NETGEAR 将来の成長
Future 基準チェック /06
NETGEARの収益は年間7.6%で減少すると予測されていますが、年間収益は年間2.6%で増加すると予想されています。EPS は年間3.7%で減少すると予想されています。
主要情報
-7.6%
収益成長率
-3.71%
EPS成長率
| Communications 収益成長 | 23.4% |
| 収益成長率 | 2.6% |
| 将来の株主資本利益率 | n/a |
| アナリストカバレッジ | Low |
| 最終更新日 | 30 Apr 2026 |
今後の成長に関する最新情報
Recent updates
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...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2027 | 724 | -31 | N/A | N/A | 3 |
| 12/31/2026 | 670 | -46 | N/A | N/A | 3 |
| 3/29/2026 | 696 | -25 | -11 | 12 | N/A |
| 12/31/2025 | 700 | -18 | -19 | 2 | N/A |
| 9/28/2025 | 700 | -26 | -14 | 4 | N/A |
| 6/29/2025 | 698 | 64 | 110 | 119 | N/A |
| 3/30/2025 | 671 | 25 | 131 | 139 | N/A |
| 12/31/2024 | 674 | 12 | 156 | 165 | N/A |
| 9/29/2024 | 680 | 20 | 191 | 200 | N/A |
| 6/30/2024 | 695 | -150 | 109 | 118 | N/A |
| 3/31/2024 | 725 | -114 | 57 | 65 | N/A |
| 12/31/2023 | 741 | -105 | 51 | 57 | N/A |
| 10/1/2023 | 801 | -109 | -10 | -4 | N/A |
| 7/2/2023 | 853 | -22 | -51 | -46 | N/A |
| 4/2/2023 | 903 | -21 | -12 | -6 | N/A |
| 12/31/2022 | 932 | -69 | -19 | -14 | N/A |
| 10/2/2022 | 935 | -64 | -12 | -5 | N/A |
| 7/3/2022 | 975 | -57 | -14 | -7 | N/A |
| 4/3/2022 | 1,061 | -31 | -26 | -17 | N/A |
| 12/31/2021 | 1,168 | 49 | -14 | -5 | N/A |
| 10/3/2021 | 1,284 | 81 | 26 | 38 | N/A |
| 6/27/2021 | 1,372 | 97 | 86 | 97 | N/A |
| 3/28/2021 | 1,343 | 85 | 155 | 166 | N/A |
| 12/31/2020 | 1,255 | 58 | 171 | 181 | N/A |
| 9/27/2020 | 1,141 | 27 | 176 | 185 | N/A |
| 6/28/2020 | 1,029 | 14 | 107 | 116 | N/A |
| 3/29/2020 | 980 | 9 | 70 | 80 | N/A |
| 12/31/2019 | 999 | 26 | N/A | 14 | N/A |
| 9/29/2019 | 1,035 | 26 | N/A | -213 | N/A |
| 6/30/2019 | 1,038 | 29 | N/A | -153 | N/A |
| 3/31/2019 | 1,063 | 29 | N/A | -197 | N/A |
| 12/31/2018 | 1,059 | 17 | N/A | -103 | N/A |
| 9/30/2018 | 799 | -45 | N/A | 60 | N/A |
| 7/1/2018 | 885 | -40 | N/A | 124 | N/A |
| 4/1/2018 | 961 | -26 | N/A | 135 | N/A |
| 12/31/2017 | 1,039 | -11 | N/A | 88 | N/A |
| 10/1/2017 | 1,378 | 73 | N/A | 86 | N/A |
| 7/2/2017 | 1,361 | 74 | N/A | 31 | N/A |
| 4/2/2017 | 1,342 | 75 | N/A | 65 | N/A |
| 12/31/2016 | 1,143 | 70 | N/A | 118 | N/A |
| 10/2/2016 | 1,321 | 76 | N/A | 128 | N/A |
| 7/3/2016 | 1,325 | 70 | N/A | 162 | N/A |
| 4/3/2016 | 1,302 | 57 | N/A | 173 | N/A |
| 12/31/2015 | 1,301 | 49 | N/A | 111 | N/A |
| 9/27/2015 | 1,293 | -14 | N/A | 157 | N/A |
| 6/28/2015 | 1,304 | -9 | N/A | 105 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: NTGR今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: NTGR今後 3 年間、利益が出ない状態が続くと予測されています。
高成長収益: NTGR今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: NTGRの収益 ( 2.6% ) US市場 ( 11.6% ) よりも低い成長が予測されています。
高い収益成長: NTGRの収益 ( 2.6% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: NTGRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です
成長企業の発掘
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 | 2026/05/20 17:36 |
| 終値 | 2026/05/20 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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や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 Kvaal | Barclays |
| Woo Ho | BofA Global Research |
| Samuel Wilson | Citizens JMP Securities, LLC |