$NTSK

Citi analysts downgraded SentinelOne and Netskope to Hold from Buy, citing valuation expansion after sharp rallies since April and uncertainty about a near-term demand inflection. They raised SentinelOne’s DCF price target to $24 from $17 and Netskope’s to $17 from $16, and said both need evidence of new business, AI-security demand, or share gains. They also plan to monitor SentinelOne’s new CFO Sonalee Parekh.

Netskope (NASDAQ: NTSK) announced Netskope One DataSec Command Center, a unified control plane to discover, understand, track and protect sensitive data across AI, cloud, network, on-prem, endpoints and email. The company cites its 2026 Data Security Report: 58% of orgs use 11+ tools, 68% need days to reconstruct data paths, and 8% rarely can. General availability is expected this quarter.

Gartner’s SASE 2026 rankings place Netskope and Cato Networks in the Leaders, with Zscaler newly entering the top group. Gartner cited Netskope’s AI security focus and Cato’s modular approach and higher pricing. Palo Alto Networks fell, Fortinet dropped to Challengers, and Cisco and Versa Networks joined it. Gartner forecasts the SASE market to exceed $18B in 2026.

Netskope (NASDAQ: NTSK) said Gartner named it a Leader in the Magic Quadrant for Secure Access Service Edge (SASE) Platforms for a third consecutive year, with Netskope positioned highest in Ability to Execute. In Gartner’s Critical Capabilities report, Netskope scored highest for three use cases, including Foundational SASE (4.24/5) and Zero Trust SASE (4.43/5).

A roundup of US insider trades reported on Tuesday. Netskope directors and related funds bought about 306,399 shares for about $3.77M. DLH Holdings, Peoples Financial, and Butler National also saw buys. Broadcom, Arista Networks, Alignment Healthcare, Everpure, and Lam Research had notable insider sales, including Broadcom’s $10.03M sale and Arista CEO’s $43.91M sale.

Griffith William J.G. purchased 306,399 indirectly-held shares of Netskope Inc (NTSK) at an average of $12.29 ($12.26–$12.42, $3.77M total) across 2 trades over 2026-07-10 to 2026-07-13.

ICONIQ Strategic Partners VIII Holdings, L.P. purchased 306,399 shares of Netskope Inc (NTSK) at an average of $12.29 ($12.26–$12.42, $3.77M total) across 2 trades over 2026-07-10 to 2026-07-13.

Investing.com reported Friday’s notable US insider trades. Netskope insiders bought about $7.2M of Class A shares at ~$11.67 to $11.82. Big Digital Energy bought $16.7M of Series D preferred. Mission Produce owner bought ~$7.87M. Gloo CEO bought ~$3.5M. Broadcom, Dell, Okta, PBF Energy and Datadog saw multi-million insider sales.

According to an SEC Form 4 filing, ICONIQ Strategic Partners VIII Holdings bought 610,291 shares of Netskope Inc. (NTSK) Class A stock on July 8 at a weighted average price of $11.82, slightly below the $11.92 July 8 close and below the $12.42 July 9 close. Netskope has about $5.0B market cap and TTM revenue of $752.9M.

ICONIQ Strategic Partners VIII Holdings, L.P. purchased 610,291 shares of Netskope Inc (NTSK) at an average of $11.82 ($11.66–$11.82, $7.22M total) across 2 trades on 2026-07-08.