2月28日,美国网存(NTAP)股价盘中狂泻,大跌16.88%。这一行情剧跌的主因是公司在前一日晚间公布的2025财年第三季度财报不尽人意,营收和净利润均低于华尔街预期,同时还下调了全年业绩指引。
财报显示,网存第三季度营收为16.41亿美元,低于分析师平均预期的16.95亿美元。而在新冠疫情刚刚结束的去年同期,该公司季度营收达到16.58亿美元。由此可见,网存的核心存储业务增长遇阻,未能如期实现预期增长。
同时,公司还下调了2025财年全年营收指引至64.9亿至66.4亿美元,低于原先预期的65.4亿至67.4亿美元。每股收益指引也从7.2至7.4美元下调至7.17至7.27美元。这引发投资者忧虑,网存未来一年的增长前景堪忧。
在公司业绩表现欠佳的冲击下,众多分析机构纷纷下调对网存的评级和目标价位。其中,就有TD Cowen将该股目标价从160美元下调至130美元。投资者对未来不确定性的担忧加剧,大量抛售网存股票。
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