NET(NET)
NET
Q3 2026 EPS Estimate
$0.27
Jul 30, 2026 · Reports after close
Revenue Estimate
$665M
FY2026E EPS$1.20
FY2027E EPS$1.58
Analyst Sentiment
Wall St. Consensus
Buy30 analysts·High coverage
67
Score
22 Buy (73%)6 Hold (20%)2 Sell (7%)
Rating Breakdown
Strong Buy
00%
Buy
2273%
Hold
620%
Sell
27%
Strong Sell
00%
Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.
Price Target Expectations
Bear
$136.00
-44.8%
Consensus
$250.00
+1.5%
Bull
$305.00
+23.9%
12-Month Target Range30 analysts
$136.00$250.00$305.00
Current $246.20Consensus
Current Price
$246.20
Upside to Consensus
$3.80
Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.
Earnings & Revenue Estimates
Forward Growth Estimates (YoY)
FY2027
Rev+27.94%
EPS+32.15%
FY2028
Rev+27.33%
EPS+36.50%
FY2029
Rev+20.74%
EPS+58.63%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
| Metric | FY2026E | FY2027E | FY2028E | FY2029E | FY2030E |
|---|---|---|---|---|---|
| Revenue Avg | $2.81B | $3.59B | $4.58B | $5.53B | $6.74B |
| Low | $2.77B | $3.52B | $4.57B | $5.44B | $6.64B |
| High | $2.82B | $3.81B | $4.59B | $5.74B | $6.99B |
| EBITDA Avg | $817M | $1.04B | $1.33B | $1.61B | $1.96B |
| Low | $804M | $1.02B | $1.33B | $1.58B | $1.93B |
| High | $820M | $1.11B | $1.33B | $1.67B | $2.03B |
| EBIT Avg | $636M | $813M | $1.04B | $1.25B | $1.52B |
| Low | $626M | $797M | $1.03B | $1.23B | $1.50B |
| High | $638M | $861M | $1.04B | $1.30B | $1.58B |
| Net Income Avg | $421M | $567M | $192M | $1.19B | — |
| Low | $414M | $477M | $-2.28B | $1.17B | — |
| High | $428M | $656M | $2.98B | $1.25B | — |
| EPS Avg | $1.20 | $1.58 | $2.16 | $3.43 | — |
| Low | $1.19 | $1.37 | $-6.56 | $3.36 | — |
| High | $1.23 | $1.88 | $8.56 | $3.60 | — |
| Analysts (Rev / EPS) | 25 / 18 | 25 / 18 | 15 / 4 | 11 / 2 | 7 / 2 |
Quarterly
| Metric | Q3 2026 | Q4 2026 | Q1 2027 | Q2 2027 | Q3 2027 | Q4 2027 | Q1 2028 | Q2 2028 |
|---|---|---|---|---|---|---|---|---|
| Revenue Avg | $721M | $785M | $820M | $851M | $918M | $995M | $1.04B | $1.08B |
| Low | $715M | $777M | $812M | $842M | $909M | $985M | $1.03B | $1.07B |
| High | $726M | $798M | $833M | $865M | $933M | $1.01B | $1.06B | $1.10B |
| EBITDA Avg | $210M | $228M | $238M | $247M | $267M | $289M | $304M | $315M |
| Low | $208M | $226M | $236M | $245M | $264M | $286M | $301M | $312M |
| High | $211M | $232M | $242M | $251M | $271M | $294M | $309M | $320M |
| EBIT Avg | $163M | $178M | $185M | $192M | $208M | $225M | $236M | $245M |
| Low | $162M | $176M | $184M | $191M | $206M | $223M | $234M | $243M |
| High | $164M | $180M | $188M | $196M | $211M | $229M | $240M | $249M |
| Net Income Avg | $113M | $127M | $120M | $127M | $145M | $157M | $182M | $192M |
| Low | $102M | $126M | $118M | $126M | $143M | $155M | $180M | $190M |
| High | $116M | $130M | $123M | $130M | $148M | $160M | $186M | $196M |
| EPS Avg | $0.32 | $0.36 | $0.34 | $0.36 | $0.41 | $0.44 | $0.52 | $0.54 |
| Low | $0.29 | $0.36 | $0.34 | $0.36 | $0.41 | $0.44 | $0.51 | $0.54 |
| High | $0.33 | $0.37 | $0.35 | $0.37 | $0.42 | $0.45 | $0.53 | $0.56 |
| Analysts (Rev / EPS) | 19 / 18 | 11 / 16 | 10 / 8 | 9 / 8 | 9 / 13 | 17 / 8 | 15 / 9 | 10 / 12 |