NetApp (NASDAQ:NTAP)

CAPS Rating: 4 out of 5

The Company is a provider of data management solutions, which simplify the complexities of storing, managing, protecting, and archiving enterprise data.

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Member Avatar TheLongView4u (50.64) Submitted: 8/18/2014 4:55:24 PM : Outperform Start Price: $41.08 NTAP Score: +1.18

Good to go?

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Member Avatar dreamjob (87.33) Submitted: 8/3/2014 8:52:30 AM : Outperform Start Price: $38.47 NTAP Score: +5.53

Supporting the cloud computing industry, this stock looks cheap and is sporting strong fundamentals. Growing free cash flow, sales, earnings, and high CROIC. Debt looks manageable, and I think a fair price for this company is somewhere around $50 / share. The recent earnings miss is giving us an opportunity here.

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Member Avatar TSIF (99.96) Submitted: 6/25/2014 7:48:45 PM : Outperform Start Price: $35.43 NTAP Score: +16.07

It's hard to find tech companies that I think will outperform the S&P and in general I'm getting neutral or even a bit bearish on some of the cloud tech, or data storage techs.....but NetApp continues to pull their share of the market with a 2% dividend and has drifted to the low end of it's trading range despite reasonable fundamental metrics, including consistent margins and $15 per share, (almost half it's market cap) in cash.

Currently we are looking at probably consolidation in the industry for company's to get a piece of the market share as growth slows.

Possible arbitration is not an investment thesis, but does give some modem of downside protection if others perceive value.

Possible long call...

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Member Avatar DugdaleTiki (37.91) Submitted: 3/3/2014 9:22:48 AM : Outperform Start Price: $39.76 NTAP Score: -2.63

2014 Sabrient Pick

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Member Avatar 1russianguy (72.18) Submitted: 1/13/2014 2:38:49 PM : Outperform Start Price: $39.43 NTAP Score: -3.18

Sabrient

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Member Avatar 1picks (87.24) Submitted: 1/13/2014 2:24:18 PM : Outperform Start Price: $39.52 NTAP Score: -3.35

Sabrient

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Member Avatar JohnnyEvers14 (31.44) Submitted: 2/18/2012 9:21:41 PM : Outperform Start Price: $41.36 NTAP Score: -44.85

Cloud, growing, fairly priced, No. 2 tries harder.

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Member Avatar bradford86 (99.76) Submitted: 2/15/2012 1:51:31 PM : Outperform Start Price: $39.11 NTAP Score: -40.89

374. NetApp (NASDAQ: NTAP) is trading on the low end of my fair value target. I also think that across the next 5 years the company will outperform the S&P500 so I'll mark NetApp as Outperform. Target: $40-$50. I think that a 20x multiple on FY2012's earnings that I'm forecasting at $2.50 is reasonable for a top. Analysts are waiting for better visibility, while they wait for management to clear off the road ahead my advice is that you step in and take the bargain that the market is giving you if you're attracted to low priced better than average stalwart companies.

http://beta.fool.com/bradford86/2012/02/15/whats-it-worth-payx-nflx-ntap-nvls/2015/

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Member Avatar Jeffrey2012 (< 20) Submitted: 9/2/2011 4:34:01 PM : Underperform Start Price: $34.01 NTAP Score: +51.48

Company lowered guidance going forward. This company should be benefiting from this cloud euphoria, but instead has turned cautious. If a company who has been very successful is turning cautious, then it doesn't bode well for the sector at all.

Not to mention the premium being paid for a growth company turning cautious seems over priced.

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Member Avatar maskeduid (< 20) Submitted: 8/20/2011 7:33:20 AM : Outperform Start Price: $36.11 NTAP Score: -57.53

growth rate, maintaining operating margin

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Member Avatar Hopel3ss (64.53) Submitted: 8/19/2011 8:17:54 PM : Outperform Start Price: $36.11 NTAP Score: -57.53

Looks oversold. Growth of iCloud should drive storage needs. Low debt and good profit margins.

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Member Avatar rsfool2000 (88.21) Submitted: 8/19/2011 1:18:22 AM : Outperform Start Price: $34.16 NTAP Score: -54.27

buy good companies when there is a panic induced sale!

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Member Avatar jumy520 (< 20) Submitted: 6/30/2011 12:52:20 PM : Outperform Start Price: $51.99 NTAP Score: -71.09

will outperform due to increased demand for storage

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Member Avatar ztur2218 (< 20) Submitted: 3/22/2011 9:45:24 AM : Outperform Start Price: $47.59 NTAP Score: -66.33

good stock

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Member Avatar LuvMyNFLX (< 20) Submitted: 3/8/2011 1:16:09 PM : Outperform Start Price: $50.66 NTAP Score: -68.07

They make an awesome product and are less expensive than EMC. They have agreements teaming with VMware and Cisco.

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Member Avatar Brent2223 (31.59) Submitted: 3/1/2011 2:54:08 PM : Outperform Start Price: $49.62 NTAP Score: -67.91

industry play, nice dip

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Member Avatar metalickl (< 20) Submitted: 2/19/2011 2:10:19 AM : Outperform Start Price: $51.19 NTAP Score: -68.42

great entry point after the dip.

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Member Avatar TMFZahrim (27.17) Submitted: 2/17/2011 11:05:24 AM : Outperform Start Price: $52.02 NTAP Score: -69.04

Analysts took in all this information and came back with a grim verdict: at least four firms reduced NetApp from a "buy" rating to something like a "hold." Their motivations largely came back to valuation, but there's another common theme among the downgrades: spending that's good for the business in the long term should hurt margins in a short-term perspective.

So NetApp beat the Street where it matters, and even the bears are voicing happy growls over the company's long-term prospects. Under these circumstances, I'm taking today's 10% drop as an entry point for my all-star CAPS portfolio.

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Member Avatar markdev111 (< 20) Submitted: 1/31/2011 6:56:58 PM : Outperform Start Price: $53.32 NTAP Score: -71.33

Good Fundamentals, good sector, great earnings.

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Member Avatar JDAR5715 (< 20) Submitted: 1/10/2011 7:32:10 PM : Outperform Start Price: $57.62 NTAP Score: -84.33

Cloud computing, nuff said

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