NTAP 今年表现强劲，按年度计算涨幅超过一倍并创下历史新高；Evercore ISI 将其评级上调至跑赢大盘，目标价 300 美元。
逐段跳播
我们把 NetApp 列为第二佳表现者，它是标普 500 指数中表现优异的公司。是的，这只股票今年表现强劲，而且现在它继续在涨幅基础上进一步走高，上涨超过 2%。
We have NetApp, the winning company in the S&P 500 index, as the second best performer. Yes, this stock has had a strong year, and it continues to build on its gains now with an increase of more than 2%.
我们需要看看这里是否正在创下新纪录，因为我知道我们最近一直在关注几家公司的纪录，比如 Nvidia，以及昨天的 AMD。
We need to check if we're setting a new record here, as I know we've been keeping an eye on the records of several companies recently, such as Nvidia and yesterday AMD.
NetApp 可能是今天交易中的主角，其股价按年计算已经上涨了一倍多。Evercore ISI 认为从这里开始还有进一步改善的空间。她认为上行趋势可以延续。
NetApp may be the hero of today's trading, with its shares more than doubling on an annual basis. Evercore ISI believes there is more room for improvement from here. She believes the upward trajectory can continue.
他们将该股的评级从“与市场表现一致”上调至“跑赢大盘”。他们还将该股的目标价上调至 300 美元。这较 210 美元有显著提升。这意味着相较昨天的收盘水平有超过 30% 的潜在上涨空间。
They upgraded the stock's rating from " market-like performance" to "outperform". They also raised the target price for the stock to $300. This is a significant increase from $210.
This means a potential rise of over 30% compared to yesterday's closing levels.
为什么 Evercore 此刻变得更加乐观？他们看到了两个主要驱动因素：NetApp 当前业务的持续强劲，以及随着企业走出测试阶段而带来的更广泛的 AI 部署。
Why has Evercore become more optimistic at the moment? They see two main drivers: the continued strength of NetApp's current business, and broader AI deployments as companies move beyond the testing phase.
确实，我们现在正在创下新的历史纪录。这里的观点是，增长放缓的百分比可能小于当前预测所显示的水平。这种乐观情形实际上并不需要在近期内依赖较新产品的显著贡献。
Indeed, we are setting a new all-time record right now. The view here is that growth may slow down by a smaller percentage than current forecasts indicate. The optimistic situation does not actually require a significant contribution in the near term from newer products.
他们看到的机会不仅限于这里的数据中心。Evercore 看到了支持 NetApp 产品及其公有云业务的机会。换句话说，这里的增长不仅限于现有客户群，还来自 AI 工作负载的扩张。
The opportunity they see extends beyond data centers here. Evercore sees an opportunity in supporting NetApp's products and its public cloud business. In other words, the growth here is not limited to the existing customer base, but also to the expansion of AI workloads .
他们认为人工智能正在提振存储需求。这一切都对 NetApp 有利。我们最近确实看到了许多不同的分析师对这只股票的看法。但再次强调，这是 Evercore ISI 的最新观点，而本周早些时候 TD Coin 维持了对 NetApp 的“买入”评级，并上调了其目标价，Nicole。
They believe that artificial intelligence is boosting demand for storage. All of this works in NetApp's favor here. We have actually seen a lot of different analyst opinions about this stock recently.
But again, this is the latest from Evercore ISI, and earlier this week TD Coin maintained its " buy" rating and raised its price target for NetApp, Nicole.
是的，看起来很棒。很高兴看到股东人数创下纪录。该股已从几年前的 70 美元涨至今天上午的 234 美元。
Yes, it looks great. It's good to see a record level of shareholders. The stock has risen from $70 a few years ago to $234 this morning.
这个频道对 $NTAP 的历次判断
Schwab Network 在这只股票上共 5 条判断，这里只列相邻的几条。