Research Analysts Set Expectations for NETGEAR Q1 Earnings

NETGEAR, Inc. (NASDAQ:NTGR) – Analysts at Zacks Research dropped their Q1 2026 EPS estimates for shares of NETGEAR in a report released on Wednesday, February 25th. Zacks Research analyst Team now expects that the communications equipment provider will post earnings per share of ($0.33) for the quarter, down from their prior estimate of ($0.17). 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. Zacks Research also issued estimates for NETGEAR’s Q2 2026 earnings at ($0.27) EPS, Q3 2026 earnings at ($0.18) EPS, Q4 2026 earnings at ($0.05) EPS, FY2026 earnings at ($0.81) EPS, Q1 2027 earnings at ($0.24) EPS, Q2 2027 earnings at ($0.18) EPS, Q3 2027 earnings at ($0.14) EPS, Q4 2027 earnings at ($0.06) EPS and FY2027 earnings at ($0.60) EPS.

NTGR has been the topic of several other reports. Weiss Ratings reissued a “sell (d)” rating on shares of NETGEAR in a research report on Monday, December 29th. Stifel Nicolaus set a $36.00 target price on NETGEAR in a report on Thursday, February 5th. Finally, Wall Street Zen lowered 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, NETGEAR has an average rating of “Hold” and a consensus target price of $36.00.

NETGEAR Stock Up 0.6%

NTGR opened at $20.62 on Monday. The firm has a market cap of $579.63 million, a price-to-earnings ratio of -33.26 and a beta of 1.16. The business’s 50 day moving average is $22.15 and its two-hundred day moving average is $26.39. NETGEAR has a 52 week low of $18.75 and a 52 week high of $36.86.

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, topping analysts’ consensus estimates of $0.05 by $0.21. NETGEAR had a negative net margin of 2.56% and a negative return on equity of 2.40%. The company had revenue of $182.47 million for the quarter, compared to analysts’ expectations of $177.26 million. During the same quarter last year, the company earned ($0.06) earnings per share. The firm’s revenue for the quarter was up .0% on a year-over-year basis.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Allianz Asset Management GmbH lifted its holdings in shares of NETGEAR by 169.0% during the 3rd quarter. Allianz Asset Management GmbH now owns 109,322 shares of the communications equipment provider’s stock valued at $3,541,000 after acquiring an additional 68,683 shares in the last quarter. Leuthold Group LLC acquired a new stake in NETGEAR during the 3rd quarter valued at approximately $3,309,000. Russell Investments Group Ltd. increased its position in shares of NETGEAR by 77.0% in the 2nd quarter. Russell Investments Group Ltd. now owns 122,703 shares of the communications equipment provider’s stock worth $3,538,000 after purchasing an additional 53,370 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of NETGEAR by 10.1% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 690,981 shares of the communications equipment provider’s stock valued at $20,087,000 after acquiring an additional 63,398 shares in the last quarter. Finally, Prudential Financial Inc. acquired a new stake in NETGEAR during the second quarter worth about $1,744,000. 82.97% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other NETGEAR news, insider Pramod Badjate sold 3,000 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $20.97, for a total value of $62,910.00. Following the completion of the transaction, the insider directly owned 144,586 shares in the company, valued at approximately $3,031,968.42. The trade was a 2.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 2.30% of the company’s stock.

Key NETGEAR News

Here are the key news stories impacting NETGEAR this week:

• Positive Sentiment: Zacks has raised its FY2027 outlook and several 2027 quarterly EPS estimates (FY2027 now expected at ($0.60) vs prior ($0.83)), and lifted some late‑2026/2027 quarter forecasts — a sign of an improving medium‑term earnings trajectory that could support the stock if trends continue. Zacks Research Weighs in on NETGEAR FY2028 Earnings
• Neutral Sentiment: Zacks’ updates were mixed: several quarters (Q2–Q4 2027 and Q4 2026) were nudged higher, while other near‑term quarters were adjusted down — this produces a clearer medium‑term path but leaves short‑term guidance uneven. (See Zacks/MarketBeat summary below.) NTGR analyst note
• Negative Sentiment: Zacks still carries a “Strong Sell” stance and trimmed near‑term estimates materially (Q1 2026 cut to ($0.33) from ($0.17); FY2026 to ($0.81) from ($0.57)), indicating expected continued operating pressure — downward revisions to near‑term earnings and a negative net margin remain headwinds. NTGR analyst note
• Negative Sentiment: Independent rater Wall Street Zen lowered its rating to “Sell,” adding to negative third‑party sentiment that could pressure the stock if further downgrades or weak guidance follow. NETGEAR (NASDAQ:NTGR) Rating Lowered to “Sell” at Wall Street Zen

NETGEAR Company Profile

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.