NetApp (NASDAQ:NTAP) Releases Q4 2025 Earnings Guidance

NetApp (NASDAQ:NTAP) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.840-1.940 for the period, compared to the consensus estimate of 1.990. The company issued revenue guidance of $1.7 billion-$1.8 billion, compared to the consensus revenue estimate of $1.8 billion. NetApp also updated its FY 2025 guidance to 7.170-7.270 EPS.

NetApp Trading Down 5.2 %

Shares of NASDAQ:NTAP traded down $6.48 during midday trading on Thursday, reaching $118.01. 1,723,940 shares of the company’s stock were exchanged, compared to its average volume of 1,487,111. The firm’s 50 day simple moving average is $120.19 and its two-hundred day simple moving average is $122.04. The company has a debt-to-equity ratio of 1.39, a current ratio of 0.91 and a quick ratio of 0.84. The stock has a market cap of $23.99 billion, a price-to-earnings ratio of 21.69, a P/E/G ratio of 2.45 and a beta of 1.23. NetApp has a fifty-two week low of $86.43 and a fifty-two week high of $135.45.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. Wells Fargo & Company lowered their target price on NetApp from $140.00 to $130.00 and set an “equal weight” rating for the company in a report on Thursday, February 20th. StockNews.com upgraded NetApp from a “hold” rating to a “buy” rating in a report on Wednesday, February 19th. Morgan Stanley raised their target price on NetApp from $132.00 to $146.00 and gave the company an “equal weight” rating in a report on Tuesday, December 17th. Citigroup raised their target price on NetApp from $130.00 to $135.00 and gave the company a “neutral” rating in a report on Friday, November 22nd. Finally, Oppenheimer assumed coverage on NetApp in a report on Wednesday, November 13th. They set a “market perform” rating for the company. Eleven analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company’s stock. According to data from MarketBeat, NetApp has an average rating of “Hold” and a consensus target price of $137.33.

Insider Activity

In other news, CEO George Kurian sold 8,500 shares of NetApp stock in a transaction dated Monday, December 16th. The stock was sold at an average price of $124.29, for a total value of $1,056,465.00. Following the completion of the transaction, the chief executive officer now owns 279,782 shares in the company, valued at approximately $34,774,104.78. This trade represents a 2.95 % decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, President Cesar Cernuda sold 22,000 shares of the business’s stock in a transaction that occurred on Monday, December 30th. The stock was sold at an average price of $114.99, for a total value of $2,529,780.00. Following the sale, the president now owns 27,099 shares of the company’s stock, valued at approximately $3,116,114.01. The trade was a 44.81 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 60,903 shares of company stock worth $7,260,341. 0.47% of the stock is currently owned by company insiders.

About NetApp

NetApp, Inc provides cloud-led and data-centric services to manage and share data on-premises, and private and public clouds worldwide. It operates in two segments, Hybrid Cloud and Public Could. The company offers intelligent data management software, such as NetApp ONTAP, NetApp Snapshot, NetApp SnapCenter Backup Management, NetApp SnapMirror Data Replication, NetApp SnapLock Data Compliance, and storage infrastructure solutions, including NetApp All-Flash FAS series, NetApp Fabric Attached Storage, NetApp E/EF series, and NetApp StorageGRID.