NetScout Systems, Inc.

NasdaqGS:NTCT 株式レポート

時価総額:US$3.0b

NetScout Systems マネジメント

マネジメント 基準チェック /34

現在、CEO に関する十分な情報がありません。

主要情報

Anil Singhal

最高経営責任者

US$2.4m

報酬総額

CEO給与比率24.40%
CEO在任期間42yrs
CEOの所有権4.5%
経営陣の平均在職期間1.1yrs
取締役会の平均在任期間11.8yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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 Alpha
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
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新しいナラティブ 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.
分析記事 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...
分析記事 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 Alpha
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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 Alpha
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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 Alpha
分析記事 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...
分析記事 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...

CEO報酬分析

NetScout Systems の収益と比較して、Anil Singhal の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$96m

Dec 31 2025n/an/a

US$96m

Sep 30 2025n/an/a

US$90m

Jun 30 2025n/an/a

US$73m

Mar 31 2025US$2mUS$595k

-US$367m

Dec 31 2024n/an/a

-US$418m

Sep 30 2024n/an/a

-US$599m

Jun 30 2024n/an/a

-US$587m

Mar 31 2024US$3mUS$595k

-US$148m

Dec 31 2023n/an/a

-US$119m

Sep 30 2023n/an/a

US$67m

Jun 30 2023n/an/a

US$63m

Mar 31 2023US$5mUS$595k

US$60m

Dec 31 2022n/an/a

US$54m

Sep 30 2022n/an/a

US$50m

Jun 30 2022n/an/a

US$40m

Mar 31 2022US$4mUS$578k

US$36m

Dec 31 2021n/an/a

US$56m

Sep 30 2021n/an/a

US$37m

Jun 30 2021n/an/a

US$25m

Mar 31 2021US$3mUS$525k

US$19m

Dec 31 2020n/an/a

US$15m

Sep 30 2020n/an/a

US$23m

Jun 30 2020n/an/a

US$9m

Mar 31 2020US$3mUS$519k

-US$3m

報酬と市場: Anilの 総報酬 ($USD 2.44M ) は、 US市場 ($USD 6.94M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Anilの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Anil Singhal (72 yo)

42yrs
在職期間
US$2,437,479
報酬

Mr. Anil K. Singhal co-founded NetScout Systems Inc. in June 1984 and has been its Chief Executive Officer and Director since June 1984. Mr. Singhal has been Chairman of the Board since January 19, 2007 an...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Anil Singhal
Co-Founder42yrsUS$2.44m4.45%
$ 131.8m
Michael Szabados
Advisor1.1yrsUS$1.40m0.052%
$ 1.5m
John Downing
Executive Vice President of Worldwide Sales Operations19.4yrsUS$1.28m0.18%
$ 5.3m
Jean Bua
Advisor1.1yrsUS$1.26m0.10%
$ 3.0m
Anthony Piazza
Executive VP & CFO1yrデータなし0.037%
$ 1.1m
Sanjay Munshi
Chief Operating Officer1yrデータなし0.010%
$ 297.6k
Eric Watt
Chief Accounting Officer1.4yrsデータなしデータなし
Paul Barrett
Chief Technology Officer of Enterpriseno dataデータなしデータなし
Vikram Saksena
Chief Technology Officer of Cable Marketsno dataデータなしデータなし
Scott Dressel
Assistant Vice President of Corporate Financeno dataデータなしデータなし
1.1yrs
平均在職期間
67.5yo
平均年齢

経験豊富な経営陣: NTCTの経営陣は 経験豊富 とはみなされません ( 1.1年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Anil Singhal
Co-Founder42yrsUS$2.44m4.45%
$ 131.8m
John Egan
Lead Independent Director25.7yrsUS$260.95k0.15%
$ 4.4m
Joseph Hadzima
Independent Director27.9yrsUS$229.71k0.17%
$ 4.9m
Vivian Vitale
Independent Director7.3yrsUS$222.71k0.064%
$ 1.9m
Robert Donahue
Independent Director13.3yrsUS$242.71k0.094%
$ 2.8m
Christopher Perretta
Independent Director11.8yrsUS$219.47k0.057%
$ 1.7m
Alfred Grasso
Independent Director8.2yrsUS$224.71k0.049%
$ 1.4m
Marlene Pelage
Independent Director3.4yrsUS$211.71k0.025%
$ 749.2k
Shannon K. Nash
Independent Director3.4yrsUS$211.71k0.025%
$ 749.2k
11.8yrs
平均在職期間
68yo
平均年齢

経験豊富なボード: NTCTの 取締役会 は経験豊富で 経験豊富 です ( 11.8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/14 14:09
終値2026/06/12 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

NetScout Systems, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
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