Recently, Zacks.com users have been paying close attention to NetApp (NTAP). This makes it worthwhile to examine what the stock has in store.
NetApp, Inc. ( NTAP ) UBS Global Technology and AI Conference 2025 December 2, 2025 5:35 PM EST Company Participants Kris Newton - VP of Corporate Communications & Investor Relations George Kurian - CEO & Director Conference Call Participants David Vogt - UBS Investment Bank, Research Division Presentation David Vogt UBS Investment Bank, Research Division Great. Good afternoon, everyone.
Explore NetApp's (NTAP) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
NTAP posts higher earnings and lifts its fiscal outlook as AI demand, cloud storage momentum and all-flash strength drive quarterly growth.
NetApp Inc (NASDAQ:NTAP) reported largely in-line financial results for the fiscal second quarter 2026, with an earnings beat and margin outperformance bright spots for the data infrastructure company. For the quarter ending October 24, the company posted net revenues of $1.71 billion, up 3% from the same period a year earlier and slightly surpassing Wall Street estimates of approximately $1.69 billion.
NetApp (NTAP) offers compelling value as it navigates AI-driven infrastructure shifts and uncertain demand, trading at a discount to faster-growing peers. NTAP's recent Q2 beat-and-raise, improved gross margin guidance, and higher EPS outlook highlight its high-margin recurring business and operational resilience. Despite slower growth and market share concerns, NTAP's attractive 14.4x FY26 P/E and margin expansion support a continued buy rating.
NetApp, Inc. ( NTAP ) Q2 2026 Earnings Call November 25, 2025 5:30 PM EST Company Participants Kris Newton - VP of Corporate Communications & Investor Relations George Kurian - CEO & Director Wissam Jabre - Executive VP & CFO Conference Call Participants Aaron Rakers - Wells Fargo Securities, LLC, Research Division Erik Woodring - Morgan Stanley, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division David Vogt - UBS Investment Bank, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Steven Fox - Fox Advisors LLC Timothy Long - Barclays Bank PLC, Research Division Simon Leopold - Raymond James & Associates, Inc., Research Division Jason Ader - William Blair & Company L.L.C., Research Division Ananda Baruah - Loop Capital Markets LLC, Research Division Louis Miscioscia - Daiwa Securities Co. Ltd.
Although the revenue and EPS for NetApp (NTAP) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
NetApp (NTAP) came out with quarterly earnings of $2.05 per share, beating the Zacks Consensus Estimate of $1.89 per share. This compares to earnings of $1.87 per share a year ago.
NTAP heads into second-quarter earnings with steady guidance as momentum builds across its all-flash, cloud and AI portfolios.
Besides Wall Street's top-and-bottom-line estimates for NetApp (NTAP), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended October 2025.
NetApp (NTAP) concluded the recent trading session at $106.82, signifying a -2.39% move from its prior day's close.