“Netapp, Inc.”
🐂 Bull
- Installed base drives replacement and service demand
- Revenue grew +30% YoY last quarter ($1.6B → $2.0B)
- Free cash flow $1.9B = 27% of FY revenue
🐻 Bear
- Hardware demand is cyclical
What changed
Quarter revenue $2.0B, +30% YoY; operating income $484M vs $309M a year ago (+57%).
NTAP · Netapp, Inc.
Hardware & Electrical · ★ Legendary · Power 95/100 · CIK 0001002047
What it does
Netapp, Inc. is a hardware & electrical company (computer storage devices) headquartered in CA, reporting $6.9B of revenue in its fiscal year ended 2026-04-24. Last quarter revenue moved +30% year over year with a 24% operating margin.
Auto-written from filing data.
What changed
10-Q for the period ending 2026-07-31, filed 2026-09-02 0001193125-26-380207
Quarter revenue $2.0B, +30% YoY; operating income $484M vs $309M a year ago (+57%).
- Revenue (qtr to 2026-07-31): $2.0B (+30% YoY) 0001193125-26-380207
- Operating income (qtr to 2026-07-31): $484M (+57% YoY) 0001193125-26-380207
- Operating cash flow (FY to 2026-04-24): $2.1B (+37% YoY) 0001193125-26-259683
🐂 Bull case
- Installed base drives replacement and service demand
- Revenue grew +30% YoY last quarter ($1.6B → $2.0B) 0001193125-26-380207
- Free cash flow $1.9B = 27% of FY revenue 0001193125-26-259683
🐻 Bear case
- Hardware demand is cyclical
🚩 Red flags
- None triggered by our rules this period.
Data notes: latest quarter is 97 days vs 90 days a year earlier (fiscal calendar shift); YoY is as reported, not length-adjusted.
10-year history PRO
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How the power level is computed
Power (0–100) = Growth 25 × clip(quarter revenue YoY ÷ 30%) + Profit 25 × clip(quarter GAAP operating margin ÷ 30%) + Cash 20 × clip(FY free cash flow ÷ FY revenue ÷ 25%) + Fortress 15 (full if cash + short-term investments ≥ debt, else 15 × clip(1 − net debt ÷ FY revenue); half if debt isn't tagged) + Dilution 15 (full if diluted shares flat/down YoY, 0 at +5%). Missing inputs get half credit. Banks and insurers get a Financials frame: their score isn't comparable.
Not investment advice. Ticker Card summarizes public SEC EDGAR filings, which can be restated or late. No stock prices. Every number cites the filing's accession number. Source: SEC EDGAR.