NetApp: Enterprise AI Demand Is Creating A Materially New Growth Trajectory

NetApp offers a differentiated entry into AI infrastructure, avoiding the high multiples seen in chip stocks. NTAP has surged ~45% in 2026, driven by a sharp market shift toward storage and a tripling ...

NetApp sees largely positive views at Susquehanna heading into H2

Susquehanna kept its Neutral rating and $185 price target on NetApp (NTAP), citing strong enterprise storage demand and AI ...
CRN

NetApp Q3 2025: Cloud, AI Biz Grows, But Sales Execution, Government Create Headwinds

‘We had line of sight to achieve our sales targets until the end of Q3 when inconsistent execution resulted in some deals slipping out of the quarter. Recognizing this, we have instituted a higher ...
Hosted on MSN

NetApp’s (NASDAQ:NTAP) Q2 Sales Beat Estimates But Stock Drops

Data storage company NetApp (NASDAQ:NTAP) reported Q2 CY2025 results , with sales up 1.2% year on year to $1.56 billion. The company expects next quarter’s revenue to be around $1.69 billion, close to ...
Seeking Alpha

NetApp: Rising Billings Against A Low P/E

NetApp remains a compelling 'Buy' as valuation discounts persist despite improving operational performance and strong AI-driven demand signals. NTAP’s billings accelerated to 10% growth in Q3, ...