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NetScout Systems Provides Business and FY '20 Financial Update

NetScout Systems (NTCT) pre-announced FY ’20 results reflecting revenue slightly below management’s prior guidance but non-GAAP EPS near the high-end of prior expectations.

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NetScout Systems (NTCT)Kevin LiuApril 16, 2020Service Assurance, DDoS, Cybersecurity, Network Performance Management
K. Liu's Week in Review

Happy Easter! Amid signs that shelter-in-place orders may be flattening the curve of coronavirus infections, stocks rebounded this past week with the software space up double-digits in percentage terms on average.

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Software IndustryKevin LiuApril 11, 2020AGYS, ASUR, BLKB, CVLT, EXFO, PCTY, SAP, SOFO, VRNS, WK, WORK, ZS
K. Liu's Week in Review

Initial unemployment claims in the U.S. doubled from the week prior to a whopping 6.6 million as COVID-19 continues to wreak havoc on the economy. The heightened uncertainty prompted a number of responses from several software companies this week, many of whom have now withdrawn guidance for the year.

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Software IndustryKevin LiuApril 4, 2020ANSS, BB, CVLT, MANH, PANW, ORCL, SHOP, SMAR, VRNT
Reducing Estimates and Price Target to Reflect Potential Impact of COVID-19

We lower our FY ’20 estimates for CTG, Inc. (CTG) and reduce our price target from $8.00 to $6.25 based on a FY ’21 EV/EBITDA multiple of 5x. Our revisions reflect the anticipated near-term impact on CTG’s business from measures enacted across the globe to reduce the spread of coronavirus.

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CTG Inc. (CTG)Kevin LiuMarch 31, 2020Sponsored Research, IT Solutions, IT Staffing, COVID-19, coronavirus
K. Liu's Week in Review

Amidst an exponential rise in coronavirus cases and a surge in unemployment claims, market sentiment was still more positive than in recent weeks as Congress passed a landmark $2 trillion stimulus package.

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Software IndustryKevin LiuMarch 28, 2020AEYE, ATEN, BOX, ECOM, EVBG, NTCT, PRGS, SCWX, VMW
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