Netskope has unveiled new security capabilities for Model Context Protocol (MCP) communications within its Netskope One platform, targeting enhanced visibility, access control, and data protection for AI agents. Set for general availability in early 2026, this initiative positions Netskope as a leader in securing autonomous AI tools. By expanding its Cloud Confidence Index risk scoring and policy controls to MCP servers, the company strengthens its narrative for long-term investors. Investors considering Netskope should assess its ability to secure AI-driven, cloud-first enterprises, despite ongoing losses and a high valuation. Recent Microsoft integrations bolster the potential for adoption and annual recurring revenue (ARR) growth, yet execution risks remain significant. Fair value estimates for Netskope stock vary widely, prompting investors to weigh AI-driven excitement against financial stability. For a detailed valuation analysis and to explore potential investment strategies, consider Simply Wall St’s insights on Netskope’s market position and growth opportunities.
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