NTAP NetApp, Inc Loading... : Bullish and Bearish Analyst Opinions
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15:51
Sep 03
Sep 03
Record quarter, raised outlook, strong momentum.
NetApp had a record-setting fiscal Q1, beating on revenue and EPS, with revenue up 30% YoY and all-flash/high-performance storage up 47% YoY. The company substantially raised its full-year outlook and saw strength across every customer size, industry, and geography. Product gross margin beat was driven by a richer mix of software and higher-performance configurations.
HIGH
12:11
Sep 03
Sep 03
Premarket movers report mixed price action across major tech and individual stocks driven.
Premarket movers report mixed price action across major tech and individual stocks driven by earnings, guidance, analyst actions, and clinical trial results.
21:30
Sep 02
Sep 02
Management materially raised full-year guidance (revenue midpoint +$650M, up ~$2B YoY) with strong confidence, which signals a very bullish view on durable demand across the business.
HIGH
20:03
Sep 02
Sep 02
NetApp reports record first quarter fiscal 2027 results with all-flash array revenue up 47%.
NetApp reports record first quarter fiscal 2027 results with all-flash array revenue up 47% year-over-year and announces acquisition of DataPelago for AI infrastructure.
22:34
Sep 01
Sep 01
NetApp watch Dell competitive pressure
NetApp faces relative share pressure from Dell's enterprise bundling and unstructured storage momentum, but industry demand should still support growth. Research only, no position stated.
MED
17:13
Aug 27
Aug 27
NetApp limited positive read-through, watch
NetApp Keystone validates consumption-model demand, but competitive share losses to Everpure cap the benefit. Watch, not a long.
MED
16:44
Aug 20
Aug 20
Author highlights tickers on focus list
Author highlights these names on their focus list as showing strength and being under-owned.
LOW
14:52
Aug 18
Aug 18
"Focus list includes six strong names"
"Speaker lists six names as objectively strong focus-list candidates; no position language, catalyst, or per-name reasoning provided."
MED
11:32
Aug 18
Aug 18
JPMorgan, TD Cowen, Citigroup, Jefferies, and other firms raised price targets on twelve stocks.
JPMorgan, TD Cowen, Citigroup, Jefferies, and other firms raised price targets on twelve stocks while cutting targets on six others and initiating or resuming coverage on six additional names.
12:04
Aug 17
Aug 17
The author highlights a broad basket of interesting names across Physical AI, NAND.
The author highlights a broad basket of interesting names across Physical AI, NAND, and other sectors without stating any explicit positions or directional calls, so all tickers are indexed as watch.
LOW
22:20
Aug 12
Aug 12
Watch NetApp on AI storage read-through.
Watch NTAP. Enterprise and sovereign AI deployments require storage and data infrastructure, providing a moderate positive read-through from Cisco's AI orders.
MED
18:10
Aug 06
Aug 06
Author notes NTAP is insanely strong with nice reactions off lows.
Author notes NTAP is insanely strong with nice reactions off lows, but frames it as price action observation rather than an explicit position or forward call.
LOW
17:56
Aug 06
Aug 06
Included in swing trading focus list.
Included in a swing trading focus list, no specific directional catalyst provided.
LOW
16:08
Aug 06
Aug 06
Notes standout chart without taking a position
Notes the stock as a standout chart on the watchlist, observing price action without taking a position.
LOW
23:34
Aug 04
Aug 04
Research note summarizing Astera's earnings call read-throughs across memory, server OEMs.
Research note summarizing Astera's earnings call read-throughs across memory, server OEMs, and custom silicon; all tickers are watchlist context, not positions.
18:51
Jul 29
Jul 29
Author highlights a basket of names showing relative strength that he brought higher on his.
Author highlights a basket of names showing relative strength that he brought higher on his focus list, but this is a momentum watchlist rather than an explicit position or forward call.
LOW
19:59
Jul 28
Jul 28
Author lists names showing relative strength that moved higher on their focus list.
Author lists names showing relative strength that moved higher on their focus list, a watchlist update without explicit position language or forward call.
LOW
22:53
Jun 01
Jun 01
Watch NTAP for similar dynamics as PSTG: AI data pipeline tailwind offset by HPE's share gains.
Watch NTAP for similar dynamics as PSTG: AI data pipeline tailwind offset by HPE's share gains in storage; sector demand positive.
MED
22:10
May 29
May 29
Long NetApp on AI data demand.
NetApp is a critical data infrastructure provider for AI, experiencing accelerating enterprise AI adoption with large transactions growing rapidly. The company reported strong earnings and guided above consensus for fiscal 2027, driven by AI and public cloud momentum.
HIGH
20:00
May 29
May 29
NetApp's strong earnings and Barclays price target are highlighted.
NetApp's strong earnings and Barclays price target are highlighted, but the tweet is a research summary with no explicit author position or forward call.
LOW
14:03
May 29
May 29
The author notes NTAP outperforming DELL on the day but provides no forward-looking position.
The author notes NTAP outperforming DELL on the day but provides no forward-looking position, only a factual price comparison.
LOW
11:35
May 29
May 29
Watch NTAP as a beneficiary of enterprise AI storage attach cycle.
Watch NTAP as a beneficiary of enterprise AI storage attach cycle, with strong all-flash growth and share gains, but note that this is an analytical read-through, not a position.
MED
11:29
May 29
May 29
NetApp's fiscal 2027 guidance and Q4 results beat analyst estimates across EPS and revenue.
NetApp's fiscal 2027 guidance and Q4 results beat analyst estimates across EPS and revenue, but the tweet is a factual earnings summary with no author position.
LOW
11:04
May 29
May 29
Watch NTAP as a legacy-to-AI infrastructure transition story.
Watch NTAP as a legacy-to-AI infrastructure transition story; strong execution and credible management are offset by AI revenue durability still unproven and margin headwinds from memory costs.
MED
21:30
May 28
May 28
NetApp guides to an acceleration in revenue growth for FY27, driven by AI momentum, cloud growth, and a positive demand environment. Despite component cost pressures, the company expects gross margin to moderate but maintain strong operating leverage.
HIGH
09:15
May 24
May 24
Watch NTAP as a storage OEM partner in NVIDIA's AI-factory ecosystem.
Watch NTAP as a storage OEM partner in NVIDIA's AI-factory ecosystem; no explicit position stated.
HIGH
12:26
May 06
May 06
Long NetApp as beneficiary of AI-driven storage demand.
Long NetApp as beneficiary of AI-driven storage demand; modest-to-moderate upside from second-order capex wave.
HIGH
12:24
May 06
May 06
Long storage and front-end networking as back-end AI deployments drive follow-on infrastructure.
Long storage and front-end networking as back-end AI deployments drive follow-on infrastructure upgrades.
HIGH
22:48
Apr 30
Apr 30
Avoid NTAP as the read-through challenges all-flash mix assumptions for its storage portfolio.
Avoid NTAP as the read-through challenges all-flash mix assumptions for its storage portfolio, though less exposed than Pure.
HIGH
15:46
Apr 29
Apr 29
Near-term HDD demand benefits from AI storage scarcity and NAND tightness.
Near-term HDD demand benefits from AI storage scarcity and NAND tightness, while long-term QLC SSD substitution risk and substrate bottlenecks create mixed outlooks for storage and semiconductor suppliers.
HIGH
About NTAP Analyst Coverage
Buzzberg tracks NTAP (NetApp, Inc) across 9 sources. 3 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (8%). 37 total trade ideas tracked. Past 7 days: 1 bullish, 4 watch. Latest voices: George Kurian, zerohedge, Wissam Jabre.