Significant Thursday Options Trading: BILL, CMPR, NTCT
Cimpress PLC Options Activity: Cimpress PLC (CMPR) has seen a trading volume of 1,026 options contracts today, which is 75.8% of its average daily volume, with significant activity in the $60 strike put option expiring December 19, 2025.
NetScout Systems Inc Options Activity: NetScout Systems Inc (NTCT) recorded a trading volume of 3,178 options contracts, representing 71.4% of its average daily volume, with notable trading in the $30 strike call option expiring December 19, 2025.
Options Trading Insights: The article highlights the trading volumes of options for both CMPR and NTCT, indicating a strong interest in specific strike prices and expiration dates.
Source Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
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- Cybersecurity Trends: Gartner's 2026 cybersecurity trends report indicates that 75% of enterprise intrusions now involve compromised identity credentials, highlighting a critical shift towards identity-first attack methods that legacy defenses cannot adequately address, necessitating a strategic overhaul in security approaches.
- Market Growth Forecast: Gartner forecasts that sovereign cloud IaaS spending will reach $80 billion in 2026, with Europe, the Middle East, and Asia-Pacific experiencing the highest growth, underscoring the urgency for enterprises to adapt to accelerating data residency mandates to maintain competitiveness.
- Educational Webinar: QSE Corp is set to host a webinar titled “The Post-Quantum Shift: What Changes? What Fails? What to Do Now?” on February 17, 2026, aimed at helping organizations understand the implications of quantum computing on traditional encryption, expected to attract significant participation from IT leaders and security professionals.
- International Expansion: QSE has renewed its enterprise agreement with The Muthoot Group in India for approximately 14,000 user licenses and entered South America with a three-year security agreement supporting three Brazilian government clients, marking its initial commercial presence in the region.
- Shift in Security Focus: Gartner's report indicates that 75% of enterprise intrusions now involve compromised identity credentials, highlighting the need for companies to transition from traditional perimeter defenses to identity-first security measures to combat emerging cyber threats.
- Webinar Announcement: QSE is set to host a webinar titled “The Post-Quantum Shift: What Changes? What Fails? What to Do Now?” on February 17, 2026, aimed at helping organizations understand the impact of quantum computing on traditional encryption methods, expected to attract a wide audience of IT leaders and security professionals.
- Global Expansion Strategy: QSE has recently renewed its enterprise agreement with The Muthoot Group in India, covering approximately 14,000 user licenses, and has entered South America with a three-year security agreement supporting three Brazilian government clients, marking its initial commercial presence in the region.
- Market Outlook: With the global post-quantum cryptography market projected to reach $17.69 billion by 2034, QSE is building both the technology platform and market education infrastructure to capture enterprise adoption opportunities as quantum threats escalate.
- Strong Performance: NetScout reported total revenue of $250.7 million for Q3, consistent with last year and exceeding expectations, reflecting robust growth in both cybersecurity and service assurance segments.
- Improved Profitability: Diluted earnings per share reached $1, marking a 6.4% year-over-year increase, while gross profit margin stood at 82.8% and operating margin rose to 35.9%, indicating ongoing improvements in cost control and operational efficiency.
- Optimistic Outlook: The company raised its fiscal year 2026 revenue forecast to between $835 million and $870 million, representing a 3.6% year-over-year growth, and increased non-GAAP earnings per share guidance to between $2.37 and $2.45, reflecting management's confidence in future demand.
- Innovation-Driven Growth: The launch of the Omnis AI sensor and the upcoming nGenius Edge Sensor 795 showcases NetScout's technological expansion in remote observability and next-generation WiFi, further solidifying its market leadership position.
- Strong Earnings Performance: NetScout reported a Q3 non-GAAP EPS of $1.00, beating expectations by $0.18, which reflects the company's robust profitability and boosts investor confidence.
- Slight Revenue Decline: Revenue of $250.7 million, down 0.5% year-over-year, still exceeded market expectations by $17.01 million, indicating the company's ability to maintain relatively stable revenue in a competitive market.
- Stable Adjusted EBITDA: The adjusted EBITDA for Q3 was $91.7 million, representing 36.6% of quarterly revenue, slightly down from $92.8 million last year, highlighting challenges in cost management.
- Upgraded Financial Outlook: Based on accelerating orders and the current pipeline, NetScout raised its revenue outlook for FY 2026 to a range of $835 million to $870 million, reflecting confidence in future growth with an expected year-over-year increase of 3.6%.
- Earnings Announcement: NetScout Systems is set to release its Q3 earnings on February 5th before market open, with consensus EPS estimate at $0.82, reflecting a 12.8% year-over-year decline, and revenue estimate at $233.69 million, down 7.3% year-over-year, indicating some market challenges ahead.
- Historical Performance: Over the past two years, NetScout has beaten EPS and revenue estimates 88% of the time, demonstrating a level of stability and reliability in financial performance, despite current downward pressures.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates, with two downward adjustments, and similarly, revenue estimates have seen no upward revisions and two downward adjustments, suggesting a cautious market outlook on the company's future performance.
- Market Demand Analysis: Despite the current unfavorable earnings outlook, NetScout has raised its FY26 revenue forecast to $870 million, driven by strong federal demand and accelerated orders, indicating growth potential in specific market segments.

- Market Leadership: NETSCOUT has been awarded the 2025 Global Company of the Year for its outstanding achievements in real-time visibility, performance assurance, and network intelligence, highlighting its ability to deliver measurable outcomes in complex environments.
- Excellence in Strategy Execution: By effectively aligning with market demands, NETSCOUT has demonstrated excellence in both strategic effectiveness and execution, securing its leadership position in the rapidly evolving network monitoring landscape.
- Innovation-Driven Growth: NETSCOUT's nGenius and Omnis solutions provide end-to-end network and application performance monitoring, leveraging real network traffic to deliver high-fidelity insights that accelerate troubleshooting and support predictive automated operations, enhancing customer experience.
- Customer-First Culture: Through flexible licensing models and comprehensive global support services, NETSCOUT enhances customer experience, ensuring consistent service availability and long-term value across diverse industries, including healthcare, manufacturing, financial services, and telecommunications.




