On Nov 23, major Wall Street analysts update their ratings for $NetApp (NTAP.US)$, with price targets ranging from $140 to $160.
Evercore analyst Amit Daryanani maintains with a hold rating, and adjusts the target price from $130 to $140.
TD Cowen analyst Krish Sankar maintains with a buy rating, and adjusts the target price from $145 to $160.
Oppenheimer analyst Param Singh initiates coverage with a hold rating.
Stifel analyst Matthew Sheerin maintains with a buy rating, and adjusts the target price from $140 to $145.
Furthermore, according to the comprehensive report, the opinions of $NetApp (NTAP.US)$'s main analysts recently are as follows:
Despite NetApp's fiscal Q2 performance surpassing expectations, concerns persist regarding the weak macroeconomic environment and the sustainability of product gross margins. As SSD pre-buys diminish, there's perceived risk to the momentum in All Flash and to overall gross margins.
Fiscal Q2 results for NetApp were better than investors initially anticipated, continuing the trend in flash momentum. The achievement of over 100 AI wins is seen as encouraging. However, the perception that the broader Enterprise AI opportunity remains largely unrealized in the near term, alongside a stable macroeconomic environment, frames the current outlook.
NetApp's fiscal Q2 results exceeded expectations, prompting a 5% rise in share prices. Looking ahead, the company may encounter challenging comparisons and significant growth might be contingent on a more extensive recovery in enterprise storage spending or a notable increase in demand driven by artificial intelligence.
NetApp's fiscal Q2 outcomes surpassed expectations on both the top and bottom lines, attributed to robust operating leverage and sustained strength in gross margins.
NetApp has been praised for its notable EPS performance in the recently ended quarter. The company has been successful in exceeding expectations and improving forecasts, despite the ongoing uncertain macroeconomic conditions. It has been highlighted that NetApp is excelling not just in executing its business strategies but also in gaining additional market share. There remains, however, some discussion regarding whether these successes are due to cyclical or secular trends.
Here are the latest investment ratings and price targets for $NetApp (NTAP.US)$ from 4 analysts:
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美東時間11月23日，多家華爾街大行更新了$美國網存 (NTAP.US)$的評級，目標價介於140美元至160美元。
Evercore分析師Amit Daryanani維持持有評級，並將目標價從130美元上調至140美元。
TD Cowen分析師Krish Sankar維持買入評級，並將目標價從145美元上調至160美元。
奧本海默控股分析師Param Singh首次給予持有評級。
斯迪富分析師Matthew Sheerin維持買入評級，並將目標價從140美元上調至145美元。
此外，綜合報道，$美國網存 (NTAP.US)$近期主要分析師觀點如下：
儘管美國網存的2023財年第二季度業績超出預期，但人們仍對疲弱的宏觀經濟環境及產品毛利的可持續性表示擔憂。隨着SSD預購的減少，所有板塊的增長勢頭以及整體毛利面臨風險。
美國網存的2023財年第二季度業績好於投資者最初的預期，延續了閃存的增長趨勢。獲得超過100個人工智能勝利的成就被視爲令人鼓舞。然而，廣泛的企業人工智能機會在短期內仍未得到充分利用的認知，加上穩定的宏觀經濟環境，構成了當前的前景。
美國網存的2023財年第二季度業績超出預期，促使股價上漲5%。展望未來，該公司可能面臨嚴峻的對比，而顯著的增長可能取決於企業存儲支出的更廣泛復甦或由於人工智能驅動的需求大幅增加。
美國網存的2023財年第二季度結果在收入和利潤方面均超出預期，歸功於強勁的運營槓桿和持續的毛利強度。
美國網存因其在最近結束的季度中顯著的每股收益表現而受到稱讚。儘管宏觀經濟條件仍存在不確定性，該公司在超出預期和提高預測方面取得了成功。值得注意的是，美國網存不僅在執行其業務策略方面表現出色，同時也在獲得額外的市場份額。然而，關於這些成功是否由於週期性或結構性趨勢的討論仍然存在。
以下爲今日4位分析師對$美國網存 (NTAP.US)$的最新投資評級及目標價：
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