Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets.
But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor.
The key risk, however, is that these stocks are usually cheap for a reason – five cents for a piece of fruit may seem like a great deal until you find out it’s rotten.
BofA Securities analyst predicts AI to drive server market growth over next six years, benefiting Dell and HP. AI server revenues to outpace overall market's growth.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
NetApp’s first quarter results reflected solid revenue growth and operational discipline, exceeding Wall Street’s expectations for both sales and non-GAAP earnings. Management identified strong demand for all-flash storage systems and expansion in public cloud services as the main drivers of performance. CEO George Kurian noted, “We gained almost 300 basis points of all-flash market share in calendar 2024, more than any other vendor as reported by IDC.” The company also highlighted accelerating growth in its Keystone storage-as-a-service offering and pointed to momentum from customer modernization projects as a factor in meeting customer needs for AI-ready infrastructure.
NETAPP INC (NASDAQ:NTAP) offers a reliable dividend with strong profitability and reasonable valuation, making it a candidate for income-focused investors.
Over the past six months, NetApp’s stock price fell to $102.35. Shareholders have lost 17.1% of their capital, disappointing when considering the S&P 500 was flat. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
A strong May for U.S. equities is closing on a sour note, after President Donald Trump accused China of "totally" breaching a tariff agreement, raising new fears over trade disputes.
NetApp (NTAP) reported Q4 results, beating sales estimate with $1.73 billion and adjusted EPS of $1.93. Analysts lower price targets, but company remains confident in long-term growth.
Data storage company NetApp (NASDAQ:NTAP) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 3.8% year on year to $1.73 billion. On the other hand, next quarter’s revenue guidance of $1.53 billion was less impressive, coming in 4.5% below analysts’ estimates. Its non-GAAP profit of $1.93 per share was 1.8% above analysts’ consensus estimates.
NETAPP INC (NTAP) offers a reliable 2.08% dividend yield, strong profitability, and reasonable valuation, making it a candidate for dividend investors.
