Le bénéfice net a augmenté de 66 % en glissement annuel, les prévisions pour le trimestre prochain dépassent largement les attentes, mais ce n'est pas suffisant ! NetApp (NTAP.US) chute lourdement après la clôture, les investisseurs se concentrent sur les flux de trésorerie disponibles et la durabilité de la croissance.
Après la clôture des marchés le 2 septembre, heure de la côte Est des États-Unis, la société américaine de stockage de données et d'infrastructures intelligentes de données, US Net Storage, a publié son rapport financier du premier trimestre de l'exercice 2027.
L'application financière Zhihui a appris que, après la clôture des marchés américains le 2 septembre (heure de l'Est des États-Unis), la société américaine de stockage de données et d'infrastructures intelligentes NetApp (NTAP.US) a publié son rapport financier du premier trimestre de l'exercice 2027. Bien que plusieurs indicateurs aient atteint des niveaux historiques et que les prévisions annuelles aient été largement relevées, le cours de l'action de la société a néanmoins chuté de près de 9% lors des échanges après la clôture. Les investisseurs se sont concentrés sur la baisse du flux de trésorerie disponible, les facteurs favorables ponctuels et les craintes d'un net ralentissement de la croissance au second semestre.
Au premier trimestre de l'exercice clos le 31 juillet 2026, NetApp a réalisé un chiffre d'affaires de 2,03 milliards de dollars, en hausse de 30% par rapport à l'année précédente, dépassant les prévisions de Wall Street qui tablaient sur 1,84 milliard de dollars. En excluant les quatre points de pourcentage de contribution liés à la semaine supplémentaire ce trimestre, le taux de croissance annuel du chiffre d'affaires se situerait autour de 26%, restant nettement supérieur aux estimations du marché.

Le bénéfice ajusté par action a atteint 2,58 dollars, soit une hausse de 66% par rapport à l'année précédente, dépassant également largement les attentes des analystes, qui tablaient sur 2,12 dollars. Selon les normes comptables américaines GAAP, le bénéfice par action s'établit à 1,88 dollar, dépassant également les 1,65 dollar attendus par le marché.
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