T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)
状态日期:2026-05-27
Serenity观点
中性
推文立场
价格动量
看多
60D / 252D
信号分数
7
新增排序
24h 提及
0
短线新增
7日新闻
0
none
收入同比
4.9%
稳定
概览
作者立场:中性;价格动量:看多。最新证据:T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX) 暂无 AI 结论。
暂无明确新增边际变化,保持在观察池。
近期推文
Serenity观点
中性
价格动量
看多
首次提出
2026-02-16 17:09
来源
llm
更新时间
2026-02-16 17:09
作者立场:中性;价格动量:看多。最新证据:T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)
当前观点证据
T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)
Serenity 变化
T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)
T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)
新鲜度
复核时间:2026-05-27
证据
年度数据
最新期
2025
营收
7B
营收同比
4.9%
毛利率
70.2%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻,压力 none。
当前 profile 没有可解析的公司新闻。
近期披露
Filing body read (10-Q 2026-02-26) NetApp filed its fiscal Q3 2026 Form 10-Q reporting modest revenue and earnings growth, continued restructuring, debt repayment, capital returns, and updated risks around gross margin pressure and ERP transition disruption. Material changes: Net revenues were $1.713 billion for the quarter, up 4% year over year, and $4.977 billion for the first nine months, up 3%; net income was $334 million for the quarter and $872 million for the first nine months.; Product revenue increased primarily from higher all-flash array system sales and favorable foreign exchange; services revenue increased from higher support contract value and Keystone storage-as-a-service revenue.; Public Cloud revenue was flat in the quarter and up 1% for the first nine months, with customer demand offset by lost revenue from the Spot by NetApp business sold in fiscal Q4 2025.. Risks: Gross margins may fluctuate due to macro volatility, pricing pressure, revenue mix, component and design costs, NAND availability, logistics costs, tariffs, trade barriers, and inflation.; ERP and business systems changes have caused and may continue to cause disruptions in customer orders, invoicing, vendor payments, payroll, contractual fulfillment, financial reporting, internal controls, and operations.; Patent and other legal proceedings could result in significant damages, product shipment delays or stoppages, product redesigns, or royalty/licensing obligations; no material accrual was recorded.. Next checks: Compare this 10-Q risk factor language with the fiscal 2025 10-K and prior 10-Q to isolate newly added or expanded risk disclosures.; Review Exhibits 31.1, 31.2, 32.1, and 32.2 for certification consistency.; Track fiscal Q4 2026 completion and total charges of the restructuring plans..
近期推文
立场
中性
价格动量
看多
T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
1.27
敏感度
成长敏感
情绪风险
低
估值风险
正常
背景
technology-computer-hardware
-
等待 GPT xhigh 分析。
研究问题
背景
technology-computer-hardware
状态日期:2026-05-27
复核时间:2026-05-27
作者立场
中性
llm
价格动量
看多
60D / 252D
信号分数
7
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
0
长周期热度
7日新闻
0
none
30日披露
0
10-Q
收入同比
4.9%
稳定
Beta
1.27
成长敏感
llm · 2026-02-16 17:09
T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)
T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
7B
营收同比
4.9%
毛利率
70.2%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-computer-hardware
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 6B | - | 66.4% | 17.9% | 12.7% |
| 2022 | 6B | 10.0% | 66.8% | 18.3% | 14.8% |
| 2023 | 6B | 0.7% | 66.2% | 16.0% | 20.0% |
| 2024 | 6B | -1.5% | 70.7% | 19.4% | 15.7% |
| 2025 | 7B | 4.9% | 70.2% | 20.3% | 18.0% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 低 · 低
简读 + 重点消息
消息简读
0 条 7日新闻,压力 none。
重点消息
当前 profile 没有可解析的公司新闻。
新增披露摘要
披露分析
Filing body read (10-Q 2026-02-26) NetApp filed its fiscal Q3 2026 Form 10-Q reporting modest revenue and earnings growth, continued restructuring, debt repayment, capital returns, and updated risks around gross margin pressure and ERP transition disruption. Material changes: Net revenues were $1.713 billion for the quarter, up 4% year over year, and $4.977 billion for the first nine months, up 3%; net income was $334 million for the quarter and $872 million for the first nine months.; Product revenue increased primarily from higher all-flash array system sales and favorable foreign exchange; services revenue increased from higher support contract value and Keystone storage-as-a-service revenue.; Public Cloud revenue was flat in the quarter and up 1% for the first nine months, with customer demand offset by lost revenue from the Spot by NetApp business sold in fiscal Q4 2025.. Risks: Gross margins may fluctuate due to macro volatility, pricing pressure, revenue mix, component and design costs, NAND availability, logistics costs, tariffs, trade barriers, and inflation.; ERP and business systems changes have caused and may continue to cause disruptions in customer orders, invoicing, vendor payments, payroll, contractual fulfillment, financial reporting, internal controls, and operations.; Patent and other legal proceedings could result in significant damages, product shipment delays or stoppages, product redesigns, or royalty/licensing obligations; no material accrual was recorded.. Next checks: Compare this 10-Q risk factor language with the fiscal 2025 10-K and prior 10-Q to isolate newly added or expanded risk disclosures.; Review Exhibits 31.1, 31.2, 32.1, and 32.2 for certification consistency.; Track fiscal Q4 2026 completion and total charges of the restructuring plans..
近期披露
beta / 动量 / 主题
Beta
1.27
状态
成长敏感
立场
中性
动量
看多
观察 · 正常
板块定位
technology-computer-hardware