Netskope Unveils MCP Security Capabilities to Enhance AI Adoption Safety
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 01 2025
0mins
Should l Buy NTSK?
Source: Newsfilter
- Security Capability Breakthrough: Netskope has launched security capabilities for Model Context Protocol (MCP) communications on its Netskope One platform, aiming to ensure safety in AI adoption by providing full visibility into MCP tool usage and enforcing least-privilege access controls.
- Real-Time Monitoring: The new platform can continuously identify and monitor MCP servers and clients in use within organizations, including attributes such as name, ID, and URL, thereby enabling businesses to quickly assess and prioritize potential security risks.
- Risk Scoring Expansion: The Netskope Cloud Confidence Index (CCI) risk scoring has been extended to MCP servers, allowing organizations to swiftly identify and manage AI tools and integrations that may pose security and compliance risks.
- Data Protection Measures: Through granular, context-based policy controls, Netskope One can prevent data leaks in real-time and identify sensitive data, such as intellectual property and passwords, used with MCP tools, ensuring the security of enterprise data.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NTSK?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on NTSK
Wall Street analysts forecast NTSK stock price to rise
11 Analyst Rating
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 11.490
Low
23.00
Averages
26.40
High
30.00
Current: 11.490
Low
23.00
Averages
26.40
High
30.00
About NTSK
Netskope, Inc. is a cybersecurity company that provides security, networking, and analytics solutions to organizations ranging from macro to mid-sized companies. The Company delivers its offerings through a software-as-a-service business model, selling subscriptions that provide customers with access to its platform along with related support services. Its Netskope One platform is a comprehensive solution that integrates security, networking, and analytics products into a single, unified platform. Its products include Security Products, Network Products, and Analytics Products. Security products include Cloud Inline Security, Cloud Access Security Broker, Threat Protection, Next-Gen Secure Web Gateway, Private Access, Enterprise Browser, and others. Networking products include Firewall-as-a-Service, Software-Defined Wide Area Network, Cloud Packet Stream, and others. Analytics products include Advanced Analytics, User and Entity Behavior Analytics, and Digital Experience Management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JPMorgan: AI Disruption Fears Overstated for Software Sector
- Market Rebound Expectations: JPMorgan believes that while the market's outlook on AI disruption in the software sector is overly pessimistic, certain software companies are demonstrating greater resilience, potentially providing rebound opportunities for investors, especially given the current overly bearish sentiment.
- Extreme Price Volatility: Analysts point out that the extreme price action in software stocks has led to unrealistic expectations regarding AI disruption, which may prompt a rotation back into higher-quality companies, thereby improving portfolio performance.
- AI Profitability Gains: Companies in the S&P 500 that have adopted AI have seen net margins expand by approximately 2 to 3 percentage points more than their peers, indicating that AI technology is already delivering productivity gains and reflecting that corporate adoption is enhancing profitability.
- ETF Performance Decline: The State Street SPDR S&P Software & Services ETF (NYSE:XSW) is down 20.58% year-to-date, illustrating the overall pessimistic sentiment towards the software sector, despite some companies potentially benefiting from AI infrastructure demand.
See More
Microsoft and 18 Other Software Firms Poised for Resilience
Market Impact: The software sector has experienced a $2 trillion loss due to concerns over potential disruptions from artificial intelligence technology.
Investment Perspective: Analysts at J.P. Morgan view this downturn as a buying opportunity and have identified several AI-resistant companies, including Microsoft and CrowdStrike.
See More
Microsoft and CrowdStrike Top List of 19 Stocks Resilient to AI Changes
Market Impact: The software sector has experienced a significant decline, losing approximately $2 trillion due to concerns over potential disruptions from artificial intelligence technology.
Investment Perspective: Analysts at J.P. Morgan view this downturn as a potential buying opportunity and have identified a list of companies that are resistant to AI-related disruptions.
See More
Netskope CFO Andrew Del Matto Sells 49,875 Shares for $855,800
- Ownership Change: On January 6, Netskope CFO Andrew Del Matto executed a direct open-market sale of 49,875 shares for a total of $855,800, reflecting a structurally driven transaction due to the conversion of derivative securities, reducing his direct holdings to 41,493 shares while still indicating confidence in the company's future.
- Financial Context: The average sale price was $17.16 per share, while the post-transaction value of his direct holdings at market close was $719,500, suggesting that despite stock price fluctuations, Del Matto maintains significant equity exposure.
- Company Performance: Netskope's most recent quarter saw a 33% year-over-year revenue increase to $184.2 million, with annual recurring revenue climbing 34% to $754 million, demonstrating strong growth momentum in the cloud security market that should attract long-term investor interest.
- Cash Flow Position: At quarter-end, Netskope had approximately $1.2 billion in cash and marketable securities, providing ample financial flexibility to support future growth, and despite a 13% decline in stock price since its IPO, the fundamentals remain robust.
See More
Netskope Surpasses Expectations with 33% Revenue Growth in Q3 2026
- Significant Revenue Growth: Netskope reported $184.17 million in revenue for Q3 2026, marking a 33% year-over-year increase that exceeded expectations by $8.12 million, demonstrating strong demand driven by cloud modernization and AI.
- Earnings Per Share Beat: The company posted an EPS of negative $0.10, surpassing expectations by $0.15, indicating positive signals in profitability recovery and boosting market confidence.
- Annual Recurring Revenue Surge: As of October 31, 2025, Netskope's ARR grew by 34% year-over-year to $754 million, showcasing the company's strong performance in market share and financial health.
- Analysts Optimistic About Future: Meta Marshall from Morgan Stanley reiterated a Buy rating with a $27 price target, anticipating a healthy growth rate of 25% to 30% annually, reflecting strong market confidence in the company's ongoing expansion.
See More
Cementos Pacasmayo, Rezolve AI, Emerald Holding, and Other Major Stocks Rising on Monday
U.S. Stock Market Performance: U.S. stocks declined, with the Dow Jones index dropping over 100 points on Tuesday.
Cementos Pacasmayo Surge: Shares of Cementos Pacasmayo SAA rose 47.4% to $10.30 after Holcim agreed to purchase a majority stake in its parent company.
Notable Stock Gains: Several companies saw significant stock increases, including Rezolve AI PLC (23.7%), Emerald Holding Inc (17%), and Tilray Brands Inc (15%).
Strategic Moves and Buybacks: Sezzle Inc announced a $100 million stock buyback, while Emerald Holding is reviewing strategic options following acquisition inquiries.
See More
JPMorgan: AI Disruption Fears Overstated for Software Sector
- Market Rebound Expectations: JPMorgan believes that while the market's outlook on AI disruption in the software sector is overly pessimistic, certain software companies are demonstrating greater resilience, potentially providing rebound opportunities for investors, especially given the current overly bearish sentiment.
- Extreme Price Volatility: Analysts point out that the extreme price action in software stocks has led to unrealistic expectations regarding AI disruption, which may prompt a rotation back into higher-quality companies, thereby improving portfolio performance.
- AI Profitability Gains: Companies in the S&P 500 that have adopted AI have seen net margins expand by approximately 2 to 3 percentage points more than their peers, indicating that AI technology is already delivering productivity gains and reflecting that corporate adoption is enhancing profitability.
- ETF Performance Decline: The State Street SPDR S&P Software & Services ETF (NYSE:XSW) is down 20.58% year-to-date, illustrating the overall pessimistic sentiment towards the software sector, despite some companies potentially benefiting from AI infrastructure demand.
See More
Microsoft and 18 Other Software Firms Poised for Resilience
Market Impact: The software sector has experienced a $2 trillion loss due to concerns over potential disruptions from artificial intelligence technology.
Investment Perspective: Analysts at J.P. Morgan view this downturn as a buying opportunity and have identified several AI-resistant companies, including Microsoft and CrowdStrike.
See More
Microsoft and CrowdStrike Top List of 19 Stocks Resilient to AI Changes
Market Impact: The software sector has experienced a significant decline, losing approximately $2 trillion due to concerns over potential disruptions from artificial intelligence technology.
Investment Perspective: Analysts at J.P. Morgan view this downturn as a potential buying opportunity and have identified a list of companies that are resistant to AI-related disruptions.
See More
Netskope CFO Andrew Del Matto Sells 49,875 Shares for $855,800
- Ownership Change: On January 6, Netskope CFO Andrew Del Matto executed a direct open-market sale of 49,875 shares for a total of $855,800, reflecting a structurally driven transaction due to the conversion of derivative securities, reducing his direct holdings to 41,493 shares while still indicating confidence in the company's future.
- Financial Context: The average sale price was $17.16 per share, while the post-transaction value of his direct holdings at market close was $719,500, suggesting that despite stock price fluctuations, Del Matto maintains significant equity exposure.
- Company Performance: Netskope's most recent quarter saw a 33% year-over-year revenue increase to $184.2 million, with annual recurring revenue climbing 34% to $754 million, demonstrating strong growth momentum in the cloud security market that should attract long-term investor interest.
- Cash Flow Position: At quarter-end, Netskope had approximately $1.2 billion in cash and marketable securities, providing ample financial flexibility to support future growth, and despite a 13% decline in stock price since its IPO, the fundamentals remain robust.
See More
Netskope Surpasses Expectations with 33% Revenue Growth in Q3 2026
- Significant Revenue Growth: Netskope reported $184.17 million in revenue for Q3 2026, marking a 33% year-over-year increase that exceeded expectations by $8.12 million, demonstrating strong demand driven by cloud modernization and AI.
- Earnings Per Share Beat: The company posted an EPS of negative $0.10, surpassing expectations by $0.15, indicating positive signals in profitability recovery and boosting market confidence.
- Annual Recurring Revenue Surge: As of October 31, 2025, Netskope's ARR grew by 34% year-over-year to $754 million, showcasing the company's strong performance in market share and financial health.
- Analysts Optimistic About Future: Meta Marshall from Morgan Stanley reiterated a Buy rating with a $27 price target, anticipating a healthy growth rate of 25% to 30% annually, reflecting strong market confidence in the company's ongoing expansion.
See More
Cementos Pacasmayo, Rezolve AI, Emerald Holding, and Other Major Stocks Rising on Monday
U.S. Stock Market Performance: U.S. stocks declined, with the Dow Jones index dropping over 100 points on Tuesday.
Cementos Pacasmayo Surge: Shares of Cementos Pacasmayo SAA rose 47.4% to $10.30 after Holcim agreed to purchase a majority stake in its parent company.
Notable Stock Gains: Several companies saw significant stock increases, including Rezolve AI PLC (23.7%), Emerald Holding Inc (17%), and Tilray Brands Inc (15%).
Strategic Moves and Buybacks: Sezzle Inc announced a $100 million stock buyback, while Emerald Holding is reviewing strategic options following acquisition inquiries.
See More
