NETGEAR Inc. (NTGR) reported fourth-quarter 2025 results with total revenue of $182.5 million, essentially flat year-over-year (+0.03%). Gross profit rose to $73.6 million, up 24.0%.
The company recorded an operating loss of -$4.7 million (down 68.6% YoY) and a net loss attributable to common shareholders of -$0.7 million (down 92.3% YoY). Diluted earnings per share were -$0.02, a decline of 93.3% versus the prior year.
On the cash and balance sheet front, operating cash flow was $19.5 million, while capital expenditures increased to -$5.9 million. Cash and cash equivalents ended the quarter at $209.9 million, and total liabilities were $338.4 million.
Results compared with expectations: revenue came in above the estimate of $180.8 million, while reported diluted EPS of -$0.02 missed the estimate of $0.05. The stock moved +5.11% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
NETGEAR Inc. Insider Trading Activity
NETGEAR Inc. insiders have traded $NTGR stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $NTGR stock by insiders over the last 6 months:
- BRADLEY MAIORINO sold 13,063 shares for an estimated $460,601
- SHRAVAN GOLI has made 0 purchases and 3 sales selling 13,804 shares for an estimated $368,230.
- PRAMOD BADJATE (President & GM, NFB) has made 0 purchases and 2 sales selling 7,000 shares for an estimated $161,310.
- GRAEME MCLINDIN (VP, Mobile) sold 1,205 shares for an estimated $41,283
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NETGEAR Inc. Hedge Fund Activity
We have seen 93 institutional investors add shares of NETGEAR Inc. stock to their portfolio, and 105 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LAZARD ASSET MANAGEMENT LLC added 256,266 shares (+87.6%) to their portfolio in Q3 2025, for an estimated $8,300,455
- INVESCO LTD. removed 248,231 shares (-70.7%) from their portfolio in Q3 2025, for an estimated $8,040,202
- JACOBS LEVY EQUITY MANAGEMENT, INC added 218,347 shares (+43.7%) to their portfolio in Q3 2025, for an estimated $7,072,259
- CINCTIVE CAPITAL MANAGEMENT LP added 198,597 shares (+inf%) to their portfolio in Q3 2025, for an estimated $6,432,556
- CITADEL ADVISORS LLC removed 196,742 shares (-84.1%) from their portfolio in Q3 2025, for an estimated $6,372,473
- MILLENNIUM MANAGEMENT LLC removed 173,148 shares (-78.1%) from their portfolio in Q3 2025, for an estimated $5,608,263
- PORTOLAN CAPITAL MANAGEMENT, LLC removed 169,294 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $5,483,432
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NETGEAR Inc. Analyst Ratings
Wall Street analysts have issued reports on $NTGR in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Outperform" rating on 10/30/2025
- Seaport Global issued a "Buy" rating on 10/01/2025
To track analyst ratings and price targets for NETGEAR Inc., check out Quiver Quantitative's $NTGR forecast page.
NETGEAR Inc. Price Targets
Multiple analysts have issued price targets for $NTGR recently. We have seen 3 analysts offer price targets for $NTGR in the last 6 months, with a median target of $40.0.
Here are some recent targets:
- Adam Tindle from Raymond James set a target price of $37.0 on 10/30/2025
- Tore Svanberg from Stifel set a target price of $40.0 on 10/17/2025
- Jay Goldberg from Seaport Global set a target price of $40.0 on 10/01/2025
