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NETGEAR, Inc.NasdaqGS:NTGR 株式レポート

時価総額 US$646.6m
株価
US$24.09
US$35
31.2% 割安 内在価値ディスカウント
1Y-20.2%
7D-9.8%
1D
ポートフォリオ価値
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NETGEAR, Inc.

NasdaqGS:NTGR 株式レポート

時価総額:US$646.6m

NETGEAR(NTGR)株式概要

NETGEAR, Inc.は、南北アメリカ、ヨーロッパ、中東、アフリカ、アジア太平洋地域の企業、家庭、サービスプロバイダ向けにネットワーク技術を提供しています。 詳細

NTGR ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長0/6
過去の実績0/6
財務の健全性6/6
配当金0/6

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NETGEAR, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要NETGEAR
過去の株価
現在の株価US$24.09
52週高値US$36.86
52週安値US$19.00
ベータ1.18
1ヶ月の変化-12.30%
3ヶ月変化13.95%
1年変化-20.15%
3年間の変化73.31%
5年間の変化-41.97%
IPOからの変化36.18%

最新ニュース

ナラティブの更新 Jun 02

NTGR: Share Repurchases Will Drive Future Upside Despite Weaker Near-Term Margins

Analysts have maintained their $35.00 price target for NETGEAR, noting only modest adjustments to assumptions for the discount rate, profit margin, and future P/E that do not materially change their view of the stock's valuation. What's in the News From January 1, 2026 to March 27, 2026, NETGEAR repurchased 928,778 shares, representing 3.32% of its shares, for US$20 million under its existing buyback program.
ナラティブの更新 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).

Recent updates

ナラティブの更新 Jun 02

NTGR: Share Repurchases Will Drive Future Upside Despite Weaker Near-Term Margins

Analysts have maintained their $35.00 price target for NETGEAR, noting only modest adjustments to assumptions for the discount rate, profit margin, and future P/E that do not materially change their view of the stock's valuation. What's in the News From January 1, 2026 to March 27, 2026, NETGEAR repurchased 928,778 shares, representing 3.32% of its shares, for US$20 million under its existing buyback program.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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
分析記事 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
分析記事 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...

株主還元

NTGRUS CommunicationsUS 市場
7D-9.8%-2.2%-2.5%
1Y-20.2%87.3%22.7%

業界別リターン: NTGR過去 1 年間で87.3 % の収益を上げたUS Communications業界を下回りました。

リターン対市場: NTGRは、過去 1 年間で22.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is NTGR's price volatile compared to industry and market?
NTGR volatility
NTGR Average Weekly Movement7.1%
Communications Industry Average Movement9.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

安定した株価: NTGR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: NTGRの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1996784CJ Proberwww.netgear.com

は、南北アメリカ、ヨーロッパ、中東、アフリカ、アジア太平洋地域の企業、家庭、サービスプロバイダ向けにネットワーク技術を提供している。同社はエンタープライズとコンシューマの2つのセグメントで事業を展開している。Wi-Fiルーターや家庭用Wi-Fiメッシュシステム、Wi-Fiホットスポット、ブロードバンドモデム、Wi-Fiゲートウェイ、Wi-Fiレンジエクステンダー、電力線アダプター、Wi-Fiネットワークアダプターを提供し、セキュリティやプライバシー、テクニカルサポート、ペアレンタルコントロールなどの付加価値サービスを提供している。また、イーサネットスイッチやWiFiアクセスポイントなどのプロAVソリューション、プロファイルベースの集中設定と統合管理を提供するソフトウェアNETGEAR Engage Controller、NETGEAR Insight Remote Management、プロルーター、エンタープライズグレードのクラウド管理型またはスタンドアロン型アクセスポイント、汎用イーサネットスイッチ、オンプレミスの次世代ファイアウォールとクラウドベースのセキュアアクセスサービスエッジを提供するセキュリティソフトウェアNETGEAR Exium Security Solutionsも提供しています。卸売業者、従来型小売業者、オンライン小売業者、直販再販業者、付加価値再販業者、マネージドサービスプロバイダー、ブロードバンドサービスプロバイダー、および直販オンラインストアを通じて製品を販売。NETGEAR, Inc.は1996年に設立され、カリフォルニア州サンノゼに本社を置いています。

NETGEAR, Inc. 基礎のまとめ

NETGEAR の収益と売上を時価総額と比較するとどうか。
NTGR 基礎統計学
時価総額US$646.57m
収益(TTM)-US$24.93m
売上高(TTM)US$696.38m
0.9x
P/Sレシオ
-25.9x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
NTGR 損益計算書(TTM)
収益US$696.38m
売上原価US$422.21m
売上総利益US$274.17m
その他の費用US$299.10m
収益-US$24.93m

直近の収益報告

Mar 29, 2026

次回決算日

該当なし

一株当たり利益(EPS)-0.93
グロス・マージン39.37%
純利益率-3.58%
有利子負債/自己資本比率0%

NTGR の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/08 16:28
終値2026/06/05 00:00
収益2026/03/29
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

NETGEAR, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Jeffrey KvaalBarclays
Woo HoBofA Global Research
Samuel WilsonCitizens JMP Securities, LLC