I believe there are no recent active threads on Netskope.
It's an AI cloud security firm, with proprietary enterprise tools, headed by Sanjay Beri, recently IPO'd at $19 and is available below $9, most analysts have a buy call on it, with average price target of $14, that's a 50% upside
Mkt Cap 3.6 Bn
FCF positive this qtr, GAAP profitability took a hit because of the SBCs vesting post IPO
Non GAAP profitability around the corner
Pretty cheap valuation multiples, juicy pick for r/valueInvesting audience I believe
What am I missing, apart from the SBCs making me nervous? Does anyone from the industry care to share?