NetApp, Inc.

NasdaqGS:NTAP 주식 리포트

시가총액: US$22.0b

NetApp 과거 순이익 실적

과거 기준 점검 3/6

NetApp은 연평균 7%의 비율로 수입이 증가해 온 반면, Tech 산업은 수입이 25.3% 증가했습니다. 매출은 연평균 2.4%의 비율로 증가했습니다. NetApp의 자기자본이익률은 104.7%이고 순이익률은 18.1%입니다.

핵심 정보

7.00%

순이익 성장률

9.45%

주당순이익(EPS) 성장률

Tech 산업 성장률14.32%
매출 성장률2.41%
자기자본이익률104.66%
순이익률18.07%
다음 순이익 업데이트28 May 2026

최근 과거 실적 업데이트

Recent updates

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.
Seeking Alpha Apr 22

NetApp: Decent Revenue Growth, Stronger Earnings Growth

Summary NetApp's (NTAP) earnings growth is driven by improving gross, operating, and FCF margins, underpinned by a shift to higher ASP all-flash products and first-party cloud partnerships. Public Cloud segment gross margins surged from 43.5% (2020) to 82.8% (TTM), benefiting from unique first-party integrations with major CSPs. Operating margin expansion is supported by indirect sales channels, while stable capex and rising SBC enhance FCF conversion from net earnings. Read the full article on Seeking Alpha
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.
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.
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.
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.
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.
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.
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.
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...
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.
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.
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.
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.
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...
분석 기사 Aug 31

NetApp (NASDAQ:NTAP) Is Paying Out A Dividend Of $0.52

The board of NetApp, Inc. ( NASDAQ:NTAP ) has announced that it will pay a dividend on the 22nd of October, with...
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.
분석 기사 Jul 13

Is It Too Late To Consider Buying NetApp, Inc. (NASDAQ:NTAP)?

Let's talk about the popular NetApp, Inc. ( NASDAQ:NTAP ). The company's shares received a lot of attention from a...
분석 기사 Jun 25

NetApp (NASDAQ:NTAP) Has Affirmed Its 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 23rd of...
분석 기사 Jun 01

NetApp, Inc. (NASDAQ:NTAP) Just Released Its Yearly Earnings: Here's What Analysts Think

NetApp, Inc. ( NASDAQ:NTAP ) came out with its yearly results last week, and we wanted to see how the business is...
Seeking Alpha Apr 15

NetApp: Disappointing Guidance Paved The Way For An Attractive Price In This Strong Company

Summary Disappointing guidance for Q4 2025 paved the way for a more attractive price, which, I believe, is reasonable for this strong enterprise storage company. Despite the industry's fragmented structure, the stability of market share and high returns on capital indicate its participants' cooperation and the industry's competitive advantage. While the enterprise storage industry will benefit from the increasing adoption of AI among enterprises, it will take time, as there are still hurdles to overcome. With a free cash flow yield of 9%, I believe this is a fair current return, considering you are buying a strong company that will eventually benefit from AI. Read the full article on Seeking Alpha
Seeking Alpha Mar 19

NetApp: Tremendous Value To Be Unlocked

Summary Shares of NetApp have dropped sharply this year, accentuated by the company's growth slowdown and recent guidance cut. Management notes, however, that deals have been delayed rather than lost, with a number of challenging deals closing in the current quarter. While acknowledging sales slowdown risks, these risks are also priced in to NTAP's very appealing ~13x forward P/E ratio. Read the full article on Seeking Alpha
Seeking Alpha Feb 17

NetApp: Stands To Benefit From AI, But Needs More Discount

Summary Despite Stagnant Revenue, NetApp offset this by reorienting the company towards service and software and high-margin products, which expanded its margin. NetApp is poised to take advantage of AI due to the massive amount of unstructured data stored on its customers' storage infrastructures. Public cloud business stands to benefit from enterprises looking to migrate some of their data to cloud storage. NetApp's high switching cost provides a base for the company's revenue, which creates a strong foundation that allows the company to focus on growth initiatives. Read the full article on Seeking Alpha
Seeking Alpha Nov 26

NetApp: ARR Growth And Margin Expansion Should Drive Further Upside

Summary NetApp is a strong tech stock with solid earnings and a reasonable ~17x P/E, despite a challenging macro climate and a high S&P 500. The company delivered a beat-and-raise in Q2, lifting its full-year EPS guidance to $7.20-$7.40 (with the previous high end of its range now the new low end). The stock trades considerably cheaper than direct rivals like Pure Storage and Nutanix on both a P/E and revenue basis. Use the current lull in NetApp's stock as a buying opportunity, given its strong fundamentals and growth prospects. Read the full article on Seeking Alpha

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
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
31 Jul 155,9694422,218936

양질의 수익: NTAP는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: NTAP의 현재 순 이익률 (18.1%)은 지난해 (17.5%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: NTAP의 수익은 지난 5년 동안 연평균 7% 증가했습니다.

성장 가속화: 지난 1년간 NTAP 의 수익 증가율(6.6%)은 5년 평균(연간 7%)보다 낮습니다.

수익 대 산업: NTAP의 지난 1년 수익 증가율(6.6%)은 Tech 업계 평균(17.2%)을 능가하지 못했습니다.


자기자본이익률

높은 ROE: NTAP의 자본 수익률(104.66%)은 뛰어남이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 00:22
종가2026/05/07 00:00
수익2026/01/23
연간 수익2025/04/25

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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경영진10년
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주요 개발10년
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별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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분석가 소스

NetApp, Inc.는 47명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James KelleherArgus Research Company
Jayson NolandBaird
Benjamin ReitzesBarclays