Seeking Alpha


Show Summaries  |  Hide Summaries
  • Fri, Apr. 24, 10:50 AM
  • Thu, Mar. 12, 9:54 AM
  • Mon, Mar. 9, 10:51 AM
    | Comment!
  • Thu, Feb. 5, 5:35 PM
    | Comment!
  • Jul. 24, 2014, 5:45 PM
    | Comment!
  • Feb. 6, 2014, 4:20 PM
  • Nov. 11, 2013, 8:41 AM
    | Comment!
  • Oct. 24, 2013, 5:05 PM
  • Jul. 26, 2013, 11:14 AM
    Netgear's (NTGR -9.6%) Q2 results were "solid," RBC Capital says, but downside Q3 revenue guidance prompts the firm to downgrade shares to Underperform with a $27 price target. "The core business is deteriorating and its recently acquired assets are not yet providing the synergistic wins on the carrier side," RBC says, and guidance implies further weakness; Europe, -8% Y/Y, also is weighing.
    | Comment!
  • Jun. 26, 2013, 9:41 AM
    Tech ratings change roundup: 1) Mellanox (MLNX +2.7%) has been upgraded to Buy by Stifel. 2) NetGear (NTGR -4.6%) has been downgraded to Sell by Goldman. 3) ARM (ARMH +1.1%) has been upgraded to Buy by Benchmark, and to Overweight by Piper. 4) Rackspace (RAX +5%) has been upgraded to Outperform by Wells Fargo. 5) Splunk (SPLK +1.9%) has been started at Outperform by Wedbush. 6) Allot (ALLT +3.7%) has been upgraded to Outperform by Wedbush, and to Buy by Wunderlich. 7) Rubicon (RBCN -3.3%) has been downgraded to Neutral by JPMorgan. 8) Orbitz (OWW +4.1%) has been started at Buy by Ascendiant Capital. 9) Lam Research (LRCX -1.4%) has been upgraded to Buy by BofA/Merrill. 10) Adobe (ADBE +2.4%) has been upgraded to Buy by Jefferies.
    | Comment!
  • Jun. 21, 2013, 10:01 AM
    NetGear's (NTGR +2.7%) bad news is priced in and its hardware sales will benefit from the adoption of the new 802.11ac Wi-Fi standard, argues Wedbush's Rohit Chopra, who's upgrading shares to Outperform. Chopra also sees the expected launch of 802.11ac-capable iPhones and iPads giving NetGear a boost. Shares still -17% YTD.
    | Comment!
  • May 20, 2013, 11:03 AM
    OCZ (OCZ +7.2%) bounces after announcing NetGear (NTGR +0.1%) has qualified its relatively costly Deneva 2 enterprise SSDs for use on NetGear's ReadyDATA 516 NAS storage systems for SMBs. Shares still -34% YTD thanks to investor frustration with SEC filing delays. (PR)
    | Comment!
  • May 16, 2013, 12:16 PM
    Cisco JV partner EMC (EMC +4.5%) joins the list of companies rallying in response to Cisco's FQ3 beat and guidance. Cisco mentioned on its earnings call integrated hardware solutions such as Vblock (offered by the Cisco/EMC VCE JV) are driving demand for its UCS servers - Cisco's UCS unit saw 77% Y/Y rev. growth. All in all, it's a good day for enterprise IT names, who are happy to receive some good earnings news after getting plenty of bad news (I, II, III, IV). HPQ +1.7%. IBM +1.3%. ORCL +1.3%. VMW +2.6%. TIBX +4.1%. CTXS +3.9%. CRM +3.8%. JIVE +4.1%. NTGR +2.7%. CVLT +2.6%. INFA +3%. (others rallying: I, II)
    | 1 Comment
  • Apr. 15, 2013, 5:42 PM
    Netgear (NTGR) -3.8% AH after resuming trading in the wake of its Q1 warning; shares are now about $1 above their 52-week low of $28.68. A couple of peers are down slightly in AH trading: FFIV -0.7%. ARUN -0.9%.
    | Comment!
  • Apr. 15, 2013, 5:08 PM
    Netgear (NTGR) warns it expects Q1 revenue of $290M-$295M and EPS of $0.45-$0.50, below a consensus of $299.7M and $0.59. The company blames challenges in transitioning its ReadyNAS low-end storage line, which led to soft channel partner shipments and hurt product mix/gross margin. NetGear's announcement comes in the wake of warnings from F5 and Fortinet. Shares are halted. (PR)
    | Comment!
  • Feb. 13, 2013, 12:52 PM
    Aruba Networks (ARUN -5.6%) is selling off  after Wi-Fi hardware rivals NetGear and Ruckus Wireless provide disappointing calendar Q1 guidance (relative to investor expectations) to go with their Q4 reports (I, II). On its earnings call, NetGear (NTGR -9.5%) blamed its light guidance on weak service provider demand (not everyone is seeing the same) and macro challenges in the U.S. and Europe. Aruba's biggest rival, Cisco, reports after the close.
    | 1 Comment
Visit Seeking Alpha's
NTGR vs. ETF Alternatives
Company Description
Netgear Inc is a networking company. Its products include WiFi routers, DSL modems, Hotspots, USB Modems, WiFi adapters & switches. It delivers its networking products to consumers, businesses and service providers.