NTAP

NetApp Inc. (NTAP) | Rumor.io

NetApp

NTAP

Attention (50-day avg)0.03%

Attention rank (50-day avg)#229

Bullish sentiment (50-day avg)88%

Price to earnings ratio28.4

Market capitalization40.2B

Earnings per share7.08

Dividend yield (TTM)1.02%

Revenue (annual)6.9B

Net income (annual)1.3B

Social

What share of all stock conversation is about NTAP?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.03% +0.02	0.03% +0.01	0.04% +0.02	0.02% +0.01

Sep 25

NetApp (NTAP) has announced its intention to acquire PEAK:AIO, a UK-based software-defined storage platform, to enhance its AI infrastructure and add specialized metadata and parallel file-system technology to its ONTAP product.
The acquisition is expected to add scale to NetApp's AI infrastructure push, targeting increasingly large AI environments and massive data workloads.
NetApp's planned acquisition of PEAK:AIO will strengthen its high-performance computing push and enable channel partners to address enterprise AI factories with parallel NFS technology.

Generated by AI

Sentiment

Of the messages about NTAP that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	98.2% -1.7	81.26% -13.41	79.04% -1.08
Bearish	0% 0	1.8% +1.7	18.74% +13.41	20.96% +1.08

Bullish· Sep 3

NetApp's Q1 FY27 revenue reached $2.03B, a 30% YoY increase, exceeding the $1.84B estimate, while adjusted EPS jumped 66% to $2.58.
The company's all-flash revenue exploded 47% YoY to $1.3B, and all key numbers beat estimates by a wide margin, with the company raising its outlook.
NetApp's forward P/E sits around 16x, which is considered absurd given its elite software margins, and management made it clear that growth is accelerating, not slowing down.

Bearish· Sep 3

NetApp's Q1 results were seen as a "mixed bag" by Wall Street, with the company beating earnings but guiding down gross margin to 67-68% from 70.6%.
Despite beating earnings and raising full-year guidance, NetApp's stock price still fell 8% premarket, with the company's weak guidance on gross margin being a key concern.
NetApp's stock price was stretched 36% above its 30-week moving average, with some analysts warning that the price was due for a correction, and the stock did indeed drop to $164 before recovering.

Generated by AI

Topics

Of the messages about NTAP that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	24.83%	29.31%	25.92%	72.23%
Technical Analysis	24.83%	32.45%	10.91%	3.63%
Announcements	0.66%	0.57%	2.45%	2.02%
Earnings	24.83%	7.98%	50.77%	5.96%
Analysts	24.83%	29.69%	9.95%	16.13%
Controversies	0%	0%	0%	0.03%

Earnings· Sep 3

NTAP reported a 30% YoY increase in revenue to $2.03B, exceeding the $1.84B estimate, with adjusted EPS jumping 66% to $2.58.
NetApp's all-flash revenue grew 47% YoY to $1.3B, and billings increased 36% YoY to $2.06B, outpacing revenue.
Despite strong earnings, NTAP's stock price fell 8.4% premarket, with some analysts attributing the decline to concerns over cash flow, which decreased 35% YoY to $401M.

Analysts· Feb 19

BofA upgrades NTAP to Neutral from Underperform, raising price target to $128 from $121, citing improving storage market and increasing Total Addressable Market driven by AI and public cloud demand.
Analysts at BofA see stable gross margins and strong free cash flow margins as positives for NTAP, and expect the company to win share in a growing market.
The upgrade is based on BofA's view that the storage market is improving, with increasing demand for public cloud and AI driving growth opportunities for NTAP.

Announcements· Aug 27

NetApp ($NTAP) reported Q1 FY26 results, with revenue of $1.56B, a 1% increase YoY, and non-GAAP net income of $314M, or $1.55/share.
The company claimed the #1 spot in all-flash storage and achieved a record Q1 free cash flow of $620M, with all-flash array annualized revenue growing 14% to $4.1B.
NetApp's Q1 beat masks decelerating growth and severe margin pressure, with net income decreasing 6% YoY to $233M, and public cloud gross margin soaring to 80% (+9 points).

Macro· May 28

NetApp's stock price was affected by its earnings report, but the exact impact is unclear.
The post suggests that forward-looking guidance is being prioritized over headline earnings numbers in the current market.
The author notes that after-hours swings in stocks like NetApp can set the tone for the next day's market activity.

Technical Analysis· Aug 2

$NTAP is showing strong relative strength, and its ability to break through the 176.97 level indicates potential bullish momentum.
The stock has formed a cup base with a standard pivot at 192.83, and a sustained hold above support levels could trigger further upside.
A breakout above the 176.97 level, which was the early pivot from a developing cup base, has been confirmed, and the stock is now building a proper cup base with a 192.83 pivot.

Generated by AI

Community

Of the messages about NTAP, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	1.81%	33.3%	27.08%	13.63%
Newcomers	98.19%	66.7%	72.92%	86.37%

Regulars· Sep 3

Analysts at Evercore ISI maintained a "buy" rating for NTAP with a price target of $210, citing the company's impressive performance and focus on implied H2 deceleration to ~9% growth.
NetApp's Q1 FY27 earnings report showed a 30% year-over-year increase in revenue to $2.03 billion, with adjusted EPS of $2.58, above estimates, and a forecast for FY2027 revenue of $7.975B-$8.225B.
Despite the strong earnings report, NetApp's stock price fell due to perceived "mixed bag" results and guidance, with some investors expressing confusion and others seeing a "violent sell the news campaign" driven by tunnel vision on perceived political pressure rather than earnings.

Newcomers· Sep 3

Newcomers to discussing NetApp, Inc. ($NTAP) are focused on its strong earnings report, with revenue increasing 30% YoY to $2.03B and adjusted EPS jumping 66% to $2.58.
Some newcomers are concerned about NetApp's free cash flow, which decreased by 35% YoY, despite the company's overall strong performance.
Others are optimistic about the stock's potential, citing its recent dip after the earnings report and the company's long-term growth strategy, with one commenter noting "Huge buying potential" after the stock's 10% drop in after-hours trading.

Generated by AI

News

NetApp Stock: Risk/Reward Is Not Compelling At Current Levels (NASDAQ:NTAP)

NetApp's current valuation of 20-23x FY2027 EPS is seen as unattractive given historical multiples. Check out why NTAP stock is a hold.

54m agoSeeking Alpha

NetApp at INSIGHT 2026: bets on ai-era data infrastructure

14h agoInvesting.com

NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure

16h agoYahoo Finance

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NetApp Inc.

Technology
Software - Infrastructure

NetApp Inc. is an intelligent data infrastructure company that provides enterprise software, storage systems, and cloud data services to help organizations store, manage, protect, and activate data across hybrid and multicloud environments. Its portfolio centers on the ONTAP data management platform and related offerings for all-flash storage, block storage, object storage, data protection, and workload optimization. NetApp also delivers cloud-integrated services that support major enterprise applications and data workloads across on-premises infrastructure and public cloud platforms. The company serves customers in industries such as financial services, healthcare, manufacturing, government, and technology, where secure, scalable, and efficient data management is critical. Based in San Jose, California and founded in 1992, NetApp plays a significant role in modern enterprise data infrastructure by combining storage, software, and cloud capabilities into a unified platform.

Website

Location

3060 Olsen Drive

San Jose, CA, 95128

United States

Social

What share of all stock conversation is about NTAP?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.03% +0.02	0.03% +0.01	0.04% +0.02	0.02% +0.01

Sep 25

NetApp (NTAP) has announced its intention to acquire PEAK:AIO, a UK-based software-defined storage platform, to enhance its AI infrastructure and add specialized metadata and parallel file-system technology to its ONTAP product.
The acquisition is expected to add scale to NetApp's AI infrastructure push, targeting increasingly large AI environments and massive data workloads.
NetApp's planned acquisition of PEAK:AIO will strengthen its high-performance computing push and enable channel partners to address enterprise AI factories with parallel NFS technology.

Generated by AI

Sentiment

Of the messages about NTAP that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	98.2% -1.7	81.26% -13.41	79.04% -1.08
Bearish	0% 0	1.8% +1.7	18.74% +13.41	20.96% +1.08

Bullish· Sep 3

NetApp's Q1 FY27 revenue reached $2.03B, a 30% YoY increase, exceeding the $1.84B estimate, while adjusted EPS jumped 66% to $2.58.
The company's all-flash revenue exploded 47% YoY to $1.3B, and all key numbers beat estimates by a wide margin, with the company raising its outlook.
NetApp's forward P/E sits around 16x, which is considered absurd given its elite software margins, and management made it clear that growth is accelerating, not slowing down.

Bearish· Sep 3

NetApp's Q1 results were seen as a "mixed bag" by Wall Street, with the company beating earnings but guiding down gross margin to 67-68% from 70.6%.
Despite beating earnings and raising full-year guidance, NetApp's stock price still fell 8% premarket, with the company's weak guidance on gross margin being a key concern.
NetApp's stock price was stretched 36% above its 30-week moving average, with some analysts warning that the price was due for a correction, and the stock did indeed drop to $164 before recovering.

Generated by AI

Topics

Of the messages about NTAP that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	24.83%	29.31%	25.92%	72.23%
Technical Analysis	24.83%	32.45%	10.91%	3.63%
Announcements	0.66%	0.57%	2.45%	2.02%
Earnings	24.83%	7.98%	50.77%	5.96%
Analysts	24.83%	29.69%	9.95%	16.13%
Controversies	0%	0%	0%	0.03%

Earnings· Sep 3

NTAP reported a 30% YoY increase in revenue to $2.03B, exceeding the $1.84B estimate, with adjusted EPS jumping 66% to $2.58.
NetApp's all-flash revenue grew 47% YoY to $1.3B, and billings increased 36% YoY to $2.06B, outpacing revenue.
Despite strong earnings, NTAP's stock price fell 8.4% premarket, with some analysts attributing the decline to concerns over cash flow, which decreased 35% YoY to $401M.

Analysts· Feb 19

BofA upgrades NTAP to Neutral from Underperform, raising price target to $128 from $121, citing improving storage market and increasing Total Addressable Market driven by AI and public cloud demand.
Analysts at BofA see stable gross margins and strong free cash flow margins as positives for NTAP, and expect the company to win share in a growing market.
The upgrade is based on BofA's view that the storage market is improving, with increasing demand for public cloud and AI driving growth opportunities for NTAP.

Announcements· Aug 27

NetApp ($NTAP) reported Q1 FY26 results, with revenue of $1.56B, a 1% increase YoY, and non-GAAP net income of $314M, or $1.55/share.
The company claimed the #1 spot in all-flash storage and achieved a record Q1 free cash flow of $620M, with all-flash array annualized revenue growing 14% to $4.1B.
NetApp's Q1 beat masks decelerating growth and severe margin pressure, with net income decreasing 6% YoY to $233M, and public cloud gross margin soaring to 80% (+9 points).

Macro· May 28

NetApp's stock price was affected by its earnings report, but the exact impact is unclear.
The post suggests that forward-looking guidance is being prioritized over headline earnings numbers in the current market.
The author notes that after-hours swings in stocks like NetApp can set the tone for the next day's market activity.

Technical Analysis· Aug 2

$NTAP is showing strong relative strength, and its ability to break through the 176.97 level indicates potential bullish momentum.
The stock has formed a cup base with a standard pivot at 192.83, and a sustained hold above support levels could trigger further upside.
A breakout above the 176.97 level, which was the early pivot from a developing cup base, has been confirmed, and the stock is now building a proper cup base with a 192.83 pivot.

Generated by AI

Community

Of the messages about NTAP, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	1.81%	33.3%	27.08%	13.63%
Newcomers	98.19%	66.7%	72.92%	86.37%

Regulars· Sep 3

Analysts at Evercore ISI maintained a "buy" rating for NTAP with a price target of $210, citing the company's impressive performance and focus on implied H2 deceleration to ~9% growth.
NetApp's Q1 FY27 earnings report showed a 30% year-over-year increase in revenue to $2.03 billion, with adjusted EPS of $2.58, above estimates, and a forecast for FY2027 revenue of $7.975B-$8.225B.
Despite the strong earnings report, NetApp's stock price fell due to perceived "mixed bag" results and guidance, with some investors expressing confusion and others seeing a "violent sell the news campaign" driven by tunnel vision on perceived political pressure rather than earnings.

Newcomers· Sep 3

Newcomers to discussing NetApp, Inc. ($NTAP) are focused on its strong earnings report, with revenue increasing 30% YoY to $2.03B and adjusted EPS jumping 66% to $2.58.
Some newcomers are concerned about NetApp's free cash flow, which decreased by 35% YoY, despite the company's overall strong performance.
Others are optimistic about the stock's potential, citing its recent dip after the earnings report and the company's long-term growth strategy, with one commenter noting "Huge buying potential" after the stock's 10% drop in after-hours trading.

Generated by AI

NetApp

Social

Sep 25

Bullish· Sep 3

Bearish· Sep 3

Earnings· Sep 3

Analysts· Feb 19

Announcements· Aug 27

Macro· May 28

Technical Analysis· Aug 2

Regulars· Sep 3

Newcomers· Sep 3

NetApp Stock: Risk/Reward Is Not Compelling At Current Levels (NASDAQ:NTAP)

NetApp at INSIGHT 2026: bets on ai-era data infrastructure

NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure

NetApp to Launch Storage Service Platform With Oracle

NetApp awards IUCN for conservation data infrastructure

NetApp unveils hybrid cloud tools with autonomous controls

Also Discussed

NetApp Inc.

Company Information

Location

NetApp Stock: Risk/Reward Is Not Compelling At Current Levels (NASDAQ:NTAP)

NetApp at INSIGHT 2026: bets on ai-era data infrastructure

NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure

NetApp to Launch Storage Service Platform With Oracle

NetApp awards IUCN for conservation data infrastructure

NetApp unveils hybrid cloud tools with autonomous controls

Also Discussed

Social

Sep 25

Bullish· Sep 3

Bearish· Sep 3

Earnings· Sep 3

Analysts· Feb 19

Announcements· Aug 27

Macro· May 28

Technical Analysis· Aug 2

Regulars· Sep 3

Newcomers· Sep 3