Research Feed
NTGR: Turnaround at Trough with Latent Regulatory Catalyst
NETGEAR delivered first revenue growth in 5 years (+3.8% FY2025), record gross margins (41.2% Q4), and return to profitability ($0.44 non-GAAP EPS) - but trades at $20.50 with 73% of market cap backed by cash and investments. Three converging factors make this interesting: 1. Latent regulatory catal