NetApp (NASDAQ:NTAP) Issues Q4 2025 Earnings Guidance

NetApp (NASDAQ:NTAP) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided EPS guidance of 1.840-1.940 for the period, compared to the consensus EPS 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 Price Performance

NASDAQ NTAP opened at $100.00 on Friday. The company has a 50 day simple moving average of $119.85 and a 200-day simple moving average of $121.86. 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 firm has a market capitalization of $20.33 billion, a price-to-earnings ratio of 18.38, a price-to-earnings-growth ratio of 2.45 and a beta of 1.23. NetApp has a 52-week low of $88.49 and a 52-week high of $135.45.

NetApp Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 23rd. Stockholders of record on Friday, April 4th will be given a $0.52 dividend. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.08%. The ex-dividend date is Friday, April 4th. NetApp’s dividend payout ratio (DPR) is 38.52%.

Analysts Set New Price Targets

A number of equities analysts recently commented on NTAP shares. TD Cowen dropped their price objective on NetApp from $160.00 to $130.00 and set a “buy” rating on the stock in a report on Friday. Keefe, Bruyette & Woods upgraded NetApp to an “outperform” rating in a report on Wednesday, February 19th. Stifel Nicolaus increased their price objective on NetApp from $140.00 to $145.00 and gave the stock a “buy” rating in a report on Friday, November 22nd. StockNews.com downgraded NetApp from a “buy” rating to a “hold” rating in a report on Friday. Finally, Wedbush restated a “neutral” rating and issued a $110.00 price objective (down previously from $120.00) on shares of NetApp in a report on Friday. Twelve investment analysts have rated the stock with a hold rating and six have assigned a buy rating to the company. Based on data from MarketBeat.com, NetApp presently has a consensus rating of “Hold” and a consensus price target of $132.07.

Insider Activity

In other news, President Cesar Cernuda sold 22,000 shares of the 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 approximately $3,116,114.01. This represents a 44.81 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Elizabeth M. O’callahan sold 451 shares of the 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. Over the last three months, insiders sold 60,903 shares of company stock valued at $7,260,341. 0.47% of the stock is owned by company insiders.

NetApp Company Profile

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.