NetApp, Inc.

NasdaqGS:NTAP 株式レポート

時価総額：US$21.9b

NetApp 過去の業績

過去 基準チェック /46

NetAppは、平均年間7%の収益成長を遂げていますが、 Tech業界の収益は、年間 成長しています。収益は、平均年間21.8% 2.4%収益成長率で 成長しています。 NetAppの自己資本利益率は104.7%であり、純利益率は18.1%です。

主要情報

7.00%

収益成長率

9.45%

EPS成長率

Tech 業界の成長14.32%
収益成長率2.41%
株主資本利益率104.66%
ネット・マージン18.07%
次回の業績アップデート28 May 2026

最近の業績更新

Recent updates

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.

NetApp: Decent Revenue Growth, Stronger Earnings Growth

Apr 22

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.

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.

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.

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.

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.

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.

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.

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.

NetApp (NASDAQ:NTAP) Has Announced A Dividend Of $0.52

Dec 03
NetApp (NASDAQ:NTAP) Has Announced A Dividend Of $0.52

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.

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.

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.

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.

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.

NetApp (NASDAQ:NTAP) Has Affirmed Its Dividend Of $0.52

Sep 16
NetApp (NASDAQ:NTAP) Has Affirmed Its Dividend Of $0.52

NetApp (NASDAQ:NTAP) Is Paying Out A Dividend Of $0.52

Aug 31
NetApp (NASDAQ:NTAP) Is Paying Out A Dividend Of $0.52

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.

Is It Too Late To Consider Buying NetApp, Inc. (NASDAQ:NTAP)?

Jul 13
Is It Too Late To Consider Buying NetApp, Inc. (NASDAQ:NTAP)?

NetApp (NASDAQ:NTAP) Has Affirmed Its Dividend Of $0.52

Jun 25
NetApp (NASDAQ:NTAP) Has Affirmed Its Dividend Of $0.52

NetApp, Inc. (NASDAQ:NTAP) Just Released Its Yearly Earnings: Here's What Analysts Think

Jun 01
NetApp, Inc. (NASDAQ:NTAP) Just Released Its Yearly Earnings: Here's What Analysts Think

NetApp: Disappointing Guidance Paved The Way For An Attractive Price In This Strong Company

Apr 15

NetApp: Tremendous Value To Be Unlocked

Mar 19

NetApp: Stands To Benefit From AI, But Needs More Discount

Feb 17

NetApp: ARR Growth And Margin Expansion Should Drive Further Upside

Nov 26

収支内訳

NetApp の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:NTAP 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
23 Jan 266,7091,2122,183986
24 Oct 256,6371,1772,167996
25 Jul 256,5901,1712,1751,002
25 Apr 256,5721,1862,1761,012
24 Jan 256,5081,1372,1711,027
25 Oct 246,4731,1512,1661,029
26 Jul 246,3771,0852,1401,034
26 Apr 246,2689862,1361,029
26 Jan 246,1819402,1071,001
27 Oct 236,1016922,096982
28 Jul 236,2021,2092,106963
28 Apr 236,3621,2742,094956
27 Jan 236,4611,2882,137948
28 Oct 226,5491,4752,154938
29 Jul 226,4529492,149911
29 Apr 226,3189372,136881
28 Jan 226,1931,0122,097867
29 Oct 216,0499422,065862
30 Jul 215,8998552,023858
30 Apr 215,7447302,001881
29 Jan 215,5905921,932872
30 Oct 205,5246871,900868
31 Jul 205,4797931,859865
24 Apr 205,4128191,848847
24 Jan 205,6031,0191,904840
25 Oct 195,7629911,910832
26 Jul 195,9089891,929834
26 Apr 196,1461,1691,935827
25 Jan 196,1981,0631,941825
26 Oct 186,1743351,964815
27 Jul 186,0722681,977798
27 Apr 185,9191161,986783
26 Jan 185,756161,947771
27 Oct 175,6216411,901759
28 Jul 175,5465761,898765
28 Apr 175,4914811,922779
27 Jan 175,4183111,947789
28 Oct 165,4003181,990808
29 Jul 165,5053232,025824
29 Apr 165,5462292,099861
29 Jan 165,7063722,122893
30 Oct 155,8713962,179923
31 Jul 155,9694422,218936

質の高い収益: NTAPは 高品質の収益 を持っています。

利益率の向上: NTAPの現在の純利益率 (18.1%)は、昨年(17.5%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: NTAPの収益は過去 5 年間で年間7%増加しました。

成長の加速: NTAPの過去 1 年間の収益成長率 ( 6.6% ) は、5 年間の平均 ( 年間7%を下回っています。

収益対業界: NTAPの過去 1 年間の収益成長率 ( 6.6% ) はTech業界6.6%を上回りました。

株主資本利益率

高いROE: NTAPの 自己資本利益率 ( 104.66% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/05 22:19
終値2026/05/05 00:00
収益2026/01/23
年間収益2025/04/25

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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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。47

アナリスト機関
James KelleherArgus Research Company
Jayson NolandBaird
Benjamin ReitzesBarclays