Update shared on27 Aug 2025
Fair value Increased 16%Analysts have raised NetScout Systems’ price target from $22.22 to $25.82, citing the company’s advantageous exposure to fast-growing AI-driven markets and a recent share price pullback that presents an attractive entry point.
Analyst Commentary
- Bullish analysts cite NetScout's exposure to two attractive growth markets as a key driver for upside potential.
- The company is well-positioned to benefit from the emergence of artificial intelligence across both of its core markets.
- Recent share price pullback is viewed as a buying opportunity to enter at a discount.
- NetScout's network services technologies are considered valuable in the context of expanding AI adoption.
- Analysts expect further growth as the company capitalizes on technological advancements within its served markets.
What's in the News
- Completed share repurchase of 2,737,970 shares (3.82%) for $56.92 million under previously announced buyback program.
- Anticipates 4% to 6% year-over-year revenue growth for Q2 2026; reaffirmed FY2026 revenue guidance of $825–$865 million and GAAP diluted EPS of $1.07–$1.22.
- Introduced AI-backed enhancements to Arbor Edge Defense and Enterprise Manager DDoS solutions, improving automation, attack mitigation, and operational reporting.
- Highlighted InfiniStreamNG's improved energy efficiency, reporting a 23% average electricity reduction across deployments, consolidating key functionalities for lower operational costs.
- Launched Adaptive Threat Analytics in Omnis Cyber Intelligence NDR, enhancing threat investigation and response speed with advanced AI-driven correlation and integration capabilities.
Valuation Changes
Summary of Valuation Changes for NetScout Systems
- The Consensus Analyst Price Target has significantly risen from $22.22 to $25.82.
- The Consensus Revenue Growth forecasts for NetScout Systems has significantly risen from 1.3% per annum to 2.8% per annum.
- The Future P/E for NetScout Systems has significantly risen from 41.11x to 47.11x.
Disclaimer
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