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NTNTGR

NETGEAR, Inc.

$NTGR·$617M·Communication Equipment·Technology
$22.86-0.5%YTD-7.4%1Y-23.8%
Mentions · last 7 days
2026-07-06: 13 posts2026-07-07: 0 posts2026-07-08: 3 posts2026-07-09: 2 posts2026-07-10: 0 posts2026-07-11: 1 posts2026-07-12: 1 posts20+6%
Price updated 11h ago·X counts updated 1d ago
NTNTGR
$NTGRNETGEAR, Inc.
$22.86-0.52%20 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $NTGR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

NETGEAR down 22% in 12 months but Q1 EPS beat by 175% — AI-driven Insight + Align AV platform launch, FCC exemption from foreign-Wi-Fi ban.

NETGEAR is a networking and internet-enabled devices maker (Connected Home + Small/Medium Business segments) — the -22% 12M drawdown reflects revenue-cycle challenges even as the four-quarter EPS beat streak proves operating discipline.

  • The Q1 EPS surprise pattern is dramatic — +175%/+420%/+233%/+138% across the last four quarters shows analyst modeling of the cost-restructuring is consistently too pessimistic; the operating turn is proven, only the revenue trajectory remains soft.
  • The next-gen Insight AI-driven network management launch is the fundamental product-cycle catalyst — the June 30 businesswire piece 'Advancing the Future of AI-Driven Network Management' plus the June 15 Align AV platform launch captures two coordinated product-cycle events into the July 29 print.
  • The FCC foreign-Wi-Fi exemption is a real regulatory catalyst — CNET's 'Netgear and Eero Get Exemption From FCC's Ban of New Foreign-Made Wi-Fi Routers' is a specific regulatory-advantage that positions NTGR to gain share as competitors' foreign supply chains face restrictions.
  • The analyst curve turns positive — FY26 revenue $671M with $0.20 EPS (returning to profit), FY27 $724M/$0.61 (3x EPS growth), FY28 $812M/$1.09 (2x) — the multi-year EPS ramp positions NTGR at 12x FY27 earnings if the operating turn holds.

July 29 is the pivot — a beat on $0.02 EPS estimate plus reaffirming the double-digit YoY growth trajectory and specific AI-Insight commercial-adoption commentary extends the operating-turn rehabilitation; a soft print combined with continued revenue-cycle drag digests NTGR back toward the $20 support level. The four-quarter EPS beat streak is a strong operating-leverage tell.

What to watch: July 29 Q2 print — a beat on $0.02 estimate plus reaffirming double-digit YoY growth and AI-Insight commercial-adoption commentary extends the operating-turn rehabilitation; a soft print combined with continued revenue-cycle drag digests NTGR toward $20 support.

On the calendar: 2026-07-29 — Q2 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs home and SMB networking routers, switches, and NAS products sold through retail channels.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $NTGR.

Communication Equipment · Technology

No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

What this means for $NTGR

Neutral — Designs home and SMB networking routers, switches, and NAS products sold through retail channels; this business's revenue is largely decoupled from the hyperscaler 400G/800G AI rack networking buildout.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+22.0%YTD
+41.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-16.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-5.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-4.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-8.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
37.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$0.06$-0.08+175.0%
Q4 2025Feb 4, 2026$0.26$0.05+420.0%
Q3 2025Oct 29, 2025$0.12$-0.09+233.3%
Q2 2025Jul 30, 2025$0.06$-0.16+137.5%
Next earningsWed, Jul 29·consensus EPS $0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$158.8M-2.0%40.5%-5.0%$-0.47$-2.2M
Q4 FY25$176.2M-3.4%33.1%-3.2%$-0.54$13.6M
Q3 FY25$184.6M+0.9%39.1%-3.8%$-0.17$-17.1M
Q2 FY25$170.5M+18.5%37.5%-5.6%$-0.22$-5.3M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$670.5M$666.1M – $676.3M$0.20$0.09 – $0.273
FY27$724.3M$695.4M – $752.2M$0.61$0.48 – $0.673
FY28$812.0M$793.1M – $832.2M$1.09$1.06 – $1.131
FY29$885.1M$864.6M – $907.1M$1.16$1.12 – $1.202

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-9.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 1Pramod BadjatePresident3.0K sh$76KSellFeb 2Pramod BadjatePresident3.0K sh$63K
+ 17 other (9 awards · 7 inkinds · 1 exempt) in window

See when $NTGR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 28-K — Item 5.07: Shareholder vote
AI summary

NETGEAR held its 2026 Annual Meeting virtually on May 28, 2026; 22.9M shares (quorum) voted on three proposals: director elections, advisory executive compensation, and auditor ratification. Routine annual meeting.

8-KOfficer or director changeApr 168-K — Item 5.02: Officer or director change
AI summary

NTGR disclosed a personnel change (8-K Item 5.02, dated 2026-04-16). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KPress release / Reg FDApr 148-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

NTGR filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-14. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 14 other (6 13Gs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

NETGEAR Introduces the Next Generation of Insight, Advancing the Future of AI-Driven Network Managementbusinesswire.com·14d agoNETGEAR Unleashes the AV Platform Layer with Launch of Alignbusinesswire.com·29d agoNETGEAR (NTGR) Up 1.7% Since Last Earnings Report: Can It Continue?zacks.com·46d agoNetgear and Eero Get Exemption From FCC's Ban of New Foreign-Made Wi-Fi Routerscnet.com·62d agoNETGEAR (NTGR) International Revenue in Focus: Trends and Expectationszacks.com·71d ago

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Voices on X · last 7 days

No standout posts about $NTGR on X in the last 7 days.

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