment: Earnings call and transcript available — Management commentary and slide deck provide detail on product cadence, sales efficiency and AI roadmap; watch for customer traction metrics on future calls. Seeking Alpha: Call Transcript
• Negative Sentiment: Shareholder investigation announced — Law firm Johnson Fistel is investigating potential claims against Netskope executives under federal securities laws; such probes can create legal/settlement risk and near‑term headline volatility. GlobeNewswire: Investigation

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Mizuho lowered their price target on Netskope from $26.00 to $20.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 17th. Wells Fargo & Company initiated coverage on Netskope in a research report on Tuesday, March 3rd. They set an “overweight” rating and a $13.00 target price on the stock. FBN Securities assumed coverage on Netskope in a research report on Wednesday, February 25th. They set an “outperform” rating and a $15.00 price objective for the company. BTIG Research reduced their target price on shares of Netskope from $27.00 to $22.00 and set a “buy” rating for the company in a research note on Monday, March 2nd. Finally, Oppenheimer decreased their price target on shares of Netskope from $28.00 to $23.00 and set an “outperform” rating for the company in a report on Monday, March 2nd. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $23.47.

Netskope Trading Up 1.0%

NASDAQ NTSK opened at $12.13 on Thursday. The firm has a market capitalization of $4.77 billion and a price-to-earnings ratio of -121.30. The company has a current ratio of 2.32, a quick ratio of 2.32 and a debt-to-equity ratio of 5.17. Netskope Inc. has a 1-year low of $9.13 and a 1-year high of $27.99. The business’s 50 day moving average price is $13.50.

Netskope (NASDAQ:NTSK) last released its quarterly earnings results on Wednesday, March 11th. The company reported ($0.04) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.06) by $0.02. The business had revenue of $196.33 million for the quarter. The firm’s revenue was up 32.2% compared to the same quarter last year. Netskope has set its Q1 2027 guidance at -0.070–0.060 EPS and its FY 2027 guidance at -0.190–0.190 EPS.

Insider Activity at Netskope

In related news, CEO Sanjay Beri sold 346,061 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $16.91, for a total transaction of $5,851,891.51. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CRO Raphael Bousquet sold 3,823 shares of Netskope stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $16.66, for a total value of $63,691.18. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,049,721 shares of company stock worth $18,020,279 over the last 90 days.

About Netskope

We are redefining security and networking for the era of cloud and AI. The cloud and AI have completely revolutionized work. We are more dispersed, more productive, and more automated than ever before, and the rate of change is only accelerating. Not since the internet has there been such a transformative tectonic shift. But, with it has come collateral damage-traditional security and networking are now broken. We founded Netskope to address this revolution. We built Netskope One, our unified, cloud-native platform from the ground up to solve the challenge of securing and accelerating the digital interactions of enterprises in this new era.