NetApp Résultats passés
Passé contrôle des critères 4/6
NetApp a connu une croissance annuelle moyenne de ses bénéfices de 5.1%, tandis que le secteur Tech a vu ses bénéfices augmenter de en hausse à 19.4% par an. Les revenus ont augmenté de en hausse à un taux moyen de 2.5% par an. Le rendement des capitaux propres de NetApp est 94.8% et ses marges nettes sont de 19.2%.
Informations clés
5.09%
Taux de croissance des bénéfices
7.88%
Taux de croissance du BPA
| Tech Croissance de l'industrie | 14.32% |
| Taux de croissance des recettes | 2.52% |
| Rendement des fonds propres | 94.85% |
| Marge nette | 19.19% |
| Prochaine mise à jour des résultats | 01 Dec 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Sep 08
NTAP: AI Storage Demand And Cloud Partnerships Will Support Fair Valuation Balance
NetApp's analyst fair value target has moved up from $186.31 to $194.19 as analysts point to stronger revenue and margin estimates supported by recent "strong" quarters, raised long term revenue and EPS forecasts, and broad based demand, even as some firms trim valuation multiples on margin headwinds and pull forward concerns. Analyst Commentary Recent Street research on NetApp points to a mix of optimism on execution and growth, alongside a more cautious view on how much of that strength is already reflected in the stock.Seeking Alpha • Sep 03
NetApp Stock Is Buyable Here, Better In The $140s
Summary NetApp, Inc. delivered a record fiscal first quarter, with revenues up 30% and EPS up 66%, beating all expectations. NTAP raised fiscal 2027 revenue guidance by $650 million, implying 17% growth, but expects slower growth in coming quarters. Profitability remains exceptional: gross margin near 71%, EBIT margin 24.5%, and return on equity over 100%, supporting an 18x earnings multiple. I rate NTAP stock a Buy for its profitability and guidance raise, but see $140–$155 as the most attractive accumulation range. Read the full article on Seeking AlphaMise à jour du récit • Aug 24
NTAP: AI Storage Demand And Partnerships Will Offset Full Valuation Risks
NetApp's updated analyst price target of $210, up from $170, reflects a series of higher Street targets that cite stronger enterprise storage spending, AI infrastructure demand and recent earnings outperformance, even as analysts flag elevated expectations and full valuation risk. Analyst Commentary Recent research on NetApp highlights a mix of optimism around growth opportunities and caution around how much of that story may already be reflected in the stock.
Mise à jour du récit • Aug 10
NTAP: AI Storage Upswing Will Eventually Buckle Under Rising Component Costs
Analysts lifted the NetApp fair value estimate from $137.0 to $150.0, reflecting a series of higher Street price targets that point to stronger confidence in AI driven storage demand and the company’s recent execution. Analyst Commentary Recent Street research around NetApp highlights a clear split between bullish optimism on AI driven storage demand and a more reserved camp that is focused on valuation, execution risks, and the durability of current trends.Mise à jour du récit • Jul 16
NTAP: AI Infrastructure Demand And Partnerships Will Counter Memory Cost Pressures
NetApp's analyst-derived fair value has edged up from $171.75 to $175.69 as analysts factor in higher price targets tied to stronger AI infrastructure demand, recent Q4 earnings strength, and expectations that the company's storage and cloud portfolio can support these revised assumptions. Analyst Commentary Recent Street research on NetApp shows a broad reset higher in price targets, with analysts reacting to Q4 execution, AI related storage demand, and shifts in the company’s product mix.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.Article 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...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.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment NetApp gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Jul 26 | 7,391 | 1,418 | 2,273 | 1,023 |
| 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 |
Des revenus de qualité: NTAP a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de NTAP sont plus élevées que l'année dernière NTAP. (19.2%) sont plus élevées que l'année dernière (17.8%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de NTAP ont augmenté de 5.1% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de NTAP au cours de l'année écoulée ( 21.1% ) dépasse sa moyenne sur 5 ans ( 5.1% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices NTAP au cours de l'année écoulée ( 21.1% ) n'a pas surpassé celle du secteur Tech 82.1%.
Rendement des fonds propres
ROE élevé: Bien que le retour sur capitaux propres ( 94.85% ) de NTAP soit exceptionnel, cette mesure est faussée en raison de son niveau d'endettement élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/09 08:59 |
| Cours de l'action en fin de journée | 2026/09/09 00:00 |
| Les revenus | 2026/07/31 |
| 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' 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 46 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 |