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    Did Stronger Sales but Deeper Losses and New AI Tools Just Shift Netskope’s (NTSK) Investment Narrative?

    Simply Wall St·12/14/2025 18:18:40
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    • Netskope reported past third-quarter fiscal 2026 results with sales rising to US$184.17 million from US$138.53 million a year earlier, while net loss widened to US$453.08 million and basic loss per share increased to US$1.85.
    • A separate announcement introduced new Model Context Protocol security features within the Netskope One platform, highlighting the company’s push to secure emerging AI agent communications and protect sensitive enterprise data.
    • Next, we’ll examine how Netskope’s accelerating cloud security growth, reinforced by its new MCP AI protections, shapes the company’s investment narrative.

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    What Is Netskope's Investment Narrative?

    To own Netskope, you have to believe its position in cloud and AI-centric security can ultimately justify heavy losses and a rich sales multiple. The latest quarter reinforced that tension: sales continued to rise, but the net loss expanded sharply to US$453.08 million, reminding investors that profitability is still distant even as analysts expect strong revenue growth. At the same time, the new MCP protections in Netskope One, alongside deeper Microsoft integrations, strengthen a key short term catalyst around securing AI workloads and agent-to-enterprise connections, an area drawing increasing customer interest. Market reaction so far has been muted, suggesting the earnings miss and widened loss may matter more for now than product news, and could sharpen focus on cash burn, pricing power and whether current valuation leaves much room for execution hiccups.

    However, those expanding losses and a very large negative return on equity are hard to ignore. Netskope's share price has been on the slide but might be dropping deeper into value territory. Find out whether it's a bargain at this price.

    Exploring Other Perspectives

    NTSK 1-Year Stock Price Chart
    NTSK 1-Year Stock Price Chart
    Five Simply Wall St Community fair value views span roughly US$7 to US$27, underscoring how differently people see Netskope’s upside while its widening losses and high price to sales keep execution risk front and center for future performance.

    Explore 5 other fair value estimates on Netskope - why the stock might be worth as much as 32% more than the current price!

    Build Your Own Netskope Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.