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NetApp, Inc. (NTAP) Stock Analysis

Recovery setup · Catalyst-Driven edge

SellVALUE-TRAP 1/5High Confidence

Technology · Software - Infrastructure

Sell if holding. Analyst target reached at $111.05 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.4): -1.5.

NetApp provides enterprise data infrastructure solutions for hybrid and multi-cloud environments through two segments: Hybrid Cloud (on-premises storage systems and software) and Public Cloud (cloud storage services). Its ONTAP platform is natively embedded in Amazon AWS,... Read more

$111.05+0.4% A.UpsideScore 5.5/10#50 of 80 Software - Infrastructure
Stop $104.82Target $111.50(resistance)A.R:R -0.3:1
Analyst target$117.13+5.5%15 analysts
$111.50our TP
$111.05price
$117.13mean
$88
$137

Sell if holding. Analyst target reached at $111.05 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.4): -1.5. Chart setup: Death cross but MACD improving, RSI 83. Score 5.5/10, high confidence.

Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 28d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (4/4)
High-quality business
Risks
Analyst target reached - limited upside remaining
Leverage penalty (D/E 2.4): -1.5
Overbought (RSI 83)

Key Metrics

P/E (TTM)18.2
P/E (Fwd)12.7
Mkt Cap$21.5B
EV/EBITDA12.1
Profit Mgn18.1%
ROE112.6%
Rev Growth4.4%
Beta1.29
Dividend1.91%
Rating analysts28

Quality Signals

Piotroski F7/9

Options Flow

P/C0.87neutral
IV46%normal
Max Pain$70-37.0% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMSupplierproducts sourced and manufactured outside the U.S.
    10-K Item 1A: 'most of our products are sourced and manufactured outside of the U.S.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
1.4
Bollinger
1.7
52w Position
7.8
GatesA.R:R -0.3=NEGATIVEMomentum 4.8<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.8>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 28d clearSEMI CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
83 · Overbought
20D MA 50D MA 200D MADEATH CROSSSupport $94.89Resistance $113.78

Price Targets

$105
$112
A.Upside+0.4%
A.R:R-0.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-5.1% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-05-28 (28d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is NTAP stock a buy right now?

Sell if holding. Analyst target reached at $111.05 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.4): -1.5. Chart setup: Death cross but MACD improving, RSI 83. Prior stop was $104.82. Score 5.5/10, high confidence.

What is the NTAP stock price target?

Take-profit target: $111.50 (+0.4% upside). Prior stop was $104.82. Stop-loss: $104.82.

What are the risks of investing in NTAP?

Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.4): -1.5; Overbought (RSI 83).

Is NTAP overvalued or undervalued?

NetApp, Inc. trades at a P/E of 18.2 (forward 12.7). TrendMatrix value score: 6.4/10. Verdict: Sell.

What do analysts say about NTAP?

28 analysts cover NTAP with a consensus score of 3.5/5. Average price target: $117.

What does NetApp, Inc. do?NetApp provides enterprise data infrastructure solutions for hybrid and multi-cloud environments through two segments:...

NetApp provides enterprise data infrastructure solutions for hybrid and multi-cloud environments through two segments: Hybrid Cloud (on-premises storage systems and software) and Public Cloud (cloud storage services). Its ONTAP platform is natively embedded in Amazon AWS, Microsoft Azure, and Google Cloud. Headquartered in San Jose, CA; incorporated 1992.

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