On Nov 22, major Wall Street analysts update their ratings for $NetApp (NTAP.US)$, with price targets ranging from $121 to $140.
Morgan Stanley analyst Meta Marshall maintains with a hold rating, and adjusts the target price from $127 to $132.
BofA Securities analyst Wamsi Mohan maintains with a sell rating, and adjusts the target price from $115 to $121.
Citi analyst Asiya Merchant maintains with a hold rating, and adjusts the target price from $130 to $135.
Barclays analyst Tim Long maintains with a hold rating, and adjusts the target price from $116 to $132.
Wells Fargo analyst Aaron Rakers maintains with a hold rating, and adjusts the target price from $135 to $140.
Furthermore, according to the comprehensive report, the opinions of $NetApp (NTAP.US)$'s main analysts recently are as follows:
Following a fiscal Q2 beat and raised FY25 guidance, concerns remain regarding the weak macroeconomic environment and the sustainability of product gross margins. Specifically, there is perceived risk to the momentum in All Flash and to overall gross margins as SSD pre-buys are phased out.
Fiscal Q2 results for NetApp were seen as better than anticipated due to sustained momentum in flash technology. The reception of over 100 AI wins were viewed as encouraging, yet the perspective that Enterprise AI opportunities remain largely further out, coupled with a stable macro backdrop, led analysts to maintain a cautious outlook.
NetApp's fiscal Q2 results surpassed expectations, contributing to a roughly 5% increase in its share price. Despite this, there are challenging comparisons ahead and meaningful gains might be limited unless there is an extensive recovery in enterprise storage spending or a significant rise in artificial intelligence-driven storage demand.
NetApp's fiscal Q2 results surpassed expectations on revenue and earnings, bolstered by solid operating leverage and sustained strength in gross margins.
NetApp reported solid results for Q2 and raised its guidance for FY25. This update should bolster confidence in the company's outlook for mid to high single-digit revenue growth from FY25 to FY27, as detailed during the June 2024 Investor Day. However, the company's shares are still perceived as fairly valued.
Here are the latest investment ratings and price targets for $NetApp (NTAP.US)$ from 5 analysts:
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美东时间11月22日，多家华尔街大行更新了$美国网存 (NTAP.US)$的评级，目标价介于121美元至140美元。
摩根士丹利分析师Meta Marshall维持持有评级，并将目标价从127美元上调至132美元。
美银证券分析师Wamsi Mohan维持卖出评级，并将目标价从115美元上调至121美元。
花旗分析师Asiya Merchant维持持有评级，并将目标价从130美元上调至135美元。
巴克莱银行分析师Tim Long维持持有评级，并将目标价从116美元上调至132美元。
富国集团分析师Aaron Rakers维持持有评级，并将目标价从135美元上调至140美元。
此外，综合报道，$美国网存 (NTAP.US)$近期主要分析师观点如下：
在财政第二季度超出预期并提高2025财年指引后，仍然存在关于疲弱宏观经济环境和产品毛利可持续性的担忧。具体而言，随着固态硬盘（SSD）预购买的退出，所有闪存的动能和整体毛利都面临被认知的风险。
由于闪存科技的持续动能，NetApp的财政第二季度业绩被视为好于预期。超过100个人工智能胜利的反响被认为是积极的，但由于企业人工智能机会仍然相对遥远，加上稳定的宏观背景，分析师因此维持了谨慎的展望。
NetApp的财政第二季度业绩超出预期，使其股价大约上涨5%。尽管如此，未来面临的比较将是挑战性的，除非企业存储支出出现大规模恢复或基于人工智能的存储需求显著上升，否则实质性收益可能会受到限制。
NetApp的财政第二季度业绩在营业收入和收益方面超出预期，这得益于坚实的运营杠杆和持续的毛利强劲。
NetApp报告了第二季度的良好业绩并提高了2025财年的指引。这一更新应能增强对公司从2025财年到2027财年实现中高个位数营业收入增长展望的信心，如2024年6月投资者日详细阐述。然而，公司股票仍被认为是合理估值。
以下为今日5位分析师对$美国网存 (NTAP.US)$的最新投资评级及目标价：
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