Schwab Network 对 $NTAP 的判断变化

频道资料 →本频道有 11 位标注的说话人：BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 3 条

2026-09-03看跌

《Thursday's First Moves: NTAP, FIVE & VSXY Earnings》

NTAP因自由现金流下降35%及财报前预期较高而面临抛售压力，分析师认为尽管业绩好于预期，当前估值已充分反映。

Diane，让我们从NetApp在收盘后交易时段出现的波动开始，该公司在收入和利润方面取得了强劲业绩，并上调了全年预测。我们最初处于高位，现在当然下跌了约9%。问题是：哪里出了问题？

如果盈利超出预期，且指引略好于预期，那么这里发生了什么？

Diane, let's start with the fluctuations that occurred even in the post- closing session for NetApp, which achieved strong results in revenue and profits, and raised its forecasts for the entire year.

We were initially on a high, and now of course we are down by about 9%. The question is: What went wrong ? If the earnings exceeded expectations, and if the guidance was slightly better than expected, then what happened here?

看原视频00:08

2026-09-03看跌

《Half of SPX Stocks Below 50-Day SMA, NVDA Buying Hugging Face for $12.93B》

NTAP基本面强劲并上调了指引，但来自投入成本的利润率压力是股价的负面催化剂。

NetApp公布的每股收益为2.58美元，超过约2.13美元的预期。如果你看看NetApp的一些收入数据，是的，收入为20.3亿美元。同比增长30%。全闪存阵列创造了13.1亿美元的收入。

同比增长47%，使其成为NetApp的主要增长动力。混合云收入达到18.2亿。增长了30%，而公有云收入同比增长约28%。

NetApp announced earnings of $2.58 per share , exceeding estimates of around $2.13. And if you look at some of NetApp's revenue figures, yes, $2.03 billion in revenue. That was a 30% year-on-year increase.

All Flash storage arrays generated $1.31 billion in revenue. That was a 47% year-over- year increase, making it the primary growth driver for NetApp. Hybrid cloud revenues reached 1.82 billion.

That was a 30% increase, and public cloud revenues rose by about 28% year-over-year.

看原视频07:27

2026-09-02

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