NetApp (NASDAQ:NTAP) Issues Q4 2025 Earnings Guidance

NetApp (NASDAQ:NTAP) updated its fourth quarter 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 1.840-1.940 for the period, compared to the consensus earnings per share 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.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. Morgan Stanley lifted their price objective on NetApp from $132.00 to $146.00 and gave the company an “equal weight” rating in a research report on Tuesday, December 17th. JPMorgan Chase & Co. raised NetApp from a “neutral” rating to an “overweight” rating and set a $160.00 price objective for the company in a research report on Monday, December 16th. Susquehanna downgraded NetApp from a “positive” rating to a “neutral” rating and lowered their price objective for the company from $155.00 to $130.00 in a research report on Monday, February 10th. Citigroup lifted their price objective on NetApp from $130.00 to $135.00 and gave the company a “neutral” rating in a research report on Friday, November 22nd. Finally, TD Cowen boosted their price target on NetApp from $145.00 to $160.00 and gave the company a “buy” rating in a research report on Friday, November 22nd. Eleven investment analysts have rated the stock with a hold rating and seven have given a buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $137.33.

NetApp Trading Down 5.0 %

Shares of NTAP opened at $118.22 on Friday. The stock’s 50-day moving average is $120.22 and its two-hundred day moving average is $122.02. The stock has a market cap of $24.03 billion, a PE ratio of 21.73, a P/E/G ratio of 2.45 and a beta of 1.23. NetApp has a 12 month low of $86.43 and a 12 month high of $135.45. 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 Announces Dividend

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

Insider Buying and Selling

In other NetApp news, CEO George Kurian sold 8,500 shares of the company’s stock in a transaction that occurred on Tuesday, February 18th. The stock was sold at an average price of $119.04, for a total transaction of $1,011,840.00. Following the sale, the chief executive officer now owns 266,765 shares in the company, valued at $31,755,705.60. This represents a 3.09 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, President Cesar Cernuda sold 22,000 shares of the company’s stock in a transaction that occurred on Monday, December 30th. The shares were 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 in the company, valued at $3,116,114.01. The trade was a 44.81 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 60,903 shares of company stock worth $7,260,341. 0.47% of the stock is currently owned by corporate 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.