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Wireless And Cloud Trends Will Secure Resilient Market Position

Published
13 Sep 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$40.33
4.0% overvalued intrinsic discount
10 Sep
US$41.93
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1Y
6.4%
7D
4.1%

Author's Valuation

US$40.3

4.0% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 34%

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 on01 May 25
Fair value Increased 12%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.54%

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

Shared on09 Apr 25
Fair value Decreased 7.24%

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

Shared on02 Apr 25
Fair value Decreased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 3.19%

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

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 4.31%

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.