Posts on NTAP

Latest ideas and analyses related to NetApp Inc. Common Stock

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HPQ , DELL , HPE , NTAP

+12 pts



IT Hardware Preview: Commercial Macro Effects Might Take Longer, But Consumer Worsening; Favor Dell and Cautious on HPQ

By bbern3 on Aug. 18, 2022, 6:34 p.m.
Tagged topics: earnings preview

Views: 6, Votes: 3, Responses: 0, Attachments: 1
DIS , COIN , AMC , OXY , CAT , WDAY , MRVL , NTAP , WSM , BPMC

+38 pts



Stocks with high options volumes; Tactical Trades: MRVL, WDAY, NTAP, WSM, BPMC

By ethonomics on Aug. 17, 2022, 4:28 p.m.
Tagged topics: options

Views: 35, Votes: 5, Responses: 0, Attachments: 1
AAPL , HPE , NTAP , DELL , PSTG

+35 pts



IT Hardware - More cautious on demand

By puckerman17 on June 14, 2022, 12:06 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 107, Votes: 4, Responses: 0, Attachments: 1
DELL , NTAP , HPE , HPQ

+32 pts



IT Hardware likely to see tough earnings setup over coming weeks given supply constraints and valuations yet to bottom

By realjoe on May 25, 2022, 12:08 p.m.
Tagged topics: downside risk , earnings preview

Views: 138, Votes: 2, Responses: 0, Attachments: 1
ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

+33 pts



Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 24, Votes: 2, Responses: 0, Attachments: 1
NTAP , HPE , CSCO

+35 pts



Hardware: EAI/ESI indices: Both indices improve in February

By ethonomics on March 17, 2022, 4:26 a.m.
Tagged topics: analyst checks

Views: 29, Votes: 5, Responses: 0, Attachments: 1
NTAP

+32 pts



$NTAP - Supply Chain Overshadows PCS Momentum in FQ3

By phenphen on Feb. 24, 2022, 4:35 p.m.
Tagged topics: earnings results

Views: 33, Votes: 2, Responses: 0, Attachments: 1
NTAP

+32 pts



$NTAP Preview

By realjoe on Feb. 23, 2022, 3:14 p.m.
Tagged topics: earnings preview

Views: 22, Votes: 1, Responses: 0, Attachments: 1
AAPL , QCOM , ANET , CIEN , DELL , HPQ , NTAP

+42 pts



$AAPL & $QCOM positioned to outperform on estimates upside and improving supply management

By puckerman17 on Feb. 7, 2022, 11:40 a.m.
Tagged topics: analyst checks

Views: 322, Votes: 5, Responses: 0, Attachments: 1
NTAP , PSTG , HPE , NTNX

+40 pts



Supply Chain Overhang Begins to Lift, Painting Picture of '22 Enterprise Storage Largely As Expected

By underdog on Jan. 21, 2022, 2:38 p.m.
Tagged topics: deep dive

Views: 53, Votes: 5, Responses: 0, Attachments: 1
AAPL , QCOM , ANET , CIEN , NTAP , NATI , COMM , CMBM

+82 pts



Prefer Networking over Hardware for 2022 as commercial demand accelerate, $AAPL $QCOM $ANET $CIEN are Top Picks

By mooreideas on Dec. 13, 2021, 12:22 p.m.
Tagged topics: 2022 outlook

Views: 224, Votes: 7, Responses: 1, Attachments: 2
NTAP

+34 pts



$NTAP - Goldman downgrades NetApp to Sell as their data continues to signal a worsening #ITspending outlook

By ethonomics on Oct. 18, 2021, 2:02 p.m.
Tagged topics: analyst checks , IT spending , analyst downgrade , Goldman Sachs

Views: 204, Votes: 3, Responses: 0, Attachments: 2
CDW , DELL , HPE , HPQ , IBM , NCR , NTAP , NTNX , PSTG , STX , TDC

+67 pts



Morgan Stanley is 'more bullish than ever' on IT demand post COVID, and 'would be aggressive buyers of enterprise hardware stocks'

By phenphen on March 7, 2021, 2:49 a.m.
Tagged topics: post-COVID , IT spending , Morgan Stanley , tech hardware , enterprise hardware

Views: 275, Votes: 6, Responses: 0, Attachments: 19