NTCT's Q4 EPS beat and FY27 guidance for 4.7% revenue growth and 9.9% non-GAAP EPS growth suggest accelerating momentum. The DigiCert acquisition adds immediately accretive revenue. Watch for Q1 FY27 earnings to validate execution on guidance.
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Executive Summary
NETSCOUT reported Q4 FY26 revenue of $203.0M (-1% YoY) and non-GAAP EPS of $0.52, beating the $0.31 consensus by 68%. Full FY26 revenue grew 4.5% to $859.5M and non-GAAP EPS of $2.48 exceeded guided range. FY27 guidance calls for revenue of $885-915M (+4.7% midpoint) and non-GAAP EPS of $2.65-2.80 (+9.9% midpoint), supported by the accretive DigiCert DDoS acquisition. The strong outlook and beat on the bottom line outweigh the slight Q4 revenue dip.
Key Financial Metrics
Key Facts
- Q4 FY26 revenue $203.0M vs $205.0M YoY (-1%)
- Q4 GAAP EPS $0.25 (flat YoY), non-GAAP EPS $0.52 ($0.31 consensus, +68%)
- FY26 total revenue $859.5M (+4.5% YoY), non-GAAP EPS $2.48 (guidance $2.37-$2.45)
- FY27 guidance: revenue $885-915M (+4.7% at midpoint), non-GAAP EPS $2.65-2.80 (+9.9%)
- Closed acquisition of DigiCert DDoS protection business on May 1, expected to add ~$20M annualized revenue
- Repurchased 2.5M shares for $60.8M in FY26, including 1.0M shares for $29M in Q4
Financial Impact
FY27 guidance implies ~$90M incremental revenue and ~$20M incremental non-GAAP net income at midpoint vs FY26
Risk Factors
- Q4 revenue declined YoY, indicating lumpy product orders
- Acquisition integration and foreign exchange headwinds
- Macro uncertainty could delay enterprise spending
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001078075-26-000027 |
| Document: ntct-20260507.htm | 0001078075-26-000027 |
| Document: 0001078075-26-000027-index-headers.html | 0001078075-26-000027 |
| Document: 0001078075-26-000027-index.html | 0001078075-26-000027 |
| Document: 0001078075-26-000027.txt | 0001078075-26-000027 |
| 8-K Data (Synthetic) | 0001078075-26-000027 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 19, 2026 6w ago | Insider Cluster | $38.35 $39.27 | ▲ +2.40% | ▲ +4.35% | $40.96 (+6.81%) |
Jun 3, 2026 17w ago | 8-K | $42.20 $40.93 | ▼ −3.01% | ▼ −1.64% | $40.96 (−2.94%) |
Jun 1, 2026 17w ago | 144 | $43.43 $42.95 | ▼ −1.11% | ▲ +0.46% | $40.96 (−5.69%) |
May 29, 2026 17w ago | 144 | $42.88 $43.55 | ▲ +1.56% | ▲ +2.86% | $40.96 (−4.48%) |
May 7, 2026 21w ago | 8-K | $38.29 $42.30 | ▲ +10.47% | ▲ +7.34% | $40.96 (+6.97%) |
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