What Makes NetSkope's (NTSK) a Worthy Investment?

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, in the third quarter of 2025, which increased approximately 3%.  In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks such as Netskope, Inc. (NASDAQ:NTSK). Based in Santa Clara, California, Netskope, Inc. (NASDAQ:NTSK) is a leading cybersecurity company. The one-month return for Netskope, Inc. (NASDAQ:NTSK) was 0.43%, and its shares declined in value by 23.48% over the last three months. On December 18, 2025, Netskope, Inc. (NASDAQ:NTSK) stock closed at $18.90 per share, with a market capitalization of $7.433 billion.

Brown Advisory Mid-Cap Growth Strategy stated the following regarding Netskope, Inc. (NASDAQ:NTSK) in its third quarter 2025 investor letter:

"We participated in Netskope, Inc. (NASDAQ:NTSK) IPO. A technology leader in cloud network security, NetSkope’s novel architecture enables stronger protection and faster performance—critical as cyber threats escalate. With a large legacy replacement opportunity ahead, we see durable growth over the next three to five years. Its advanced data inspection capabilities also position it well as enterprises adopt generative AI technologies."

Netskope, Inc. (NASDAQ:NTSK) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 44 hedge fund portfolios held Netskope, Inc. (NASDAQ:NTSK) at the end of the third quarter. While we acknowledge the potential of Netskope, Inc. (NASDAQ:NTSK) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Netskope, Inc. (NASDAQ:NTSK) and shared the list of best up and coming tech stocks to buy. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.