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Mizuho Lowers its Price Target on Netskope, Inc. (NTSK) to $20 and Maintains an Outperform Rating

Netskope, Inc. (NASDAQ:NTSK) is among the 11 Newly-Listed NASDAQ Stocks to Buy Now.

On February 17, 2026, Mizuho lowered its price target on Netskope, Inc. (NASDAQ:NTSK) to $20 from $26 and maintained an Outperform rating. Mizuho reduced targets across the enterprise software group due to recent multiple compressions, though Mizuho said it sees “uncommonly attractive investments in software for those investors who can afford to be somewhat patient.” Mizuho added, “Due to AI disruption fears, sentiment across software is nothing short of horrible at the moment,” while noting that quarterly software checks were solid overall.

Also on February 17, 2026, KeyBanc lowered its price target on Netskope to $17 from $24 and kept an Overweight rating, citing lower peer valuation multiples and steady quarter-over-quarter feedback and results from partners. On February 11, 2026, RBC Capital analyst Matthew Hedberg lowered the price target to $19 from $23 and maintained an Outperform rating as part of a broader Q4 software preview. Matthew Hedberg said negative investor sentiment persists across software and that RBC Capital prefers names with clearer paths to AI monetization and consolidation opportunities in cyber, data, infrastructure, and vertical SaaS. RBC Capital also updated models to reflect significant year-to-date multiple compression.

On February 3, 2026, Netskope announced Netskope One Data Lineage, a solution designed to provide visibility and analytics to track data provenance across environments. The feature, now in preview, is intended to support AI initiatives and compliance requirements, with general availability expected in the first half of 2026.

Netskope, Inc. (NASDAQ:NTSK) provides cloud-native cybersecurity, networking, and analytics solutions through its Netskope One platform to enterprises and mid-sized companies worldwide.

While we acknowledge the potential of NTSK as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NTSK and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 10 Most Profitable Undervalued Stocks to Buy and 12 Best Tech Stocks that Beat Earnings Estimates.

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

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