Published

15 Jun 26

Updated

10 Aug 26

Views

Not Invested

NetAppNTAP

Fair Value

US$150

Share price10 Aug

US$197.7931.9% overvalued

1Y58.03%

7D-0.75%

AI Storage And Cloud Services Dependence Will Increase Earnings Risk Over Time

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

15 Jun 26

Updated

10 Aug 26

Views

Not Invested

Shared on 10 Aug 26

Fair value Increased 9.49%

NTAP: AI Storage Upswing Will Eventually Buckle Under Rising Component Costs

NetApp is getting a lift from strong demand for storage built for AI, but some analysts warn the good news may already be priced in. The bigger question now is whether rising memory and chip costs, plus signs of slowing growth, start to squeeze profits and leave the stock with little room for mistakes.

2 views

Shared on 02 Jul 26

Fair value Increased 12%

NTAP: AI Infrastructure Momentum Will Mask Mounting Component Cost Pressures

NetApp rides a wave of demand for AI-ready storage, and recent results push many analysts to lift their expectations. The catch is that rising memory and component costs could squeeze profits just as growth slows, making the next stretch less predictable than it looks.

11 views

Fair Value vs Share Price

US$150

vs US$197.7931.9% overvalued

5.9%

Revenue growth

20.6%

Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Flawless balance sheet with proven track record and pays a dividend.

Market capUS$38.7b

PB26.0x

Estimated Growth7.6%

Dividend Yield1.1%

Full analysis

CEO & management

George Kurian

CEO

3.6yrs

CEO Tenure

Provides a range of enterprise software, systems, and services that customers use to transform their data infrastructures in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.