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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美東時間11月22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121美元至140美元。
摩根士丹利分析師Meta Marshall維持持有評級，並將目標價從127美元上調至132美元。
美銀證券分析師Wamsi Mohan維持賣出評級，並將目標價從115美元上調至121美元。
花旗分析師Asiya Merchant維持持有評級，並將目標價從130美元上調至135美元。
巴克萊銀行分析師Tim Long維持持有評級，並將目標價從116美元上調至132美元。
富國集團分析師Aaron Rakers維持持有評級，並將目標價從135美元上調至140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：
在財務Q2超過市場預期並提高FY25指引後，仍然存在對宏觀經濟環境疲弱和產品毛利可持續性的擔憂。具體而言，在SSD預購逐步淘汰的情況下，所有快閃和整體毛利勢頭被認爲存在風險。
美國網存的財務Q2結果被認爲好於預期，因爲快閃技術的勢頭持續不減。超過100個人工智能勝利的接收被視爲令人鼓舞，但企業人工智能機會仍然主要存在一定距離，再加上穩定的宏觀背景，導致分析師保持謹慎的展望。
美國網存的財務Q2結果超出預期，導致其股價大約上漲5%。儘管如此，面臨着具有挑戰性的比較，並且除非企業存儲支出得到廣泛恢復或人工智能驅動的存儲需求大幅增加，否則實現有意義的增長可能會受限。
美國網存的財務Q2結果超出預期，營收和收益得到增強，得益於穩固的運營槓桿和持續的毛利實力。
美國網存報告了Q2的堅實業績，提高了FY25的指引。這一更新應該增強對公司從FY25到FY27中到高個位數營收增長的前景的信心，如2024年6月投資者日所詳述。然而，公司股票仍被認爲定價合理。
以下爲今日5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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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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