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NetApp, Inc.

NasdaqGS:NTAP 주식 리포트

시가총액: US$37.1b

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NetApp 과거 순이익 실적

과거 기준 점검 4/6

NetApp은 연평균 5.1%의 비율로 수입이 증가해 온 반면, Tech 산업은 수입이 19.4% 증가했습니다. 매출은 연평균 2.5%의 비율로 증가했습니다. NetApp의 자기자본이익률은 94.8%이고 순이익률은 19.2%입니다.

핵심 정보

5.09%

순이익 성장률

7.88%

주당순이익(EPS) 성장률

Tech 산업 성장률14.32%
매출 성장률2.52%
자기자본이익률94.85%
순이익률19.19%
다음 순이익 업데이트01 Dec 2026

최근 과거 실적 업데이트

분석 기사 • 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...

Recent updates

User avatar
내러티브 업데이트 • 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 Alpha
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
분석 기사 • 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...
User avatar
내러티브 업데이트 • 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.
User avatar
새로운 내러티브 • 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?
분석 기사 • 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...
User avatar
내러티브 업데이트 • 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.
User avatar
새로운 내러티브 • 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?
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
분석 기사 • 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...
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
분석 기사 • 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...
User avatar
내러티브 업데이트 • 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.

매출 및 비용 세부 내역

NetApp가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:NTAP 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Jul 267,3911,4182,2731,023
24 Apr 266,9251,2762,213991
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

양질의 수익: NTAP는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: NTAP의 현재 순 이익률 (19.2%)은 지난해 (17.8%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: NTAP의 수익은 지난 5년 동안 연평균 5.1% 증가했습니다.

성장 가속화: 지난 1년간 NTAP 의 수익 증가율(21.1%)은 연간 평균(5.1%)을 초과합니다.

수익 대 산업: NTAP의 지난 1년 수익 증가율(21.1%)은 Tech 업계 평균(82.1%)을 능가하지 못했습니다.


자기자본이익률

높은 ROE: NTAP의 자본 수익률(94.85%)은 뛰어남이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/09 06:08
종가2026/09/09 00:00
수익2026/07/31
연간 수익2026/04/24

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당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

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분석가 소스

NetApp, Inc.는 46명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James KelleherArgus Research Company
Jayson NolandBaird
Timothy LongBarclays

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