NASDAQ · NTCT
NetScout Systems, Inc.
Technology · Software - Infrastructure
$39.44▲ 0.48% ($0.19)at close
As of 4:00 PM ET
Market cap
$2.87B
P/E
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price between Bear and Base.
The price needs 0.3% revenue growth a year for 10 years. Our scenarios assume 1.8–4.4%.
That's 2.9× its past 4-year pace.
Value per share
Base case
$45.85
Price used $39.44 is 14% below this
USD · TTM ending Jun 30, 2026 · Price Sep 25, 8:00 PM UTC
Revenue each value needs
Revenue today $883M. The price needs $913M by 2036. Base case: $1.1B. At its recent pace: $893M. Bear to Bull: $1.1B to $1.4B.
Revenue today $883M. The price needs $913M by 2036. Base case: $1.1B. At its recent pace: $893M. Bear to Bull: $1.1B to $1.4B.
Revenue in 2036
today $883M
−$224Mless than the Base case
Value per share · Base case
$45.85
Price $39.44
14% below this
- 10-yr revenue CAGR
- 2.6%
- Ending operating margin
- 16.6%
- Discount rate
- 9.0%
USD · TTM ending Jun 30, 2026 · Price Sep 25, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 52.99% over the last year. Revenue grew 5.79% over the trailing twelve months. Operating margin moved from 10.68% to 14.82%. Free cash flow grew 4.58% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 48th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 14.82%. Revenue grew 5.79% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Return analysis
Company profile
NetScout Systems, Inc. specializes in delivering comprehensive service assurance and robust cybersecurity solutions, designed to protect digital business services from potential disruptions worldwide, with operations spanning the United States, Europe, and Asia.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
8
Buy
11
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 5, 2026
Q4 FY26 · EPS est $0.66 · Revenue est $222.42M
View
Institutional Sentiment
NetScout Systems, Inc. · NTCT
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.