NetApp: Underappreciated Long-Term AI Beneficiary
Summary: NetApp, Inc. beats earnings estimates, with FYQ2 2025 EPS and revenue surpassing expectations, driven by strong...
Tag: NTAP
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...
NetApp’s Q2 Earnings Preview: Profits, Partnerships, And The Path Forward
Summary: NetApp's Q1 2025 earnings were underwhelming, but the company is evolving from traditional storage to "intelligent...
NetApp: Why Investors Should Remain Bullish For Fiscal 2025
Summary: I believe NetApp’s valuation at 17x forward non-GAAP EPS is attractive for a tech company with its growth...
NetApp: Trading At Great Value Despite AI Tailwinds
Summary: NetApp has benefited from a surge in AI infrastructure spending, helping push its billings growth rates to the...
NetApp: No More Near-Term Good News Left – Downgrading To Hold
Summary: We're downgrading NetApp to a hold as the positives from the memory/storage recovery are already priced in, with...
NetApp: Hold, The Margin Of Safety Has Been Exploited
Summary: NetApp, Inc. trading around fair value, hold recommendation justified.Strong fundamentals, innovative attributes,...
NetApp: An Innovative Tech Stock
Summary: NetApp stock has outperformed the S&P 500 by 40.8% over the past year.The company is at the forefront of...
NetApp: A Long-Term Beneficiary Of AI
Summary: NetApp's stock reaches a new high, driven by optimism about opportunities in artificial intelligence.This...
NetApp: AI Could Support More Upside – Initiating With A Buy
Summary: I believe NetApp's better-than-expected results and outlook signal a positive trend in billings, revenue, and...