NetApp Croissance future
Future contrôle des critères 2/6
NetApp devrait augmenter ses bénéfices et son chiffre d'affaires de 9.1% et de 6.1% par an respectivement. Le BPA devrait croître de de 10.4% par an. Le rendement des capitaux propres devrait être 93.9% dans 3 ans.
Informations clés
9.1%
Taux de croissance des bénéfices
10.35%
Taux de croissance du BPA
| Tech croissance des bénéfices | 12.3% |
| Taux de croissance des recettes | 6.1% |
| Rendement futur des capitaux propres | 93.88% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 30 Jun 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • 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 AlphaArticle d’analyse • 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...
Mise à jour du récit • 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.Nouveau récit • 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?Article d’analyse • 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...Mise à jour du récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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 AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 4/30/2029 | 8,332 | 1,685 | N/A | 1,731 | 4 |
| 4/30/2028 | 7,888 | 1,545 | 1,939 | 1,999 | 17 |
| 4/30/2027 | 7,476 | 1,404 | 1,798 | 1,879 | 18 |
| 4/24/2026 | 6,925 | 1,276 | 1,869 | 2,067 | N/A |
| 1/23/2026 | 6,709 | 1,212 | 1,609 | 1,792 | N/A |
| 10/24/2025 | 6,637 | 1,177 | 1,676 | 1,860 | N/A |
| 7/25/2025 | 6,590 | 1,171 | 1,658 | 1,838 | N/A |
| 4/25/2025 | 6,572 | 1,186 | 1,338 | 1,506 | N/A |
| 1/24/2025 | 6,508 | 1,137 | 1,265 | 1,444 | N/A |
| 10/25/2024 | 6,473 | 1,151 | 1,375 | 1,543 | N/A |
| 7/26/2024 | 6,377 | 1,085 | 1,412 | 1,573 | N/A |
| 4/26/2024 | 6,268 | 986 | 1,530 | 1,685 | N/A |
| 1/26/2024 | 6,181 | 940 | 1,159 | 1,307 | N/A |
| 10/27/2023 | 6,101 | 692 | 1,030 | 1,200 | N/A |
| 7/28/2023 | 6,202 | 1,209 | 1,070 | 1,279 | N/A |
| 4/28/2023 | 6,362 | 1,274 | 868 | 1,107 | N/A |
| 1/27/2023 | 6,461 | 1,288 | 1,015 | 1,283 | N/A |
| 10/28/2022 | 6,549 | 1,475 | 895 | 1,166 | N/A |
| 7/29/2022 | 6,452 | 949 | 1,010 | 1,250 | N/A |
| 4/29/2022 | 6,318 | 937 | 985 | 1,211 | N/A |
| 1/28/2022 | 6,193 | 1,012 | 1,163 | 1,359 | N/A |
| 10/29/2021 | 6,049 | 942 | 1,305 | 1,472 | N/A |
| 7/30/2021 | 5,899 | 855 | 1,174 | 1,335 | N/A |
| 4/30/2021 | 5,744 | 730 | 1,171 | 1,333 | N/A |
| 1/29/2021 | 5,590 | 592 | 1,009 | 1,157 | N/A |
| 10/30/2020 | 5,524 | 687 | 1,056 | 1,204 | N/A |
| 7/31/2020 | 5,479 | 793 | 846 | 990 | N/A |
| 4/24/2020 | 5,412 | 819 | 936 | 1,060 | N/A |
| 1/24/2020 | 5,603 | 1,019 | N/A | 1,076 | N/A |
| 10/25/2019 | 5,762 | 991 | N/A | 1,107 | N/A |
| 7/26/2019 | 5,908 | 989 | N/A | 1,325 | N/A |
| 4/26/2019 | 6,146 | 1,169 | N/A | 1,341 | N/A |
| 1/25/2019 | 6,198 | 1,063 | N/A | 1,436 | N/A |
| 10/26/2018 | 6,174 | 335 | N/A | 1,405 | N/A |
| 7/27/2018 | 6,072 | 268 | N/A | 1,554 | N/A |
| 4/27/2018 | 5,919 | 116 | N/A | 1,478 | N/A |
| 1/26/2018 | 5,756 | 16 | N/A | 1,349 | N/A |
| 10/27/2017 | 5,621 | 641 | N/A | 1,164 | N/A |
| 7/28/2017 | 5,546 | 576 | N/A | 1,008 | N/A |
| 4/28/2017 | 5,491 | 481 | N/A | 986 | N/A |
| 1/27/2017 | 5,418 | 311 | N/A | 966 | N/A |
| 10/28/2016 | 5,400 | 318 | N/A | 1,086 | N/A |
| 7/29/2016 | 5,505 | 323 | N/A | 1,073 | N/A |
| 4/29/2016 | 5,546 | 229 | N/A | 974 | N/A |
| 1/29/2016 | 5,706 | 372 | N/A | 1,025 | N/A |
| 10/30/2015 | 5,871 | 396 | N/A | 945 | N/A |
| 7/31/2015 | 5,969 | 442 | N/A | 1,181 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de NTAP ( 9.1% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de NTAP ( 9.1% par an) devraient croître plus lentement que le marché US ( 18.2% par an).
Croissance élevée des bénéfices: Les bénéfices de NTAP devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de NTAP ( 6.1% par an) devrait croître plus lentement que le marché de US ( 13% par an).
Croissance élevée des revenus: Le chiffre d'affaires de NTAP ( 6.1% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de NTAP devrait être très élevé dans 3 ans ( 93.9 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/13 11:24 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/04/24 |
| Revenus annuels | 2026/04/24 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
NetApp, Inc. est couverte par 45 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Jayson Noland | Baird |
| Timothy Long | Barclays |