NETGEAR, INC.
NTGR · Telephone & Telegraph Apparatus · 26.8M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Reference price $26.76 · est. market cap ~$718M — last insider sale, 2026-06-02 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D48Consumer-networking maker with operating losses and cash burn, cushioned by a cash-rich balance sheet.
Strengths
- Cash-rich — current ratio 2.69 (69th)
Risks
- Operating/net losses — operating margin -4.9%, net income -245.0% (5th)
- Cash burn — FCF -$18.9M (10th)
- Component-source and competitive-pricing risk per risk factors — per 10-K
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Net lossNet loss (net margin -2.6%)
- Cash burnNegative free cash flow (-18.9M)
- Buying back stockNet buyback — share count -2%/yr over 4y
- Strong balance sheetStrong balance sheet — $332M cash & investments, ~70 quarters of runway
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, RENAISSANCE TECHNOLOGIES LLC +2 more (as of 2026-03-31)
- Insider sellingInsider selling — 8 open-market sale(s) by 4 insider(s) (cluster of 4 insiders, ~$381,599, last 6mo) Form 4 ↗
- Revenue declineRevenue -13.0% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
38.0%
Operating margin
-4.9%
Net margin
-2.6%
Return on equity
-3.6%
Return on assets
-2.1%
Revenue growth (QoQ)
-13.0%
Net-income growth
-245.0%
Current ratio
2.7×
Free cash flow
-$19M
EBITDA
-$26M
Tangible book value
$414M
Cash & investments
$332M
Cash runway
70q
Stock comp / revenue
4.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-03 | Goli Shravan | Grant | 7.8K | — |
| 2026-06-03 | Orvidas Laura | Grant | 7.8K | — |
| 2026-06-03 | Durr Laura | Grant | 7.8K | — |
| 2026-06-03 | ROBERTS JANICE M | Grant | 7.8K | — |
| 2026-06-03 | Butterfass Sarah | Grant | 7.8K | — |
| 2026-06-02 | Durr Laura | Sell | 1.0K | $26.76 |
| 2026-06-01 | Goli Shravan | Sell | 1.5K | $26.69 |
| 2026-06-01 | Butterfass Sarah | Sell | 1.6K | $26.77 |
| 2026-06-01 | Butterfass Sarah | Sell | 1.1K | $27.08 |
| 2026-06-01 | Goli Shravan | Sell | 1.8K | $27.05 |
| 2026-06-01 | Durr Laura | Sell | 2.0K | $25.94 |
| 2026-05-01 | Badjate Pramod | Sell | 3.0K | $25.47 |
| 2026-04-30 | Badjate Pramod | Tax withheld | 12K | $25.27 |
| 2026-04-30 | Murray Bryan | Tax withheld | 18K | $25.27 |
| 2026-04-30 | Prober Charles J. | Tax withheld | 18K | $25.27 |
| 2026-04-02 | Oakes Jonathan Russell | Grant | 23K | — |
| 2026-04-02 | Badjate Pramod | Grant | 34K | — |
| 2026-04-02 | Murray Bryan | Grant | 38K | — |
| 2026-04-02 | Prober Charles J. | Grant | 115K | — |
| 2026-02-02 | Badjate Pramod | Sell | 3.0K | $20.97 |
| 2026-01-31 | Badjate Pramod | Tax withheld | 7.8K | $20.91 |
| 2026-01-31 | Murray Bryan | Tax withheld | 3.0K | $20.91 |
| 2026-01-31 | Prober Charles J. | Option exercise | 158K | — |
| 2026-01-31 | Prober Charles J. | Tax withheld | 85K | $20.91 |
| 2026-01-31 | Prober Charles J. | Tax withheld | 62K | $20.91 |
| 2025-11-19 | Badjate Pramod | Sell | 4.0K | $24.60 |
| 2025-11-03 | McLindin Graeme | Sell | 1.2K | $34.26 |
| 2025-10-31 | Badjate Pramod | Tax withheld | 7.4K | $34.72 |
| 2025-10-31 | Murray Bryan | Tax withheld | 2.7K | $34.72 |
| 2025-10-09 | Maiorino Bradley | Sell | 13K | $35.26 |
| 2025-09-29 | Goli Shravan | Sell | 2.0K | $29.95 |
| 2025-08-22 | Goli Shravan | Sell | 11K | $26.07 |
| 2025-08-22 | Goli Shravan | Sell | 1.2K | $26.41 |
| 2025-08-01 | McLindin Graeme | Sell | 417 | $22.62 |
| 2025-07-31 | Badjate Pramod | Tax withheld | 23K | $23.25 |
| 2025-07-31 | Bryan Murray | Tax withheld | 7.0K | $23.25 |
| 2025-06-13 | Durr Laura | Sell | 4.4K | $28.39 |
| 2025-06-13 | McLindin Graeme | Sell | 2.4K | $28.38 |
| 2025-06-12 | Durr Laura | Sell | 4.4K | $29.50 |
| 2025-06-04 | Badjate Pramod | Grant | 23K | — |
| 2025-06-04 | Bryan Murray | Grant | 38K | — |
| 2025-06-04 | Prober Charles J. | Grant | 102K | — |
| 2025-06-04 | McLindin Graeme | Grant | 17K | — |
| 2025-05-29 | Butterfass Sarah | Grant | 6.8K | — |
| 2025-05-29 | Maiorino Bradley | Grant | 6.8K | — |
| 2025-05-29 | Goli Shravan | Grant | 6.8K | — |
| 2025-05-29 | ROBERTS JANICE M | Grant | 6.8K | — |
| 2025-05-29 | Orvidas Laura | Grant | 6.8K | — |
| 2025-05-29 | Durr Laura | Grant | 6.8K | — |
| 2025-05-29 | Butterfass Sarah | Sell | 5.8K | $28.89 |
| 2025-05-02 | Bryan Murray | Sell | 975 | $27.52 |
| 2025-05-02 | Bryan Murray | Sell | 1.7K | $28.42 |
| 2025-04-30 | Bryan Murray | Tax withheld | 3.4K | $24.12 |
| 2025-04-30 | Bryan Murray | Tax withheld | 15K | $24.12 |
| 2025-03-14 | Bryan Murray | Sell | 3.8K | $23.92 |
| 2025-02-20 | Prober Charles J. | Sell | 11K | $26.64 |
| 2025-01-31 | Prober Charles J. | Option exercise | 53K | $27.65 |
| 2025-01-31 | Prober Charles J. | Option exercise | 228K | — |
| 2025-01-31 | Prober Charles J. | Tax withheld | 116K | $27.65 |
| 2025-01-31 | Prober Charles J. | Tax withheld | 53K | $27.65 |
| 2025-01-31 | Prober Charles J. | Option exercise | 116K | — |
| 2025-01-31 | Prober Charles J. | Tax withheld | 116K | $27.65 |
| 2025-01-29 | Bryan Murray | Grant | 6.7K | — |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (1)
Named in the 10-K; linked when we track them.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-02 | 2026-05-28 | 0001193125-26-253493 ↗ |
| 10-Q | 2026-05-01 | 2026-03-29 | 0001193125-26-201463 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0001193125-26-191607 ↗ |
| 8-K | 2026-04-16 | 2026-04-12 | 0001193125-26-159299 ↗ |
| 8-K | 2026-04-14 | 2026-04-14 | 0001193125-26-154786 ↗ |
| 10-K | 2026-02-13 | 2025-12-31 | 0001193125-26-051346 ↗ |
| 8-K | 2026-02-04 | 2026-02-04 | 0001193125-26-037642 ↗ |
| 10-Q | 2025-10-31 | 2025-09-28 | 0001193125-25-260790 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001193125-25-256395 ↗ |
| 10-Q | 2025-08-01 | 2025-06-29 | 0000950170-25-101450 ↗ |
| 8-K | 2025-07-30 | 2025-07-30 | 0000950170-25-100268 ↗ |
| 8-K | 2025-07-29 | 2025-07-23 | 0000950170-25-099295 ↗ |