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NTAP Unclassified Latest YouTube: Q4 FY2026

NTAP

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

NTAP Stock: HOLD Call - Record Quarter But Priced For Perfection Q4 FY2026

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q4 FY2026
Podcast available
Yes
Current price
$168.97
-0.14 (-0.08%)
Trailing / Forward P/E
26.61x
Forward: 17.17x
Market cap / Volume
Volume:
Revenue / Earnings Growth
12.5%
Earnings: 23.4%
Margins
27.3% op
Gross: 70.7% · Net: 18.4%
Balance sheet
1.44x current
Debt / Equity: 202.3
52-week range / Beta
$93.69 - $192.83
Beta: 1.45
Analyst target
$177.25
Upside: 4.9%
Cash / shareholder return
3.91% FCF yield
Dividend yield: 1.22%

Company context

Industry: Software - Infrastructure
Country: United States
Employees:
Price to book: 24.51x
Return on equity: 106.7%
NetApp, Inc. provides a range of enterprise software, systems, and services that customers use to transform their data infrastructures in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments, Hybrid Cloud and Public Cloud. The company offers data management software, such as NetApp ONTAP, ONTAP One, NetApp Snapshot, NetApp SnapCenter Backup Management, NetApp SnapMirror Data Replication, and NetApp SnapLock Data Compliance; and storage infrastructure solutions, including NetApp AFF and ASA A-Series and C-Series, NetApp AFX, NetApp Fabric Attached Storage (FAS), NetApp E/EF series, and NetApp StorageGRID. It also provides cloud storage services comprising Azure NetApp Files, Amazon FSx for NetApp ONTAP, and Google Cloud NetApp Volumes, as well as NetApp Cloud Volumes ONTAP. In addition, the company offers operational services, such as NetApp Data Infrastructure Insights and Instaclustr; and professional and support services include storage-as-a-service (STaaS), strategic consulting, professional, managed, and support services, as well as assessment, design, implementation, migration, and proactive support services to help customers optimize the performance and efficiency of their on-premises and hybrid multicloud storage environments. Further, it offers ransomware protection, data backup and recovery, and disaster recovery. It serves various industries comprising energy, financial services, government, technology, internet, life sciences, healthcare services, manufacturing, media, entertainment, animation, video postproduction, and telecommunications through a direct sales force and an ecosystem of partners, including the cloud providers. The company has a strategic alliance with Commvault Systems, Inc. to develop an integrated solution for enterprise data protection and cyber resilience. NetApp, Inc. was incorporated in 1992 and is headquartered in San Jose, California.

Price chart

Market context for NTAP

Competitive view

NTAP vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

NTAP latest YouTube video thumbnail YouTube
NTAP
NTAP
Latest video
Q4 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Danaher Corporation latest YouTube video thumbnail YouTube
Danaher Corporation
DHR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
NTAP
$33.10B
NTAP
DHR
$141.00B
Danaher Corporation
ADBE
$99.01B
ADBE
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
NTAP
26.6x
NTAP
DHR
35.8x
Danaher Corporation
ADBE
14.3x
ADBE
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
NTAP
17.2x
NTAP
DHR
21.7x
Danaher Corporation
ADBE
9.1x
ADBE
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
NTAP
12.5%
NTAP
DHR
5.5%
Danaher Corporation
ADBE
12.7%
ADBE
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
NTAP
23.4%
NTAP
DHR
59.7%
Danaher Corporation
ADBE
7.9%
ADBE
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
NTAP
27.3%
NTAP
DHR
19.8%
Danaher Corporation
ADBE
35.3%
ADBE
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
NTAP
70.7%
NTAP
DHR
58.8%
Danaher Corporation
ADBE
89.4%
ADBE
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
NTAP
18.4%
NTAP
DHR
15.9%
Danaher Corporation
ADBE
28.7%
ADBE
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
NTAP
106.7%
NTAP
DHR
7.6%
Danaher Corporation
ADBE
63.0%
ADBE
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
NTAP
3.9%
NTAP
DHR
3.1%
Danaher Corporation
ADBE
9.3%
ADBE
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
NTAP
202.29x
NTAP
DHR
52.97x
Danaher Corporation
ADBE
61.44x
ADBE
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
NTAP
1.44x
NTAP
DHR
1.65x
Danaher Corporation
ADBE
0.75x
ADBE
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
NTAP
1.45
NTAP
DHR
0.82
Danaher Corporation
ADBE
1.43
ADBE
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
NTAP
1.2%
NTAP
DHR
0.7%
Danaher Corporation
ADBE
ADBE
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
NTAP
4.9%
NTAP
DHR
13.5%
Danaher Corporation
ADBE
8.2%
ADBE

Episode timeline

Episode archive for NTAP

Each row is one earnings episode with every verified platform link available.

Q4 FY2026
Episode live
Published youtube podcast complete
NTAP Stock: HOLD Call - Record Quarter But Priced For Perfection Q4 FY2026
Quarterly earnings-analysis entry for NTAP. Use the links on the right to open the video or podcast episode.