NetApp: Great Buy At 14x P/E Amid Recovering Billings

Group 1 - The stock market has recovered all losses incurred post-tariff, but there are concerns about valuation disconnects, especially among large-cap stocks [1] - The recent market run-up has provided an opportunity to sell some positions [1] - The analyst has extensive experience in technology companies and has been contributing to Seeking Alpha since 2017, indicating a strong background in industry trends [1] Group 2 - The analyst holds a beneficial long position in NTAP shares, indicating confidence in the company's performance [2] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2]