Why I See Long-Term Value In Netskope Even After The Recent Pullback
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Grassroots Trading2.49K FollowersFollow5ShareSavePlay(15min)CommentsSummaryNetskope, Inc. is rapidly gaining traction in the SASE and security service edge market with its Netskope One platform.NTSK reported 34% year-over-year ARR growth to $754 million and 33% revenue growth, driven by cloud modernization and AI adoption.Strategic investments in NewEdge private cloud and global data center expansion are enhancing NTSK's global reach and platform scalability.Zero-trust architecture and AI-powered innovations position NTSK for durable, long-term demand as enterprises consolidate security solutions. MF3d/iStock via Getty Images Thesis Netskope, Inc. (NTSK) operates in the security service edge and broader SASE market, where companies are trying to combine multiple security tools into fewer platforms, and vendors are competing hard to stand out. It does thisThis article was written byGrassroots Trading2.49K FollowersFollowI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NTSK over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You