NetScout Systems (NTCT) Resumen de Acciones
NetScout Systems, Inc. ofrece soluciones de aseguramiento de servicios, ciberseguridad y denegación de servicio distribuido (DDoS) para proteger los servicios empresariales digitales frente a las interrupciones. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en NTCT a partir de nuestros controles de riesgos.
NTCT Community Fair Values
Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de NetScout Systems, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$40.35 |
| Máximo en las últimas 52 semanas | US$43.80 |
| Mínimo de 52 semanas | US$20.39 |
| Beta | 0.69 |
| Cambio en 1 mes | -1.61% |
| Variación en 3 meses | 26.02% |
| Cambio de 1 año | 67.15% |
| Variación en 3 años | 38.52% |
| Variación en 5 años | 39.14% |
| Variación desde la OPV | 193.45% |
Noticias y actualizaciones recientes
Artículo de análisis • Jun 18
NetScout Systems (NTCT) Stock Looks 5.6% Over Fair Value After A Strong Run
NetScout Systems (NTCT) is drawing investor attention after recent share price moves, with the stock trading around $39.22. Those shifts are prompting closer scrutiny of its valuation, profitability, and growth profile. See our latest analysis for NetScout Systems. Recent trading has been choppy for NetScout Systems, with the share price down 3.30% over the last day and 2.68% over the past week, but still delivering a 28.04% 90 day share price return and a 64.38% 1 year total shareholder...
Actualización de narrativa • Jun 18
NTCT: Future Returns Will Balance AI Data Monetization And Capital Discipline
Analysts have lifted their price target on NetScout Systems stock by $8 to $41.71, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that were highlighted in recent Street research. What’s in the News for NetScout Systems The audit committee dismissed PricewaterhouseCoopers as the independent registered public accounting firm and appointed KPMG as the new auditor for the fiscal year ending March 31, 2027, with prior PwC reports containing no adverse opinion or qualification.
Actualización de narrativa • Jun 04
NTCT: Raised Fair Value And Guidance Will Likely Cap Future Share Returns
Analysts have raised their fair value estimate for NetScout Systems by about $9.86 to $37.13, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E that are consistent with recent price target changes, including the $9 increase from RBC Capital. What's in the News On May 28, 2026, the audit committee dismissed PricewaterhouseCoopers as the independent registered public accounting firm and appointed KPMG as the new auditor for the fiscal year ending March 31, 2027.
Actualización de narrativa • May 19
NTCT: Higher Earnings Efficiency And AI Expansion Will Drive Bullish Repricing
Analysts have lifted their fair value estimate for NetScout Systems from $35.00 to $50.00, citing updated assumptions for revenue growth, profit margins, and future P/E that align with recent Street research price target revisions. Analyst Commentary Bullish analysts are pointing to the higher fair value estimate as a sign that updated assumptions on revenue, margins, and future P/E are more in line with current Street thinking on NetScout Systems.Recent updates
Artículo de análisis • Jun 18
NetScout Systems (NTCT) Stock Looks 5.6% Over Fair Value After A Strong Run
NetScout Systems (NTCT) is drawing investor attention after recent share price moves, with the stock trading around $39.22. Those shifts are prompting closer scrutiny of its valuation, profitability, and growth profile. See our latest analysis for NetScout Systems. Recent trading has been choppy for NetScout Systems, with the share price down 3.30% over the last day and 2.68% over the past week, but still delivering a 28.04% 90 day share price return and a 64.38% 1 year total shareholder...Actualización de narrativa • Jun 18
NTCT: Future Returns Will Balance AI Data Monetization And Capital Discipline
Analysts have lifted their price target on NetScout Systems stock by $8 to $41.71, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that were highlighted in recent Street research. What’s in the News for NetScout Systems The audit committee dismissed PricewaterhouseCoopers as the independent registered public accounting firm and appointed KPMG as the new auditor for the fiscal year ending March 31, 2027, with prior PwC reports containing no adverse opinion or qualification.Actualización de narrativa • Jun 04
NTCT: Raised Fair Value And Guidance Will Likely Cap Future Share Returns
Analysts have raised their fair value estimate for NetScout Systems by about $9.86 to $37.13, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E that are consistent with recent price target changes, including the $9 increase from RBC Capital. What's in the News On May 28, 2026, the audit committee dismissed PricewaterhouseCoopers as the independent registered public accounting firm and appointed KPMG as the new auditor for the fiscal year ending March 31, 2027.Actualización de narrativa • May 19
NTCT: Higher Earnings Efficiency And AI Expansion Will Drive Bullish Repricing
Analysts have lifted their fair value estimate for NetScout Systems from $35.00 to $50.00, citing updated assumptions for revenue growth, profit margins, and future P/E that align with recent Street research price target revisions. Analyst Commentary Bullish analysts are pointing to the higher fair value estimate as a sign that updated assumptions on revenue, margins, and future P/E are more in line with current Street thinking on NetScout Systems.Seeking Alpha • May 08
NetScout: Becoming Positive On Q4 Surprise And Favorable FY27 Prospects (Upgrade)
Summary I revise my rating for NetScout Systems from 'Hold' to 'Buy' following my evaluation of its results and outlook. The company's 4QFY2026 bottom-line represented a 14.3% beat, thanks to strong demand for AI-related threat solutions and the stability of its government client base's expenditures. NTCT is guiding for a 10% EPS growth in FY27, supported by its latest M&A and new AI product rollouts. Read the full article on Seeking AlphaActualización de narrativa • May 05
NTCT: Future Returns Will Rely On AI Data Monetization And Capital Discipline
Analysts have raised their fair value estimate for NetScout Systems from $31.09 to $33.71, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple as key drivers of the new price target. 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 smart data for customer experience and network operations, including 5G, RAN, Core, MEC, and Transport domains (Key Developments).Actualización de narrativa • Apr 04
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.Actualización de narrativa • Mar 21
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).Actualización de narrativa • Mar 06
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).Actualización de narrativa • Feb 20
NTCT: Expanded AI Network Capabilities And Raised Outlook Will Support Bullish Repricing
Analysts have maintained their $35.00 price target for NetScout Systems, citing only modest adjustments in their underlying assumptions for discount rate, revenue growth, profit margin, and future P/E that they believe largely offset one another. 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 data for customer experience, predictive maintenance, and network security use cases, including 5G and other complex network domains (Product related announcement).Actualización de narrativa • Feb 06
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).Actualización de narrativa • Jan 23
NTCT: Raised Outlook And Ongoing Buybacks Will Support Bullish Repricing
Narrative Update Analysts have raised their price target on NetScout Systems to $35 from $33, reflecting updated views on the company’s outlook following the recent fiscal Q2 report. Analyst Commentary Bullish analysts see the new US$35 price target as a sign that the latest fiscal Q2 report supports a higher valuation range for NetScout Systems than previously assumed.Actualización de narrativa • Jan 09
NTCT: Higher Margin Outlook And Buyback Activity Will Support Bullish Repricing
Analysts have lifted their price target on NetScout Systems to US$35 from US$33, pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E after the latest fiscal Q2 report. Analyst Commentary Following the fiscal Q2 report, bullish analysts are signaling increased confidence in NetScout Systems by lifting their fair value assumptions, reflected in the price target move to US$35 from US$33.Actualización de narrativa • Dec 21
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.Actualización de narrativa • Dec 06
NTCT: Future Returns Will Depend On AI And Cloud Execution
Analysts have raised their price target on NetScout Systems to $35.00 from $33.00. This reflects increased confidence following the latest fiscal Q2 report, while key valuation inputs such as fair value and growth assumptions remain largely unchanged.Actualización de narrativa • Nov 22
NTCT: Future Performance Will Depend On AI Market Execution
NetScout Systems' analyst price target has increased from $33.00 to $35.00. This reflects analysts' confidence in the company's positioning within key growth markets and its improving profit margin outlook.Actualización de narrativa • Nov 08
NTCT: Future Performance Will Depend On Execution Amid AI Demand Trends
Analysts have increased their price target for NetScout Systems from $33 to $35, citing the company's positive momentum following its recent fiscal Q2 report and ongoing opportunities in growing technology markets. Analyst Commentary Analysts have recently weighed in on NetScout Systems, providing insight into both positive drivers and ongoing considerations regarding the company's outlook and valuation.Actualización de narrativa • Oct 25
Artificial Intelligence Momentum Will Drive Renewed Interest In Cybersecurity
NetScout Systems’ analyst price target has been raised from $27.09 to $28.76 per share. This reflects analysts’ increased optimism due to the company’s positioning in attractive growth markets and its potential to benefit from advancements in artificial intelligence.Actualización de narrativa • Oct 10
Overoptimistic Cybersecurity Trends Will Exacerbate Valuation Risks
Analysts have increased NetScout Systems' price target from $25.82 to $27.09, citing improved profit margin outlook, higher projected revenue growth, and confidence in the company's positioning within emerging artificial intelligence markets. Analyst Commentary Bullish Takeaways Bullish analysts highlight NetScout's strategic position within the growing artificial intelligence space.Actualización de narrativa • Aug 27
Overoptimistic Cybersecurity Trends Will Exacerbate Valuation Risks
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.Artículo de análisis • Jul 08
Risks To Shareholder Returns Are Elevated At These Prices For NetScout Systems, Inc. (NASDAQ:NTCT)
With a median price-to-sales (or "P/S") ratio of close to 2.1x in the Communications industry in the United States, you...Artículo de análisis • Apr 16
Investors Will Want NetScout Systems' (NASDAQ:NTCT) Growth In ROCE To Persist
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Artículo de análisis • Mar 25
Is NetScout Systems, Inc. (NASDAQ:NTCT) Trading At A 43% Discount?
Key Insights The projected fair value for NetScout Systems is US$38.59 based on 2 Stage Free Cash Flow to Equity...
Nueva narrativa • Mar 23
Investments In AI And Partnerships With Palo Alto Networks Will Strengthen Edge Cybersecurity Solutions
Increased demand for service assurance and cybersecurity products, along with AI investments, could drive revenue growth and improve margins.Artículo de análisis • Mar 04
NetScout Systems (NASDAQ:NTCT) Could Easily Take On More Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Feb 11
Some Shareholders Feeling Restless Over NetScout Systems, Inc.'s (NASDAQ:NTCT) P/S Ratio
When you see that almost half of the companies in the Communications industry in the United States have price-to-sales...Seeking Alpha • Feb 10
NetScout: The Numbers And Outlook Suggest A Buy
Summary NetScout Systems, Inc. is undervalued despite its strong positioning in network performance, cybersecurity, and cloud services. The company's revenue diversification, particularly in high-margin cybersecurity and cloud services, positions it well for future growth despite telecom sector headwinds. NetScout's financial health is robust, with impressive product revenue growth, improving profit margins, and a solid foundation for future cash flow from deferred revenue. Read the full article on Seeking AlphaArtículo de análisis • Dec 19
An Intrinsic Calculation For NetScout Systems, Inc. (NASDAQ:NTCT) Suggests It's 48% Undervalued
Key Insights The projected fair value for NetScout Systems is US$41.22 based on 2 Stage Free Cash Flow to Equity...Artículo de análisis • Nov 21
Does NetScout Systems (NASDAQ:NTCT) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Sep 09
NetScout Systems, Inc.'s (NASDAQ:NTCT) Shareholders Might Be Looking For Exit
When you see that almost half of the companies in the Communications industry in the United States have price-to-sales...Artículo de análisis • Aug 14
Investors Will Want NetScout Systems' (NASDAQ:NTCT) Growth In ROCE To Persist
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Jul 26
NetScout: Mixed Read Throughs From Earnings Beat And Guidance Miss
Summary NetScout is rated as a Hold, taking into account its Q1 FY 2025 earnings beat and its below-expected top-line guidance for Q2 and the full year. NTCT's first quarter EPS was better than what the market had anticipated, thanks to successful cost control. But the company's revenue outlook for both the second quarter and FY 2025 was a disappointment, as its service assurance business is expected to earn less revenue from its telecommunications services provider clients. Read the full article on Seeking AlphaArtículo de análisis • Jul 17
NetScout Systems (NASDAQ:NTCT) Has A Pretty Healthy Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • May 08
NetScout Systems, Inc.'s (NASDAQ:NTCT) Price Is Out Of Tune With Revenues
NetScout Systems, Inc.'s ( NASDAQ:NTCT ) price-to-sales (or "P/S") ratio of 1.7x may not look like an appealing...Artículo de análisis • Apr 08
NetScout Systems (NASDAQ:NTCT) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Artículo de análisis • Mar 12
NetScout Systems, Inc. (NASDAQ:NTCT) Shares Could Be 50% Below Their Intrinsic Value Estimate
Key Insights NetScout Systems' estimated fair value is US$47.21 based on 2 Stage Free Cash Flow to Equity NetScout...Seeking Alpha • Feb 26
NetScout Systems: Long-Term Issues Remain A Concern
Summary Sales are declining again in fiscal 2024 as customers are reducing their spending. The company remains profitable as cash from operations is significantly higher than capital expenditures and interest expenses are reaching zero. The balance sheet is very strong thanks to very high cash and short-term investments and negative net debt. Long-term issues remain a concern as increasing competition has impacted revenues since fiscal 2018. While I don't think it's a bad idea to invest in NetScout to achieve potential capital returns, I believe that there are currently much better options in the market regarding companies with better long-term prospects. Read the full article on Seeking AlphaArtículo de análisis • Jan 29
NetScout Systems, Inc. Just Beat Revenue Estimates By 10%
Investors in NetScout Systems, Inc. ( NASDAQ:NTCT ) had a good week, as its shares rose 3.5% to close at US$22.48...Artículo de análisis • Jan 26
NetScout Systems (NASDAQ:NTCT) Might Have The Makings Of A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Rentabilidad de los accionistas
| NTCT | US Communications | Mercado US | |
|---|---|---|---|
| 7D | -1.0% | -1.3% | 1.4% |
| 1Y | 67.2% | 92.9% | 25.7% |
Rentabilidad vs. Industria: Los resultados de NTCT fueron inferiores a los de la industria US Communications, que obtuvo un rendimiento del 92.9% el año pasado.
Rentabilidad vs. Mercado: NTCT superó al mercado US, que obtuvo un rendimiento del 25.7% el año pasado.
Volatilidad de los precios
| NTCT volatility | |
|---|---|
| NTCT Average Weekly Movement | 5.2% |
| Communications Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: NTCT no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de NTCT (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1984 | 2,063 | Anil Singhal | www.netscout.com |
NetScout Systems, Inc. ofrece soluciones de aseguramiento de servicios, ciberseguridad y denegación de servicio distribuido (DDoS) para proteger los servicios empresariales digitales frente a las interrupciones. Ofrece software de gestión nGeniusONE para predecir, anticiparse y resolver problemas de red y de prestación de servicios, así como facilitar la optimización y planificación de la capacidad de sus infraestructuras de red; y plataformas especializadas y módulos analíticos para analizar y solucionar problemas de tráfico en redes de acceso por radio y Wi-Fi; y Omnis Insights, una solución diseñada para generar un conjunto de datos de alta fidelidad y comisariado que refuerza la observabilidad y las operaciones de ciberseguridad. Su plataforma proporciona generación y análisis en tiempo real de datos derivados de la red, ricos en información y de gran volumen, para uso de sus aplicaciones y redes asociadas.
Resumen de fundamentos de NetScout Systems, Inc.
| Estadísticas fundamentales de NTCT | |
|---|---|
| Capitalización bursátil | US$2.84b |
| Beneficios(TTM) | US$95.53m |
| Ingresos (TTM) | US$859.48m |
30.2x
Ratio precio-beneficio (PE)3.4x
Ratio precio-ventas (PS)¿Está NTCT sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de NTCT | |
|---|---|
| Ingresos | US$859.48m |
| Coste de los ingresos | US$176.99m |
| Beneficio bruto | US$682.49m |
| Otros gastos | US$586.96m |
| Beneficios | US$95.53m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 1.34 |
| Margen bruto | 79.41% |
| Margen de beneficio neto | 11.12% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado NTCT a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/22 01:25 |
| Precio de las acciones al final del día | 2026/06/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
NetScout Systems, Inc. está cubierta por 15 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Erik Suppiger | B. Riley Securities, Inc. |
| Steven Frankel | Colliers Securities |
| Mark Kelleher | Colliers Securities |