NetApp Resultados de beneficios anteriores
Pasado controles de criterios 4/6
NetApp ha aumentado sus beneficios a una tasa media anual de 5.5%, mientras que los beneficios de la industria de Tech han experimentado un crecimiento de 5.5% anual. Los ingresos han ido creciendo a una tasa media de 2.3% al año. La rentabilidad financiera de NetApp es de 94.4%, y sus márgenes netos son de 18.4%.
Información clave
5.48%
Tasa de crecimiento de los beneficios
8.10%
Tasa de crecimiento del BPA
| Crecimiento de la industria Tech | 14.32% |
| Tasa de crecimiento de los ingresos | 2.26% |
| Rentabilidad financiera | 94.45% |
| Margen neto | 18.43% |
| Próxima actualización de resultados | 02 Sep 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • Jul 02
NTAP: AI Infrastructure Momentum Will Mask Mounting Component Cost Pressures
The analyst price target for NetApp rises from $121.86 to $137.00 as analysts factor in recent price target increases across the Street tied to strong Q4 results, AI infrastructure demand, and expectations that the company can manage higher component costs while maintaining margins. Analyst Commentary Recent research on NetApp highlights a wide range of views, with many firms lifting price targets following strong Q4 results and increased interest in AI infrastructure.Seeking Alpha • Jul 02
NetApp: Share Gains Will Determine The Next Leg Higher
Summary NetApp is rated a buy with an FY 2027 price target of $178, implying 14% upside driven by AI-focused data center tailwinds. NTAP posted robust Q4 results: 12% YoY revenue growth, 71.5% non-GAAP gross margin, and $1.87B in free cash flow, signaling strong fundamentals. Management guides for 8% FY 2027 revenue growth; further upside hinges on NTAP achieving market share gains over competitors like Dell and Everpure. Risks include the possibility that recent growth is macro-driven rather than company-specific, with Everpure potentially outpacing NTAP in storage market share. Read the full article on Seeking AlphaArtículo de análisis • Jun 19
NetApp (NTAP) Stock Could Be 7% Undervalued After EPS Estimate Revisions
Estimate Revisions Put NetApp (NTAP) Back in Focus Upward revisions to consensus earnings per share estimates have put NetApp (NTAP) back on investor radar, drawing attention to how shifting expectations may relate to the stock’s recent strong price performance. See our latest analysis for NetApp. The recent revision to earnings expectations comes on top of strong share price momentum for NetApp, with a 30-day share price return of 34.24% and a 90-day share price return of 57.96%. The 1-year...
Actualización de narrativa • Jun 18
NTAP: AI Infrastructure And Hybrid Cloud Strength Will Offset Memory Cost Risks
Analysts have nudged the NetApp price target higher to $171.75 from $167.93, reflecting updated assumptions that include slightly adjusted revenue growth, profit margin expectations, discount rate, and a higher future P/E multiple, supported by recent research citing strong Q4 results, AI infrastructure demand, and an expanding solutions portfolio. Analyst Commentary Recent Street research around NetApp reflects a broadly constructive tone, with most firms lifting price targets after the latest Q4 and FY26 results, while still flagging some areas of execution and valuation risk.Nueva narrativa • Jun 15
AI Storage And Cloud Services Dependence Will Increase Earnings Risk Over Time
Catalysts About NetApp NetApp provides data storage and data management solutions across on premises, public cloud and hybrid cloud environments, including offerings tailored for AI workloads. What are the underlying business or industry changes driving this perspective?Artículo de análisis • Jun 12
NetApp's (NASDAQ:NTAP) Earnings Seem To Be Promising
Shareholders appeared to be happy with NetApp, Inc.'s ( NASDAQ:NTAP ) solid earnings report last week. Looking deeper...Actualización de narrativa • Jun 04
NTAP: AI And Hybrid Cloud Partnerships Will Offset Higher Memory Cost Pressures
NetApp's fair value estimate has been raised from about $117 to about $168. This change reflects higher analyst price targets that credit stronger recent earnings, improving margins, and growing interest in the company's role in supporting on-premise AI infrastructure and storage demand.
Nueva narrativa • Jun 01
AI And Cloud Catalysts Will Drive Stronger Profitability For This Data Storage Leader
Catalysts About NetApp NetApp provides data storage and data management solutions for enterprise and cloud environments. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Apr 24
NTAP: Flash And Cloud Exposure Will Counter Higher Memory Cost Pressures
NetApp's analyst price target has edged lower by about $0.80 to roughly $117, as analysts factor in concerns around higher memory component costs and potential pressure on product gross margins, while still seeing some support from flash and public cloud exposure. Analyst Commentary Recent Street research on NetApp points to a mixed setup, with most firms trimming price targets and highlighting both execution strengths and margin risks tied to memory costs.Actualización de narrativa • Apr 07
NTAP: Flash And Cloud Mix Will Offset Rising Memory Cost Headwinds
Narrative Update on NetApp NetApp's updated fair value framework remains steady at about $118 per share while analysts fine tune assumptions around discount rates and product margins. This is reflected in recent price target moves that range from $88 to $120 as they weigh higher memory component costs against expectations for flash and public cloud mix.Actualización de narrativa • Mar 24
NTAP: Flash And Cloud Mix Will Outweigh Rising Memory Cost Headwinds
Narrative Update The analyst price target for NetApp has been reset to $117.93. This reflects mixed recent revisions as analysts weigh higher memory and component costs, pressure on product gross margins, and solid expectations for flash- and cloud-driven revenue over time.Actualización de narrativa • Mar 10
NTAP: Flash And Public Cloud Mix Will Offset Rising Memory Costs
Analysts have nudged their blended price target for NetApp lower to around $118, reflecting recent cuts from firms citing rising memory component costs and pressure on product gross margins, partially offset by expectations for ongoing growth in flash and public cloud revenue. Analyst Commentary Recent research on NetApp reflects a mixed setup, with price targets clustered around the low to mid US$100s and attention firmly on memory costs, product margins and the balance between traditional hardware and higher growth flash and cloud offerings.Actualización de narrativa • Feb 18
NTAP: Margin Execution And Flash Leadership Will Support Future Memory Risk Upside
Analysts have reduced their blended price target on NetApp by $15 to $110. The change reflects slightly lower assumptions for revenue growth, profit margins and future P/E multiples, as well as growing caution around memory exposure across the hardware and storage group.Actualización de narrativa • Feb 04
NTAP: Margin Strength And Flash Leadership Will Support Future Upside
Analysts have nudged their price expectations for NetApp to about $123 per share, reflecting steady views on revenue, margins and future P/E. They are also factoring in recent research that highlights solid execution in all flash arrays, firm gross margins, and a mix of Buy, Overweight and Neutral ratings with targets ranging from $120 to $134.Actualización de narrativa • Jan 21
NTAP: Margin Strength And Flash Plus Cloud Execution Will Drive Upside
Analysts have trimmed their price target on NetApp by about $1.52 to roughly $122.81. This reflects a mix of tempered fair value and P/E assumptions, even as recent research highlights solid margins, strength in all flash arrays and ongoing growth in public cloud.Actualización de narrativa • Jan 06
NTAP: Margin Strength And Flash Plus Cloud Mix Will Support Upside
Narrative Update Analysts have lifted their blended price target for NetApp to a range of about $120 to $134, reflecting confidence in the company’s gross margins and the performance of its all flash array and public cloud offerings. Analyst Commentary Recent research updates show analysts focusing heavily on NetApp's profitability profile and the mix of its storage offerings, with price targets now clustered between about $120 and $134.Actualización de narrativa • Dec 14
NTAP: Margin Strength And Cloud Momentum Will Support Measured Future Upside
Analysts have nudged our NetApp price target slightly lower to approximately $124.33 from $125.00, reflecting only modest tweaks to long term growth, margin, and valuation assumptions, even as recent Street research highlights stronger than expected margins, robust all flash array performance, and sustained high teens public cloud growth. Analyst Commentary Recent Street commentary presents a largely constructive view on NetApp, with price targets edging higher alongside recognition of stronger profitability and resilient demand trends.Artículo de análisis • Dec 03
NetApp (NASDAQ:NTAP) Has Announced A Dividend Of $0.52
The board of NetApp, Inc. ( NASDAQ:NTAP ) has announced that it will pay a dividend of $0.52 per share on the 21st of...Actualización de narrativa • Nov 29
NTAP: Solid Margin Performance Will Drive Shares Higher In Coming Quarters
NetApp's analyst price target has increased from $121.27 to $125.00. This reflects analyst confidence in the company's solid margin performance and continued growth in key product areas following a strong earnings report.Actualización de narrativa • Nov 15
NTAP: Product Margin Recovery And Cloud Strength Will Offset Regional Weakness
Analysts have slightly increased their fair value estimate for NetApp to $121.27 per share from $121.14, citing steady performance relative to expectations and anticipations of recovering product margins along with resilient cloud software results. Analyst Commentary Recent updates from Wall Street highlight a mix of optimism and caution regarding NetApp’s outlook, as reflected by slight price target increases and recognition of both strengths and challenges within the company's recent results.Actualización de narrativa • Oct 31
NTAP: Cloud Software Momentum And Margin Recovery Will Drive Measured Upside Ahead
Analysts have increased their price targets for NetApp, with Barclays raising its target by $8 to $125. The firm cited expectations for product margin recovery and continued strength in cloud software.Actualización de narrativa • Oct 16
AI And Hybrid Cloud Migration Will Expand Global Reach
Analysts have modestly increased their price target for NetApp from $119.71 to $121.14 per share. They cite expectations for recovering product margins and continued strength in cloud software despite recent mixed quarterly results.Actualización de narrativa • Sep 25
AI And Hybrid Cloud Migration Will Expand Global Reach
Analysts have raised NetApp’s price target modestly to $119.71, citing resilience in cloud software and enterprise hardware spending offsetting margin weakness and regional softness, while viewing the recent share selloff as overdone. Analyst Commentary Quarterly results were in line with internal expectations, but not as strong as key peers, especially Pure Storage, which is outperforming NetApp.Artículo de análisis • Sep 16
NetApp (NASDAQ:NTAP) Has Affirmed Its Dividend Of $0.52
NetApp, Inc. ( NASDAQ:NTAP ) has announced that it will pay a dividend of $0.52 per share on the 22nd of October. The...Artículo de análisis • Aug 31
NetApp (NASDAQ:NTAP) Is Paying Out A Dividend Of $0.52
The board of NetApp, Inc. ( NASDAQ:NTAP ) has announced that it will pay a dividend on the 22nd of October, with...Actualización de narrativa • Aug 27
New AI And Cloud Solutions Will Strengthen Future Market Position
NetApp’s consensus price target was modestly raised to $117.07 as analysts cited better-than-expected enterprise hardware spending, strong Q4 results, improved operating leverage, and AI market positioning, supporting a cautiously positive outlook. Analyst Commentary Supply chain updates indicate enterprise hardware spending is tracking modestly better than expected, excluding print and consumer computer categories.Artículo de análisis • Jul 13
Is It Too Late To Consider Buying NetApp, Inc. (NASDAQ:NTAP)?
Let's talk about the popular NetApp, Inc. ( NASDAQ:NTAP ). The company's shares received a lot of attention from a...Seeking Alpha • Apr 15
NetApp: Disappointing Guidance Paved The Way For An Attractive Price In This Strong Company
Summary Disappointing guidance for Q4 2025 paved the way for a more attractive price, which, I believe, is reasonable for this strong enterprise storage company. Despite the industry's fragmented structure, the stability of market share and high returns on capital indicate its participants' cooperation and the industry's competitive advantage. While the enterprise storage industry will benefit from the increasing adoption of AI among enterprises, it will take time, as there are still hurdles to overcome. With a free cash flow yield of 9%, I believe this is a fair current return, considering you are buying a strong company that will eventually benefit from AI. Read the full article on Seeking AlphaSeeking Alpha • Mar 19
NetApp: Tremendous Value To Be Unlocked
Summary Shares of NetApp have dropped sharply this year, accentuated by the company's growth slowdown and recent guidance cut. Management notes, however, that deals have been delayed rather than lost, with a number of challenging deals closing in the current quarter. While acknowledging sales slowdown risks, these risks are also priced in to NTAP's very appealing ~13x forward P/E ratio. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero NetApp. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 24 Apr 26 | 6,925 | 1,276 | 2,213 | 991 |
| 23 Jan 26 | 6,709 | 1,212 | 2,183 | 986 |
| 24 Oct 25 | 6,637 | 1,177 | 2,167 | 996 |
| 25 Jul 25 | 6,590 | 1,171 | 2,175 | 1,002 |
| 25 Apr 25 | 6,572 | 1,186 | 2,176 | 1,012 |
| 24 Jan 25 | 6,508 | 1,137 | 2,171 | 1,027 |
| 25 Oct 24 | 6,473 | 1,151 | 2,166 | 1,029 |
| 26 Jul 24 | 6,377 | 1,085 | 2,140 | 1,034 |
| 26 Apr 24 | 6,268 | 986 | 2,136 | 1,029 |
| 26 Jan 24 | 6,181 | 940 | 2,107 | 1,001 |
| 27 Oct 23 | 6,101 | 692 | 2,096 | 982 |
| 28 Jul 23 | 6,202 | 1,209 | 2,106 | 963 |
| 28 Apr 23 | 6,362 | 1,274 | 2,094 | 956 |
| 27 Jan 23 | 6,461 | 1,288 | 2,137 | 948 |
| 28 Oct 22 | 6,549 | 1,475 | 2,154 | 938 |
| 29 Jul 22 | 6,452 | 949 | 2,149 | 911 |
| 29 Apr 22 | 6,318 | 937 | 2,136 | 881 |
| 28 Jan 22 | 6,193 | 1,012 | 2,097 | 867 |
| 29 Oct 21 | 6,049 | 942 | 2,065 | 862 |
| 30 Jul 21 | 5,899 | 855 | 2,023 | 858 |
| 30 Apr 21 | 5,744 | 730 | 2,001 | 881 |
| 29 Jan 21 | 5,590 | 592 | 1,932 | 872 |
| 30 Oct 20 | 5,524 | 687 | 1,900 | 868 |
| 31 Jul 20 | 5,479 | 793 | 1,859 | 865 |
| 24 Apr 20 | 5,412 | 819 | 1,848 | 847 |
| 24 Jan 20 | 5,603 | 1,019 | 1,904 | 840 |
| 25 Oct 19 | 5,762 | 991 | 1,910 | 832 |
| 26 Jul 19 | 5,908 | 989 | 1,929 | 834 |
| 26 Apr 19 | 6,146 | 1,169 | 1,935 | 827 |
| 25 Jan 19 | 6,198 | 1,063 | 1,941 | 825 |
| 26 Oct 18 | 6,174 | 335 | 1,964 | 815 |
| 27 Jul 18 | 6,072 | 268 | 1,977 | 798 |
| 27 Apr 18 | 5,919 | 116 | 1,986 | 783 |
| 26 Jan 18 | 5,756 | 16 | 1,947 | 771 |
| 27 Oct 17 | 5,621 | 641 | 1,901 | 759 |
| 28 Jul 17 | 5,546 | 576 | 1,898 | 765 |
| 28 Apr 17 | 5,491 | 481 | 1,922 | 779 |
| 27 Jan 17 | 5,418 | 311 | 1,947 | 789 |
| 28 Oct 16 | 5,400 | 318 | 1,990 | 808 |
| 29 Jul 16 | 5,505 | 323 | 2,025 | 824 |
| 29 Apr 16 | 5,546 | 229 | 2,099 | 861 |
| 29 Jan 16 | 5,706 | 372 | 2,122 | 893 |
| 30 Oct 15 | 5,871 | 396 | 2,179 | 923 |
| 31 Jul 15 | 5,969 | 442 | 2,218 | 936 |
Ingresos de calidad: NTAP tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (18.4%) de NTAP son superiores a los del año pasado (18%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de NTAP han crecido un 5.5% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de NTAP en el último año (7.6%) supera su media de 5 años (5.5% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de NTAP en el último año (7.6%) no superó al de la industria Tech 8.4%.
Rentabilidad financiera
Alta ROE: Aunque la rentabilidad financiera (94.45%) de NTAP es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/10 18:31 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/04/24 |
| Ingresos anuales | 2026/04/24 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
NetApp, Inc. está cubierta por 45 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Kelleher | Argus Research Company |
| Jayson Noland | Baird |
| Timothy Long | Barclays |