KeyCorp Estimates Netskope's FY2026 Earnings (NASDAQ:NTSK)

Key Points

• KeyCorp materially raised its FY2026 EPS estimate for Netskope to ($0.52) from ($1.18), maintained an Overweight rating and a $24 price target, and published multi‑year estimates that imply a path to profitability (FY2028 EPS $0.05).
• Netskope’s most recent quarter beat consensus, with revenue of $184.17 million (+33% Y/Y) and EPS of ($0.10) versus an expected ($0.25), a performance that prompted analyst estimate hikes.
• Insider selling has been notable: CEO Sanjay Beri and CRO Raphael Bousquet sold shares in early January and insiders disposed of about 1,049,721 shares worth roughly $18.0 million over the past three months, which could pressure sentiment despite operational positives.

Netskope Inc. (NASDAQ:NTSK - Free Report) - Equities research analysts at KeyCorp lifted their FY2026 earnings estimates for shares of Netskope in a report released on Monday, January 12th. KeyCorp analyst E. Heath now anticipates that the company will post earnings per share of ($0.52) for the year, up from their prior estimate of ($1.18). KeyCorp currently has a "Overweight" rating and a $24.00 target price on the stock. KeyCorp also issued estimates for Netskope's Q4 2026 earnings at ($0.06) EPS, Q1 2027 earnings at ($0.05) EPS, Q2 2027 earnings at ($0.03) EPS, Q3 2027 earnings at ($0.04) EPS, Q4 2027 earnings at ($0.04) EPS, FY2027 earnings at ($0.17) EPS and FY2028 earnings at $0.05 EPS.

Netskope (NASDAQ:NTSK - Get Free Report) last issued its quarterly earnings data on Thursday, December 11th. The company reported ($0.10) EPS for the quarter, beating the consensus estimate of ($0.25) by $0.15. The company had revenue of $184.17 million during the quarter, compared to the consensus estimate of $175.81 million. Netskope's revenue for the quarter was up 33.0% on a year-over-year basis.

Other equities research analysts also recently issued research reports about the company. Citigroup assumed coverage on Netskope in a report on Monday, October 13th. They set an "outperform" rating on the stock. Morgan Stanley initiated coverage on Netskope in a research note on Monday, October 13th. They set an "overweight" rating and a $27.00 price target on the stock. Robert W. Baird assumed coverage on Netskope in a research note on Monday, October 27th. They issued an "outperform" rating and a $27.00 price objective for the company. Citizens Jmp assumed coverage on shares of Netskope in a report on Monday, October 13th. They issued a "mkt outperform" rating and a $27.00 price objective for the company. Finally, BMO Capital Markets began coverage on shares of Netskope in a report on Monday, October 13th. They set an "outperform" rating and a $26.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Netskope presently has a consensus rating of "Moderate Buy" and a consensus target price of $26.71.

Netskope Stock Performance

NASDAQ NTSK opened at $16.40 on Wednesday. The business's fifty day moving average is $19.15. The company has a market capitalization of $6.45 billion and a PE ratio of -164.00. 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 has a fifty-two week low of $15.99 and a fifty-two week high of $27.99.

Institutional Investors Weigh In On Netskope

Large investors have recently bought and sold shares of the stock. Chicago Capital LLC bought a new position in shares of Netskope during the 3rd quarter worth approximately $2,056,000. Massachusetts Financial Services Co. MA bought a new stake in Netskope during the third quarter worth $72,463,000. Federated Hermes Inc. purchased a new position in Netskope in the third quarter worth $18,184,000. New York State Common Retirement Fund purchased a new position in Netskope in the third quarter worth $943,000. Finally, Principal Financial Group Inc. bought a new position in Netskope in the 3rd quarter valued at $27,239,000.

Insider Transactions at Netskope

In other Netskope news, CEO Sanjay Beri sold 31,594 shares of the company's stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $17.58, for a total transaction of $555,422.52. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CRO Raphael Bousquet sold 3,823 shares of the stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $16.66, for a total value of $63,691.18. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,049,721 shares of company stock worth $18,020,279 over the last three months.

Netskope News Summary

Here are the key news stories impacting Netskope this week:

• Positive Sentiment: KeyCorp materially raised near‑term and multi‑year EPS forecasts (Q4 2026–Q4 2027, FY2026–FY2028) and kept an "Overweight" rating with a $24 price target — the analyst upgrades imply faster path to profitability and likely provide support for the stock. KeyCorp research note (MarketBeat)
• Positive Sentiment: Netskope’s recent quarter beat revenue and EPS consensus (revenue +33% Y/Y; EPS beat) — that underlying growth helped prompt analyst estimate hikes and is a fundamental positive for valuation momentum. Netskope earnings summary (MarketBeat)
• Neutral Sentiment: Several small institutional investors established modest positions in the prior quarter; these are minor and unlikely to move the tape materially on their own.
• Neutral Sentiment: A reported short‑interest update showed anomalous/zero figures (likely data noise) — no clear short‑pressure signal from the published short‑interest note.
• Negative Sentiment: Insider selling: Netskope CRO Raphael Bousquet sold multiple blocks (3,224; 3,192; 3,823 shares) in early January at roughly $16–$17 per share — repeated insider sales can weigh on sentiment even if routine or for personal reasons. SEC Form 4 disclosure
• Negative Sentiment: Media outlets have highlighted the insider sales and published comparative analyses of Netskope and peers — increased negative press around insider activity can amplify downward price pressure. AmericanBankingNews coverage

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.

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