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Published
31 Aug 25
Updated
04 Jun 26
Views
65
Not Invested
NetScout SystemsNTCT
NTCT logo
Fair Value
US$37.13
Share price04 Jun
US$382.3% overvalued intrinsic discount
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1Y54.22%
7D-0.16%

Cloud-native Trends Will Undercut Legacy Offerings And Squeeze Margins

AN
AnalystLowTarget
AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
31 Aug 25
Updated
04 Jun 26
Views
65
Not Invested
Fair ValueUS$37.13
Share priceUS$38
2.3% overvalued intrinsic discount
Narrative
Updates6

Shared on 04 Jun 26

Fair value Increased 36%

NTCT: Raised Fair Value And Guidance Will Likely Cap Future Share Returns

NetScout’s estimated value gets a big bump as analysts assume steadier sales and better profits, but the company’s own outlook suggests there may not be much room for the stock to keep climbing. There’s also a notable auditor switch and an ongoing buyback that could shape what happens next.
Read more
4 viewsusers have viewed this narrative update

Shared on 04 Apr 26

NTCT: Ongoing AI And Observability Expansion Will Likely Limit Share Price Upside

Analysts have kept their $27.27 price target on NetScout Systems broadly steady, citing relatively unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their updated models. What's in the News NetScout extended its Omnis AI Insights solution to communications service providers to turn raw network data into AI ready smart data for customer experience, predictive maintenance, and network security use cases, with real time curated data across 5G, RAN, Core, MEC, and Transport.
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5 viewsusers have viewed this narrative update

Shared on 21 Mar 26

NTCT: Stable Assumptions Will Limit Upside Despite Ongoing Product Expansion

Analysts have kept their $27.27 price target for NetScout Systems unchanged, citing relatively stable assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. What's in the News NetScout extended its Omnis AI Insights solution to communications service providers to help turn raw network data into AI ready inputs for customer experience, predictive maintenance, and network security use cases (Product related announcement).
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4 viewsusers have viewed this narrative update

Shared on 06 Mar 26

NTCT: Slower Revenue Outlook Will Outweigh Margin Gains And Share Repurchases

Analysts kept their price target for NetScout Systems steady at $27.27, citing only small tweaks to assumptions such as a slightly higher discount rate, more moderate expectations for revenue growth, a modestly higher profit margin, and a similar forward P/E outlook. What's in the News NetScout extended its Omnis AI Insights solution to communications service providers, aiming to turn raw network data into AI ready inputs for customer experience, predictive maintenance, and security use cases, with features such as a unified network view and curated, real time smart data streams (Product related announcement).
Read more
7 viewsusers have viewed this narrative update

Shared on 06 Feb 26

NTCT: Steady Outlook Will Balance Modest Guidance Shift And Margin Caution

Analysts have kept their fair value estimate for NetScout Systems steady at US$27.27, citing offsetting adjustments to revenue growth, profit margin expectations, and the future P/E multiple that together leave their overall price target unchanged. What's in the News Revised fiscal 2026 revenue guidance to a range of US$835 million to US$870 million, with midpoint commentary indicating implied year over year growth of 3.6% compared with the prior range of US$830 million to US$870 million (company guidance).
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4 viewsusers have viewed this narrative update

Shared on 21 Dec 25

Fair value Increased 30%

NTCT: Future Profitability And New Offerings Will Balance Execution Risks

Analysts have raised their price target on NetScout Systems from $21.00 to approximately $27.27, citing the latest Street research that reflects improved profitability expectations, despite more modest revenue growth assumptions. Analyst Commentary While some on the Street have turned incrementally positive on NetScout Systems, the overall tone of recent research remains mixed, with several bearish analysts highlighting ongoing risks to the investment case.
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8 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$37.13
vs US$382.3% overvalued intrinsic discount
PastFuture-587m1b2015201820212024202620272029Revenue US$944.2mEarnings US$123.7m
3.2%
Revenue growth
13.1%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on NetScout Systems

  • Fair value estimate changes
  • Narrative and analyst updates
  • Key company announcements

Company analysis

Flawless balance sheet with solid track record.

Market capUS$2.8b
PB1.7x
Estimated Growth2.6%
Dividend YieldN/A
Full analysis

CEO & management

Anil Singhal
CEO
1.7yrs
CEO Tenure

Provides carrier service assurance, cybersecurity, and Distributed Denial-of-Service (DDoS) solutions to protect digital business services against disruptions.

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