The stock jumped 10.1% post-earnings as investors rewarded NetScout’s beat on revenue growth and margin expansion driven by outperformance in Cybersecurity and ongoing innovation across product lines.
- Full fiscal year 2026 revenue rose 4.5% to approximately $860 million, backed by balanced growth in Cybersecurity (+8%) and Service Assurance (+3%).
- Diluted EPS grew nearly 12% to $2.48, surpassing the top end of guidance, supported by expanded gross and operating margins.
- Cybersecurity continues to be a key growth engine, fueled by AI-enhanced DDoS protection and increased adoption of adaptive threat mitigation solutions.
- Service Assurance saw steady demand from enterprise verticals, particularly federal and nonfederal government, with investments in AI and observability driving innovation.
- Recent tuck-in acquisition of DigiCert’s DDoS protection assets enhances control over the Arbor Cloud network, setting the stage for scalable cloud service expansion.
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