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：
儘管美國網存的財政第二季度業績超出預期，但仍然存在對疲弱宏觀經濟環境和產品毛利率可持續性的擔憂。隨着SSD的預購減少，人們對All Flash的勢頭以及整體毛利率感到風險。
美國網存的財政第二季度業績好於投資者最初預期，延續了閃存勢頭的趨勢。超過100個人工智能贏得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然未能得到充分利用的看法，加上穩定的宏觀經濟環境，構成了當前的展望。
美國網存的財政第二季度業績超出預期，股價上漲5%。展望未來，公司可能面臨挑戰性的比較，顯著的增長可能依賴於企業存儲支出的更廣泛復甦或由人工智能驅動的需求顯著增加。
美國網存的財政第二季度業績在營收和每股收益兩方面均高於預期，歸因於強勁的運營槓桿和持續的毛利率強勁。
最近結束的季度中，美國網存因其出色的每股收益表現而受到讚揚。儘管當前宏觀經濟條件不確定，該公司成功地超出了預期並改善了預測。值得注意的是，美國網存不僅在執行其業務戰略方面表現出色，還在獲得額外市場份額方面表現良好。然而，關於這些成功是否由於週期性或長期趨勢，仍然存在一些討論。
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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