金吾财讯 | 美国网存（NTAP）盘前股价震荡上行，最新涨1.45%，报231.8美元。消息面上，Evercore上调数据基础设施企业NetApp评级，主要出于对其明年业绩前景更为乐观的判断。Evercore分析师Amit Daryanani在研报中指出，NetApp给出的2027财年约17%营收增长指引存在较大上行空间。公司一季度实际业绩叠加二季度指引中值，上半年营收增速约26%，下半年指引增速回落至9%；即便剔除一季度多出一周日历因素，上半年增速仍有约24%。分析师表示，受定价变化、需求前置影响，增速出现一定回落属于合理现象。但考虑到下半年回归季节性规律，叠加AI业务订单持续落地，即便不维持上半年高增速，2027财年营收仍有望实现20%区间低位的增长。Daryanani将NetApp评级由“与大盘同步”提升至“跑赢大盘”，目标价从210美元上调至300美元。
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