Overview

* Netscout ( NTCT ) fiscal Q2 revenue rises to $219 mln, exceeding expectations

* Adjusted net income for Q2 beats analyst expectations

* Company raises FY26 revenue and EPS outlook

Outlook

* Company raises FY26 revenue outlook to $830 mln-$870 mln

* Netscout ( NTCT ) increases FY26 GAAP EPS forecast to $1.13-$1.23

* Non-GAAP EPS for FY26 now seen at $2.35-$2.45

Result Drivers

* CYBERSECURITY AND SERVICE ASSURANCE - Revenue growth driven by these product lines, per CEO Anil Singhal

* ACCELERATED ORDERS - Some orders expected later in the fiscal year were fulfilled in Q2, boosting results

* CUSTOMER ENGAGEMENT - Strong feedback and engagement at recent summit showcasing latest solutions

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $45.10 $32.48

Adjusted mln mln (3

Net Analysts

Income )

Q2 Net $25.80

Income mln

Q2 26.50%

Adjusted

Operatin

g Margin

Q2 14.80%

Operatin

g Margin

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the it services & consulting peer group is "buy."

* Wall Street's median 12-month price target for Netscout Systems Inc ( NTCT ) is $30.14, about 9.4% above its November 5 closing price of $27.31

* The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)