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 5.0 %

Shares of NTAP stock opened at $118.22 on Friday. The company has a debt-to-equity ratio of 1.39, a current ratio of 0.91 and a quick ratio of 0.84. NetApp has a 1-year low of $86.43 and a 1-year high of $135.45. The company has a market cap of $24.03 billion, a price-to-earnings ratio of 21.73, a PEG ratio of 2.45 and a beta of 1.23. The stock has a 50 day simple moving average of $120.22 and a 200-day simple moving average of $122.02.

NetApp Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 23rd. Investors of record on Friday, April 4th will be given a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a dividend yield of 1.76%. NetApp’s payout ratio is 38.24%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. Susquehanna lowered NetApp from a “positive” rating to a “neutral” rating and decreased their target price for the stock from $155.00 to $130.00 in a research note on Monday, February 10th. Keefe, Bruyette & Woods raised NetApp to an “outperform” rating in a research report on Wednesday, February 19th. Wells Fargo & Company reduced their price target on NetApp from $140.00 to $130.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 20th. Morgan Stanley increased their price target on NetApp from $132.00 to $146.00 and gave the company an “equal weight” rating in a research report on Tuesday, December 17th. Finally, Bank of America upgraded NetApp from an “underperform” rating to a “neutral” rating and increased their price objective for the company from $121.00 to $128.00 in a report on Wednesday, February 19th. Eleven investment 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.com, the company currently has an average rating of “Hold” and an average price target of $137.33.

Insider Buying and Selling at NetApp

In other news, President Cesar Cernuda sold 22,000 shares of the firm’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 completion of the sale, the president now directly owns 27,099 shares of the company’s stock, valued at $3,116,114.01. This trade represents a 44.81 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Elizabeth M. O’callahan sold 451 shares of the firm’s stock in a transaction that occurred on Friday, January 10th. The shares were sold at an average price of $116.79, for a total value of $52,672.29. Following the completion of the sale, the executive vice president now directly owns 12,005 shares of the company’s stock, valued at $1,402,063.95. This represents a 3.62 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 60,903 shares of company stock worth $7,260,341. 0.47% of the stock is currently owned by 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.