SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

NTAP

状态日期:2026-05-27

观察
中高低正常
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

总览股票跟踪推文AI关注我

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

核心结论

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

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

2026-02-16 17:09中性

T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)

Serenity 变化

时间线

首次提出2026-02-16 17:09中性
原推

T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)

  1. 2026-02-16 17:09中性初始观点

    T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)

新鲜度

新增信号

-
24h 07D 030D 0新闻 0披露 0

复核时间:2026-05-27

证据

证据摘要

最新期 2025营收 7BBeta 1.27披露 10-Q
展开证据详情

年度数据

基本面证据

最新期

2025

营收

7B

营收同比

4.9%

毛利率

70.2%

2022

营收 6BYoY 10.0%经营 18.3%净利 14.8%

2023

营收 6BYoY 0.7%经营 16.0%净利 20.0%

2024

营收 6BYoY -1.5%经营 19.4%净利 15.7%

2025

营收 7BYoY 4.9%经营 20.3%净利 18.0%

简读 + 重点消息

消息面

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

披露信息

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..

2026-02-2610-Q
ntap-20260123.htm

近期推文

作者立场

立场

中性

价格动量

看多

2026-02-16 17:09中性

T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)

24h / 7天 / 30天

情绪与市场

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

行业与主题

technology-computer-hardware

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • SEC event bus dilution: 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.
  • industry_specificity: confirm whether news is specific to NTAP, not only Computer Hardware

背景

行业背景

technology-computer-hardware

提及 8新闻 21股票 19
股票池

NTAP

观察中高低正常

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

Serenity 时间线

首次提出2026-02-16 17:09中性
原推

T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)

  1. 2026-02-16 17:09中性初始观点

    T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX)

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

7B

营收同比

4.9%

毛利率

70.2%

营收趋势

营收趋势线
7B4B0

需要继续工作的地方

研究问题

  • SEC event bus dilution: 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.
  • industry_specificity: confirm whether news is specific to NTAP, not only Computer Hardware

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-computer-hardware

提及 8新闻 21股票 19
2026-02-268-K
ntap-20260226.htm
2026-01-128-K
ntap-20260108.htm
2021 营收: 6B2022 营收: 6B2023 营收: 6B2024 营收: 6B2025 营收: 7B2021 趋势线: 6B2022 趋势线: 6B2023 趋势线: 6B2024 趋势线: 6B2025 趋势线: 7B20212022202320242025

利润趋势

净利润毛利营业利润
5B3B02021 净利润: 730M2022 净利润: 937M2023 净利润: 1B2024 净利润: 986M2025 净利润: 1B2021 毛利: 4B2022 毛利: 4B2023 毛利: 4B2024 毛利: 4B2025 毛利: 5B2021 营业利润: 1B2022 营业利润: 1B2023 营业利润: 1B2024 营业利润: 1B2025 营业利润: 1B20212022202320242025

利润率趋势

毛利率营业利润率净利率
80.6%40.3%0.0%2021 毛利率: 66.4%2022 毛利率: 66.8%2023 毛利率: 66.2%2024 毛利率: 70.7%2025 毛利率: 70.2%2021 营业利润率: 17.9%2022 营业利润率: 18.3%2023 营业利润率: 16.0%2024 营业利润率: 19.4%2025 营业利润率: 20.3%2021 净利率: 12.7%2022 净利率: 14.8%2023 净利率: 20.0%2024 净利率: 15.7%2025 净利率: 18.0%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
20216B-66.4%17.9%12.7%
20226B10.0%66.8%18.3%14.8%
20236B0.7%66.2%16.0%20.0%
20246B-1.5%70.7%19.4%15.7%
20257B4.9%70.2%20.3%18.0%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 低 · 低

简读 + 重点消息

消息面

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

披露信息

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

2026-02-2610-Q
ntap-20260123.htm
2026-02-268-K
ntap-20260226.htm
2026-01-128-K
ntap-20260108.htm
2025-11-2510-Q
ntap-20251024.htm
2025-11-258-K
ntap-20251125.htm
2025-09-158-K
ntap-20250910.htm
2025-08-2710-Q
ntap-20250725.htm
2025-08-278-K
ntap-20250827.htm
2025-06-0910-K
ntap-20250425.htm
2025-05-298-K
ntap-20250523.htm

beta / 动量 / 主题

大盘敏感度

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

行业

technology-computer-hardware

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defense