Análisis Argos
NTSK
NTSKSin veredicto1 señal de riesgo
Netskope, Inc. Class A Common Stock · Technology
US$ 11.71
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
34/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Sin recompensas destacadas.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (-4.34)
VALOR1/6FUTURO5/6PASADO2/6SALUD1/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO2/6SALUD1/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance frágil
DividendoEl dividendo aún duerme
Score Argos34de 100Sin veredicto
Ingresos31%
US$ 0.7 B
Margen operativo94%
-92%
Flujo de caja libre113%
US$ 0 B
Deuda neta
US$ 0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.7B
P/E
EV/EBITDA
FCF yield0.3%
ROIC-136.3%
Margen operativo-92%
Crecim. ingresos+31.7%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 25 jun
Tech Investor Director Sells 1.65 Million Shares of Netskope. Is it Time to Sell?
Arif Janmohamed sold 1.65 million shares for $15.1 million between June 12 and June 15, 2026. This transaction represented all of Arif's Class A holdings, reducing direct and indirect Class A ownership to zero.
globenewswire.com · 17 jun
Netskope Announces Upcoming Integration with Amazon Bedrock AgentCore
SANTA CLARA, Calif., June 17, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced its upcoming integration with Amazon Bedrock AgentCore.
globenewswire.com · 17 jun
Netskope Enables MSPs to Generate Revenue Faster with Launch of New Catalyst MSP/SP Program and Netskope Partner Orchestrator
SANTA CLARA, Calif., June 17, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today launched the Netskope Catalyst MSP/SP Program, a comprehensive partner enablement platform built around partners' go-to-market needs, and the ability to sell Netskope SASE services with flexible, simplified pricing models.
seekingalpha.com · 8 jun
Baron Discovery Fund Q1 2026: Who Moved The Needle
In the first quarter of 2026, Baron Discovery Fund declined 10.65% (Institutional Shares), trailing the Russell 2000 Growth Index by 7.84% due to significant underperformance in the software sector. Advanced Energy Industries, Inc.'s stock rose during the quarter as the market began to appreciate the strength that the company would see in both its data center and semiconductor end markets. Baron Discovery Fund sold its investment in Intapp, Inc. in the quarter as the team believes that its other software holdings have better overall competitive advantages.
fool.com · 4 jun
Why Netskope Stock Crashed Today
Netskope beat on sales and earnings, but still lost money in Q1. Worse, free cash flow that was positive a year ago has now turned negative.
barrons.com · 4 jun
Why This Cybersecurity Stock Is Dropping 20% After Earnings
Netskope shares sink after the cybersecurity's annual recurring revenue fails to impress analysts.
seekingalpha.com · 4 jun
Netskope: Focus On Growth As This AI Security Leader Scales
Netskope remains a buy despite a sharp post-earnings selloff and ongoing investor skepticism about profitability. NTSK addresses a $336 billion TAM, with only ~1% penetration and ~30% revenue growth, signaling robust execution in AI-driven cybersecurity. Gartner recognizes NTSK as a market leader in AI security platforms, supporting confidence in its competitive positioning.
seekingalpha.com · 4 jun
Netskope, Inc. (NTSK) Q1 2027 Earnings Call Transcript
Netskope, Inc. (NTSK) Q1 2027 Earnings Call Transcript

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.