Netgear (NGJ) Stock Price & Analysis
NGJ Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 506.04M
- Enterprise Value
- CHF 395.55M
- Total Cash (Recent Filing)
- CHF 267.88M
- Total Debt (Recent Filing)
- CHF 45.81M
- Price to Earnings (P/E)
- ―
- Beta
- -1.64
- Next Earnings
- Nov 04, 2026 (Est.)
- EPS Estimate
- -0.04
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Enterprise Growth And Margin Expansion
Enterprise is becoming the company’s primary growth and profit engine, with revenue exceeding half of total sales and margins at a record level. This mix shift can improve earnings quality and support more durable profitability as higher-value managed networking demand expands.
Recurring Revenue And Software Strategy
Growing ARR and subscribers add a recurring layer to a historically hardware-led model, improving revenue visibility and customer retention potential. Align, Insight, security integration, and AI capabilities also create opportunities for higher-margin services tied to the installed product base.
Low Leverage And Financial Flexibility
Very low leverage and substantial liquidity give NETGEAR room to fund product development, support the enterprise transition, and absorb operating volatility without relying heavily on new borrowing. This balance-sheet flexibility is a durable advantage while profitability and cash generation recover.
Bears Say
Sharp Revenue Contraction And Segment Weakness
The company remains exposed to contraction in its legacy and consumer businesses, which offsets enterprise growth and reduces scale across the portfolio. Continued declines could prolong restructuring needs, weaken operating leverage, and make the enterprise-led transition harder to execute.
Losses And Weak Cash Generation
Persistent losses and weak cash conversion limit the internally generated funds available for investment and shareholder returns. Negative free cash flow also increases dependence on the cash balance during the transition, while sustained underperformance could constrain strategic flexibility over the next several quarters.
Component Costs And Execution Pressure
Higher memory costs, supply constraints, and partner production issues can pressure margins even as enterprise mix improves. These challenges may reduce the benefit of gross-margin gains, disrupt product availability, and keep operating profitability negative until execution and component conditions stabilize.
Netgear News
NGJ FAQ
What is Netgear’s market cap?
When is Netgear’s upcoming earnings report date?
How were Netgear’s earnings last quarter?
Is Netgear overvalued?
Does Netgear pay dividends?
What is Netgear’s EPS estimate?
How many shares outstanding does Netgear have?
What happened to Netgear’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Netgear?
What is the TipRanks Smart Score and how is it calculated?
Netgear Stock Smart Score
Company Description
Netgear
NETGEAR, Inc. specializes in the conceptualization, engineering, and distribution of a broad spectrum of networking and internet-enabled devices. The company caters to a diverse clientele, encompassing individual consumers, corporate entities, and internet service providers. Its operations are strategically structured into two primary divisions: Connected Home and Small and Medium Business. Within the Connected Home segment, NETGEAR delivers innovative solutions such as Wi-Fi routers, integrated home Wi-Fi systems, broadband modems, gateways, mobile hotspots, signal extenders, Powerline adapters, wireless network interface cards, and even digital display canvases. This division also augments its product offerings with valuable services, including expert technical support, robust parental control functionalities, and advanced cybersecurity protection. For small and medium-sized enterprises, as well as specific institutional markets like education, hospitality, and healthcare, the company provides crucial infrastructure. This includes a range of Ethernet switches, sophisticated Wi-Fi mesh systems and access points, unified local and remote storage solutions, and internet security appliances. NETGEAR’s products reach customers through a multi-faceted sales approach, leveraging traditional brick-and-mortar retailers, online e-commerce platforms, wholesale distributors, direct market resellers, value-added resellers, and broadband service providers. Furthermore, the company facilitates direct purchases via its official website, www.netgear.com. Its market footprint spans the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. Incorporated in 1996, NETGEAR, Inc. is headquartered in San Jose, California.
- Sector
- Technology
- Industry
- Communication Equipment
- CEO
- Charles J. Prober
- Employees
- 784
- Website
- www.netgear.com
- Address
- 3553 North First Street, San Jose, CA, 95134, US
Netgear (NGJ) Earnings & Revenues
NGJ Earnings Call
Earnings Call SentimentPositive
The call highlighted a clear and accelerating transformation into a higher-margin, enterprise-led company with record enterprise gross margins, contribution margin expansion, ARR growth, successful product/platform launches (Align, Insight) and software insourcing. At the same time, near-term headwinds remain: overall revenue modestly down YoY, consumer and service-provider revenue declines, memory/supply-chain cost pressures (200 bps H2 headwind skewed to Q3), APAC restructuring drag, and constrained cash flow with negative GAAP margin guidance for Q3. On balance, the strong enterprise performance, margin expansion and strategic progress outweigh the near-term operational and macro-driven challenges.
View all CH:NGJ earnings summaries