Should You Buy This Mid Cap US Stock Now-NTSK

Acrobull UK Advisory Services

January 02			2026
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Netskope, Inc.	NTSK-NASDAQ	Technology		$6.698 Billion	Medium

Netskope, Inc., a cybersecurity company, provides security, networking, and analytics solutions to largest enterprises to mid-sized companies worldwide. It develops Netskope One platform, a cloud-native platform for securing and accelerating the digital interactions of enterprises. Its platform offers security products comprising cloud inline security.

Recent Highlights

CEO Statement- We had an outstanding third quarter, with accelerating revenue growth and continued progress on profitability," said Sanjay Beri, CEO of Netskope.

The growing demand for cloud modernization and AI is driving strong interest in our industry-leading Netskope One platform, which offers security, networking, and analytics solutions. Additionally, the investments we've made in our core technology, the NewEdge private cloud, and our go-to-market strategy are delivering clear results as we scale to capture our estimated $149 billion market opportunity.

Second Quarter 2026 Highlights

ARR grew 34% year-over-year to $754 million as of October 31, 2025, driven by continued customer growth.
Q3 revenue reached $184.2 million, increasing 33% year-over-year due to strong demand.
GAAP gross profit was $106.6 million versus $91.8 million last year, while GAAP gross margin declined to 58% from 66%.
Non-GAAP gross profit rose to $137.6 million from $97.5 million, and non-GAAP gross margin improved to 75% from 70%.
Non-GAAP gross profit excluded $28.6 million in stock-based compensation, mainly from IPO-related equity vesting.

Stock Observation-With ARR growing 34% year-over-year to $754 million as of October 31, 2025, driven by strong customer growth, we are confident in our ability to sustain this momentum and continue expanding our customer base. As we build on this success, we expect to further accelerate growth and capture an even larger share of the market in the coming quarters.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull UK. maintains Customer Choose Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull Canada Advisory Inc. only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull Canada Advisory Inc. would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull Canada Advisory Inc. is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull Canada Advisory Inc. does not guarantee returns.

Acrobull Recommendation Based on Evaluation

Current Market Price	$17.54 USD
Acrobull Recommendation	Buy
Target Price	$19.78 USD
RSI Level	14 Day RSI 41
Total Shares Outstanding	85.19 million
Shares held by Insiders Shares Held By Institutional Investors Risk Factor Stop Loss	0.00% 169% Medium 5%