NET
Down more than its cybersecurity peers
- NET −4.10% on the last session vs SPY −0.08%: −4.0 pts of stock-specific move.
- More than its group: its cybersecurity peers -2.0% (-1.9 pts vs SPY).
- 3 analyst actions in the past 10 days (3 positive, 0 negative); latest: Barclays maintained Overweight, raised target $355 → $400.
- 3 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.9× its 20-day average.
Bargain & stretch prices
Prices NET only reaches with set odds, from its own recent swings. Odds, not a forecast.
| Today | Next 5 sessions | |
|---|---|---|
| Stretch sell side |
335.94 +3.6% ↑ more often after a big drop
reached 3 in 10 days · 31% vs usual 28% |
350.88 +8.2% ↑ more often after a big drop
reached 3 in 10 weeks · 31% vs usual 30% |
| Now | 311.03 · prior close 324.33 | |
| Bargain buy side |
313.12 -3.5% reached 3 in 10 days reached today |
299.79 -7.6% reached 3 in 10 weeks |
More patient or more eager
| Bargain | Reached | Stretch | Reached | |
|---|---|---|---|---|
| Today | ||||
| Patient | 309.56 | 2 in 10 days | 339.81 | 2 in 10 days↑ 20% vs 17% |
| Balanced | 313.12 | 3 in 10 days | 335.94 | 3 in 10 days↑ 31% vs 28% |
| Eager | 316.47 | 4 in 10 days | 332.39 | 5 in 10 days↑ 49% vs 45% |
| Next 5 sessions | ||||
| Patient | 292.23 | 2 in 10 weeks | 359.96 | 2 in 10 weeks |
| Balanced | 299.79 | 3 in 10 weeks | 350.88 | 3 in 10 weeks↑ 31% vs 30% |
| Eager | 307.02 | 4 in 10 weeks | 342.62 | 5 in 10 weeks↑ 49% vs 48% |
"3 in 10 days" means the price was reached on about 3 of every 10 days like this one. Patient prices are further away and come less often; eager ones are closer and come more often. From NET's daily swings (about 3.6% a day lately), anchored on the Oct 14 close. The odds were measured on 10 years of S&P 500 prices (they move about 3 points from year to year with the market: bargain prices come more often in falling years, stretch prices in rising ones), and where a situation below changed them consistently (in at least 8 of 10 years), they are adjusted and marked. In those tests, waiting for the bargain price did no better on average than buying at the close: what you save when it comes, you pay when it doesn't.
Situations on the Oct 14 close
- Stretch price, next session: reached 31% of days instead of the usual 28% (held in 9 of 10 years)
- Stretch price, next 5 sessions: reached 31% of weeks instead of the usual 30% (held in 8 of 10 years)
| Date | That day | 1 week on | 1 month on | 3 months on |
|---|---|---|---|---|
| Oct 7, 2026 | -3.4% | -5.4% | — | — |
| Sep 1, 2026 | -6.4% | +10.0% | +22.9% | — |
| Aug 24, 2026 | -4.4% | +8.8% | +25.7% | — |
| Aug 14, 2026 | -4.5% | -7.2% | +3.6% | — |
| Jul 15, 2026 | -3.1% | -1.5% | +21.2% | +27.3% |
| Jun 5, 2026 | -6.9% | -8.6% | +9.3% | +11.5% |
| May 27, 2026 | -3.8% | +26.8% | +13.4% | +36.2% |
| May 8, 2026 | -23.6% | +0.7% | +20.4% | +58.4% |
Big drop and big gain: among NET's own worst or best 10% of daily moves, as on the Aftermath tab. The past times are history: in our tests, how a stock did after its earlier times did not predict the next one, and across the S&P 500 none of these situations leaned up or down except, weakly, an all-time high followed by a big drop. Not advice.
Price ladder
| Highest analyst target | 430.00 +38.3% |
| All-time and 52-week closing high Oct 9, 2026 |
360.93 +16.0% |
| Stretch, next 5 sessions | 350.88 +12.8% |
| Mean analyst target | 342.77 +10.2% |
| Previous close Oct 14, 2026 |
324.33 +4.3% |
| 50-day average | 319.58 +2.7% |
| Now | 311.03 |
| Bargain, next 5 sessions | 299.79 -3.6% |
| 200-day average | 241.74 -22.3% |
| 52-week closing low Feb 23, 2026 |
160.19 -48.5% |
| Lowest analyst target | 160.00 -48.6% |
Closing prices (all-time = the 7 years Yahoo has). Percentages are the distance from now. These are levels people watch, not levels the price has to respect. Not advice.