We just received data on a new analyst forecast for $NET. Morgan Stanley gave a rating of 'Overweight' for $NET.
$NET Analyst Ratings
Wall Street analysts have issued reports on $NET in the last several months. We have seen 14 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 07/11/2025
- Keybanc issued a "Overweight" rating on 06/06/2025
- Oppenheimer issued a "Outperform" rating on 06/05/2025
- CICC issued a "Outperform" rating on 05/12/2025
- Guggenheim issued a "Sell" rating on 05/09/2025
- Needham issued a "Buy" rating on 05/09/2025
- B of A Securities issued a "Buy" rating on 03/25/2025
To track analyst ratings and price targets for $NET, check out Quiver Quantitative's $NET forecast page.
$NET Price Targets
Multiple analysts have issued price targets for $NET recently. We have seen 24 analysts offer price targets for $NET in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- Keith Weiss from Morgan Stanley set a target price of $225.0 on 07/11/2025
- Jackson Ader from Keybanc set a target price of $210.0 on 06/06/2025
- Param Singh from Oppenheimer set a target price of $200.0 on 06/05/2025
- Aaron Samuels from Susquehanna set a target price of $140.0 on 05/12/2025
- An analyst from CICC set a target price of $154.0 on 05/12/2025
- John Difucci from Guggenheim set a target price of $70.0 on 05/09/2025
- James Fish from Piper Sandler set a target price of $151.0 on 05/09/2025
$NET Congressional Stock Trading
Members of Congress have traded $NET stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $NET stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 02/10 and 2 sales worth up to $30,000 on 04/08, 04/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$NET Insider Trading Activity
$NET insiders have traded $NET stock on the open market 286 times in the past 6 months. Of those trades, 0 have been purchases and 286 have been sales.
Here’s a breakdown of recent trading of $NET stock by insiders over the last 6 months:
- MATTHEW PRINCE (CEO & Board Co-Chair) has made 0 purchases and 123 sales selling 942,912 shares for an estimated $138,551,772.
- MICHELLE ZATLYN (President and Board Co-Chair) has made 0 purchases and 101 sales selling 480,441 shares for an estimated $68,163,616.
- THOMAS J SEIFERT (Chief Financial Officer) has made 0 purchases and 30 sales selling 180,191 shares for an estimated $25,197,288.
- CARL LEDBETTER has made 0 purchases and 7 sales selling 26,291 shares for an estimated $4,959,057.
- DOUGLAS JAMES KRAMER (Chief Legal Officer) has made 0 purchases and 12 sales selling 26,481 shares for an estimated $3,977,469.
- KATRIN SUDER has made 0 purchases and 5 sales selling 10,549 shares for an estimated $1,554,171.
- JANEL RILEY (Chief Accounting Officer) has made 0 purchases and 8 sales selling 7,815 shares for an estimated $1,265,148.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NET Hedge Fund Activity
We have seen 494 institutional investors add shares of $NET stock to their portfolio, and 312 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 4,458,339 shares (-14.0%) from their portfolio in Q1 2025, for an estimated $502,410,221
- JPMORGAN CHASE & CO added 2,278,287 shares (+1367.4%) to their portfolio in Q1 2025, for an estimated $256,740,162
- FMR LLC added 1,663,161 shares (+13.5%) to their portfolio in Q1 2025, for an estimated $187,421,613
- MORGAN STANLEY removed 1,629,838 shares (-7.0%) from their portfolio in Q1 2025, for an estimated $183,666,444
- SANDS CAPITAL MANAGEMENT, LLC removed 1,338,608 shares (-17.2%) from their portfolio in Q1 2025, for an estimated $150,847,735
- QUBE RESEARCH & TECHNOLOGIES LTD added 1,270,548 shares (+inf%) to their portfolio in Q1 2025, for an estimated $143,178,054
- GOLDMAN SACHS GROUP INC added 1,149,302 shares (+151.6%) to their portfolio in Q1 2025, for an estimated $129,514,842
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
