에 대한 최신 뉴스 NetApp (NASDAQ:NTAP) 주식

NETAPP INC

NetApp

NetApp Inc is a provider of enterprise data management and storage solutions. The company's segments include Hybrid Cloud and Public Cloud. It generates maximum revenue from the Hybrid Cloud segment. The Hybrid Cloud segment offers a portfolio of storage management and infrastructure solutions that help customers recast their traditional data centers with the power of cloud. This portfolio is designed to operate with public clouds to unlock the potential of hybrid, multi-cloud operations. Hybrid Cloud is composed of software, hardware, and related support, as well as professional and other services.

Equities

Large Cap

News

Movers

Trading Ideas

$BTC

CART

DUOL

MSTR

NTAP

PLTR

PSTG

SMCI

TCOM

TSLA

VTRS

지난주에 가장 저조한 성과를 보인 12개의 대형주는 다음과 같다.

테슬라·팔란티어·스트레티지 등 지난주 급락한 대형주 12종목 (2월 24일~28일)

Earnings

After-Hours Center

Tech

넷앱(NASDAQ:NTAP)는 목요일(21일) 장 마감 후에 2분기 실적을 발표했다. 실적 보고서의 세부 내용을 살펴보자.실적 세부 내용: 넷앱의 분기 주당순이익은 1.87달러로 애널리스트 컨센서스 예상치 1.78달러를 상회했다. 분기 매출은 16억 5천만 달러로 컨센서스 예상치 16억 4천만 달러를 상회했고, 전년 동기의 15억 6천만 달러보다도 증가했다.

넷앱, 2분기 호실적 발표 후 시간외 5% 상승

NetApp Inc

Groundbreaking solution simplifies AI inferencing for specialized and local applications
NetApp&#xAE; (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>), the intelligent data infrastructure company, today announced the release of NetApp AIPod Mini with Intel, a joint solution designed to streamline enterprise adoption of AI inferencing. This collaboration addresses the unique challenges businesses face when deploying AI, such as cost and complexity, at the department and team level.
To thrive in the era of intelligence, enterprises have adopted AI to enhance efficiency and data-driven decision making across their businesses. A <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fmitsloan.mit.edu%2Fsites%2Fdefault%2Ffiles%2F2023-10%2FSSRN-id4573321.pdf&amp;esheet=54249584&amp;newsitemid=20250506422545&amp;lan=en-US&amp;anchor=study+by+Harvard+Business+School&amp;index=1&amp;md5=bfad42d72cefd6a6e06f70ec4c5d507e">study by Harvard Business School</a> found that consultants given access to AI tools were able to increase their productivity, completing 12.2 percent more tasks and completing them 25.1 percent more quickly. However, individual business units may find that the broadly available general purpose AI applications are not able to meet their specific needs, but do not have the technical expertise or budget to customize an AI application from scratch. NetApp and Intel have partnered to provide businesses with an integrated AI inferencing solution built on an intelligent data infrastructure framework that allows specific business functions to leverage their distinct data to create outcomes that support their needs. NetApp AIPod Mini streamlines the deployment and use of AI for specific applications such as automating aspects of document drafting and research for legal teams, implementing personalized shopping experiences and dynamic pricing for retail teams, and optimizing predictive maintenance and supply chains for manufacturing units.
"Our mission is to unlock AI for every team at every level without the traditional barriers of complexity or cost," said Dallas Olson, Chief Commercial Officer at NetApp. "NetApp AIPod Mini with Intel gives our customers a solution that not only transforms how teams can use AI but also makes it easy to customize, deploy, and maintain. We are turning proprietary enterprise data into powerful business outcomes."

Contracts

INTC

NetApp And Intel Enter Partnership For AI for Enterprises

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Wells Fargo analyst Michael Sison upgraded the rating for The Sherwin-Williams Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHW#NYSE">SHW</a>) from Equal-Weight to Overweight and raised the price target from $350 to $420. Sherwin-Williams shares closed at $348.13 on Tuesday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Scotiabank analyst Maher Yaghi upgraded the rating for T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) from Sector Perform to Sector Outperform and raised the price target from $275 to $277.5. T-Mobile shares closed at $241.59 on Tuesday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Paul Lejuez upgraded Warby Parker Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WRBY#NYSE">WRBY</a>) from Sell to Neutral but lowered the price target from $23 to $17. Warby Parker shares closed at $15.80 on Tuesday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays analyst Tim Long upgraded the rating for NetApp, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) from Equal-Weight to Overweight and maintained the price target of $115. NetApp shares closed at $87.86 on Tuesday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>DA Davidson analyst Tom White upgraded Airbnb, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>) from Neutral to Buy but lowered the price target from $170 to $155. Airbnb shares closed at $125.49 on Tuesday.  <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying NTAP stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="588" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30074314/image-232-1024x588.png" alt="" class="wp-image-894690" style="width:545px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30074314/image-232-1024x588.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30074314/image-232-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30074314/image-232-768x441.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30074314/image-232.png 1110w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul>
<li><a href="https://www.benzinga.com/25/04/45064976/top-3-industrials-stocks-which-could-rescue-your-portfolio-in-q2">Top 3 Industrials Stocks Which Could Rescue Your Portfolio In Q2</a> </li>
</ul>
Photo via Shutterstock

Upgrades

Pre-Market Outlook

Markets

Analyst Ratings

ABNB

TMUS

WRBY

This NetApp Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

Barclays analyst Tim Long upgrades NetApp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) from Equal-Weight to Overweight and maintains the price target from $115 to $115.

Price Target

Barclays Upgrades NetApp to Overweight, Maintains Price Target to $115

Across the recent three months, 11 analysts have shared their insights on NetApp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>), expressing a variety of opinions spanning from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $119.45, with a high estimate of $153.00 and a low estimate of $90.00. A 12.75% drop is evident in the current average compared to the previous average price target of $136.91. 
<img src="https://www.benzinga.com/files/images/story/2025/1745874014_0.png" alt="price target chart" />
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
The analysis of recent analyst actions sheds light on the perception of NetApp by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Amit Daryanani &#x7C;Evercore ISI Group &#x7C;Lowers &#x7C;In-Line &#x7C; $100.00&#x7C;$120.00 &#x7C; 
&#x7C;Samik Chatterjee &#x7C;JP Morgan &#x7C;Lowers &#x7C;Overweight &#x7C; $113.00&#x7C;$153.00 &#x7C; 
&#x7C;Asiya Merchant &#x7C;Citigroup &#x7C;Lowers &#x7C;Neutral &#x7C; $90.00&#x7C;$110.00 &#x7C; 
&#x7C;Ananda Baruah &#x7C;Loop Capital &#x7C;Lowers &#x7C;Buy &#x7C; $130.00&#x7C;$150.00 &#x7C; 
&#x7C;Asiya Merchant &#x7C;Citigroup &#x7C;Lowers &#x7C;Neutral &#x7C; $110.00&#x7C;$135.00 &#x7C; 
&#x7C;Tim Long &#x7C;Barclays &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $115.00&#x7C;$132.00 &#x7C; 
&#x7C;Aaron Rakers &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $115.00&#x7C;$130.00 &#x7C; 
&#x7C;Samik Chatterjee &#x7C;JP Morgan &#x7C;Lowers &#x7C;Overweight &#x7C; $153.00&#x7C;$160.00 &#x7C; 
&#x7C;Aaron Rakers &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $130.00&#x7C;$140.00 &#x7C; 
&#x7C;Wamsi Mohan &#x7C;B of A Securities &#x7C;Raises &#x7C;Neutral &#x7C; $128.00&#x7C;$121.00 &#x7C; 
&#x7C;Mehdi Hosseini &#x7C;Susquehanna &#x7C;Lowers &#x7C;Neutral &#x7C; $130.00&#x7C;$155.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to NetApp. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of NetApp compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of NetApp's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of NetApp's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/NTAP/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on NetApp analyst ratings.</a>
<h2>Get to Know NetApp Better</h2>
NetApp Inc is a provider of enterprise data management and storage solutions. The company's segments include Hybrid Cloud and Public Cloud. It generates maximum revenue from the Hybrid Cloud segment. The Hybrid Cloud segment offers a portfolio of storage management and infrastructure solutions that help customers recast their traditional data centers with the power of cloud. This portfolio is designed to operate with public clouds to unlock the potential of hybrid, multi-cloud operations. Hybrid Cloud is composed of software, hardware, and related support, as well as professional and other services.
<h3>NetApp: Delving into Financials</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: NetApp's remarkable performance in 3M is evident. As of 31 January, 2025, the company achieved an impressive revenue growth rate of 2.18%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 18.22%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): NetApp's ROE stands out, surpassing industry averages. With an impressive ROE of 31.69%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): NetApp's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 3.32%, the company showcases efficient use of assets and strong financial health.
Debt Management: NetApp's debt-to-equity ratio surpasses industry norms, standing at 2.26. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<h2>How Are Analyst Ratings Determined?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Deep Dive Into NetApp Stock: Analyst Perspectives (11 Ratings)

Evercore ISI Group analyst Amit Daryanani maintains NetApp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) with a In-Line and lowers the price target from $120 to $100.

Evercore ISI Group Maintains In-Line on NetApp, Lowers Price Target to $100

WIIM

AAOI

AKAM

ANET

CALX

COHR

DELL

FLEX

KEYS

LITE

MRIN

NVTS

OKTA

SNOW

TWLO

ZBRA

Shares of companies in the broader tech sector are trading higher amid overall market strength due to March's strong durable goods orders economic data, and President Trump's announcement that he met with China earlier today. Also, the industry may be moving up ahead of Alphabet's earnings report scheduled for after market close.

ACMR

AEVA

ALAB

ALGM

AOSL

CAMT

CEVA

CIEN

COMM

CRDO

CRSR

DOCN

ENTG

FARO

FORM

GDDY

GLOB

ICHR

LDTC

LOGI

LRCX

LSCC

Maxeon Solar Technologies, Ltd. - Ordinary Shares

MAXN

MAWSON INFRSTRUCTURE GRP by Mawson Infrastructure Group Inc.

MIGI

MKSI

MOVE

MTSI

NVDA

NVMI

NXPI

ONTO

PRSO

RGTI

RMBS

SELX

SHOP

SITM

SMTC

SYNA

TSSI

UCTT

VNET

Shares of companies within the broader technology sector are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Additionally, Trump indicated the final tariff rate would be less than the current 145% but not 0%.

JP Morgan analyst Samik Chatterjee maintains NetApp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) with a Overweight and lowers the price target from $153 to $113.

JP Morgan Maintains Overweight on NetApp, Lowers Price Target to $113

Citigroup analyst Asiya Merchant maintains NetApp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) with a Neutral and lowers the price target from $110 to $90.

Citigroup Maintains Neutral on NetApp, Lowers Price Target to $90

Shares of Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Hewlett Packard Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and NetApp Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) are trading lower Thursday, following Wednesday's sharp rally, which was driven by President Donald Trump's surprise decision to pause tariffs on<a href="https://www.benzinga.com/25/04/44720006/markets-take-off-as-trump-announces-90-day-tariff-pause-for-non-retaliating-nations-slaps-china-with-125-duty"> non-retaliating countries.</a>
What To Know: That pause, intended to reward allies while imposing a steep 125% tariff on Chinese imports, had initially sparked a surge in risk appetite. Tech and hardware stocks led the rally as investors bet on improved trade conditions and economic momentum. But the sentiment has quickly shifted as the market digests the longer-term implications of an escalated trade conflict with China and the possibility of retaliation or disruption in the supply chain.
The pullback may suggest investors are locking in profits and bracing for volatility, especially in hardware and storage companies that depend heavily on global sourcing and international sales. With China facing aggressive new duties, uncertainty around costs, margins and demand is resurfacing. Treasury Secretary Scott Bessent emphasized the policy shift is meant to address decades of trade imbalances, but markets are now adjusting to the realization that the situation with China may become more unpredictable.
Tech stocks broadly are under pressure, with even major players like Apple, AMD and Nvidia facing losses. The broader move points to a reevaluation of Wednesday's rally and a return to more cautious positioning.
Price Actions: Dell was down 6.24% to $78.94, Hewlett Packard Enterprise dropped 5.24% to $13.74 and NetApp is off 4.44% to $82.28 at the time of publication Thursday, according to Benzinga Pro.
Photo: Shutterstock.

Economics

Hardware, Tech Stocks Fall As Markets Pull Back From Tariff-Driven Rally: What's Going On?

Shares of hardware and storage stocks are trading lower amid overall tech weakness as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

ADEA

AEIS

AGYS

AIOT

ALAR

AMPG

AMPL

ARLO

ASGN

ASTI

ATOM

BASE

BBAI

BELFA

BELFB

BIGC

BLBX

BLZE

BTCT

BZAI

CCCS

CCRD

CGNX

CLMB

CMPO

COHU

CRNC

CSIQ

CSPI

CTSH

CWAN

CXDO

DAKT

DAVA

DCBO

DGII

DIOD

DJCO

DMRC

DOMO

EBON

EPAM

ETWO

EVCM

EVLV

EXFY

FCUV

FSLR

GDYN

GRRR

MicroCloud Hologram Inc. - Ordinary Shares

HOLO

IDCC

INFA

INFY

INGM

INSG

IONQ

IPGP

ITRI

JAMF

Shares of broader tech companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

The <a href="https://www.benzinga.com/money/momentum-trading">momentum trade</a> just hit a wall and the unwind has been nothing short of brutal.
JPMorgan analysts Dubravko Lakos-Bujas, Arun Jain and Bhupinder Singh note that the sharp reversal in momentum has erased two years of gains in just three weeks &#8211; one of the fastest unwinds in four decades. 
With mega-caps leading the drop and a dramatic shift towards low-volatility stocks, investors need to rethink their strategies.
<h2 class="wp-block-heading">What's Behind The Crash?</h2>
Extreme crowding in momentum stocks &#8211; primarily fueled by AI enthusiasm, high-rate expectations and pro-growth bets—came under pressure as macro risks resurfaced. 
The result? A 17% average decline among the Mag-7, triggering a $5.8 trillion market cap wipeout in the S&amp;P 500.
While forced liquidations and systematic deleveraging have cooled the immediate risk of another crash, JPMorgan warns that if this is a true regime shift, the unwind may only be one-third complete.
Read Also: <a href="https://www.benzinga.com//node/44450390">Charlie Munger&#8217;s Investment Wisdom: &#8216;If People Weren&#8217;t So Often Wrong, We Wouldn&#8217;t Be So Rich&#8217;</a>
<h2 class="wp-block-heading">Where Is Momentum Flowing?</h2>
Momentum is rotating away from quality growth and into low volatility and defensive plays. 
According to JPMorgan, stocks in the following sectors are seeing the strongest bid:
Utilities: NiSource Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NI#NYSE">NI</a>), Ameren Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEE#NYSE">AEE</a>) and Evergy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVRG#NASDAQ">EVRG</a>)
Insurance: Arthur J. Gallagher &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AJG#NYSE">AJG</a>), Brown &amp; Brown Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRO#NYSE">BRO</a>) and Aon PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>)
Financial Services: Visa Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) and Mastercard Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>)
Crowding in low volatility names has surged, pushing relative P/E valuations to record highs.
<h2 class="wp-block-heading">What To Watch Next</h2>
<h4 class="wp-block-heading">The Low-Volatility Boom</h4>
With the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) (small caps) lagging and defensive ETFs like the Invesco S&amp;P 500 Low Volatility ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPLV#NYSE">SPLV</a>) seeing inflows, the shift towards safety is clear. But JPMorgan warns that a further rate drop could push low volatility stocks into bubble territory, much like 2016.
<h4 class="wp-block-heading">High-Volatility Bargains</h4>
According to JPMorgan, stocks that have seen heavy multiple compression, making them attractive for value-seeking investors, include:
Semiconductors: Monolithic Power Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MPWR#NASDAQ">MPWR</a>), Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>))
Software: (Synopsys Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/snps#NASDAQ">SNPS</a>), Cadence Design Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>), ServiceNow Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>))
Tech Hardware: (Arista Networks Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/anet#NYSE">ANET</a>), NetApp Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>), Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>))
However, without an intra-cycle reset or Fed pivot, a broad move into beaten-down growth stocks may be premature.
<h4 class="wp-block-heading">The Fed's Next Move</h4>
If rate expectations shift lower, expect bond proxies to gain further. If not, the defensive rally may stall, forcing a reassessment of positioning.
Momentum traders just got whipsawed and the rotation into low-volatility stocks has been rapid. While some safety plays look solid, overheating risks remain.
Investors should watch for signs of a structural shift &#8211; and be ready to pivot before the next wave hits.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com//node/44456554">Trade Wars, Fed Moves And A 40% Recession Risk &#8211; Is Your Portfolio Ready?</a></li>
</ul>
Photo: Shutterstock

Analyst Color

Long Ideas

Macro Economic Events

Sector ETFs

Broad U.S. Equity ETFs

ETFs

CDNS

EVRG

MPWR

SNPS

PowerShares S&P 500 Low Volatility Portfolio

SPLV

Momentum Whiplash: Where Should Investors Pivot Next?

NetApp intends to use a portion of the net proceeds of this offering to repay its $750 million outstanding principal amount of 1.875% Senior Notes due 2025 at maturity and the remainder of the net proceeds for general corporate purposes.

Reported Earlier, NetApp Prices $625M 5.50% Senior Notes Due 2032 And $625M 5.70% Senior Notes Due 2035, Totals $1.25B

Loop Capital analyst Ananda Baruah maintains NetApp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) with a Buy and lowers the price target from $150 to $130.

Loop Capital Maintains Buy on NetApp, Lowers Price Target to $130

Citigroup analyst Asiya Merchant maintains NetApp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) with a Neutral and lowers the price target from $135 to $110.

Citigroup Maintains Neutral on NetApp, Lowers Price Target to $110

Comments

NetApp

뉴스

에 대한 최신 뉴스 NetApp (NASDAQ:NTAP) 주식

일요일, 3월 02, 2025

금요일, 11월 22, 2024

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌