Análisis Argos
NTAP
NTAPEn su precio
NetApp, Inc. · Technology
US$ 154.17
precio al 2026-07-04
Valor justo Argos*
US$ 96–117
vs. su valor justo
50% por encima
Score Argos
60/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (11.5%) en línea con lo que la empresa demuestra (8.2%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Las ganancias crecieron 8% el último año.
Retorno sobre el capital alto (65%).
Riesgos
!Cotiza 18% por encima de su valor justo.
!Crecimiento estancado o en baja.
VALOR3/6FUTURO2/6PASADO5/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR3/6FUTURO2/6PASADO5/6SALUD4/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos60de 100En su precio
Ingresos5%
US$ 6.9 B
Margen operativo21%
24.5%
Flujo de caja libre40%
US$ 1.9 B
Deuda neta
US$ 0.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 30.2B
P/E23.7x
EV/EBITDA16.3x
FCF yield6.2%
ROIC65.2%
Margen operativo24.5%
Crecim. ingresos+5.4%/año
Piotroski F8/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 2 jul
NetApp, Inc. (NTAP) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to NetApp (NTAP). This makes it worthwhile to examine what the stock has in store.
seekingalpha.com · 2 jul
NetApp: Enterprise AI Demand Is Creating A Materially New Growth Trajectory
NetApp offers a differentiated entry into AI infrastructure, avoiding the high multiples seen in chip stocks. NTAP has surged ~45% in 2026, driven by a sharp market shift toward storage and a tripling of its growth rates. I reiterate a buy rating, citing robust recurring business as enterprises build and deploy AI applications with NTAP solutions.
seekingalpha.com · 2 jul
NetApp: Share Gains Will Determine The Next Leg Higher
NetApp is rated a buy with an FY 2027 price target of $178, implying 14% upside driven by AI-focused data center tailwinds. NTAP posted robust Q4 results: 12% YoY revenue growth, 71.5% non-GAAP gross margin, and $1.87B in free cash flow, signaling strong fundamentals. Management guides for 8% FY 2027 revenue growth; further upside hinges on NTAP achieving market share gains over competitors like Dell and Everpure.
investorplace.com · 29 jun
Kalshi’s Harrison Shows Where the Next AI Trade Is Heading
Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.
zacks.com · 25 jun
Western Digital vs. NetApp: Which Data Center Stock is the Smarter Bet?
WDC's AI-driven HDD roadmap, rising cloud demand and strong estimate revisions highlight why it may offer more upside than NTAP.
businesswire.com · 23 jun
NetApp Enhances Support for AI Workloads at Massive Scale
SAN JOSE, Calif.--(BUSINESS WIRE)--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced the release of StorageGRID 12.1, designed to help customers scale AI and other modern workloads with a federated global namespace. The new capabilities improve how data is accessed, processed, and managed across distributed environments to support AI data pipelines, data lakes, and modern object-based applications. Organizations are contending with rapid growth in unstructured.
zacks.com · 22 jun
TDC or NTAP: Which Is the Better Value Stock Right Now?
Investors interested in Computer- Storage Devices stocks are likely familiar with Teradata (TDC) and NetApp (NTAP). But which of these two companies is the best option for those looking for undervalued stocks?
prnewswire.com · 22 jun
CGI and NetApp deepen global alliance to drive innovation, accelerate growth and strengthen client outcomes
Stock Market Symbols GIB.A (TSX) GIB (NYSE) cgi.com/newsroom Partnership delivers a combination of intelligent data infrastructure with deep cloud and AI expertise to modernize operations and improve performance across hybrid environments MONTRÉAL and SAN JOSE, Calif., June 22, 2026 /PRNewswire/ - CGI (TSX: GIB.A) (NYSE: GIB) and NetApp (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced that NetApp Keystone will power CGI's block storage solutions within its shared services platform.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.