Netskope (NASDAQ:NTSK) Price Target Lowered to $18.00 at Morgan Stanley

Netskope (NASDAQ:NTSK) had its target price cut by Morgan Stanley from $27.00 to $18.00 in a report published on Thursday morning,Benzinga reports. They currently have an overweight rating on the stock.

Other research analysts also recently issued research reports about the stock. Wells Fargo & Company assumed coverage on shares of Netskope in a research report on Tuesday, March 3rd. They issued an “overweight” rating and a $13.00 price objective on the stock. Weiss Ratings restated a “sell (d-)” rating on shares of Netskope in a research note on Monday, December 29th. Piper Sandler reaffirmed an “overweight” rating on shares of Netskope in a report on Friday, December 12th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Netskope in a research report on Wednesday, February 11th. Finally, KeyCorp lowered their price objective on Netskope from $24.00 to $17.00 and set an “overweight” rating for the company in a research report on Tuesday, February 17th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Netskope has a consensus rating of “Moderate Buy” and a consensus price target of $18.89.

Netskope Price Performance

Shares of NTSK stock opened at $9.55 on Thursday. Netskope has a 1-year low of $8.81 and a 1-year high of $27.99. The company’s 50-day moving average is $13.34. The company has a market capitalization of $3.76 billion and a P/E ratio of -95.50. The company has a debt-to-equity ratio of 5.17, a quick ratio of 2.32 and a current ratio of 2.32.

Netskope (NASDAQ:NTSK) last announced its earnings results on Wednesday, March 11th. The company reported ($0.04) EPS for the quarter, topping analysts’ consensus estimates of ($0.06) by $0.02. The firm had revenue of $196.33 million during the quarter. The firm’s quarterly 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.

Insiders Place Their Bets

In other news, CRO Raphael Bousquet sold 3,823 shares of Netskope stock in a transaction on Monday, January 12th. The shares were sold at an average price of $16.66, for a total transaction of $63,691.18. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Sanjay Beri sold 346,061 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $16.91, for a total transaction of $5,851,891.51. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,049,721 shares of company stock valued at $18,020,279.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. ICONIQ Capital LLC acquired a new stake in shares of Netskope during the third quarter worth about $1,506,261,000. Scge Management L.P. acquired a new position in Netskope in the 3rd quarter worth approximately $312,104,000. Vanguard Group Inc. purchased a new position in Netskope during the 3rd quarter worth approximately $80,006,000. Public Sector Pension Investment Board purchased a new position in Netskope during the 4th quarter worth approximately $60,882,000. Finally, Massachusetts Financial Services Co. MA acquired a new stake in Netskope during the 3rd quarter valued at approximately $72,463,000.

Trending Headlines about Netskope

Here are the key news stories impacting Netskope this week:

• Positive Sentiment: Q4 results and guidance: Netskope beat street EPS and delivered 32% YoY revenue growth; management set FY‑2027 revenue guidance of $870M–$876M (above consensus) and Q1/FY EPS ranges that were mixed vs. estimates. This fundamental beat and revenue guide are constructive for growth expectations. Netskope Announces Strong Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Product/AI positioning: Company is emphasizing an AI‑native security platform (Netskope One AI Security), which supports longer‑term TAM expansion in cloud + AI security and underpins analyst conviction despite cuts. Netskope Unveils Netskope One AI Security
• Neutral Sentiment: Analyst stance remains generally constructive: Brokers still carry buy/overweight/outperform ratings overall (consensus ~“Moderate Buy”), even after trimming targets — indicating belief in recovery but with nearer‑term caution. Consensus Recommendation Given
• Negative Sentiment: Broad price‑target cuts: Multiple firms (JPMorgan, Deutsche Bank, Oppenheimer, RBC, BMO, KeyCorp, Morgan Stanley, Robert W. Baird, BTIG, Mizuho, Citizens Jmp, etc.) lowered targets today — trimming upside and triggering selling pressure as investors reprice expectations. Broker Price Target Cuts
• Negative Sentiment: Lockup expiry and perceived Q4 softness: Reports note analysts are worried about softer-than-expected Q4 trends and an impending lockup expiration that could increase share supply, amplifying downward momentum. MSN Article on Lockup/Analyst Concerns
• Negative Sentiment: Shareholder investigation: A law firm is soliciting Netskope investors about potential claims involving executives, which can increase legal risk and investor uncertainty. Johnson Fistel Investigation Notice

Netskope Company Profile

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.