NETGEAR 향후 성장
Future 기준 점검 0/6
NETGEAR 의 수익은 연간 7.6% 감소할 것으로 예상되는 반면, 연간 수익은 2.6% 로 증가할 것으로 예상됩니다. EPS는 연간 3.7% 만큼 쇠퇴할 것으로 예상됩니다.
핵심 정보
-7.6%
이익 성장률
-3.71%
EPS 성장률
| Communications 이익 성장 | 22.7% |
| 매출 성장률 | 2.6% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 30 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 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 |
애널리스트 향후 성장 전망
수입 대 저축률: NTGR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: NTGR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: NTGR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: NTGR 의 수익(연간 2.6%)이 US 시장(연간 12.1%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: NTGR 의 수익(연간 2.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: NTGR의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/02 15:03 |
| 종가 | 2026/06/02 00:00 |
| 수익 | 2026/03/29 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
NETGEAR, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jeffrey Kvaal | Barclays |
| Woo Ho | BofA Global Research |
| Samuel Wilson | Citizens JMP Securities, LLC |