NETGEAR, Inc.

NasdaqGS:NTGR 株式レポート

時価総額:US$657.6m

NETGEAR マネジメント

マネジメント 基準チェック /24

NETGEARの CEO はCJ Proberで、 Jan2024年に任命され、 の在任期間は 2.42年です。 の年間総報酬は$ 10.56Mで、 7.3%給与と92.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の2.68%を直接所有しており、その価値は$ 17.60M 。経営陣と取締役会の平均在任期間はそれぞれ1.9年と5.7年です。

主要情報

CJ Prober

最高経営責任者

US$10.6m

報酬総額

CEO給与比率7.27%
CEO在任期間2.4yrs
CEOの所有権2.7%
経営陣の平均在職期間1.9yrs
取締役会の平均在任期間5.7yrs

経営陣の近況

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...

CEO報酬分析

NETGEAR の収益と比較して、CJ Prober の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 29 2026n/an/a

-US$25m

Dec 31 2025US$11mUS$768k

-US$18m

Sep 28 2025n/an/a

-US$26m

Jun 29 2025n/an/a

US$64m

Mar 30 2025n/an/a

US$25m

Dec 31 2024US$18mUS$692k

US$12m

報酬と市場: CJの 総報酬 ($USD 10.56M ) は、 US市場 ($USD 3.64M ) の同規模の企業の平均を上回っています。

報酬と収益: CJの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

CJ Prober (55 yo)

2.4yrs
在職期間
US$10,555,676
報酬

Mr. Charles J. Prober, also known as CJ, serves as President of NETGEAR Inc. since February 01, 2024 and serves as its CEO & Director since January 2024. He served as an Independent Director at SciPlay Cor...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Charles Prober
President2.4yrsUS$10.56m2.68%
$ 17.6m
Bryan Murray
Chief Financial Officer7.8yrsUS$4.38m0.84%
$ 5.5m
Pramod Badjate
President & GM of NETGEAR for Business Products1.9yrsUS$2.98m0.62%
$ 4.1m
Jonathan Oakes
Senior VP & GM of Home Networking Division1yrUS$5.98mデータなし
Graeme Mclindin
Vice President of Worldwide Carrier Salesno dataUS$1.21m0.051%
$ 337.2k
Christopher Genualdi
Director of Investor Relations & Corporate Developmentno dataデータなしデータなし
Kirsten Daru
Chief Legal2yrsデータなしデータなし
Fiona Spratt
Senior Vice President of People1.9yrsデータなしデータなし
Ray Ernenwein
Senior Vice President of Operations1.6yrsデータなしデータなし
Tiffany Chang
Chief Procurement Officer1.6yrsデータなしデータなし
Annamalai AR
Country Sales Head - Middle East & Africa (MEA) Region1.4yrsデータなしデータなし
1.9yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: NTGRの経営陣は 経験豊富 とはみなされません ( 1.9年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Charles Prober
President2.4yrsUS$10.56m2.68%
$ 17.6m
Janice Roberts
Independent Chairman of the Board7.3yrsUS$312.49k0.25%
$ 1.7m
Laura Durr
Independent Chairperson of the Board6.4yrsUS$294.99k0.16%
$ 1.0m
Shravan Goli
Independent Chairperson of the Board4.8yrsUS$273.49k0.096%
$ 633.5k
Sarah Butterfass
Independent Director5.7yrsUS$272.49k0.15%
$ 954.3k
5.7yrs
平均在職期間
55yo
平均年齢

経験豊富なボード: NTGRの 取締役会経験豊富 であると考えられます ( 5.7年の平均在任期間)。


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2026/06/15 03:49
終値2026/06/12 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