Zacks Research Has Negative Forecast for NETGEAR Q1 Earnings

NETGEAR, Inc. (NASDAQ:NTGR) – Stock analysts at Zacks Research reduced their Q1 2026 earnings per share estimates for shares of NETGEAR in a report issued on Wednesday, February 25th. Zacks Research analyst Team now anticipates 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 subject of a number of other reports. Stifel Nicolaus set a $36.00 price objective on NETGEAR in a research note on Thursday, February 5th. Wall Street Zen downgraded shares of NETGEAR from a “hold” rating to a “sell” rating in a research note on Sunday. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of NETGEAR in a report on Monday, December 29th. Two research 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 stock currently has an average rating of “Hold” and a consensus price target of $36.00.

NETGEAR Stock Performance

NASDAQ NTGR opened at $20.62 on Monday. The firm’s 50 day moving average price is $22.15 and its 200-day moving average price is $26.39. The company has a market cap of $579.63 million, a PE ratio of -33.26 and a beta of 1.16. NETGEAR has a 52-week low of $18.75 and a 52-week high of $36.86.

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

Insider Buying and Selling at NETGEAR

In other news, insider Pramod Badjate sold 3,000 shares of the business’s stock in a transaction that occurred 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 sale, the insider directly owned 144,586 shares in the company, valued at $3,031,968.42. The trade was a 2.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 2.30% of the company’s stock.

Hedge Funds Weigh In On NETGEAR

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its stake in NETGEAR by 3.0% in the 4th 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 in the last quarter. Brandes Investment Partners LP boosted its stake in NETGEAR by 10.8% during the fourth quarter. Brandes Investment Partners LP now owns 1,855,555 shares of the communications equipment provider’s stock worth $45,517,000 after buying an additional 180,295 shares during the last quarter. Pertento Partners LLP grew its holdings in shares of 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 purchasing an additional 95,955 shares during the period. Dimensional Fund Advisors LP grew its stake in shares of NETGEAR by 5.5% in 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 buying an additional 85,228 shares during the period. Finally, Windward Management LP purchased a new position in NETGEAR in the fourth quarter worth approximately $35,468,000. 82.97% of the stock is owned by hedge funds and other institutional investors.

NETGEAR News Summary

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.