NetScout Systems (NTCT) Aandelenoverzicht
NetScout Systems, Inc. biedt carrier service assurance, cyberbeveiliging en DDoS-oplossingen (Distributed Denial-of-Service) om digitale zakelijke diensten te beschermen tegen verstoringen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
Geen risico's gedetecteerd voor NTCT uit onze risicocontroles.
NTCT Community Fair Values
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Analyst Price Targets
NetScout Systems, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$41.62 |
| 52 Week Hoogtepunt | US$42.37 |
| 52 Week Laag | US$20.39 |
| Bèta | 0.61 |
| 1 maand verandering | 22.48% |
| 3 maanden verandering | 42.78% |
| 1 Jaar Verandering | 82.22% |
| 3 jaar verandering | 32.93% |
| 5 jaar verandering | 38.27% |
| Verandering sinds IPO | 202.69% |
Recent nieuws en updates
Narratiefupdate • 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 AlphaRecent updates
Narratiefupdate • 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
Narratiefupdate • 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).
Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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...Analyseartikel • 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...Rendement voor aandeelhouders
| NTCT | US Communications | US Markt | |
|---|---|---|---|
| 7D | 1.5% | -0.2% | 1.6% |
| 1Y | 82.2% | 101.1% | 28.5% |
Rendement versus industrie: NTCT presteerde slechter dan de US Communications -sector, die het afgelopen jaar een rendement van 101.1 % opleverde.
Rendement versus markt: NTCT overtrof de US markt, die het afgelopen jaar een rendement opleverde van 28.5 %.
Prijsvolatiliteit
| NTCT volatility | |
|---|---|
| NTCT Average Weekly Movement | 4.8% |
| Communications Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stabiele aandelenkoers: NTCT heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van NTCT is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1984 | 2,063 | Anil Singhal | www.netscout.com |
NetScout Systems, Inc. levert oplossingen voor carrier service assurance, cyberbeveiliging en Distributed Denial-of-Service (DDoS) om digitale zakelijke diensten te beschermen tegen onderbrekingen. Het biedt nGeniusONE beheersoftware om netwerk- en serviceproblemen te voorspellen, te voorkomen en op te lossen, en om de optimalisatie en capaciteitsplanning van hun netwerkinfrastructuren te vergemakkelijken; en gespecialiseerde platforms en analysemodules om verkeer in radiotoegangs- en Wi-Fi-netwerken te analyseren en problemen op te lossen; en Omnis Insights, een oplossing die is ontworpen om een high-fidelity en gecureerde dataset te genereren die de observeerbaarheid en cyberbeveiligingsactiviteiten versterkt. Het platform biedt real-time generatie en analyse van informatierijke netwerkgegevens in grote volumes voor gebruik in applicaties en partnernetwerken.
NetScout Systems, Inc. Samenvatting
| NTCT fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$2.98b |
| Inkomsten(TTM) | US$95.53m |
| Inkomsten(TTM) | US$859.48m |
31.1x
Koers/Winstverhouding3.5x
P/S-verhoudingIs NTCT overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| NTCT resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$859.48m |
| Kosten van inkomsten | US$176.99m |
| Brutowinst | US$682.49m |
| Overige uitgaven | US$586.96m |
| Inkomsten | US$95.53m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 1.34 |
| Brutomarge | 79.41% |
| Nettowinstmarge | 11.12% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde NTCT op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/31 19:25 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
NetScout Systems, Inc. wordt gevolgd door 15 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Erik Suppiger | B. Riley Securities, Inc. |
| Steven Frankel | Colliers Securities |
| Mark Kelleher | Colliers Securities |