Analysts have maintained their $48.00 price target for Napco Security Technologies, citing broadly consistent assumptions for revenue growth, profit margins and future P/E as the basis for their current view.
What's in the News
- Napco Security Technologies is scheduled to participate in ISC West 2026, presenting its full security portfolio in a 2,500 sq. ft. booth and highlighting products aimed at dealer adoption and recurring monthly revenue from its four core brands: Napco Security, Alarm Lock, Continental Access, and Marks USA (Key Developments).
- The company plans to showcase expanded StarLink Intrusion models with 5G cellular technology and multi carrier switching, as well as upcoming StarLink Fire commercial cellular/IP models designed to replace POTS landlines and older networks in commercial alarm and life safety systems (Key Developments).
- Napco’s MVP cloud ecosystem, described as the cornerstone of its SaaS strategy, will be featured with new components, broader distribution channel availability, and support for access control, credentials, video integrations, and per door subscription pricing (Key Developments).
- Napco Security Technologies has been added to the S&P 600, S&P 600 Information Technology sector, S&P 1000, and S&P Composite 1500 indices (Key Developments).
- The board declared a quarterly dividend of $0.15 per share, described as a 7% increase from the prior quarter, payable on April 3, 2026 to shareholders of record on March 12, 2026, and reported completion of a previously announced share repurchase program totaling 640,259 shares for US$16.15m (Key Developments).
Valuation Changes
- Fair Value: Modelled fair value remains unchanged at $48.00 per share, indicating no revision to the central valuation estimate.
- Discount Rate: The discount rate has risen slightly from 8.30% to about 8.33%, implying a marginally higher required return in the updated model.
- Revenue Growth: The assumed long term revenue growth rate has increased slightly from about 9.85% to about 10.0%.
- Net Profit Margin: The forecast net profit margin is broadly stable, moving fractionally from about 25.18% to about 25.19%.
- Future P/E: The future P/E assumption is almost unchanged, edging from about 33.30x to about 33.19x.
Have other thoughts on Napco Security Technologies?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystLowTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystLowTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystLowTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.