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Posted by
Two Blokes Jun 9 -
Filed in
Stock
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2 views
I'm rotating out of overvalued large-caps and into value plays like NetApp, which offers a rare bargain in today's market. NetApp has rebounded from sales execution issues, showing improved billings, margin expansion, and a strong FY26 guidance for growth and EPS. Secular data growth, high gross margins, and a rising ARR base position NetApp well for future gains despite industry competition.
