Have you assessed how the international operations of NetApp (NTAP) performed in the quarter ended October 2025? For this data storage company, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has become essential for inv ...

Core Insights - Snowflake (SNOW) is a data storage company that has seen a significant increase in stock price, rising by 37% over the past year, outperforming the benchmark [1] Company Performance - The surge in Snowflake's stock price is attributed to heightened investor confidence, particularly in the context of AI advancements [1] Market Context - The performance of Snowflake reflects broader trends in the technology sector, where companies leveraging AI are experiencing increased investor interest and market valuation [1]

Core Viewpoint - NetApp's stock has underperformed recently, with a return of -8.2% over the past month, while the Zacks S&P 500 composite increased by +4.6% and the Computer-Storage Devices industry gained +23.1% [1] Earnings Estimate Revisions - The consensus earnings estimate for the current quarter is $1.89 per share, reflecting a year-over-year change of +1.1% [4] - The consensus earnings estimate for the current fiscal year is $7.77, indicating a year-over-year change of +7.2% [4] - For the next fiscal year, the consensus earnings estimate is $8.68, showing a change of +11.7% from the previous year [5] - NetApp holds a Zacks Rank 3 (Hold), indicating a neutral outlook based on earnings estimate revisions [6] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $1.69 billion, representing a year-over-year change of +1.7% [10] - The sales estimates for the current and next fiscal years are $6.76 billion and $7.06 billion, indicating changes of +2.8% and +4.4%, respectively [10] Last Reported Results and Surprise History - In the last reported quarter, NetApp generated revenues of $1.56 billion, a year-over-year change of +1.2% [11] - The EPS for the same period was $1.55, compared to $1.56 a year ago, with a revenue surprise of +1.19% and an EPS surprise of +0.65% [11] - Over the last four quarters, NetApp surpassed consensus EPS estimates three times and topped revenue estimates three times [12] Valuation - NetApp is graded B on the Zacks Value Style Score, indicating it is trading at a discount to its peers [16]

Group 1: Company Performance - NetApp's stock closed at $105.27, reflecting a -1.08% change from the previous day, underperforming the S&P 500's loss of 0.33% [1] - Over the past month, NetApp shares gained 3.38%, which is lower than the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Group 2: Earnings Projections - NetApp's upcoming earnings per share (EPS) are projected to be $1.54, indicating a 1.28% decrease from the same quarter last year, with quarterly revenue expected to be $1.54 billion, down 0.15% from the previous year [2] - For the full year, analysts expect earnings of $7.72 per share and revenue of $6.74 billion, representing increases of +6.48% and +2.58% respectively from last year [3] Group 3: Analyst Estimates and Rankings - Recent changes to analyst estimates for NetApp suggest a favorable outlook on the company's business health and profitability [4] - The Zacks Rank system, which assesses stocks from 1 (Strong Buy) to 5 (Strong Sell), currently ranks NetApp at 3 (Hold), with the consensus EPS estimate moving 0.48% lower over the last 30 days [6] Group 4: Valuation Metrics - NetApp has a Forward P/E ratio of 13.78, which is in line with the industry average [7] - The company has a PEG ratio of 1.97, compared to the Computer-Storage Devices industry's average PEG ratio of 1.95 [8] Group 5: Industry Context - The Computer-Storage Devices industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 27, placing it in the top 11% of over 250 industries [9]

Core Viewpoint - Pure Storage (PSTG) is currently a stock of interest, with recent performance and earnings estimates influencing its near-term outlook [1][2]. Earnings Estimates - Pure Storage is expected to report earnings of $0.25 per share for the current quarter, reflecting a year-over-year decline of 21.9% [5]. - The consensus earnings estimate for the current fiscal year stands at $1.72, indicating a slight increase of 1.8% year-over-year, with no changes in the last 30 days [5]. - For the next fiscal year, the consensus estimate is $2.26, representing a significant increase of 31.2% compared to the previous year, also remaining unchanged over the past month [6]. Revenue Growth Forecast - The consensus sales estimate for the current quarter is $771.15 million, which shows a year-over-year growth of 11.2% [11]. - For the current fiscal year, the revenue estimate is $3.51 billion, indicating a growth of 10.9%, while the next fiscal year is projected at $4.04 billion, reflecting a 15% increase [11]. Last Reported Results and Surprise History - In the last reported quarter, Pure Storage achieved revenues of $879.84 million, marking an 11.4% increase year-over-year, with an EPS of $0.45 compared to $0.50 a year ago [12]. - The company exceeded the Zacks Consensus Estimate for revenues by 1.08% and for EPS by 7.14% [12]. - Pure Storage has consistently beaten consensus EPS and revenue estimates over the last four quarters [13]. Valuation - Pure Storage is currently graded F on the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [17]. - Valuation multiples such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF) are essential for assessing whether the stock is overvalued or undervalued [15][16]. Overall Market Position - The Zacks Rank for Pure Storage is 3 (Hold), suggesting that its performance may align with the broader market in the near term [7][18].

NetApp (NTAP) closed the latest trading day at $93.09, indicating a +0.82% change from the previous session's end. This change outpaced the S&P 500's 0.64% loss on the day. On the other hand, the Dow registered a loss of 0.24%, and the technology-centric Nasdaq decreased by 0.74%. The the stock of data storage company has risen by 21.33% in the past month, leading the Computer and Technology sector's gain of 3.67% and the S&P 500's gain of 0.38%. The investment community will be closely monitoring the perfo ...