NETGEAR, Inc.

NasdaqGS:NTGR Rapport sur les actions

Capitalisation boursière : US$658.1m

NETGEAR Résultats passés

Passé contrôle des critères 0/6

Les bénéfices de NETGEAR ont diminué à un taux annuel moyen de -21.1%, tandis que le secteur Communications a vu ses bénéfices augmenter de en à 7.9% par an. Les revenus ont augmenté de en baisse à un taux moyen de 15.6% par an.

Informations clés

-21.10%

Taux de croissance des bénéfices

-20.42%

Taux de croissance du BPA

Communications Croissance de l'industrie31.77%
Taux de croissance des recettes-15.58%
Rendement des fonds propres-5.29%
Marge nette-3.58%
Dernière mise à jour des bénéfices29 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit May 13

NTGR: Share Repurchases And Repriced P/E Will Shape Future Returns

Analysts have trimmed their price target on NETGEAR to $35.00 from $36.67, reflecting updated assumptions around slightly lower revenue growth, a higher discount rate, a modestly higher profit margin, and a reduced future P/E outlook. What's in the News From January 1, 2026 to March 27, 2026, NETGEAR repurchased 928,778 shares, representing 3.32% of its stock, for US$20 million under its existing buyback program (Key Developments).
Mise à jour du récit Apr 23

NTGR: Repriced P/E Assumptions Will Shape Future Earnings Power

Analysts trimmed their price target on NETGEAR by $4, reflecting updated views on discount rates, profit margins, and forward P/E assumptions, while keeping fair value estimates in line with prior work. Analyst Commentary Analysts see the $4 price target cut as a recalibration rather than a complete reset.
Mise à jour du récit Apr 08

NTGR: Repriced P/E And Margin Outlook Will Drive Future Cash Flows

Analysts reduced their price target on NETGEAR by $4 to reflect updated assumptions regarding discount rates, profit margin expectations, and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts view the refreshed P/E assumptions as more realistic, which they see as helpful for grounding expectations around what investors are willing to pay for NETGEAR's earnings profile.
Mise à jour du récit Mar 25

NTGR: Repriced P/E Framework Will Highlight Execution On Margins And Cash Flows

The analyst price target for NETGEAR has been reduced by $4, as analysts recalibrate their models to reflect updated discount rate, revenue growth, profit margin, and forward P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the updated price target cut of $4 as a recalibration to refreshed discount rate and P/E inputs rather than a shift in the core long term thesis on NETGEAR.
Seeking Alpha Mar 24

NetGear: FCC Ban Decision Can Be Seen As Favorable - Or Maybe Not

Summary Netgear, Inc. shows operational improvement, driven by enterprise segment growth and a 900bps gross margin increase in 2025, but remains unprofitable. NTGR's forward P/E of 181 is not justified by its modest 4% annual revenue growth and ongoing consumer segment declines. The FCC's proposed ban on foreign-made routers sparked a share price spike, but NTGR lacks U.S. manufacturing and faces potential cost pressures if forced to reshore. I maintain a cautious stance, expecting the rally to fade and awaiting management's response to regulatory changes before considering a position. Read the full article on Seeking Alpha
Mise à jour du récit Mar 11

NTGR: Reset P/E And Margin Focus Will Support Future Upside

Analysts have trimmed their price target on NETGEAR by $4, reflecting updated views on discount rates, profit margin assumptions, and a lower future P/E multiple. Analyst Commentary Analysts trimming the price target by $4 signals a recalibration of expectations rather than a complete shift in view.
Mise à jour du récit Feb 25

NTGR: Conservative Repricing Will Support Future Demand And Margin Expansion

Analysts trimmed their price target on NETGEAR by $4, citing updated assumptions around discount rates, profit margins and future P/E expectations that slightly recalibrate their view of the stock’s risk and earnings profile. Analyst Commentary Bullish Takeaways Bullish analysts see the updated price target as a recalibration rather than a thesis change, with adjustments tied to refreshed discount rate and P/E inputs rather than a new fundamental datapoint.
Mise à jour du récit Feb 11

NTGR: Proposed TP-Link Ban Will Drive Future Demand And Margin Expansion

Analysts have trimmed their price target on NETGEAR from US$39.00 to about US$36.67, citing updated expectations around growth, profitability, and future P/E multiples reflected in recent research such as the Stifel target cut. Analyst Commentary Bullish Takeaways Bullish analysts see the revised price target of about US$36.67 as still allowing for upside if management can execute on growth and profitability initiatives implied in the updated models.
Mise à jour du récit Jan 26

NTGR: Proposed TP-Link Ban Will Support Future Demand And Margin Expansion

Analysts have maintained their NETGEAR fair value estimate at $39.00. The latest price target update reflects revised views on profit margin potential and a slightly lower assumed future P/E multiple.
Mise à jour du récit Jan 11

NTGR: Proposed TP-Link Ban Will Support Future Share And Product Demand

Analysts have adjusted their price targets for NETGEAR to reflect updated assumptions on profit margins and a higher forward P/E multiple, resulting in a revised fair value estimate of US$39.00. What's in the News The U.S. Commerce Department has proposed banning sales of TP-Link products, citing national security concerns related to ties to China, and NETGEAR was named among competing networking vendors in the same space (Washington Post).
Mise à jour du récit Dec 13

NTGR: Proposed TP-Link Ban Will Support Future Market Share Gains

Analysts have nudged their price target on NETGEAR modestly higher to approximately $39.00, reflecting slight adjustments to the discount rate and forward valuation assumptions, even as profit margin expectations ease marginally. What's in the News Netgear shares surged about 10%, with the stock trading near $36.50, after reports that the U.S. administration may restrict TP-Link's operations in the country on national security grounds, potentially easing competitive pressure in consumer networking hardware (Bloomberg).
Article d’analyse Dec 02

Investors Don't See Light At End Of NETGEAR, Inc.'s (NASDAQ:NTGR) Tunnel And Push Stock Down 26%

NETGEAR, Inc. ( NASDAQ:NTGR ) shareholders won't be pleased to see that the share price has had a very rough month...
Mise à jour du récit Nov 29

NTGR: Market Share Is Set To Rise Amid Proposed TP-Link Ban

Analysts have maintained their price target for NETGEAR at $39.00. There have been minor adjustments in their forecasts for growth, profitability, and valuation metrics, which reflect a stable outlook on the company’s performance.
Mise à jour du récit Nov 14

NTGR: Market Share Will Benefit From Proposed TP-Link Restrictions

Analysts have raised their fair value estimate for NETGEAR shares from $36.33 to $39.00. They cite improved growth projections, higher profit margins, and expansion opportunities within professional AV and home networking markets as key factors for this adjustment.
Article d’analyse Nov 01

NETGEAR, Inc. (NASDAQ:NTGR) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

A week ago, NETGEAR, Inc. ( NASDAQ:NTGR ) came out with a strong set of third-quarter numbers that could potentially...
Mise à jour du récit Oct 31

NTGR: ProAV Expansion And Market Shifts Will Drive Steady Upside Amid Competition

Analysts have raised their price target for NETGEAR from $34.67 to $36.33. They cited improved revenue growth prospects, a steady profit margin, and enhanced opportunities within ProAV, Home Networking, and subscription services.
Mise à jour du récit Oct 16

Expanding ProAV And Cloud Networking Will Raise Stakes Despite Risks

Narrative Update on NETGEAR Analysts have raised their price target for NETGEAR by approximately $2.67 to $34.67. This adjustment is attributed to stronger profit margins and enhanced growth opportunities across key business segments.
Article d’analyse Oct 10

There's No Escaping NETGEAR, Inc.'s (NASDAQ:NTGR) Muted Revenues Despite A 27% Share Price Rise

NETGEAR, Inc. ( NASDAQ:NTGR ) shareholders have had their patience rewarded with a 27% share price jump in the last...
Article d’analyse Sep 30

Is It Time To Consider Buying NETGEAR, Inc. (NASDAQ:NTGR)?

NETGEAR, Inc. ( NASDAQ:NTGR ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively large...
Nouveau récit Aug 24

Expanding ProAV And Cloud Networking Will Raise Stakes Despite Risks

Key Takeaways Shift toward enterprise networking, cloud-managed solutions, and services is enhancing high-margin, recurring revenue streams and supporting sustained margin improvement. Expanded premium home networking portfolio and strengthened cybersecurity positioning are enabling greater market share in both consumer and enterprise segments.
Article d’analyse Aug 02

NETGEAR, Inc. (NASDAQ:NTGR) Analysts Are Pretty Bullish On The Stock After Recent Results

NETGEAR, Inc. ( NASDAQ:NTGR ) defied analyst predictions to release its quarterly results, which were ahead of market...
Article d’analyse Jun 15

What Does NETGEAR, Inc.'s (NASDAQ:NTGR) Share Price Indicate?

NETGEAR, Inc. ( NASDAQ:NTGR ), is not the largest company out there, but it received a lot of attention from a...
Article d’analyse Apr 04

Subdued Growth No Barrier To NETGEAR, Inc.'s (NASDAQ:NTGR) Price

With a median price-to-sales (or "P/S") ratio of close to 1.4x in the Communications industry in the United States, you...
Article d’analyse Feb 13

NETGEAR's (NASDAQ:NTGR) Solid Earnings Have Been Accounted For Conservatively

Following the solid earnings report from NETGEAR, Inc. ( NASDAQ:NTGR ), the market responded by bidding up the stock...
Seeking Alpha Feb 07

Improving Balance Sheet Makes Netgear Appealing, But More Work Remains

Summary Netgear's Q4 earnings beat expectations, with non-GAAP EPS up by 18¢ and revenue $14.95 million higher, despite recent growth challenges and restructuring efforts. The company's balance sheet is strong, with $14.27 per share in cash and investments, and a current ratio of 2.81, indicating financial stability. Focus on high-margin segments like ProAV and Netgear for Business (NFB) is expected to drive future revenue growth, despite current supply chain issues. Netgear's share repurchases and improved cash flow highlight a commitment to returning value to shareholders, but profitability remains a work in progress. Read the full article on Seeking Alpha
Article d’analyse Jan 24

Is It Time To Consider Buying NETGEAR, Inc. (NASDAQ:NTGR)?

NETGEAR, Inc. ( NASDAQ:NTGR ), is not the largest company out there, but it led the NASDAQGS gainers with a relatively...
Seeking Alpha Nov 27

Netgear: Shares Seem To Be Disconnected From The Company's Performance

Summary Netgear, Inc.'s share price nearly doubled despite continued operational decline; I maintain a hold rating due to a lack of substantial performance turnaround. Q3 results show mixed performance: NFB segment grew 13% y/y, but Connected Home declined 18% y/y, leading to overall lackluster top line performance. The $100m litigation settlement improved liquidity, but operational performance remains disappointing, with declining margins and elevated inventory levels. Management expects continued unprofitability into 2025; without significant improvements, I doubt the sustainability of recent share price gains. Read the full article on Seeking Alpha
Article d’analyse Oct 09

NETGEAR, Inc.'s (NASDAQ:NTGR) 31% Share Price Surge Not Quite Adding Up

NETGEAR, Inc. ( NASDAQ:NTGR ) shares have continued their recent momentum with a 31% gain in the last month alone...
Seeking Alpha Sep 12

What To Do After Netgear Jumped By Over 30%

Summary Netgear, Inc. reported weak Q2 revenue but raised Q3 sales guidance yesterday, boosting investor confidence and stock price by 32%. Watch Netgear's cash and free cash flow improvements. New 5G product launches and business investments show promise. Investors should consider a speculative position after the current selling pressure eases, as NTGR's revenue outlook improves with product upgrades. Read the full article on Seeking Alpha
Article d’analyse May 03

Sentiment Still Eluding NETGEAR, Inc. (NASDAQ:NTGR)

When close to half the companies operating in the Communications industry in the United States have price-to-sales...

Ventilation des recettes et des dépenses

Comment NETGEAR gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NasdaqGS:NTGR Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
29 Mar 26696-2521189
31 Dec 25700-1820786
28 Sep 25700-2620283
29 Jun 256986418780
30 Mar 256712518579
31 Dec 246741218781
29 Sep 246802018581
30 Jun 24695-15019280
31 Mar 24725-11419381
31 Dec 23741-10519483
01 Oct 23801-10919684
02 Jul 23853-2219785
02 Apr 23903-2119787
31 Dec 22932-6919688
02 Oct 22935-6419791
03 Jul 22975-5719993
03 Apr 221,061-3120293
31 Dec 211,1684920693
03 Oct 211,2848121293
27 Jun 211,3729721894
28 Mar 211,3438521693
31 Dec 201,2555820989
27 Sep 201,1412720186
28 Jun 201,0291419081
29 Mar 20980918579
31 Dec 199992618878
29 Sep 191,0352619276
30 Jun 191,0382920177
31 Mar 191,0632921380
31 Dec 181,0591721782
30 Sep 18799-4520266
01 Jul 18885-4020369
01 Apr 18961-2619570
31 Dec 171,039-1119372
01 Oct 171,3787321093
02 Jul 171,3617420691
02 Apr 171,3427520690
31 Dec 161,1437019471
02 Oct 161,3217620289
03 Jul 161,3257019889
03 Apr 161,3025719488
31 Dec 151,3014919286
27 Sep 151,293-1419286
28 Jun 151,304-919588

Des revenus de qualité: NTGR n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: NTGR n'est actuellement pas rentable.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: NTGR n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 21.1% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de NTGR au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: NTGR n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Communications ( 18.1% ).


Rendement des fonds propres

ROE élevé: NTGR a un retour sur capitaux propres négatif ( -5.29% ), car il n'est actuellement pas rentable.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 21:15
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/03/29
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

NETGEAR, Inc. est couverte par 13 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jeffrey KvaalBarclays
Woo HoBofA Global Research
Samuel WilsonCitizens JMP Securities, LLC