$NTGR

Netgear launched Dark Web Monitoring for Armor/Armor Plus plan subscribers, alerting users if their personal data appears on the dark web. The service monitors emails, phone numbers, and financial details, offering an Identity Protection Score. According to Netgear, over 15 billion personal records are available on the dark web. The feature is part of Netgear's existing security tools, costing $99/year (Armor) or $149.99/year (Armor Plus).

Stifel reduced its price target for Netgear Inc. (NASDAQ:NTGR) to $30 from $36, citing the company's second wave of transformation. Netgear reported Q2 2026 earnings of $0.16 per share, with revenue of $168.6 million, exceeding guidance. The company has shown operational improvements under new leadership, with revenue stabilization and expanded margins.

Netgear (NTGR) reported Q2 2026 revenue of $168.6M, with non-GAAP operating income of $4.0M. Enterprise revenue grew 7.7% YoY to $89.0M, while consumer revenue fell 9.4% YoY to $79.6M. The company expects Q3 revenue of $165M-$175M and a wider GAAP operating loss.

U.S. stock futures fell as oil prices rose above $100/barrel. Meta (META) shares jumped 3.6% after launching its AI agent, Muse. Evommune (EVMM) dropped 13.9% after its drug candidate failed a trial. Braze (BRZE) fell 11.5% despite beating earnings due to weak guidance. NETGEAR (NTGR) surged 8.9% after FCC banned imports of foreign-made routers.

NETGEAR stock surged 8.9% in pre-market trading after the FCC banned imports of foreign-made routers, citing national security risks. NETGEAR had secured an exemption, allowing it to continue updates and support. The company's enterprise segment grew 7.7% YoY with a 54.1% gross margin. The move is company-specific, with broader markets down slightly.

Netgear (NTGR) reported Q2 2026 net revenue of $168.6 million, down 1.2% year over year and up 6.1% sequentially. Non-GAAP gross margin was 41.4%, and non-GAAP EPS was $0.16. Enterprise revenue rose to $89.0 million, while consumer revenue fell to $79.6 million. Q3 guidance calls for $165 million to $175 million revenue.

NETGEAR (NTGR) reported a wider Q2 net loss of $7.3 million, or $0.27 per share, versus $6.4 million, or $0.22 per share a year earlier. Adjusted EPS was $0.16 versus $0.06. Revenue fell 1.2% to $168.6 million. Enterprise revenue rose to $89.0 million, while consumer revenue fell to $79.6 million. Q3 revenue guidance is $165 million to $175 million.

NETGEAR, INC. (NTGR) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 NEWS RELEASE NETGEAR ® REPORTS SECOND QUARTER 2026 RESULTS Revenue and operating margin above the high end of guidance Enterprise segment grows 7.7% year over year and delivers all-time-high non-GAAP gross margin of 54.1% ARR from subscription and services of approxi

Maravedis Research says Netgear is repositioning from consumer networking to enterprise networking and SaaS. It claims enterprise is about 55% of revenue, near $400M annually, and cites Q3 2025 enterprise revenue of $90.8M (+15.7% YoY). It also reports Insight cloud management ARR of $37.9M (+17%) and record non-GAAP gross margin of 39.6%.

NETGEAR reported Q1 2026 earnings, highlighting record profitability with a non-GAAP gross margin of 41.7% and non-GAAP EPS of $0.06, despite a slight revenue decline of 2% year-over-year to $158.8 million. The strong performance was driven by the enterprise segment, which saw revenue increase by 5.8% year-over-year, while the consumer segment softened due to memory cost pressures and deliberate portfolio actions. The company also announced share buybacks and provided Q2 revenue guidance between $150 million and $165 million.