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Demand Momentum And Service Revenue Expansion Will Drive Greater Resilience Ahead

Published
13 Sep 24
Updated
25 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
12.0%
7D
-2.2%

Author's Valuation

US$44.53.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 25 Oct 25

Fair value Increased 3.49%

Analysts have raised their fair value estimate for Napco Security Technologies from $43 to $44.50 per share. They cite improved revenue growth, expanding profit margins, and heightened optimism for fiscal year 2026 following stronger-than-expected recent performance.

Shared on 11 Oct 25

Fair value Increased 6.61%

Wireless And Cloud Trends Will Secure Resilient Market Position

Analysts have raised their fair value estimate for Napco Security Technologies to $43.00. This reflects optimism about stronger revenue growth and improved demand trends highlighted in recent research updates.

Shared on 27 Aug 25

Fair value Increased 34%

Wireless And Cloud Trends Will Secure Resilient Market Position

Napco Security Technologies' consensus price target has been revised upward to $37.50 as analysts cite strong Q4 outperformance, accelerating high-margin recurring revenue, improved equipment demand, and margin expansion from StarLink services, despite ongoing macroeconomic uncertainties. Analyst Commentary Strong Q4 performance with revenue and EPS exceeding expectations, driven by equipment outperformance and high-margin recurring service revenue accelerating to its highest sequential growth in six quarters.

Shared on 01 May 25

Fair value Increased 12%

Introducing MVP Hosted Access And Prima Security Systems Will Drive Future Market Expansion

Shared on 23 Apr 25

Introducing MVP Hosted Access And Prima Security Systems Will Drive Future Market Expansion

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.54%

Introducing MVP Hosted Access And Prima Security Systems Will Drive Future Market Expansion

AnalystConsensusTarget has decreased revenue growth from 1.5% to -0.4% and increased future PE multiple from 25.1x to 27.8x.

Shared on 09 Apr 25

Fair value Decreased 7.24%

Introducing MVP Hosted Access And Prima Security Systems Will Drive Future Market Expansion

AnalystConsensusTarget has decreased revenue growth from 4.2% to 1.5%.

Shared on 02 Apr 25

Fair value Decreased 0.82%

Introducing MVP Hosted Access And Prima Security Systems Will Drive Future Market Expansion

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 3.19%

Introducing MVP Hosted Access And Prima Security Systems Will Drive Future Market Expansion

AnalystConsensusTarget has decreased revenue growth from 5.8% to 4.2%.

Shared on 19 Mar 25

Introducing MVP Hosted Access And Prima Security Systems Will Drive Future Market Expansion

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 4.31%

Introducing MVP Hosted Access And Prima Security Systems Will Drive Future Market Expansion

AnalystConsensusTarget has decreased revenue growth from 10.5% to 5.8%, decreased profit margin from 31.4% to 26.1% and decreased future PE multiple from 27.0x to 23.6x.