美国网存（NetApp，股票代码：NTAP）今日盘前股价大跌6.36%，引发市场广泛关注。造成股价下跌的主要原因是公司发布的2026财年收入预期低于分析师预期。
具体来看，NetApp预计2026财年营收将介于66.3亿美元至68.8亿美元之间，中值为67.55亿美元，低于分析师平均预期的67.69亿美元。这一低于预期的收入展望引发了投资者对公司未来增长的担忧。值得注意的是，公司预计2026财年每股收益将在7.60美元至7.90美元之间，与分析师预期基本一致。
尽管长期展望不及预期，但NetApp第一季度的财务表现超出预期。公司第一季度每股调整后利润为1.55美元，高于预期的1.54美元；收入达到15.6亿美元，同样超过了分析师预期的15.5亿美元。然而，这些积极因素似乎未能抵消投资者对长期增长前景的担忧。分析指出，在高利率和持续通胀环境下，企业客户正在控制技术支出，这可能影响了对NetApp等提供基于云的存储服务公司的需求。
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