Scorecard › Cybersecurity (who's right about cybersecurity) › NET

NET analyst scorecard

75 rating changes on NET in the last 12 months. 58% of bullish calls were right at 30 days; 50% of bearish ones. The Street was right 58% of the time on 66 scored calls (95% interval 46–69%), not distinguishable from a coin flip. Consensus target $337, 4% below the last close.

Graded through 2026-09-25 · last close $350.26 (2026-09-25). Rebuilt every morning.

Street timing, 30d
57.6% 46–69
Rating changes, 12 mo
75
Bullish calls right at 30d
58.1% of 62
Bearish calls right at 30d
50.0% of 4
Consensus target
$337 -3.8%
Firms covering
31
Price targets hit (90d)
36.2% of 47

Holds on NET, read: 0 cut to or raised to Hold (graded as the change) · 11 Holds whose target leaned 10%+ one way (graded that way, 63.6% right) · 7 true Holds, not graded.

Buying the dip: the 3 upgrades on NET arrived after an average -5.5% move in the prior 30 days; the stock averaged +47.3% over the next 90.

Firm by firm

FirmCallsScoredRightAccuracyTargets hitAvg 30dAvg 90dLatestDateTarget
BTIG 665 83.3% 75.0% of 4 +14.7% +29.9% Buy2026-08-07 $382
Mizuho 554 80.0% 50.0% of 4 +6.3% +18.4% Outperform2026-07-15 $310
Citigroup 443 75.0% — +0.2% -5.1% Buy2026-08-10 $400
Piper Sandler 653 60.0% 60.0% of 5 -0.1% +14.0% Overweight2026-08-07 $333
Citizens 542 50.0% — -1.1% +5.7% Market Outperform2026-08-31 $394
RBC Capital 442 50.0% — +1.7% -0.2% Outperform2026-08-07 $346
Wells Fargo 442 50.0% — -2.0% -15.1% Overweight2026-08-07 $380
Needham 442 50.0% — +1.7% -0.2% Buy2026-08-07 $380
Barclays 442 50.0% — +5.0% -5.7% Overweight2026-08-07 $355
UBS 652 40.0% 40.0% of 5 -0.9% -4.0% Neutral2026-08-07 $350
Cantor Fitzgerald 322 — — +4.1% -0.2% Neutral2026-06-10 $230
Morgan Stanley 111 — — +10.6% — Overweight2026-07-17 $322
Jefferies 111 — — +12.2% -1.4% Hold2026-02-11 $225
Scotiabank 432 — — -3.2% -15.1% Sector Outperform2026-08-08 $390
Truist Securities 332 — — +5.2% +38.1% Buy2026-08-07 $350
TD Cowen 221 — — +5.1% — Buy2026-08-07 $355
Oppenheimer 221 — — +0.8% — Outperform2026-08-07 $380
Guggenheim 331 — — +9.7% +14.0% Sell2026-08-07 $160
Susquehanna 300 — — -1.0% +17.0% Neutral2026-08-10 $300
KeyBanc 220 — — -13.7% -28.8% Overweight2026-08-07 $375
Bernstein 100 — — — — Market Perform2026-09-17 $181
Argus Research 110 — — -11.2% -27.8% Buy2025-11-10 $265
Stifel 110 — — -22.1% -28.8% Buy2025-10-31 $275

Dimmed rows have fewer than 4 scored calls on NET — too few to grade. No firm gets a letter on a single name: the samples are far too small to separate skill from a coin flip. Why →

Every call, last 12 months

DateFirmChangeActionGraded asPrice at callRun before+30d+60d+90dTarget · 90d checkHit
2026-09-17 Bernstein Market Perform → Market Perform maintained Leans bearish · Market Perform, target -45% $333.94 +10.8% — — — $181 pending
2026-08-31 Citizens Market Outperform → Market Outperform reiterated Bullish $305.11 +9.4% — — — $394 pending
2026-08-10 Citigroup Buy → Buy maintained Bullish $310.59 +15.7% +1.2% — — $400 ✓
2026-08-10 Susquehanna Neutral → Neutral maintained True hold · target -3% $310.59 +15.7% +1.2% — — $300 not graded
2026-08-08 Scotiabank Sector Outperform → Sector Outperform maintained Bullish $310.59 +12.6% -8.5% — — $390 ✗
2026-08-07 UBS Neutral → Neutral maintained Leans bullish · Neutral, target +16% $300.27 +9.8% -5.3% — — $350 ✗
2026-08-07 TD Cowen Buy → Buy maintained Bullish $300.27 +9.8% -5.3% — — $355 ✗
2026-08-07 RBC Capital Outperform → Outperform maintained Bullish $300.27 +9.8% -5.3% — — $346 ✗
2026-08-07 Piper Sandler Overweight → Overweight maintained Bullish $300.27 +9.8% -5.3% — — $333 ✗
2026-08-07 Guggenheim Sell → Sell maintained Bearish $300.27 +9.8% -5.3% — — $160 ✓
2026-08-07 Wells Fargo Overweight → Overweight maintained Bullish $300.27 +9.8% -5.3% — — $380 ✗
2026-08-07 Citizens Market Outperform → Market Outperform maintained Bullish $300.27 +9.8% -5.3% — — $394 ✗
2026-08-07 KeyBanc Overweight → Overweight maintained Bullish $300.27 +9.8% -5.3% — — $375 ✗
2026-08-07 Oppenheimer Outperform → Outperform maintained Bullish $300.27 +9.8% -5.3% — — $380 ✗
2026-08-07 Needham Buy → Buy maintained Bullish $300.27 +9.8% -5.3% — — $380 ✗
2026-08-07 Truist Securities Buy → Buy maintained Bullish $300.27 +9.8% -5.3% — — $350 ✗
2026-08-07 Barclays Overweight → Overweight maintained Bullish $300.27 +9.8% -5.3% — — $355 ✗
2026-08-07 BTIG Buy → Buy maintained Bullish $300.27 +9.8% -5.3% — — $382 ✗
2026-07-23 Oppenheimer Outperform → Outperform maintained Bullish $262.32 +16.6% +6.9% +34.1% — $330 ✓
2026-07-21 Truist Securities Buy → Buy maintained Bullish $272.31 +21.5% +2.4% +29.1% — $300 ✓
2026-07-20 Citizens Market Outperform → Market Outperform maintained Bullish $272.42 +21.6% +7.1% +18.8% — $330 ✓
2026-07-20 Wells Fargo Overweight → Overweight maintained Bullish $272.42 +21.6% +7.1% +18.8% — $300 ✓
2026-07-17 Morgan Stanley Overweight → Overweight maintained Bullish $277.66 +22.4% +10.6% +17.9% — $322 ✓
2026-07-15 Mizuho Outperform → Outperform maintained Bullish $273.04 +15.8% +15.7% +21.0% — $310 ✓
2026-07-13 TD Cowen Buy → Buy maintained Bullish $269.53 +18.0% +15.6% +13.7% — $300 ✓
2026-07-13 Barclays Overweight → Overweight maintained Bullish $269.53 +18.0% +15.6% +13.7% — $300 ✓
2026-07-10 BTIG Buy → Buy maintained Bullish $268.40 +22.2% +15.7% +5.9% — $314 ✓
2026-07-07 Scotiabank Sector Perform → Sector Outperform upgrade Bullish $268.83 +7.5% +5.8% +5.8% — $300 ✓
2026-06-15 Citizens Market Outperform → Market Outperform reiterated Bullish $235.71 +19.3% +15.8% +34.0% +40.2% $270 hit ✓
2026-06-11 Truist Securities Buy → Buy maintained Bullish $227.44 +21.8% +18.5% +36.6% +38.1% $250 hit ✓
2026-06-10 UBS Neutral → Neutral maintained Leans bullish · Neutral, target +13% $219.67 +13.5% +22.2% +41.4% +29.4% $250 hit ✓
2026-06-10 RBC Capital Outperform → Outperform maintained Bullish $219.67 +13.5% +22.2% +41.4% +29.4% $260 hit ✓
2026-06-10 Guggenheim Sell → Sell reiterated Bearish $219.67 +13.5% +22.2% +41.4% +29.4% $140 missed ✗
2026-06-10 Cantor Fitzgerald Neutral → Neutral maintained True hold · target +4% $219.67 +13.5% +22.2% +41.4% +29.4% $230 hit not graded
2026-06-10 Mizuho Outperform → Outperform maintained Bullish $219.67 +13.5% +22.2% +41.4% +29.4% $260 hit ✓
2026-06-10 Needham Buy → Buy maintained Bullish $219.67 +13.5% +22.2% +41.4% +29.4% $280 hit ✓
2026-06-10 BTIG Buy → Buy maintained Bullish $219.67 +13.5% +22.2% +41.4% +29.4% $269 hit ✓
2026-05-11 Susquehanna Neutral → Neutral maintained True hold · target +3% $193.52 +15.9% +13.5% +38.7% +60.5% $200 hit not graded
2026-05-08 Piper Sandler Overweight → Overweight reiterated Bullish $196.13 -7.2% +26.3% +37.1% +45.0% $250 hit ✓
2026-05-08 BTIG Buy → Buy reiterated Bullish $196.13 -7.2% +26.3% +37.1% +45.0% $243 hit ✓
2026-04-15 Piper Sandler Neutral → Overweight upgrade Bullish $190.13 -8.3% +3.9% +24.0% +48.2% $222 hit ✓
2026-04-14 Mizuho Outperform → Outperform maintained Bullish $178.65 -15.9% +11.8% +31.9% +50.9% $235 hit ✓
2026-02-12 Citigroup Buy → Buy maintained Bullish $185.17 -1.9% +12.0% -0.6% +4.0% $265 missed ✓
2026-02-11 UBS Neutral → Neutral maintained Leans bullish · Neutral, target +16% $189.41 +1.6% +12.2% -2.9% -1.4% $220 missed ✓
2026-02-11 Jefferies Hold → Hold maintained Leans bullish · Hold, target +18% $189.41 +1.6% +12.2% -2.9% -1.4% $225 missed ✓
2026-02-11 Piper Sandler Neutral → Neutral maintained Leans bullish · Neutral, target +17% $189.41 +1.6% +12.2% -2.9% -1.4% $222 missed ✓
2026-02-11 RBC Capital Outperform → Outperform maintained Bullish $189.41 +1.6% +12.2% -2.9% -1.4% $240 missed ✓
2026-02-11 Wells Fargo Overweight → Overweight maintained Bullish $189.41 +1.6% +12.2% -2.9% -1.4% $270 missed ✓
2026-02-11 Guggenheim Sell → Sell maintained Bearish $189.41 +1.6% +12.2% -2.9% -1.4% $140 missed ✗
2026-02-11 Barclays Overweight → Overweight maintained Bullish $189.41 +1.6% +12.2% -2.9% -1.4% $250 missed ✓
2026-02-11 Cantor Fitzgerald Neutral → Neutral reiterated Leans bullish · Neutral, target +18% $189.41 +1.6% +12.2% -2.9% -1.4% $224 missed ✓
2026-02-11 Scotiabank Sector Perform → Sector Perform maintained Leans bullish · Sector Perform, target +18% $189.41 +1.6% +12.2% -2.9% -1.4% $225 missed ✓
2026-02-11 Needham Buy → Buy maintained Bullish $189.41 +1.6% +12.2% -2.9% -1.4% $250 missed ✓
2026-02-11 BTIG Buy → Buy maintained Bullish $189.41 +1.6% +12.2% -2.9% -1.4% $243 missed ✓
2026-02-04 BTIG Neutral → Buy upgrade Bullish $166.88 -15.6% +17.0% +26.9% +46.5% $199 hit ✓
2026-01-21 Mizuho Outperform → Outperform maintained Bullish $169.97 -15.9% +4.2% +29.8% +22.2% $255 missed ✓
2026-01-16 Citigroup Buy → Buy maintained Bullish $184.17 -3.8% +5.2% +14.8% +7.2% $260 missed ✓
2026-01-13 UBS Neutral → Neutral maintained Leans bullish · Neutral, target +11% $188.71 -6.8% -1.9% +9.9% -2.5% $210 missed ✗
2026-01-05 Piper Sandler Neutral → Neutral maintained Leans bullish · Neutral, target +11% $197.66 -1.6% -15.6% -1.2% +7.1% $220 hit ✗
2025-12-02 Barclays Overweight initiated Bullish $201.26 -20.5% -2.6% -9.4% -10.1% $235 missed ✗
2025-11-10 Argus Research Buy → Buy maintained Bullish $240.53 +12.5% -11.2% -24.0% -27.8% $265 missed ✗
2025-11-03 Citigroup Buy → Buy maintained Bullish $248.11 +14.5% -17.6% -21.0% -26.5% $318 missed ✗
2025-11-03 Susquehanna Neutral → Neutral maintained True hold · target +4% $248.11 +14.5% -17.6% -21.0% -26.5% $260 missed not graded
2025-10-31 Wells Fargo Overweight → Overweight maintained Bullish $253.30 +16.7% -22.1% -21.2% -28.8% $265 missed ✗
2025-10-31 Piper Sandler Neutral → Neutral maintained True hold · target -1% $253.30 +16.7% -22.1% -21.2% -28.8% $249 missed not graded
2025-10-31 UBS Neutral → Neutral maintained True hold · target -3% $253.30 +16.7% -22.1% -21.2% -28.8% $245 hit not graded
2025-10-31 Scotiabank Sector Perform → Sector Perform maintained True hold · target +0% $253.30 +16.7% -22.1% -21.2% -28.8% $255 missed not graded
2025-10-31 RBC Capital Outperform → Outperform maintained Bullish $253.30 +16.7% -22.1% -21.2% -28.8% $265 missed ✗
2025-10-31 Stifel Buy → Buy maintained Bullish $253.30 +16.7% -22.1% -21.2% -28.8% $275 missed ✗
2025-10-31 Cantor Fitzgerald Neutral → Neutral maintained Leans bearish · Neutral, target -11% $253.30 +16.7% -22.1% -21.2% -28.8% $224 hit ✓
2025-10-31 KeyBanc Overweight → Overweight maintained Bullish $253.30 +16.7% -22.1% -21.2% -28.8% $300 missed ✗
2025-10-31 Mizuho Outperform → Outperform maintained Bullish $253.30 +16.7% -22.1% -21.2% -28.8% $280 missed ✗
2025-10-31 Citizens Market Outperform → Market Outperform maintained Bullish $253.30 +16.7% -22.1% -21.2% -28.8% $270 missed ✗
2025-10-31 Needham Buy → Buy maintained Bullish $253.30 +16.7% -22.1% -21.2% -28.8% $285 missed ✗
2025-10-21 UBS Neutral → Neutral maintained Leans bullish · Neutral, target +12% $212.98 — -10.1% -5.1% -16.7% $240 missed ✗

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Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.

How the grading works

Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. Letter grades print only where a record differs from a coin flip at two sigma; tested across the whole book on 2026-09-21, firm direction accuracy is sampling noise at these call counts, so the firm leaderboard ranks on 90-day price-target hit rate instead (the test, in full). "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.

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