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.
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.
Firm by firm
| Firm | Calls | Scored | Right | Accuracy | Targets hit | Avg 30d | Avg 90d | Latest | Date | Target |
|---|---|---|---|---|---|---|---|---|---|---|
| BTIG | 6 | 6 | 5 | 83.3% | 75.0% of 4 | +14.7% | +29.9% | Buy | 2026-08-07 | $382 |
| Mizuho | 5 | 5 | 4 | 80.0% | 50.0% of 4 | +6.3% | +18.4% | Outperform | 2026-07-15 | $310 |
| Citigroup | 4 | 4 | 3 | 75.0% | — | +0.2% | -5.1% | Buy | 2026-08-10 | $400 |
| Piper Sandler | 6 | 5 | 3 | 60.0% | 60.0% of 5 | -0.1% | +14.0% | Overweight | 2026-08-07 | $333 |
| Citizens | 5 | 4 | 2 | 50.0% | — | -1.1% | +5.7% | Market Outperform | 2026-08-31 | $394 |
| RBC Capital | 4 | 4 | 2 | 50.0% | — | +1.7% | -0.2% | Outperform | 2026-08-07 | $346 |
| Wells Fargo | 4 | 4 | 2 | 50.0% | — | -2.0% | -15.1% | Overweight | 2026-08-07 | $380 |
| Needham | 4 | 4 | 2 | 50.0% | — | +1.7% | -0.2% | Buy | 2026-08-07 | $380 |
| Barclays | 4 | 4 | 2 | 50.0% | — | +5.0% | -5.7% | Overweight | 2026-08-07 | $355 |
| UBS | 6 | 5 | 2 | 40.0% | 40.0% of 5 | -0.9% | -4.0% | Neutral | 2026-08-07 | $350 |
| Cantor Fitzgerald | 3 | 2 | 2 | — | — | +4.1% | -0.2% | Neutral | 2026-06-10 | $230 |
| Morgan Stanley | 1 | 1 | 1 | — | — | +10.6% | — | Overweight | 2026-07-17 | $322 |
| Jefferies | 1 | 1 | 1 | — | — | +12.2% | -1.4% | Hold | 2026-02-11 | $225 |
| Scotiabank | 4 | 3 | 2 | — | — | -3.2% | -15.1% | Sector Outperform | 2026-08-08 | $390 |
| Truist Securities | 3 | 3 | 2 | — | — | +5.2% | +38.1% | Buy | 2026-08-07 | $350 |
| TD Cowen | 2 | 2 | 1 | — | — | +5.1% | — | Buy | 2026-08-07 | $355 |
| Oppenheimer | 2 | 2 | 1 | — | — | +0.8% | — | Outperform | 2026-08-07 | $380 |
| Guggenheim | 3 | 3 | 1 | — | — | +9.7% | +14.0% | Sell | 2026-08-07 | $160 |
| Susquehanna | 3 | 0 | 0 | — | — | -1.0% | +17.0% | Neutral | 2026-08-10 | $300 |
| KeyBanc | 2 | 2 | 0 | — | — | -13.7% | -28.8% | Overweight | 2026-08-07 | $375 |
| Bernstein | 1 | 0 | 0 | — | — | — | — | Market Perform | 2026-09-17 | $181 |
| Argus Research | 1 | 1 | 0 | — | — | -11.2% | -27.8% | Buy | 2025-11-10 | $265 |
| Stifel | 1 | 1 | 0 | — | — | -22.1% | -28.8% | Buy | 2025-10-31 | $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
| Date | Firm | Change | Action | Graded as | Price at call | Run before | +30d | +60d | +90d | Target · 90d check | Hit |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ✗ |
Also in Cybersecurity
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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