The Zacks Computer-Storage Devices industry players are well-poised to gain from solid momentum in cloud computing, Internet of Things (IoT), auto, connected devices, virtual reality and Artificial Intelligence (AI) in the long run. These factors propel the demand for robust data storage solutions, bolstering computer storage product requirements. The same factors are favorable for prominent industry players like Super Micro Computer (SMCI) , NetApp (NTAP) and Pure Storage (PSTG) . The democratization of hi ...

The most recent trading session ended with NetApp (NTAP) standing at $102.48, reflecting a +1.13% shift from the previouse trading day's closing. The stock's performance was ahead of the S&P 500's daily gain of 0.32%. Meanwhile, the Dow experienced a rise of 0.38%, and the technology-dominated Nasdaq saw an increase of 0.35%.Shares of the data storage company have depreciated by 3.47% over the course of the past month, underperforming the Computer and Technology sector's loss of 1.9% and the S&P 500's loss ...

公司表现 - NetApp (NTAP) 最近的交易日收盘价为 $99.42，较前一个交易日上涨了 +1.89% [1] - NetApp 的股价在过去一个月中下跌了 6.68%，略低于计算机和技术行业的下跌幅度 6.83%，也低于标普500指数的下跌幅度 4.16% [2] - NetApp 目前的前瞻市盈率为 15.14，相对于行业平均前瞻市盈率 24.46，存在折价 [8] 财务预期 - 投资者将密切关注 NetApp 即将发布的财报，预计每股收益为 $1.80，同比增长 16.88%，预计营收为 $1.66 亿美元，同比增长 5.05% [3] - 根据 Zacks Consensus Estimates，全年预计每股收益为 $6.47，营收为 $6.26 亿美元，同比变化分别为 +15.74% 和 -1.59% [4] 分析师评级 - 投资者应注意最近分析师对 NetApp 的预期变化，积极的预期修订可视为公司业务前景的良好迹象 [5] - 公司开发了 Zacks Rank 模型，该模型考虑了这些预期变化，并提供了可操作的评级系统 [6] - NetApp 目前的 Zacks Rank 为 1 (Strong Buy)，具有良好的历史表现 [7] 行业评级 - 计算机存储设备行业隶属于计算机和技术行业，目前 Zacks Industry Rank 为 39，在所有行业中排名前 16% [10] - Zacks Industry Rank 评估了特定行业群体的活力，研究表明排名靠前的行业表现优于排名靠后的行业 [11]

公司业务 - NetApp提供企业存储以及数据管理软件和硬件产品，以及服务[1] - 公司帮助企业管理多个云环境，采用人工智能（AI）、Kubernetes和现代数据库等下一代技术，应对数据和云使用快速发展带来的复杂性[2] - 公司受益于数据驱动的数字化和云转型，涉及业务分析、人工智能、数据安全和应用现代化[4] 财务表现 - NetApp在过去一年中取得了50.9%的增长，远高于标普500综合指数的22.3%增长[1] - 上一季度，NetApp的营收达到了16.1亿美元，同比增长5.2%。公司预计营收范围在15.1亿至16.7亿美元之间[6] - NTAP在2024年1月26日结束的季度中，现金、现金等价物和投资总额为29.17亿美元，长期债务为19.91亿美元。经营活动净现金为4.84亿美元[10] 未来展望 - 管理团队预计全闪存产品和超大规模第一方和市场服务将推动营收增长。NetApp现在预计2024财年的营收在61.85亿至63.35亿美元之间[7] - 公司通过股息支付和股票回购等方式继续进行股东友好型倡议。在2024财年第三季度，公司向股东返还了2.03亿美元[11] - NetApp的2025财年预计营收将比去年增长4%，预计2024和2025财年的每股收益分别将增长15.7%和2.8%[12]

NetApp (NTAP) and NVIDIA (NVDA) have joined forces to enhance Retrieval-Augmented Generation (RAG) for generative AI applications. The collaboration integrates NetApp's intelligent data infrastructure with NVIDIA NeMo Retriever microservices.The collaboration will enable NetApp ONTAP customers to "talk to their data" and obtain proprietary business insights without compromising the security or privacy of their data. Enterprises can now leverage large language models to interact securely with their proprieta ...

NetApp (NTAP) is continuing its upward trajectory, with a gain of 64.8% in the past year compared with the S&P 500 composite’s 30.3% growth.With healthy fundamentals and strong growth opportunities, this Zacks Rank #1 (Strong Buy) stock appears to be a solid investment option at the moment.Apart from a favorable rank, NTAP has a Growth Score of B. Per Zacks’ proprietary methodology, stocks with a combination of a Zacks Rank #1 or 2 (Buy) and a VGM Score of A or B offer solid investment opportunities.Image S ...

全闪存阵列业务 - 人工智能的推动使得NetApp的全闪存阵列(AFA)业务受益，利润率由低NAND价格扩大[1] - 低闪存记忆体价格推动全闪存阵列业务增长，取代了在人工智能应用中的硬盘驱动器[1] - NetApp发布了2024财年第三季度业绩，超出共识预期25美分，并提高了全年指导[1] - NetApp是一家数据管理公司，专注于混合云数据存储，其全闪存阵列和数据中心解决方案被亚马逊、微软和谷歌等巨头使用[2] - NetApp利用人工智能的推动实现了最佳运营利润率，在有利的NAND价格环境下取得成功[3] 业绩表现 - NetApp在2024财年第三季度取得了出色的业绩，超出分析师预期，全闪存阵列年化收入增长21%至34亿美元[6] - NetApp的混合云和公共云业务均实现了收入增长，显示出良好的发展势头[7] - NetApp提供了符合预期的2024财年第四季度指导，包括盈利和营收方面的预期[8] 公司发展 - NetApp的数据布局架构带来竞争优势，通过机器智能系统将不同来源的数据整合在一起，保证数据安全和可访问性[4] - NetApp首席执行官George Kurian指出，公司的全闪存业务占混合云业务收入的60%，预计未来产品毛利率将有可持续性提升[9] - NetApp的统一数据解决方案有助于解决企业面临的一些重要问题，包括构建可扩展的人工智能数据管道、提高对勒索软件攻击的弹性和现代化遗留基础设施[10] - CEO Kurian指出，公司定位良好，包括扩大的总地址able market(TAM)和新的市场机会，如人工智能，以推动持续增长和市场份额增长[11]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

NetApp (NTAP) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a ch ...

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