NetApp（NTAP）株式概要
NetApp, Inc.は、米国、カナダ、中南米、ヨーロッパ、中東、アフリカ、アジア太平洋地域で、データインフラを変革するためのさまざまなエンタープライズソフトウェア、システム、サービスを提供しています。 詳細
NTAP Community Fair Values
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Analyst Price Targets
NetApp, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$155.06 |
| 52週高値 | US$192.83 |
| 52週安値 | US$93.69 |
| ベータ | 1.43 |
| 1ヶ月の変化 | -11.03% |
| 3ヶ月変化 | 51.44% |
| 1年変化 | 45.53% |
| 3年間の変化 | 102.83% |
| 5年間の変化 | 86.84% |
| IPOからの変化 | 12,002.24% |
最新ニュース
分析記事 • 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...
ナラティブの更新 • 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.
新しいナラティブ • 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?Recent updates
分析記事 • 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...ナラティブの更新 • 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.新しいナラティブ • 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?分析記事 • 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...ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.Seeking Alpha • Apr 22
NetApp: Decent Revenue Growth, Stronger Earnings Growth
Summary NetApp's (NTAP) earnings growth is driven by improving gross, operating, and FCF margins, underpinned by a shift to higher ASP all-flash products and first-party cloud partnerships. Public Cloud segment gross margins surged from 43.5% (2020) to 82.8% (TTM), benefiting from unique first-party integrations with major CSPs. Operating margin expansion is supported by indirect sales channels, while stable capex and rising SBC enhance FCF conversion from net earnings. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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 Alpha株主還元
| NTAP | US Tech | US 市場 | |
|---|---|---|---|
| 7D | -2.1% | -5.7% | 0.3% |
| 1Y | 45.5% | 57.3% | 19.9% |
業界別リターン: NTAP過去 1 年間で57.3 % の収益を上げたUS Tech業界を下回りました。
リターン対市場: NTAP過去 1 年間で19.9 % の収益を上げたUS市場を上回りました。
価格変動
| NTAP volatility | |
|---|---|
| NTAP Average Weekly Movement | 8.6% |
| Tech Industry Average Movement | 11.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: NTAP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NTAPの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1992 | 11,700 | George Kurian | www.netapp.com |
NetApp, Inc.は、米国、カナダ、中南米、ヨーロッパ、中東、アフリカ、アジア太平洋地域で、データインフラを変革するためのさまざまなエンタープライズ向けソフトウェア、システム、サービスを提供しています。ハイブリッド・クラウドとパブリック・クラウドの2つのセグメントで事業を展開している。NetApp ONTAP、ONTAP One、NetApp Snapshot、NetApp SnapCenter Backup Management、NetApp SnapMirror Data Replication、NetApp SnapLock Data Complianceなどのデータ管理ソフトウェアや、NetApp AFF、ASA AシリーズおよびCシリーズ、NetApp AFX、NetApp Fabric Attached Storage（FAS）、NetApp E/EFシリーズ、NetApp StorageGRIDなどのストレージインフラストラクチャソリューションを提供しています。また、クラウドストレージサービスとして、Azure NetApp Files、Amazon FSx for NetApp ONTAP、Google Cloud NetApp Volumes、NetApp Cloud Volumes ONTAPを提供しています。さらに、NetApp Data Infrastructure InsightsやInstaclustrなどの運用サービスや、STaaS（Storage-as-a-Service）、戦略コンサルティング、プロフェッショナルサービス、マネージドサービス、サポートサービス、アセスメント、設計、実装、移行、プロアクティブサポートサービスなどのプロフェッショナルサービスおよびサポートサービスも提供しており、お客様のオンプレミスおよびハイブリッドマルチクラウドストレージ環境のパフォーマンスと効率の最適化を支援します。さらに、ランサムウェア対策、データバックアップとリカバリ、ディザスタリカバリも提供している。エネルギー、金融サービス、政府、テクノロジー、インターネット、ライフサイエンス、ヘルスケアサービス、製造、メディア、エンターテイメント、アニメーション、ビデオポストプロダクション、テレコミュニケーションなど様々な業界に、直販部隊やクラウドプロバイダーを含むパートナーとのエコシステムを通じてサービスを提供している。同社はCommvault Systems, Inc.と戦略的提携を結び、企業のデータ保護とサイバー耐性のための統合ソリューションを開発しています。NetApp, Inc.は1992年に設立され、カリフォルニア州サンノゼに本社を置いています。
NetApp, Inc. 基礎のまとめ
| NTAP 基礎統計学 | |
|---|---|
| 時価総額 | US$29.87b |
| 収益（TTM） | US$1.28b |
| 売上高(TTM) | US$6.93b |
23.8x
PER（株価収益率4.4x
P/SレシオNTAP は割高か？
公正価値と評価分析を参照収益と収入
| NTAP 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.93b |
| 売上原価 | US$2.03b |
| 売上総利益 | US$4.90b |
| その他の費用 | US$3.62b |
| 収益 | US$1.28b |
直近の収益報告
Apr 24, 2026
次回決算日
Sep 02, 2026
| 一株当たり利益（EPS） | 6.51 |
| グロス・マージン | 70.74% |
| 純利益率 | 18.43% |
| 有利子負債／自己資本比率 | 184.1% |
NTAP の長期的なパフォーマンスは？
過去の実績と比較を見る| NetApp 配当日 | |
|---|---|
| 配当落ち日 | Jul 10 2026 |
| 配当支払日 | Jul 29 2026 |
| 配当落ちまでの日数 | 10 days |
| 配当支払日までの日数 | 29 days |
NTAP 配当は確実ですか？
NTAP 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/29 10:27 |
| 終値 | 2026/06/29 00:00 |
| 収益 | 2026/04/24 |
| 年間収益 | 2026/04/24 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
NetApp, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。45
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Jayson Noland | Baird |
| Timothy Long | Barclays |