NAPCO SECURITY TECHNOLOGIES, INC
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Cognex (CGNX) reported Q2 revenue of $291.3M, up 16.9% YoY, missing estimates by 0.7%. Despite strong guidance, its stock fell 15.1%. Specialized tech stocks collectively beat revenue estimates by 1.4% but declined 2.3% on average. Other companies mentioned: NSSC, OSIS, PAR, ZBRA.
Napco Security Technologies (NSSC) reported record Q4 2026 revenue of $55.8M, full-year revenue over $200M, and raised its dividend. Growth driven by StarLink radio business, with recurring revenue up 12.9%. However, a $16M litigation charge and access control sales decline were noted. The company has $138M in cash and no debt.
Napco Security Technologies (NSSC) reported higher Q4 and full-year revenue and EPS, raised its quarterly dividend to $0.17, completed a $16.15M buyback, and expressed openness to acquisitions. The company's investment narrative hinges on recurring security services and hardware profitability, with risks around product concentration and tech disruption. Analysts project $253.7M revenue and $96.3M earnings by 2029, implying 39% upside from current prices.
Over the past 7 days, alphai's AI scored 4 news stories mentioning NSSC (NAPCO SECURITY TECHNOLOGIES, INC). Coverage has skewed bullish: 2 bullish, 2 neutral, and 0 bearish.
Recent NSSC coverage spans earnings and insider activity.
In the last 30 days, NSSC insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($18.3M). The most active reporter was Soloway Donna Anne with 2 filings.
Strong earnings but market disappointment suggests limited upside.
Strong revenue growth and cash position support upside, but litigation charge and high short interest pose downside risk.
Earnings beat and increased cash returns suggest near-term upside, but concentration risks remain.
Strong Q4 and full-year profitability plus a higher recurring revenue run-rate are likely to support near-term earnings expectations.
Earnings beat with revenue growth but negative price reaction.
alphai scores every news story that mentions NSSC with an AI model for sentiment and relevance, and aggregates insider trades from NAPCO SECURITY TECHNOLOGIES, INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Cognex (CGNX) reported Q2 revenue of $291.3M, up 16.9% YoY, missing estimates by 0.7%. Despite strong guidance, its stock fell 15.1%. Specialized tech stocks collectively beat revenue estimates by 1.4% but declined 2.3% on average. Other companies mentioned: NSSC, OSIS, PAR, ZBRA.
3 min readNapco Security Technologies (NSSC) reported record Q4 2026 revenue of $55.8M, full-year revenue over $200M, and raised its dividend. Growth driven by StarLink radio business, with recurring revenue up 12.9%. However, a $16M litigation charge and access control sales decline were noted. The company has $138M in cash and no debt.
3 min readNapco Security Technologies (NSSC) reported higher Q4 and full-year revenue and EPS, raised its quarterly dividend to $0.17, completed a $16.15M buyback, and expressed openness to acquisitions. The company's investment narrative hinges on recurring security services and hardware profitability, with risks around product concentration and tech disruption. Analysts project $253.7M revenue and $96.3M earnings by 2029, implying 39% upside from current prices.
3 min readNapco Security (NSSC) reported Q4 2026 net sales up 10% to $55.8M, with recurring service revenue growing 13% to $25.3M. Full-year revenue hit a record $202M, with non-GAAP net income up 32% to $57.3M. Kevin S. Buchel became CEO, while Richard L. Soloway transitioned to Executive Chairman. The company plans to attend investor conferences and introduce new products at ISC East.
6 min readNapco (NSSC) reported Q2 revenue of $55.81M, up 10% YoY, beating estimates. OSI Systems (OSIS) reported $484.1M, down 4.1% YoY, missing expectations. Arlo (ARLO) reported $155.9M, up 20.5% YoY, beating estimates. Zebra (ZBRA) reported $1.56B, up 20.4% YoY, beating estimates. Stocks reacted mixedly post-earnings.
3 min readSOLOWAY RICHARD (Founder and Executive Chairman) sold 475,000 shares of NAPCO SECURITY TECHNOLOGIES, INC (NSSC) at an average of $34.79 ($34.50–$35.93, $16.52M total) across 2 trades over 2026-08-26 to 2026-08-27.
1 min readSoloway Donna Anne sold 48,962 shares of NAPCO SECURITY TECHNOLOGIES, INC (NSSC) at an average of $35.40 ($34.62–$35.98, $1.73M total) across 2 trades over 2026-08-26 to 2026-08-27.
1 min readNapco Security Technologies (NSSC) reported Q4 revenue of $55.8M, up 10% YoY, with GAAP net income rising 52.7% to $17.8M. The gross margin was 61.3%, including a 600-basis-point tariff-refund benefit. Adjusted figures show 55.3% gross margin and $0.41 EPS, still up 24% YoY. Recurring revenue grew 12.9% to $25.3M, 45% of total revenue, with a 90%+ gross margin. The company ended June with $126.9M in cash and increased its dividend by 13.3%.
3 min readNAPCO Security Technologies (NSSC) reported Q4 2026 revenue of $55.8M, up 10% YoY, and full-year revenue of $202.3M, up 11.4%. Net income rose 52.7% to $17.8M in Q4. Recurring service revenue increased 12.9% to $25.3M, with a 90% gross margin. The company raised its quarterly dividend to $0.17 per share.
2 min readNapco Security Technologies reported record annual revenue exceeding $200 million, driven by the shift from copper to cellular fire communications. Recurring service revenue reached $103 million with gross margins above 90%. Equipment sales grew 8% in Q4, led by a 40% increase in radio unit sales. Adjusted EBITDA margins were 33% for the year and nearly 40% in Q4. Management expects continued growth from building conversions and the launch of the MVP cloud-based access control platform. Risks in
3 min read
