NetApp Crescita futura
Criteri Future verificati 2/6
NetApp prevede che gli utili e i ricavi cresceranno rispettivamente di 9.1% e 6.1% all'anno. Si prevede che l'EPS crescerà di 10.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 93.9% in 3 anni.
Informazioni chiave
9.1%
Tasso di crescita degli utili
10.35%
Tasso di crescita dell'EPS
| Tech crescita degli utili | 12.3% |
| Tasso di crescita dei ricavi | 6.1% |
| Rendimento futuro del capitale proprio | 93.88% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 30 Jun 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • 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 AlphaArticolo di analisi • 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...
Aggiornamento della narrazione • 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.Nuova narrazione • 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?Articolo di analisi • 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...Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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 AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 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 |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di NTAP ( 9.1% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di NTAP ( 9.1% all'anno) cresceranno più lentamente rispetto al mercato US ( 18.3% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di NTAP cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di NTAP ( 6.1% all'anno) crescerà più lentamente rispetto al mercato US ( 13% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di NTAP ( 6.1% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di NTAP sarà molto alto tra 3 anni ( 93.9 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/10 11:52 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/04/24 |
| Utili annuali | 2026/04/24 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
NetApp, Inc. è coperta da 45 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Kelleher | Argus Research Company |
| Jayson Noland | Baird |
| Timothy Long | Barclays |