Napco Security Tech stock: Why it's drawing investor attention now
Napco Security Tech is garnering investor attention due to its innovative access control solutions within the rapidly growing electronic security market. The company offers a diverse product lineup, including intrusion and fire alarm systems, and benefits from recurring revenue through its SaaS offerings. Analysts generally view Napco favorably, citing its strong balance sheet and consistent execution in a fragmented industry.
NSSC Financials: Revenue Breakdown, Margins & Competitor Comparison
The article analyzes NSSC's financial performance, highlighting its revenue breakdown, profitability margins, and competitive standing. It notes that Services contribute the largest portion of NSSC's revenue at 47.7%, and the company maintains strong gross, operating, and net margins. NSSC's financial health is further detailed by its Return on Equity and compared against competitors like FLYW and PICS within the Communications & Networking industry.
NSSC Technical Analysis & Stock Price Forecast
This article provides a technical analysis of NAPCO Security Technologies Inc (NSSC), indicating a "Strong Sell" consensus based on various indicators. It details the stock's performance relative to moving averages, analyzes momentum indicators like RSI and MACD, and outlines key support and resistance levels. The analysis suggests a generally bearish outlook for NSSC's short-term momentum despite trading above its 200-day moving average.
NSSC PE Ratio & Valuation, Is NSSC Overvalued
NAPCO Security Technologies Inc (NSSC) is currently in the "Fair zone" with a forward PE ratio of 29.35, which is considered fair when compared to its five-year average of 31.72. The fair price for NSSC, according to relative valuation, ranges between $31.88 and $51.34. The company's P/S ratio is slightly above the industry average, and its revenue growth rate suggests this premium might be unsustainable.
Analysts Offer Insights on Industrial Goods Companies: Napco Security Technologies (NSSC) and Clean Harbors (CLH)
Two industrial goods companies, Napco Security Technologies (NSSC) and Clean Harbors (CLH), received positive analyst ratings. D.A. Davidson reiterated a Buy rating for Napco Security Technologies with a $52.00 price target, while Truist Financial maintained a Buy rating for Clean Harbors. Both companies are viewed favorably within the Industrial Goods sector by the analysts.
D.A. Davidson reiterates Napco Security stock buy rating at $52
D.A. Davidson has reiterated a Buy rating on Napco Security Technologies (NASDAQ:NSSC) with a $52 price target, citing the company's recession-resilient business model and recurring revenue structure. The firm's analysis, supported by strong financial health data, suggests potential upside of 34% from the current trading price. Recent fiscal second-quarter earnings also exceeded analyst expectations, leading Needham to raise its price target to $49.
Vanguard realigns reporting; Napco Security Technologies (NASDAQ: NSSC) shows 0 shares
The Vanguard Group filed an amended Schedule 13G/A, reporting zero beneficial ownership of Napco Security Technologies Inc. (NSSC) common stock. This change is due to an internal realignment on January 12, 2026, which resulted in certain Vanguard subsidiaries reporting ownership separately. The filing clarifies that Vanguard itself no longer beneficially owns these securities, rather than indicating a market sale.
Tudor Investment Corp ET AL Sells 108,221 Shares of NAPCO Security Technologies, Inc. $NSSC
Tudor Investment Corp ET AL significantly reduced its stake in NAPCO Security Technologies (NASDAQ:NSSC) by selling 108,221 shares, representing a 54.8% cut, and now holds 89,212 shares valued at $3.83 million. Other institutional investors like Fundsmith LLP and Arrowstreet Capital Limited Partnership increased their holdings, while CEO Richard Soloway also sold 150,000 shares for $6.41 million. NAPCO recently beat earnings estimates, reported strong revenue growth, and increased its quarterly dividend.
DA Davidson stays Buy rated on Napco Security Technologies, Inc. (NSSC), cites ARR model and new products
DA Davidson analyst Matt Summerville reiterated a Buy rating and a $52.00 price target on Napco Security Technologies, Inc. (NASDAQ: NSSC). The rating is supported by the company's Annual Recurring Revenue (ARR) model and new product offerings. The full article content is behind a premium paywall.
Napco Security Tech stock gains momentum amid strong Q3 earnings and rising security demand
Napco Security Technologies (NASDAQ: NAPCO) reported robust Q3 fiscal 2026 results, with revenue up 13% to $62.4 million and adjusted EPS of $0.54, exceeding analyst expectations. This performance, driven by strong growth in intrusion and door-locking systems and a significant increase in recurring service revenue, sent the stock higher in early trading. The company's strategic shift to a SaaS-like model with high gross margins and expanding market share positions it for sustained growth amid rising demand for integrated security solutions.
Napco Security Tech stock surges on strong earnings beat and raised guidance amid rising cybersecurity threats
Napco Security Tech (ISIN: US6304021051) reported strong Q2 fiscal 2026 results, exceeding Wall Street expectations with an 11% revenue increase to $60.4 million and net income rising to $0.54 per diluted share. The company's recurring service revenues jumped 21% year-over-year, now representing over 68% of total sales, driven by demand for connected home and commercial security systems. Consequently, Napco raised its full-year revenue guidance to $240-245 million, signaling confidence in sustained growth amidst increasing cybersecurity and physical security concerns, posing it as an attractive defensive play for investors.
NAPCO Security Technologies, Inc. (NASDAQ:NSSC) Receives Consensus Recommendation of "Moderate Buy" from Analysts
NAPCO Security Technologies, Inc. (NASDAQ:NSSC) has received a consensus "Moderate Buy" recommendation from eight analysts, with an average 12-month price target of $47.83. Insider CEO Richard Soloway recently sold a significant number of shares, while various hedge funds have adjusted their stakes in the company. The company also reported strong quarterly earnings and increased its quarterly dividend.
Napco Security Tech Stock (ISIN: US6304021051) Gains Traction Amid Security Sector Boom and Strong Earnings Momentum
Napco Security Technologies (NASDAQ: NSSC) is attracting investor interest due to strong recurring revenue growth and margin expansion in the electronic security market. The company's latest quarterly results showed robust sales driven by SaaS-based cellular monitoring services and hardware sales. This positions Napco as a potential defensive play for European investors tracking US small-caps, despite lingering valuation risks.
Assessing Napco Security Technologies (NSSC) Valuation After Exceptional Q4 Growth And New 5G Cloud Product Launches
Napco Security Technologies (NSSC) has demonstrated exceptional Q4 growth with revenues exceeding analyst estimates, driven by recurring service revenue and strong demand for its products. While the company's valuation narrative suggests it is 12.2% undervalued based on its cash flow outlook and profitability, its current P/E ratio of 32.8x appears elevated compared to the industry average and a fair ratio. Investors are advised to consider both the strong recurring revenue potential and the valuation risk.
Napco Security & Arlo Q4 2025 Earnings: Revenue Growth & Stock Performance - News and Statistics
The article reviews the Q4 2025 earnings for Napco Security Technologies and Arlo Technologies, highlighting their strong revenue growth and exceeding analyst expectations. Napco saw a 12.2% year-on-year revenue increase with its stock rising 15.5%, while Arlo reported a 16.2% year-on-year revenue increase. The broader group of eight specialized technology companies also surpassed revenue forecasts but experienced a decline in stock prices post-announcement, indicating sector volatility despite positive results.
Crawford Investment Counsel Inc. Invests $4.46 Million in NAPCO Security Technologies, Inc. $NSSC
Crawford Investment Counsel Inc. has acquired a new stake of 103,750 shares, valued at approximately $4.46 million, in NAPCO Security Technologies, Inc. (NASDAQ:NSSC) during the third quarter. Other institutional investors also increased their holdings in the industrial products company, which recently reported stronger-than-expected quarterly earnings and increased its quarterly dividend. Analysts have a "Moderate Buy" rating for NSSC with an average target price of $47.83.
Napco Security Tech Stock (ISIN: US6304021051) Gains Traction in Enterprise Access-Control Market
Napco Security Tech is gaining traction in the enterprise access-control market, particularly in Europe, driven by its hybrid business model combining hardware and cloud-based recurring revenue. The company is successfully transitioning from perpetual licenses to cloud-hosted subscriptions, aligning with broader enterprise software trends and regulatory demands for integrated physical security solutions. This shift, coupled with strong free cash flow and a disciplined capital allocation strategy, positions Napco as an attractive long-term investment for those seeking exposure to the growing security technology sector.
Napco Security Tech Stock (ISIN: US6304021051) Gains Traction in Enterprise Access-Control Market
Napco Security Technologies is gaining ground in the enterprise access-control market, driven by its dual-segment model combining hardware sales with high-margin recurring software and monitoring services. The company's expansion into Europe, particularly in the DACH region, and its focus on cloud migration for legacy systems are key growth drivers attracting investor interest. Despite competitive pressures, Napco's lower total cost of ownership and cloud-native roadmap position it well for continued growth and potential re-rating in valuation.
Small-cap security maker NAPCO lands spot in S&P 600
NAPCO Security Technologies (NASDAQ: NSSC) has been selected for inclusion in the S&P SmallCap 600 Index, effective March 13, 2026. This inclusion is a significant recognition of the company's operational strength, financial performance, and market position. It is expected to enhance NAPCO's visibility among institutional investors and index-tracking funds, potentially boosting demand for its shares.
Analysts Are Bullish on These Industrial Goods Stocks: Napco Security Technologies (NSSC), American Superconductor (AMSC)
This article highlights bullish sentiments from analysts for two industrial goods stocks: Napco Security Technologies (NSSC) and American Superconductor (AMSC). D.A. Davidson's Matt Summerville maintained a Buy rating on Napco, which has a Strong Buy consensus and a 13.6% average upside target. Craig-Hallum's Eric Stine maintained a Buy rating on American Superconductor, which also has a Strong Buy consensus and an 81.1% average upside target.
Analysts Are Bullish on These Industrial Goods Stocks: Napco Security Technologies (NSSC), American Superconductor (AMSC)
Two industrial goods stocks, Napco Security Technologies (NSSC) and American Superconductor (AMSC), have received bullish sentiments from analysts. Matt Summerville from D.A. Davidson maintained a Buy rating on Napco, while Eric Stine from Craig-Hallum maintained a Buy rating on American Superconductor. Both companies have strong buy consensus ratings with significant upside potential according to analyst price targets.
Insider Selling: NAPCO Security Technologies (NASDAQ:NSSC) CEO Sells 129,682 Shares of Stock
NAPCO Security Technologies (NASDAQ:NSSC) CEO Richard Soloway sold 129,682 shares of company stock on March 2nd at an average price of $44.99, totaling approximately $5.83 million. This transaction reduced his ownership by 10.12%. Despite the insider selling, NAPCO reported strong quarterly results, beating EPS and revenue expectations, and also increased its quarterly dividend.
NAPCO Security Technologies Selected for Inclusion in the S&P SmallCap 600 Index
NAPCO Security Technologies, Inc. (NASDAQ: NSSC) has been chosen for inclusion in the S&P SmallCap 600 Index, effective March 13, 2026. This selection acknowledges the company's strong operational and financial performance and is expected to raise its profile among institutional investors. Richard Soloway, NAPCO's Chairman and CEO, highlighted this as recognition of their consistent execution, robust business model, and commitment to innovation and shareholder value.
Quantbot Technologies LP Invests $1.45 Million in NAPCO Security Technologies, Inc. $NSSC
Quantbot Technologies LP has invested $1.45 million in NAPCO Security Technologies (NASDAQ: NSSC) by acquiring 33,751 shares in Q3, representing 0.09% of the company. This comes as NAPCO's CEO, Richard Soloway, sold 150,000 shares for $6.41 million, reducing his stake by 10.67%. NAPCO exceeded Q results expectations with $0.38 EPS and $48.17 million in revenue, leading to a raised quarterly dividend of $0.15 per share.
JPMorgan Chase & Co. Sells 340,149 Shares of NAPCO Security Technologies, Inc. $NSSC
JPMorgan Chase & Co. has significantly reduced its stake in NAPCO Security Technologies, Inc. (NSSC) by selling 340,149 shares, decreasing their holdings by 56.9%. This move leaves JPMorgan with 257,403 shares, valued at approximately $11.06 million, representing 0.72% of the company. Concurrently, NAPCO's CEO, Richard Soloway, sold 150,000 shares, reflecting a 10.67% reduction in his ownership, though insiders still hold 5.65% of the company. The company reported strong Q3 earnings, beating consensus estimates with $0.38 EPS and a 12.4% revenue increase, and also announced an increase in its quarterly dividend.
Napco Security Technologies, Inc. Experiences Revision in Stock Evaluation Amid Strong Performance Indicators
Napco Security Technologies, Inc. has adjusted its valuation, reflecting a high P/E ratio, strong performance indicators like ROCE and ROE, and a significant dividend yield. Despite outperforming the S&P 500 over the past year, the company recently saw a decline in its weekly stock performance. These metrics highlight Napco's competitive position within its industry.
Napco Security soars 63% after InvestingPro’s undervalued call By Investing.com
Napco Security Technologies (NASDAQ:NSSC) stock has surged 63.63% since InvestingPro's Fair Value analysis identified it as undervalued in February 2025. Trading at $26.42 thirteen months ago, shares have risen to $43.55, validating the comprehensive valuation analysis. The company's consistent operational performance, robust revenue and EPS growth, and raised analyst price targets further support its appreciation.
CEO of Napco (NASDAQ: NSSC) sells 185,000 shares in Form 4 filing
Richard Soloway, CEO of Napco Security Technologies (NASDAQ: NSSC), reported selling a total of 185,000 shares of company common stock in open-market transactions on March 2 and March 3, 2026. The sales were made at weighted average prices of $44.99 and $43.22, respectively, as detailed in a Form 4 SEC filing. Following these transactions, Soloway directly holds 1,096,958 shares and an employee stock option for an additional 2,000 shares.
Napco (NSSC) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now
Napco (NSSC) has recently formed a hammer chart pattern, suggesting a potential trend reversal after a 6% stock loss. This technical indicator, coupled with strong fundamental support from upward earnings estimate revisions by Wall Street analysts and a Zacks Rank #2 (Buy), points to a likely subsiding of selling pressure and improved prospects for the security products and software company. Investors should consider these factors as a strong bullish case for NSSC.
Richard Soloway sells 279,682 NSSC shares (NASDAQ: NSSC)
Richard Soloway, an insider of NAPCO Security Technologies, Inc. (NASDAQ: NSSC), has reported proposed sales of 279,682 common shares through two Form 144 filings. The filings detail proposed sales of 129,682 shares on March 2, 2026, for $5,833,172.00, and 150,000 shares on February 5, 2026, for $6,315,471.30. These transactions are for NSSC common stock trading on NASDAQ, with Morgan Stanley Smith Barney LLC listed as the broker.
Napco, Benchmark, Knowles, and Taboola Shares Plummet, What You Need To Know
Shares of Napco, Benchmark, Knowles, and Taboola plummeted following an escalation of the conflict with Iran, which threatened global oil supplies and fueled inflation. The rise in Brent crude prices and concerns about prolonged conflict leading to an inflationary shock negatively impacted investor confidence. While the market's overreaction can present buying opportunities for high-quality stocks, the news significantly affected these companies.
Insider sale reported for NSSC (NASDAQ: NSSC) — 150,000 shares
Richard Soloway has reported the sale of 150,000 common shares of NAPCO Security Technologies, Inc. (NSSC) through a Form 144 SEC filing. The sale, dated February 5, 2026, was valued at $6,315,471.30 and processed via Morgan Stanley Smith Barney LLC. This filing serves to notify the market of the reported disposition in accordance with Rule 144.
NAPCO Security Technologies, Inc. Common Stock (NSSC) Stock Price Today & Analysis
This article provides an analysis of NAPCO Security Technologies, Inc. (NSSC) stock, including its current price, fundamental financials, and corporate information. It details key metrics such as market cap, P/E ratio, and dividend yield, and describes NAPCO's business as a manufacturer of security products. The article also addresses common investor FAQs regarding buying NSSC stock on the Gotrade app, minimum investment, dividend policy, safety, and market hours.
Investors get time with NAPCO Security at Raymond James conference
NAPCO Security Technologies (NASDAQ: NSSC) announced its management will attend the Raymond James 47th Annual Institutional Investors Conference on March 4, 2026, to meet with investors. The company, a designer and manufacturer of electronic security devices and a provider of school safety solutions, encourages interested investors to contact their Raymond James representative to schedule a meeting. This participation is part of NAPCO's ongoing investor outreach efforts, complementing prior positive responses to earnings and recurring revenue growth.
NSSC (NSSC) exec exercises 10K stock options, withholds shares for taxes
NAPCO Security Technologies Executive VP of Engineering Michael Carrieri exercised 10,000 employee stock options at $22.495 per share. To cover the exercise price and taxes in a cashless transaction, 6,651 shares were withheld, resulting in a net increase of 3,349 shares for Carrieri. Following these transactions, he directly owns 26,610 shares, with additional options exercisable in the future.
NAPCO Security Technologies to Attend Investor Conference
NAPCO Security Technologies (NSSC) will attend the Raymond James 47th Annual Institutional Investors Conference on March 4, 2026, to showcase its leadership in high-tech electronic security devices. The company is a leading designer and manufacturer of security devices, offering wireless communication services for various systems and focusing on school safety solutions. NAPCO aims for continued growth in recurring service revenue and new product introductions, despite past challenges.
Napco Security Technologies, Inc. Experiences Revision in Stock Evaluation Amid Strong Market Performance
Napco Security Technologies, Inc. has revised its stock evaluation, with its stock currently slightly down but demonstrating significant resilience and outperforming the S&P 500 with a 90.56% return over the past year. Technical indicators show a mixed outlook, leaning positive with bullish MACD and Bollinger Bands, though KST and Dow Theory present some divergence. The company's strong performance, including a 20.11% return over the past month, highlights its effective market navigation and competitive industry positioning.
Fox Run Management L.L.C. Makes New $1.01 Million Investment in NAPCO Security Technologies, Inc. $NSSC
Fox Run Management L.L.C. has disclosed a new investment of $1.01 million in NAPCO Security Technologies, Inc. (NSSC) during the third quarter, acquiring 23,581 shares. This firm now holds approximately 0.07% of the company. The investment comes as NAPCO Security Technologies recently reported better-than-expected earnings and raised its quarterly dividend, while institutional investors collectively own a significant portion of the stock.
NAPCO Security Technologies, Inc. (NASDAQ:NSSC) Receives Consensus Rating of "Moderate Buy" from Brokerages
NAPCO Security Technologies, Inc. (NSSC) has received a consensus "Moderate Buy" rating from brokerages, with an average 12-month price target of $47.83. This follows a strong earnings report where NAPCO beat estimates, achieved 12.4% YoY revenue growth, and increased its quarterly dividend. The article also notes recent insider sales by the CEO and institutional adjustments in stock holdings.
NAPCO Security Technologies, Inc. $NSSC Shares Acquired by Principal Financial Group Inc.
Principal Financial Group Inc. significantly increased its stake in NAPCO Security Technologies (NASDAQ:NSSC), doubling its holdings to 66,781 shares. Other institutions like Millennium, Goldman Sachs, and Canada Pension Plan also raised their positions, contributing to institutional ownership of 85.07%. Despite CEO Richard Soloway selling a portion of his shares, NAPCO reported strong quarterly results, beating EPS expectations and raising its quarterly dividend.
NAPCO Security plans one-on-one meetings with institutional investors in Feb.
NAPCO Security Technologies (NASDAQ: NSSC) announced that its management will meet with institutional investors at two upcoming conferences in February 2026: Barclays 43rd Annual Industrial Select Conference and Citi 2026 Global Industrial Tech & Mobility Conference. These meetings will be held one-on-one, and attendees can find more details on the conference hosts' websites. This aligns with NSSC's ongoing investor outreach amidst recent growth and product developments.
NAPCO Security Technologies reports fiscal 2026 Q2 results
NAPCO Security Technologies announced strong fiscal Q2 2026 results, driven by a 12.2% year-over-year increase in net revenues to $48.2 million. Recurring service revenue (RSR) and equipment revenue both saw significant double-digit growth, with RSR reaching a prospective annual run rate of approximately $99 million. The company also declared an increased quarterly dividend of $0.15 per share and appointed Joseph Pipczynski as Chief Revenue Officer.
NAPCO Security Technologies to Participate in Investor Meetings
NAPCO Security Technologies is set to participate in upcoming investor meetings, including the Barclays 43rd Annual Industrial Select Conference and the Citi 2026 Global Industrial Tech & Mobility Conference, to engage with institutional investors. The company, a leading manufacturer of high-tech electronic security devices, aims to highlight its growth potential in the rapidly expanding electronic security market. Despite past challenges like the COVID-19 pandemic, NAPCO plans to continue launching new products and growing service revenue, demonstrating confidence in its future development.
Halper Sadeh LLC Encourages NAPCO Security Technologies, Inc. Shareholders To Contact the Firm To Discuss Their Rights
Halper Sadeh LLC, an investor rights law firm, is investigating whether officers and directors of NAPCO Security Technologies, Inc. (NASDAQ: NSSC) breached their fiduciary duties. The firm encourages NAPCO shareholders to contact them to discuss legal options, including seeking corporate governance reforms or financial incentives. Shareholder involvement is emphasized as a way to improve company practices and enhance shareholder value.
Halper Sadeh LLC Encourages NAPCO Security Technologies, Inc. Shareholders To Contact the Firm To Discuss Their Rights
Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of NAPCO Security Technologies, Inc. (NASDAQ: NSSC) breached their fiduciary duties to shareholders. The firm encourages long-term shareholders to contact them to discuss their legal rights and options, which may include seeking corporate governance reforms or financial incentives. Shareholder participation is highlighted as crucial for improving company policies and enhancing shareholder value.
50,999 Shares in NAPCO Security Technologies, Inc. $NSSC Purchased by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans acquired a new stake of 50,999 shares in NAPCO Security Technologies (NASDAQ:NSSC) during the third quarter, valued at approximately $2.19 million, increasing institutional ownership to about 85.07%. NAPCO recently exceeded Q3 earnings expectations with $0.38 EPS and $48.17 million in revenue and raised its quarterly dividend to $0.15. Despite some insider selling by CEO Richard Soloway, analysts maintain a "Moderate Buy" rating with an average target price of $47.83.
5 Revealing Analyst Questions From Napco's Q4 Earnings Call
Napco's Q4 earnings call highlighted positive market response, strong growth in equipment and recurring revenue, and improved gross margins. Analysts' questions focused on distributor inventory, MVP platform adoption, pricing sustainability, the ADI partnership, and the StarLink outlook, revealing management's strategies and future catalysts. The company's financial performance beat analyst estimates across revenue, EPS, and EBITDA.
NAPCO Security Technologies (NASDAQ:NSSC) CEO Sells $6,411,000.00 in Stock
NAPCO Security Technologies (NASDAQ:NSSC) CEO Richard Soloway sold 150,000 shares worth $6.41 million, reducing his position by 10.67%. This sale followed strong quarterly results where the company beat EPS and revenue expectations. Analysts generally rate NSSC a "Moderate Buy" with an average price target of $47.83, and the company recently increased its quarterly dividend.
NAPCO Security Technologies to Participate in Barclay's 43rd Annual Industrial Select Conference and Citi's 2026 Global Industrial Tech & Mobility Conference
NAPCO Security Technologies, Inc. (NASDAQ: NSSC) announced that its management will participate in investor meetings at two upcoming conferences: Barclays' 43rd Annual Industrial Select Conference on February 17, 2026, and Citi's 2026 Global Industrial Tech & Mobility Conference on February 19, 2026. The company, a leading designer and manufacturer of high-tech electronic security devices and provider of school safety solutions, expects to conduct scheduled one-on-one meetings with institutional investors at both events.
Locks And Fire Alarm Maker Eyes Buy Point After Earnings Surge
Napco Security Technologies (NSSC) stock is showing strong momentum after a robust second-quarter earnings beat and a dividend increase. The company, a security and building-access product manufacturer, is projected to see a weekly gain of 15% or more and has formed a 14-week consolidation, indicating a potential buy point. NSSC has been selected as an IBD 50 Stock To Watch.
