Zacks Research Weighs in on NETGEAR FY2028 Earnings

NETGEAR, Inc. (NASDAQ:NTGR) – Analysts at Zacks Research issued their FY2028 earnings per share estimates for shares of NETGEAR in a research note issued on Wednesday, February 25th. Zacks Research analyst Team anticipates that the communications equipment provider will post earnings of ($0.62) per share for the year. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for NETGEAR’s current full-year earnings is ($1.84) per share.

NETGEAR (NASDAQ:NTGR) last released its quarterly earnings data on Wednesday, February 4th. The communications equipment provider reported $0.26 earnings per share for the quarter, beating the consensus estimate of $0.05 by $0.21. The business had revenue of $182.47 million for the quarter, compared to analyst estimates of $177.26 million. NETGEAR had a negative return on equity of 2.40% and a negative net margin of 2.56%.NETGEAR’s revenue was up .0% compared to the same quarter last year. During the same period last year, the firm posted ($0.06) earnings per share.

Several other equities analysts also recently commented on the stock. Weiss Ratings reissued a “sell (d)” rating on shares of NETGEAR in a research note on Monday, December 29th. Stifel Nicolaus set a $36.00 price target on shares of NETGEAR in a report on Thursday, February 5th. Finally, Wall Street Zen cut NETGEAR from a “hold” rating to a “sell” rating in a research note on Sunday. Two investment analysts have rated the stock with a Buy rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $36.00.

NETGEAR Trading Up 0.6%

NTGR stock opened at $20.62 on Friday. The firm has a 50-day moving average price of $22.15 and a 200-day moving average price of $26.38. NETGEAR has a 12 month low of $18.75 and a 12 month high of $36.86. The stock has a market capitalization of $579.63 million, a P/E ratio of -33.26 and a beta of 1.15.

Insider Activity at NETGEAR

In related news, insider Pramod Badjate sold 3,000 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $20.97, for a total value of $62,910.00. Following the sale, the insider owned 144,586 shares of the company’s stock, valued at $3,031,968.42. The trade was a 2.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 2.30% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. increased its stake in shares of NETGEAR by 3.0% in the fourth quarter. Vanguard Group Inc. now owns 2,543,240 shares of the communications equipment provider’s stock valued at $62,386,000 after buying an additional 74,457 shares during the period. Brandes Investment Partners LP boosted its holdings in NETGEAR by 10.8% in the fourth quarter. Brandes Investment Partners LP now owns 1,855,555 shares of the communications equipment provider’s stock valued at $45,517,000 after acquiring an additional 180,295 shares during the last quarter. Pertento Partners LLP boosted its holdings in NETGEAR by 6.0% in the second quarter. Pertento Partners LLP now owns 1,691,607 shares of the communications equipment provider’s stock valued at $49,175,000 after acquiring an additional 95,955 shares during the last quarter. Dimensional Fund Advisors LP increased its position in NETGEAR by 5.5% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,636,697 shares of the communications equipment provider’s stock valued at $53,010,000 after purchasing an additional 85,228 shares during the period. Finally, Windward Management LP bought a new position in NETGEAR during the 4th quarter worth approximately $35,468,000. 82.97% of the stock is owned by institutional investors and hedge funds.

NETGEAR News Summary

Here are the key news stories impacting NETGEAR this week:

• Positive Sentiment: Zacks Research raised several 2027 quarter estimates and materially improved its FY2027 EPS loss forecast (to -$0.60 from -$0.83), signaling an expected recovery in 2027. This upside to medium‑term earnings expectations can support share gains. MarketBeat NTGR: Zacks revisions
• Positive Sentiment: Coverage in outlets including InsiderMonkey highlights Netgear’s 2025 revenue turnaround and enterprise push (acquisitions and partner expansion), reinforcing a growth narrative that may attract growth‑oriented investors. Netgear Returns to Growth in 2025
• Neutral Sentiment: Analytical pieces (e.g., Yahoo Finance) discuss shifting investment targets and margin assumptions — useful for re‑rating scenarios but not an immediate catalyst by themselves. How The NETGEAR (NTGR) Investment Story Is Shifting
• Negative Sentiment: Zacks downgraded near‑term estimates — lowering FY2026 to -$0.81 and cutting several 2026 quarter forecasts (Q1/Q2/Q3 2026), and it maintains a “Strong Sell” rating. Near‑term earnings deterioration and a continued negative rating weigh on investor sentiment. MarketBeat NTGR: Zacks cuts

About NETGEAR

NETGEAR, Inc (NASDAQ: NTGR) is a global provider of networking solutions for consumer, business and service provider markets. The company designs, develops and markets a comprehensive portfolio of products that enable high-speed connectivity, data storage and network security for homes, small to medium-sized businesses and large enterprises.

Its product lineup includes Wi-Fi routers, mesh networking systems, cable modems, mobile broadband gateways and Ethernet switches—offered in both managed and unmanaged configurations.