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Netskope, Inc. Class A Common Stock (NTSK) Stock: Price, Forecast & Analyst Target

Netskope, Inc. Class A Common Stock (NTSK) — MoonshotScore 12/100 (Weak band), calculated Oct 4, 2026. Price $17.75 (-0.56%), as of the Oct 2, 2026 trading session; market cap $7.17B. Expected results Dec 11, 2026.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 6.72× (market value Oct 2, 2026; cash Jul 31, 2026) · expected results Dec 11, 2026

$17.75 −$0.10 (-0.56%) Market Cap $7.17B

Netskope, Inc. Class A Common Stock · NTSK · NASDAQ · Technology · Software - Infrastructure

Research dated 2026-09-13: Netskope delivers cloud security software that sits between users and the internet, inspecting traffic for threats and enforcing access policies as people work across SaaS applications and hybrid IT environments. The company is pre-profitable and burning cash at a rate that raises questions about long-term viability without a shift toward break-even.

Price as of Oct 2, 2026

Key Statistics

12 of 100

MoonshotScore v2 · Netskope, Inc. Class A Common Stock (NTSK)

Weak
Business Quality Poor (11)
Financial Safety Fragile (7)
Valuation Bubble (19)
Growth Durability Flat (42)
Momentum Surging (88)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

Strong price action running well ahead of the business — a fragile balance sheet underneath; a move to treat with suspicion, not chase. Business Quality: Poor; Financial Safety: Fragile; Valuation: Bubble; Growth Durability: Flat; Momentum: Surging.

  • quarterly revenue $221M (Q2 FY2026, quarter ended Jul 2026)
  • EPS beat 4 of 5
  • Altman Z -0.05 · Piotroski F 3

Holding back: weak fundamentals, balance-sheet strain, a rich price

Helping: positive momentum

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for NTSK (29 recorded, newest six shown)
RecordedScoreBand
18Weak
13Weak
12Weak
12Weak
12Weak
12Weak

The score was 12 in the stored Oct 3, 2026 snapshot and remains 12 in the current publication computed Oct 4, 2026 (0).

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$17.75
Change on the day-0.56%
52-week range$7.67 – $24.98
Market capitalisation$7.17B
Shares traded on the day4.83M
Beta (volatility vs the S&P 500)2.99

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 19, 2025 to Oct 2, 2026: low $7.73, high $25, latest $18. 4 reported quarters marked, 4 above and 0 below the recorded estimate. 1 other dated event marked. $25 $7.73 high $25 Dec 11, 2025 · Earnings results · reported above the recorded estimate · close $211Mar 11, 2026 · Earnings results · reported above the recorded estimate · close $9.742Jun 3, 2026 · Earnings results · reported above the recorded estimate · close $9.643Sep 2, 2026 · Earnings call · management outlook · no recorded estimate to compare · close $144Sep 2, 2026 · Earnings results · reported above the recorded estimate · close $145 Sep 19, 2025 Oct 2, 2026 · $18 $25Sep 19, 2025$23Oct 3, 2025$22Oct 17, 2025$24Oct 31, 2025$20Nov 14, 2025$18Nov 28, 2025$21Dec 12, 2025$18Dec 26, 2025$17Jan 9, 2026$15Jan 23, 2026$12Feb 6, 2026$11Feb 20, 2026$11Mar 6, 2026$9.53Mar 20, 2026$9.07Apr 2, 2026$9.87Apr 17, 2026$11May 1, 2026$11May 15, 2026$12May 29, 2026$9.04Jun 12, 2026$10Jun 26, 2026$12Jul 10, 2026$12Jul 24, 2026$15Aug 7, 2026$15Aug 21, 2026$14Sep 4, 2026$17Sep 18, 2026$18Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings call · management outlook
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

Management outlook

  • For the full year, we now expect capital expenditure of approximately 4% to 5% of revenue related to the continued infrastructure investments in our NewEdge network.

    Andrew Del Matto · Statement from

  • For Q3 fiscal 2027, we expect revenue in the range of $227 million to $229 million, representing growth of approximately 24%, operating margin of approximately negative 8% and net loss per share of $0.03 to $0.04 using approximately 415 million weighted average common shares outstanding.

    Andrew Del Matto · Statement from

Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.

Read management statements

Council Score · weighted blend of 2 available disciplines

Council score for Netskope, Inc. Class A Common Stock (NTSK): Bearish Lean

30/100 · D

Some lenses disagree with the MoonshotScore. Compare their readings below; each uses a different method.

5-Factor Breakdown

Growth Durability Neutral
Momentum Strong
Business Quality Negative
Financial Safety Negative
Valuation Negative

Legends Council

6 lenses, 6 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Favorable read
Simons-style lens (simulated) Jim Simons Neutral read
Englander-style lens (simulated) Izzy Englander Neutral read
Klarman-style lens (simulated) Seth Klarman Unfavorable read
Moon AI lens (model) Neutral read

Read on: Oct 4, 2026

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Weak
Margin of Safety Fairly Valued
Profit Margin Weak
Revenue Growth Strong
Debt/Equity Negative
Gross Margin Strong

Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

Two of these lenses read this company more favourably than the MoonshotScore does: Dalio-style lens and Griffin-style lens. Each lens is a separate scoring function over its own inputs, so a disagreement is a difference of method rather than a correction — the page's answer stays the MoonshotScore above.

On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 5, 2026, except a card that shows its own read date.

Watch the NTSK film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Netskope, Inc. Class A Common Stock (NTSK), and what does it report?

Short answer · as of

Netskope sells access to its comprehensive platform on a subscription basis, primarily to enterprises protecting their workforce in cloud-first architectures.

Research dated 2026-09-13.

Netskope sells access to its comprehensive platform on a subscription basis, primarily to enterprises protecting their workforce in cloud-first architectures. The platform combines threat prevention, data protection, and secure access into a unified agent that companies deploy rather than traditional perimeter firewalls—a category fundamentally different from the traditional network infrastructure that governed corporate IT.

Revenue growth has accelerated on a trailing basis, but the company loses money on every incremental sale as operating margins remain deeply negative. The gross margin structure shows the platform scales profitably—the problem lies in the overhead burden of sales, research, and customer support infrastructure that consumes all gross profit and more.

Sources (as of 2026-09-13): Business description; Quarterly income statement (USD thousands); Annual revenue and net result (USD millions)

2 · Latest results

What do the latest results show for Netskope, Inc. Class A Common Stock (NTSK)?

Short answer · as of

The most recent reported quarter, Q2 FY2026, carried revenue of $221M.

Research dated 2026-09-13.

Recent quarters show steady revenue expansion and a narrowing of losses, but the direction of cash burn remains the critical metric. Operating margins improved from their trough but remain in the single-digit negative range, meaning the company is not yet on a path to funding its own growth.

The latest earnings beat analyst expectations on both revenue and earnings, suggesting the sales engine is performing better than some skeptics expected. However, management guidance implies the path to profitability requires both continued subscription growth and aggressive cost discipline across the organization.

Sources (as of 2026-09-13): Reported versus estimated, last 8 quarters; Next earnings report; Quarterly income statement (USD thousands); Management outlook — dated call excerpts

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$220.54M Jul 31, 2026
Latest quarter · R&D
$101.79M Jul 31, 2026
Latest quarter · SG&A
$151.03M Jul 31, 2026
Latest quarter · FMP standardized operating result
−$89.80M Jul 31, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jul 31, 2026$220.54M$101.79M$151.03M−$89.80M
Apr 30, 2026$201.59M$105.71M$151.28M−$108.74M
Jan 31, 2026$196.33M$105.59M$151.97M−$114.29M
Oct 31, 2025$184.17M$262.70M$290.91M−$446.97M

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$220.54M Sep 2, 2026
Latest report · revenue estimate
$214.22M Sep 2, 2026
Latest report · revenue vs estimate
Above estimate Sep 2, 2026
Latest report · EPS vs estimate
Above estimate Sep 2, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Sep 2, 2026$220.54M$214.22M−$0.0300−$0.0678
Jun 3, 2026$201.59M$198.18M−$0.0600−$0.0702
Mar 11, 2026$196.33M$189.42M−$0.0400−$0.0600
Dec 11, 2025$184.17M$175.83M−$0.1000−$0.2517

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q2 FY2026$221M-$111M-$0.27 (diluted)
Q1 FY2026$202M-$116M-$0.29 (diluted)
Q4 FY2025$196M-$57M-$0.14 (diluted)
Q3 FY2025$184M-$453M-$1.19 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Netskope, Inc. Class A Common Stock (NTSK)?

Short answer

Cash and short-term investments were $1.07B at the Jul 31, 2026 balance-sheet date. Operating cash flow was −$16.54M for the quarter ended Jul 31, 2026, meaning operations used cash. These figures do not establish a cash runway.

Research dated 2026-09-13.

Cash on hand covers operating losses for roughly eighteen months at the current burn rate, which provides a runway but creates urgency around reaching cash-flow breakeven. The balance sheet shows modest debt alongside strong cash holdings after a recent financing round, meaning the company is not yet in distress but has a deadline.

The specific vulnerability is customer acquisition cost: if sales efficiency deteriorates or customer acquisition costs rise above management's plans, the cash runway collapses. The company's ability to land large enterprise deals and expand within existing accounts will determine whether the path to profitability happens before capital runs low.

Sources (as of 2026-09-13): Cash, investments and debt; Cash and short-term investments over time (USD millions); Cash against market value

Data-derived red flags

  • Financial-distress signal — its Altman Z-Score of -0.05 sits in the distress zone (elevated bankruptcy risk).
  • Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
−$16.54M Jul 31, 2026
Previous quarter · operating cash flow
−$53.91M Apr 30, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jul 31, 2026−$16.54M−$13.00M
Apr 30, 2026−$53.91M−$2.16M
Jan 31, 2026$18.12M−$13.36M
Oct 31, 2025$11.24M$1.35M

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

4 · What to check next?

What should you watch next at Netskope, Inc. Class A Common Stock (NTSK)?

Short answer · as of

The next earnings report is expected on Dec 11, 2026. The number it tests is the $-0.15 EPS analysts carry for it.

Research dated 2026-09-13.

Watch for the next earnings release to see whether operating margins continue improving or whether competition is forcing the company to spend harder to acquire customers. The company has guided to accelerating revenue growth, so the key signal is whether expenses grow slower than revenue.

The annual guidance from management implies a shift toward profitability is beginning; investors should monitor the free cash flow number each quarter for evidence that the cash burn is actually decelerating.

Sources (as of 2026-09-13): Next earnings report; Management outlook — dated call excerpts; Analyst revenue and earnings estimates (average); Operating cash flow by quarter (USD millions)

What management is planning

Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.

  1. For the full year, we now expect capital expenditure of approximately 4% to 5% of revenue related to the continued infrastructure investments in our NewEdge network.

    Andrew Del Matto ·

  2. For Q3 fiscal 2027, we expect revenue in the range of $227 million to $229 million, representing growth of approximately 24%, operating margin of approximately negative 8% and net loss per share of $0.03 to $0.04 using approximately 415 million weighted average common shares outstanding.

    Andrew Del Matto ·

  3. For the full fiscal year, we are raising our guidance. We now expect revenue in the range of $888 million to $892 million, representing growth of approximately 26%.

    Andrew Del Matto ·

  4. Before we begin, let me remind everyone that certain statements we make on today's call are forward-looking, including statements related to our guidance for the third quarter and full 2027 fiscal year, market opportunity, growth prospects, sales ramping, competitive position, impact of AI and demand for AI security.

    Michelle Spolver ·

5 · Peer comparison

How does Netskope, Inc. Class A Common Stock compare with its peers?

Short answer

Netskope, Inc. Class A Common Stock's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Research dated 2026-09-13.

Unlike pure-play cloud infrastructure vendors that operate at scale with naturally higher margins, Netskope is building a specialized security platform with a smaller installed base. This means the company is still in the land-and-expand phase while bearing corporate overhead typical of a large software firm—a cost structure mismatch that improves only as revenue scales significantly.

Compared to larger, more mature security platforms like Palo Alto Networks, Netskope has higher burn rates and lower brand moat, but it is also differentiated by its cloud-native architecture and the fact that it requires fewer legacy integrations to deploy.

Sources (as of 2026-09-13): Business description; Annual revenue and net result (USD millions); Trailing twelve-month ratio set; Analyst actions, most recent per firm

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Remitly Global, Inc. (RELY) Same industry, near in market value$21.77 Oct 2, 2026$4.58B95 5-pillar Oct 4, 2026
Qualys, Inc. (QLYS) Same industry, near in market value$193.00 Oct 2, 2026$6.80B93 5-pillar Oct 4, 2026
DLocal Limited (DLO) Same industry, near in market value$13.74 Oct 2, 2026$4.03B88 5-pillar Oct 4, 2026
UiPath Inc. (PATH) Same industry, near in market value$13.12 Oct 2, 2026$6.98B81 5-pillar Oct 4, 2026
Box, Inc. (BOX) Same industry, near in market value$34.49 Oct 2, 2026$4.78B79 5-pillar Oct 4, 2026
Check Point Software Technologies Ltd. (CHKP) Same industry, near in market value$130.35 Oct 2, 2026$13.3B76 5-pillar Oct 4, 2026
Amdocs Limited (DOX) Same industry, near in market value$58.12 Oct 2, 2026$6.25B75 5-pillar Oct 4, 2026
BlackBerry Limited (BB) Same industry, near in market value$9.30 Oct 2, 2026$5.45B74 5-pillar Oct 4, 2026
GoDaddy Inc. (GDDY) Same industry, near in market value$97.17 Oct 2, 2026$12.9B74 5-pillar Oct 4, 2026
Dropbox, Inc. (DBX) Same industry, near in market value$33.90 Oct 2, 2026$8.63B71 5-pillar Oct 4, 2026
ACI Worldwide, Inc. (ACIW) Same industry, near in market value$50.15 Oct 2, 2026$5.10B71 5-pillar Oct 4, 2026
Klaviyo, Inc. (KVYO) Same industry, near in market value$15.71 Oct 2, 2026$4.70B67 5-pillar Oct 4, 2026
Netskope, Inc. Class A Common Stock (NTSK) — this page$17.75$7.17B12

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Technology stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$16.00 – $21.00
Consensus target
$18.29
Median target
$18.00
Revenue estimate
$890.51M
EPS estimate
$-0.15

Consensus record · Captured .

Measured against a quoted price of $17.75 (as of Oct 2, 2026).

Insider activity

Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Oct 1, 2026

Transactions
59
Identified insiders
12
Purchases
7
Sales
4
Other transactions
48

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
48.2% Period end Jun 30, 2026
Previous quarter · ownership
36.4% Prior to period end Jun 30, 2026
Reporting holders
223 Period end Jun 30, 2026
Previous quarter · holders
187 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Iconiq Capital, LLC66,267,513
Blackrock, INC.9,301,737
Canada Pension Plan Investment Board8,960,263
Vanguard Capital Management LLC7,644,168
Vanguard Portfolio Management LLC7,319,472

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about Netskope, Inc. Class A Common Stock (NTSK)?

Read these with our analysis →

Common Questions About NTSK (Technology)

Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.

Does Netskope One need to replace my existing firewall or can it coexist?

Netskope One is architected as a cloud-native alternative to perimeter security, meaning many customers deploy it in parallel with—not in place of—existing infrastructure. The integration complexity depends on the customer's existing stack; greenfield SaaS-first companies adopt it faster than enterprises with decades of legacy network investments.

Sources (as of 2026-09-13): Business description; Management outlook — dated call excerpts

When will the company reach operating profitability?

Management has not provided an explicit profitability date, but guidance implies operating margins will turn positive within the next fiscal year if current growth and cost discipline hold. Cash flow breakeven is likely to arrive slightly before operating profitability because the company is reducing capex intensity.

Sources (as of 2026-09-13): Management outlook — dated call excerpts; Analyst revenue and earnings estimates (average); Operating cash flow by quarter (USD millions)

Are insiders buying or selling right now?

Over the recent period, insiders have sold stock more often than bought, though the stock was issued to employees through equity awards that dwarf outright purchases. The selling pattern is consistent with routine diversification rather than distress signals.

Sources (as of 2026-09-13): Insider transactions, last 180 days

What is the competitive threat from Microsoft or Cisco?

Microsoft and Cisco both offer cloud security products, but neither has Netskope's focus on the access-and-inspection model; both are bundling security into broader enterprise platforms. Netskope's risk is commoditization as larger vendors build similar functionality, not immediate displacement.

Sources (as of 2026-09-13): Business description; Analyst actions, most recent per firm

What is the NTSK stock price today?

The last price recorded on this page for Netskope, Inc. Class A Common Stock (NTSK) is $17.75, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the NTSK price target?

The analyst consensus price target for Netskope, Inc. Class A Common Stock (NTSK) is $18.29 (range $16.00 to $21.00, median $18.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Research written by Claude (claude-haiku-4-5) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources (as of 2026-09-13): Business description; Sector / industry (provider taxonomy); Annual revenue and net result (USD millions); Operating cash flow by quarter (USD millions)

Sources — records for every figure on this page (83 figures)

The 83 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 2 facts from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
prod.outlookManagement outlook — call excerptsAndrew Del Matto (Sep 2, 2026): For the full year, we now expect capital expenditure of approximately 4% to 5% of revenue related to the continued infrastructure investments in our NewEdge network. Andrew Del Matto (Sep 2, 2026): For Q3 fiscal 2027, we expect revenue in the range of $227 million to $229 million, representing growth of approximately 24%, operating margin of approximately negative 8% and net loss per share of $0.03 to $0.04 using approximately 415 million weighted average common shares outstanding. Andrew Del Matto (Sep 2, 2026): For the full fiscal year, we are raising our guidance. We now expect revenue in the range of $888 million to $892 million, representing growth of approximately 26%. Michelle Spolver (Sep 2, 2026): Before we begin, let me remind everyone that certain statements we make on today's call are forward-looking, including statements related to our guidance for the third quarter and full 2027 fiscal year, market opportunity, growth prospects, sales ramping, competitive position, impact of AI and demand for AI security.OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.
id.hqSEC filing business address2445 Augustine Drive, 3RD Floor, Santa Clara, CA, 95054OFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "2445 Augustine Drive, Santa Clara, CA, 95054, US".

FMP — 71 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateDec 11, 2026FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
px.lastLatest provided price$17.75FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T18:14:40.460Z.
px.changeChange on the day-0.56%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$7.17BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:00.000Z. Captured from FMP at 2026-10-04T18:14:38.625Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars−$0.10FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q2 FY2026$221MFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.volumeShares traded on the day4.83MFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta2.99FMPFinancial Modeling Prep (FMP) company profile
id.ceoChief executiveSanjay BeriFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
id.employeesEmployees3,281FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
fin.annualRevenue and net result by fiscal year3 fiscal years, FY2024 through FY2026: FY2024 revenue $406.88M, net result −$344.85M; FY2025 revenue $538.27M, net result −$354.51M; FY2026 revenue $709.00M, net result −$679.39MFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.gross_marginGross margin (trailing twelve months)69.9%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-07-31.revenue_kRevenue — period end 2026-07-31$220.54MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-07-31.rd_kR&D — period end 2026-07-31$101.79MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-07-31.sga_kSG&A — period end 2026-07-31$151.03MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-07-31.operating_result_kFMP standardized operating result — period end 2026-07-31−$89.80MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-04-30.revenue_kRevenue — period end 2026-04-30$201.59MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-04-30.rd_kR&D — period end 2026-04-30$105.71MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-04-30.sga_kSG&A — period end 2026-04-30$151.28MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-04-30.operating_result_kFMP standardized operating result — period end 2026-04-30−$108.74MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-01-31.revenue_kRevenue — period end 2026-01-31$196.33MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-01-31.rd_kR&D — period end 2026-01-31$105.59MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-01-31.sga_kSG&A — period end 2026-01-31$151.97MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-01-31.operating_result_kFMP standardized operating result — period end 2026-01-31−$114.29MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-10-31.revenue_kRevenue — period end 2025-10-31$184.17MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-10-31.rd_kR&D — period end 2025-10-31$262.70MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-10-31.sga_kSG&A — period end 2025-10-31$290.91MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-10-31.operating_result_kFMP standardized operating result — period end 2025-10-31−$446.97MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-09-02.revenue_actualRevenue · reported — report date 2026-09-02$220.54MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-09-02.revenue_estimatedRevenue · estimate — report date 2026-09-02$214.22MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-09-02.eps_actualEPS · reported — report date 2026-09-02−$0.0300Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-09-02.eps_estimatedEPS · estimate — report date 2026-09-02−$0.0678Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-06-03.revenue_actualRevenue · reported — report date 2026-06-03$201.59MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-06-03.revenue_estimatedRevenue · estimate — report date 2026-06-03$198.18MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-06-03.eps_actualEPS · reported — report date 2026-06-03−$0.0600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-06-03.eps_estimatedEPS · estimate — report date 2026-06-03−$0.0702Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-03-11.revenue_actualRevenue · reported — report date 2026-03-11$196.33MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-03-11.revenue_estimatedRevenue · estimate — report date 2026-03-11$189.42MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-03-11.eps_actualEPS · reported — report date 2026-03-11−$0.0400Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-03-11.eps_estimatedEPS · estimate — report date 2026-03-11−$0.0600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-12-11.revenue_actualRevenue · reported — report date 2025-12-11$184.17MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-12-11.revenue_estimatedRevenue · estimate — report date 2025-12-11$175.83MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-12-11.eps_actualEPS · reported — report date 2025-12-11−$0.1000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-12-11.eps_estimatedEPS · estimate — report date 2025-12-11−$0.2517Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q2 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$1.07BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow−$16.54MFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-07-31. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.long_term_investmentsLong-term investments (classification unverified)$0.00FMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.total_debtTotal debt$732.23MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.price_to_bookPrice to book value45.86×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-07-31.operating_cash_flow_mOperating cash flow — period end 2026-07-31−$16.54MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-04-30.operating_cash_flow_mOperating cash flow — period end 2026-04-30−$53.91MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-07-31.capex_mCapital expenditure (reported) — period end 2026-07-31−$13.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-04-30.capex_mCapital expenditure (reported) — period end 2026-04-30−$2.16MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-01-31.operating_cash_flow_mOperating cash flow — period end 2026-01-31$18.12MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-01-31.capex_mCapital expenditure (reported) — period end 2026-01-31−$13.36MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-10-31.operating_cash_flow_mOperating cash flow — period end 2025-10-31$11.24MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-10-31.capex_mCapital expenditure (reported) — period end 2025-10-31$1.35MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.pt_rangeAnalyst price target, low to high$16.00 – $21.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$18.29FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$18.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP59 transactions · 7 purchases, 4 sales, 48 other transactions · 12 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Oct 1, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.ownership_pctInstitutional ownership48.2%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership36.4%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders223FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders187FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesIconiq Capital, LLC — shares in provider snapshot66,267,513FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesBlackrock, INC. — shares in provider snapshot9,301,737FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesCanada Pension Plan Investment Board — shares in provider snapshot8,960,263FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesVanguard Capital Management LLC — shares in provider snapshot7,644,168FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesVanguard Portfolio Management LLC — shares in provider snapshot7,319,472FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 5 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 4 of 5UNRECORDEDStored earnings-history observation — Captured 2026-10-04
fin.scoresDistress and quality screensAltman Z -0.05 · Piotroski F 3UNRECORDEDStored financial-scores observation — Captured 2026-10-03 · Expired observation
px.range5252-week range$7.67 – $24.98UNRECORDEDStored company-profile observation — Captured 2026-10-04
earn.est_epsEPS estimate, FY2027$-0.15UNRECORDEDStored analyst estimates — Captured 2026-10-04
earn.est_revenueRevenue estimate, FY2027$890.51MUNRECORDEDStored analyst estimates — Captured 2026-10-04

COMPUTED — 3 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments6.72×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $1.07B at Jul 31, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-07-31. The inputs do not establish a single common source date for this ratio.
earn.history.depth.2026-09-02.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($220.54M) with the recorded estimate ($214.22M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-09-02.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS (−$0.0300) with the recorded estimate (−$0.0678) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 2 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v212 of 100 · Weak · pillars 11 / 7 / 19 / 42 / 88OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement12 (stored snapshot Oct 3, 2026) → 12 (current publication computed Oct 4, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-07-31. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-07-31.revenue_k, fin.q_table.depth.2026-07-31.rd_k, fin.q_table.depth.2026-07-31.sga_k, fin.q_table.depth.2026-07-31.operating_result_k, fin.q_table.depth.2026-04-30.revenue_k, fin.q_table.depth.2026-04-30.rd_k, fin.q_table.depth.2026-04-30.sga_k, fin.q_table.depth.2026-04-30.operating_result_k, fin.q_table.depth.2026-01-31.revenue_k, fin.q_table.depth.2026-01-31.rd_k, fin.q_table.depth.2026-01-31.sga_k, fin.q_table.depth.2026-01-31.operating_result_k, fin.q_table.depth.2025-10-31.revenue_k, fin.q_table.depth.2025-10-31.rd_k, fin.q_table.depth.2025-10-31.sga_k, fin.q_table.depth.2025-10-31.operating_result_k.
  2. Earnings-history note. Source series as of 2026-09-02. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-09-02.revenue_actual, earn.history.depth.2026-09-02.revenue_estimated, earn.history.depth.2026-09-02.revenue_actual.comparison, earn.history.depth.2026-09-02.eps_actual.comparison, earn.history.depth.2026-09-02.eps_actual, earn.history.depth.2026-09-02.eps_estimated, earn.history.depth.2026-06-03.revenue_actual, earn.history.depth.2026-06-03.revenue_estimated, earn.history.depth.2026-06-03.eps_actual, earn.history.depth.2026-06-03.eps_estimated, earn.history.depth.2026-03-11.revenue_actual, earn.history.depth.2026-03-11.revenue_estimated, earn.history.depth.2026-03-11.eps_actual, earn.history.depth.2026-03-11.eps_estimated, earn.history.depth.2025-12-11.revenue_actual, earn.history.depth.2025-12-11.revenue_estimated, earn.history.depth.2025-12-11.eps_actual, earn.history.depth.2025-12-11.eps_estimated.
  3. Cash-flow note. Source series as of 2026-07-31. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-07-31.operating_cash_flow_m, fin.opcf.depth.2026-04-30.operating_cash_flow_m, fin.opcf.depth.2026-07-31.capex_m, fin.opcf.depth.2026-04-30.capex_m, fin.opcf.depth.2026-01-31.operating_cash_flow_m, fin.opcf.depth.2026-01-31.capex_m, fin.opcf.depth.2025-10-31.operating_cash_flow_m, fin.opcf.depth.2025-10-31.capex_m.
Published
Research standards
Methodology · Editorial policy · Corrections

Sources used for research written 2026-09-13

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
Business description
Netskope, Inc. operates as a leading cloud security provider, offering its clients a comprehensive, unified platform known as "Netskope One." This integrated solution is meticulously engineered to ensure robust data protection, facilitate secure access, and deliver extensive visibility across various applications, web activity, and cloud services. Additionally, it incorporates advanced threat prevention capabilities and networking enhancements, specifically designed to secure and optimize modern workloads, including SaaS applications, web platforms, hybrid IT environments, and artificial intelligence operations.
2026-09-13FMPFinancial Modeling Prep (FMP) company profile
Sector / industry (provider taxonomy)
Technology / Software - Infrastructure

The company's SEC filings classify it under SIC 7372 — Services-Prepackaged Software.

2026-09-13FMPFinancial Modeling Prep (FMP) company profile
Annual revenue and net result (USD millions)
Captured record · 3 entries
  • FY2026 — R&D: $509.03M, Revenue: $709.00M, Period end: 2026-01-31, Net result: -$679.39M
  • FY2025 — R&D: $254.19M, Revenue: $538.27M, Period end: 2025-01-31, Net result: -$354.51M
  • FY2024 — R&D: $224.50M, Revenue: $406.88M, Period end: 2024-01-31, Net result: -$344.85M
2026-01-31FMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
Operating cash flow by quarter (USD millions)
Captured record · 8 entries
  • Quarter ended 2026-07-31 — Capital expenditure: -$13.00M, Operating cash flow: -$16.54M
  • Quarter ended 2026-04-30 — Capital expenditure: -$2.16M, Operating cash flow: -$53.91M
  • Quarter ended 2026-01-31 — Capital expenditure: -$13.36M, Operating cash flow: $18.12M
  • Quarter ended 2025-10-31 — Capital expenditure: $1.35M, Operating cash flow: $11.24M
  • Quarter ended 2025-07-31 — Capital expenditure: -$2.77M, Operating cash flow: -$16.88M
  • Quarter ended 2025-04-30 — Capital expenditure: -$8.14M, Operating cash flow: $25.59M
  • Quarter ended 2024-07-31 — Capital expenditure: -$4.72M, Operating cash flow: -$55.38M
  • Quarter ended 2024-04-30 — Capital expenditure: -$15.87M, Operating cash flow: -$50.53M
2026-07-31FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements
Quarterly income statement (USD thousands)
Captured record · 8 entries
  • Quarter ended 2026-07-31 — EPS: -$0.27 per share, R&D: $101.79M, SG&A: $151.03M, EPS basic: -$0.27 per share, EPS basis: diluted, Revenue: $220.54M, EPS diluted: -$0.27 per share, Net result: -$110.82M, Gross profit: $163.02M, Operating result: -$89.80M
  • Quarter ended 2026-04-30 — EPS: -$0.29 per share, R&D: $105.71M, SG&A: $151.28M, EPS basic: -$0.29 per share, EPS basis: diluted, Revenue: $201.59M, EPS diluted: -$0.29 per share, Net result: -$116.50M, Gross profit: $148.25M, Operating result: -$108.74M
  • Quarter ended 2026-01-31 — EPS: -$0.14 per share, R&D: $105.59M, SG&A: $151.97M, EPS basic: -$0.14 per share, EPS basis: diluted, Revenue: $196.33M, EPS diluted: -$0.14 per share, Net result: -$56.77M, Gross profit: $143.27M, Operating result: -$114.29M
  • Quarter ended 2025-10-31 — EPS: -$1.19 per share, R&D: $262.70M, SG&A: $290.91M, EPS basic: -$1.19 per share, EPS basis: diluted, Revenue: $184.17M, EPS diluted: -$1.19 per share, Net result: -$453.07M, Gross profit: $106.64M, Operating result: -$446.97M
  • Quarter ended 2025-07-31 — EPS: -$0.24 per share, R&D: $72.86M, SG&A: $96.35M, EPS basic: -$0.24 per share, EPS basis: diluted, Revenue: $170.76M, EPS diluted: -$0.24 per share, Net result: -$90.30M, Gross profit: $123.24M, Operating result: -$45.97M
  • Quarter ended 2025-04-30 — EPS: -$0.21 per share, R&D: $67.88M, SG&A: $86.99M, EPS basic: -$0.21 per share, EPS basis: diluted, Revenue: $157.74M, EPS diluted: -$0.21 per share, Net result: -$79.24M, Gross profit: $109.51M, Operating result: -$45.36M
  • Quarter ended 2025-01-31 — EPS: -$0.2 per share, R&D: $61.43M, SG&A: $79.07M, EPS basic: -$0.2 per share, EPS basis: diluted, Revenue: $148.49M, EPS diluted: -$0.2 per share, Net result: -$77.04M, Gross profit: $99.33M, Operating result: -$41.18M
  • Quarter ended 2024-10-31 — EPS: -$0.19 per share, R&D: $62.40M, SG&A: $82.76M, EPS basic: -$0.19 per share, EPS basis: diluted, Revenue: $138.53M, EPS diluted: -$0.19 per share, Net result: -$70.74M, Gross profit: $91.77M, Operating result: -$53.39M
2026-07-31FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements
Reported versus estimated, last 8 quarters
Captured record · 8 entries
  • Reported 2026-09-02 — EPS actual: -$0.03 per share, EPS estimated: -$0.06775 per share, Revenue actual: $220.54M, Revenue estimated: $214.22M
  • Reported 2026-06-03 — EPS actual: -$0.06 per share, EPS estimated: -$0.07023 per share, Revenue actual: $201.59M, Revenue estimated: $198.18M
  • Reported 2026-03-11 — EPS actual: -$0.04 per share, EPS estimated: -$0.06 per share, Revenue actual: $196.33M, Revenue estimated: $189.42M
  • Reported 2025-12-11 — EPS actual: -$0.1 per share, EPS estimated: -$0.25173 per share, Revenue actual: $184.17M, Revenue estimated: $175.83M
  • Reported 2025-08-22 — EPS actual: -$0.72 per share, EPS estimated: -$0.72 per share, Revenue actual: $170.80M, Revenue estimated: $170.76M
  • Reported 2025-01-31 — EPS actual: -$0.20163 per share, Revenue actual: $148.49M
  • Reported 2024-10-31 — EPS actual: -$0.18516 per share, Revenue actual: $138.53M
  • Reported 2024-07-31 — EPS actual: -$0.31427 per share, Revenue actual: $130.25M
2026-09-02FMPFinancial Modeling Prep (FMP) earnings
Next earnings report
Date: 2026-12-11; EPS estimate: -$0.03529 per share; Revenue estimate: $228.23M

The date is our provider's estimate until the company confirms it.

2026-09-13FMPFinancial Modeling Prep (FMP) earnings calendar
Management outlook — dated call excerpts
Captured record · 4 entries
  • Call of 2026-09-02 — Quote: For the full year, we now expect capital expenditure of approximately 4% to 5% of revenue related to the continued infrastructure investments in our NewEdge network., Speaker: Andrew Del Matto
  • Call of 2026-09-02 — Quote: For Q3 fiscal 2027, we expect revenue in the range of $227 million to $229 million, representing growth of approximately 24%, operating margin of approximately negative 8% and net loss per share of $0.03 to $0.04 using approximately 415 million weighted average common shares outstanding., Speaker: Andrew Del Matto
  • Call of 2026-09-02 — Quote: For the full fiscal year, we are raising our guidance. We now expect revenue in the range of $888 million to $892 million, representing growth of approximately 26%., Speaker: Andrew Del Matto
  • Call of 2026-09-02 — Quote: Before we begin, let me remind everyone that certain statements we make on today's call are forward-looking, including statements related to our guidance for the third quarter and full 2027 fiscal year, market opportunity, growth prospects, sales ramping, competitive position, impact of AI and demand for AI security., Speaker: Michelle Spolver

Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.

2026-09-02OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP)
Cash, investments and debt
Total debt: $732.23M; Liquidity basis: cash and short-term investments; Total liabilities: $1.56B; Cash and short-term investments: $1.07B; Cash and investments: $1.07B; Long-term investments: $0; Long-term investments classification: unclassified

Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.

2026-07-31FMPFinancial Modeling Prep (FMP), from the company's balance sheet
Cash and short-term investments over time (USD millions)
Captured record · 8 entries
  • 2026-07-31 — Amount: $1.07B, Cash basis: cash and short-term investments
  • 2026-04-30 — Amount: $1.10B, Cash basis: cash and short-term investments
  • 2026-01-31 — Amount: $1.16B, Cash basis: cash and short-term investments
  • 2025-10-31 — Amount: $1.15B, Cash basis: cash and short-term investments
  • 2025-07-31 — Amount: $261.40M, Cash basis: cash and short-term investments
  • 2025-04-30 — Amount: $269.20M, Cash basis: cash and short-term investments
  • 2025-01-31 — Amount: $246.70M, Cash basis: cash and short-term investments
  • 2024-01-31 — Amount: $287.00M, Cash basis: cash and short-term investments
2026-07-31FMPFinancial Modeling Prep (FMP), from the company's quarterly balance sheets
Cash against market value
As of: 2026-07-31; Cash basis: cash and short-term investments; Net cash: $335.10M; Total debt: $732.20M; Cash and investments: $1.07B

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them.

2026-07-31COMPUTEDComputed from the balance sheet and the latest market capitalization
Analyst revenue and earnings estimates (average)
Captured record · 4 entries
  • FY2026 — EPS average: -$0.53 per share, Revenue average: $702.07M, Revenue low: $701.66M, Revenue high: $702.76M, Analysts (revenue): 11
  • FY2027 — EPS average: -$0.15 per share, Revenue average: $890.54M, Revenue low: $889.24M, Revenue high: $892.04M, Analysts (revenue): 14
  • FY2028 — EPS average: $0.04 per share, Revenue average: $1.08B, Revenue low: $1.06B, Revenue high: $1.10B, Analysts (revenue): 14
  • FY2029 — EPS average: $0.21 per share, Revenue average: $1.30B, Revenue low: $1.27B, Revenue high: $1.32B, Analysts (revenue): 9
2026-09-13FMPFinancial Modeling Prep (FMP) analyst estimates
Trailing twelve-month ratio set
Quick ratio: 2; Current ratio: 2.01; Debt to equity: 4.67; Net margin: -91.8%; Gross margin: 69.9%; Operating margin: -94.7%; Return on assets: -43.1%; Return on equity: -435%

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero.

2026-09-13FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm
Analyst actions, most recent per firm
Captured record · 10 entries
  • 2026-09-03 — Firm: BTIG, Action: maintain, Rating: Buy, Previous rating: Buy
  • 2026-09-03 — Firm: RBC Capital, Action: maintain, Rating: Outperform, Previous rating: Outperform
  • 2026-09-03 — Firm: Piper Sandler, Action: maintain, Rating: Overweight, Previous rating: Overweight
  • 2026-09-03 — Firm: Baird, Action: maintain, Rating: Outperform, Previous rating: Outperform
  • 2026-09-03 — Firm: Rosenblatt, Action: maintain, Rating: Buy, Previous rating: Buy
  • 2026-09-03 — Firm: Morgan Stanley, Action: maintain, Rating: Overweight, Previous rating: Overweight
  • 2026-09-03 — Firm: JP Morgan, Action: maintain, Rating: Overweight, Previous rating: Overweight
  • 2026-09-03 — Firm: BMO Capital, Action: maintain, Rating: Outperform, Previous rating: Outperform
  • 2026-08-21 — Firm: Keybanc, Action: maintain, Rating: Overweight, Previous rating: Overweight
  • 2026-08-19 — Firm: Oppenheimer, Action: maintain, Rating: Outperform, Previous rating: Outperform

One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not.

2026-09-03FMPFinancial Modeling Prep (FMP) analyst grades
Insider transactions, last 180 days
Net shares: -4,047,915; Window days: 180; Price low: $9; Clustered days: 2026-06-12; 2026-06-15; 2026-07-01; 2026-07-08; Price high: $12.42; Buy transactions: 7; Distinct insiders: 11; Sell transactions: 10; Other transactions: 41; Total transactions: 58; Other transaction types: A-Award: 5, J-Other: 6, F-InKind: 3, M-Exempt: 11, C-Conversion: 16; Unknown direction transactions: 0

Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market.

2026-07-13FMPFinancial Modeling Prep (FMP) insider transactions, from Form 4 filings
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.