NetApp, Inc. provides a range of enterprise software, systems, and services that customers use to transform their data infrastructures in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the…
Industry Peers
Software - Infrastructure| Headline | Source | Time |
|---|---|---|
Yesterday | ||
NetApp Fiscal Q1 Results Expected Above Guidance on Storage Demand, Oppenheimer Says NetApp (NTAP) is expected to report fiscal Q1 results above guidance and raise its full-year outlook | MMT Newswires | |
![]() SanDisk Looks Cheap On Consensus, But The Payoff Sits In Its Contracts Analyst estimates compress the forward multiple into single digits, yet a midpoint re-rating leaves a holder barely ahead of today's price, so the question is whether the committed supply, not the multiple, is what that holder is actually buying. | ||
This week | ||
![]() NetApp (NTAP) Stock Sinks As Market Gains: Here's Why NetApp (NTAP) concluded the recent trading session at $194.48, signifying a -5% move from its prior day's close. | ||
![]() Is NetApp (NTAP) Fully Priced On Its TechNet Augusta Presentation? Event backdrop and why NetApp matters now NetApp (NTAP) is in focus after the company scheduled a presentation at TechNet Augusta on August 17, 2026, featuring Army Senior Solutions Engineer Doug Woodberry, putting its government and defense oriented data infrastructure capabilities under a spotlight. See our latest analysis for NetApp. NetApp’s recent TechNet Augusta appearance comes after a period of strong share price momentum, with a 30 day share price return of 24.91% and a 1 year total... | ||
![]() 1 S&P 500 Stock to Consider Right Now and 2 We Find Risky The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition. | SStockStory | |
![]() SanDisk Rallied On Contracts It Had Already Signed The investor day news was a day old when the analysts moved the stock, and what they were paying for was visibility. | ||
Older | ||
![]() SanDisk Has Delivered A Return The Index Cannot, And The Swings That Come With It Its correlation to the market is only moderate, so much of what it does is genuinely its own, but the stock has moved several times as far as the index in both directions. | ||
![]() Super Micro's Margin Surprise Is Already Guided Back Down The mix that produced it included contracts pushed out of the June quarter, and the September guide already takes the margin back down. | ||
![]() Morgan Stanley Turns More Bullish on IT Hardware as ‘Chipflation’ Drives Faster Spending Morgan Stanley has adopted a more constructive stance on U. S. | ||
![]() If You Invested $1000 in NetApp a Decade Ago, This is How Much It'd Be Worth Now Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards. | ||
![]() Make Your STX Shares Pay You 26% Per Year While You Hold Them Here is a way to get paid a meaningful cash income on your Seagate Technology shares right now, income you keep no matter what, in exchange for capping your gains at a higher price. | ||
![]() Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3% Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case. | ||
![]() The Case For SMCI Stock Survives One Real Flaw After a steep sell-off, a key AI infrastructure builder looks cheap, but the market is pricing in a flaw that bargain hunters cannot afford to ignore. | ||
DELL Stock On Track To Top $500 For First Time As AI Server Boom Gets Fresh Fuel From Lenovo, SMCI Analysts at Morningstar believe that the AI server market’s growth wave is just getting started, with Dell expected to be one of the key beneficiaries of growing enterprise sales. | ||
![]() Why NetApp (NTAP) Outpaced the Stock Market Today In the latest trading session, NetApp (NTAP) closed at $202.02, marking a +1.79% move from the previous day. | ||
![]() Western Digital's $3.5B FCF: Can Growth Continue in Fiscal 2027? WDC generates $3.5 billion in fiscal 2026 FCF as demand, pricing and high-capacity drives boost margins and cash flow. | ||
![]() Is Seagate's Strong Margin and Cash Flow Momentum Sustainable? STX's strong fiscal 2026 finish, margin expansion and rising cash flow set the stage for further growth in fiscal 2027. | ||
![]() NetApp (NTAP) Stock Looks Near Fair Value While Earnings Trade At A Premium After a strong multi year run, NetApp now trades at a level where the share price and the intrinsic value estimate tell a similar story. At the same time, the broader valuation checks still suggest the stock is not an obvious bargain. NetApp has returned 176.2% over the past 5 years, which puts extra focus on whether current expectations are already fully reflected in the share price. The recent acquisition of JetStream Software can support growth in cyber resilience and data protection... | ||
![]() 2 Services Stocks on Our Watchlist and 1 We Brush Off Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. These firms have helped their customers unlock huge efficiencies, so it’s no surprise the industry has posted a 17.8% gain over the past six months, beating the S&P 500 by 6.7 percentage points. | SStockStory | |
![]() Super Micro Computer (SMCI) Q4 Earnings and Revenues Top Estimates Super Micro (SMCI) delivered earnings and revenue surprises of +150.00% and +1.09%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock? | ||
![]() SanDisk Traded Margin Upside For Years Of Contracted Revenue The cap on gross margin that came with SanDisk's new supply contracts is what bought years of committed demand, and that trade is the case for the stock. | ||
![]() Seagate Technology Gains From AI Boom: Is Long-Term Growth Secured? STX is riding AI-driven storage demand, with data center growth, long-term capacity deals and its HAMR-based Mozaic platform supporting expansion. | ||
Everpure Stock Rallies After Cloud Deal. Why It Is A 'Mic Drop Moment.' Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant. | ||
![]() NetApp Stock: Analyst Estimates & Ratings NetApp has outperformed the broader market over the past year, and analysts remain moderately bullish about the stock’s prospects. | ||
Quantum Corp. (QMCO) Surpasses Q1 Earnings and Revenue Estimates Quantum Corp. (QMCO) delivered earnings and revenue surprises of +205.88% and +7.74%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock? | ||
Memory Price Surge Accelerating IT Hardware Spending, Morgan Stanley Says Information technology hardware companies in the US will likely benefit from accelerated enterprise | MMT Newswires | |
SNDK vs. NTAP: Which Stock Is the Better Value Option? SNDK vs. NTAP: Which Stock Is the Better Value Option? | ||
Apple downgraded, HPE upgraded: Wall Street's top analyst calls Apple downgraded, HPE upgraded: Wall Street's top analyst calls | TThe Fly | |
Analyst turns more bullish on hardware stocks as ‘chipflation’ accelerates demand Investing.com -- Morgan Stanley has turned more constructive on IT hardware, upgrading its industry view as it argued that memory "chipflation" is accelerating infrastructure demand rather than delaying it. | ||
Two AI Names Bounce From Chip Sell-Off; Three More IBD 50 Stocks On Watch Teradyne and Credo Technology are in bases on Thursday. Skyward Specialty Insurance and NetApp also on watch. | ||
NetApp (NTAP) Acquires Software Firm To Deepen AI Era Data Protection NetApp (NasdaqGS: NTAP) announced the acquisition of JetStream Software to expand its data protection and cyber resilience offerings for AI workloads and VMware environments. The deal brings JetStream Software's disaster recovery, application protection, and cloud migration technology into NetApp's portfolio for enterprise clients. NetApp aims to use JetStream Software's capabilities to support customers modernizing infrastructure for AI driven applications and hybrid cloud setups. For... | ||
NetApp (NTAP) Increases Despite Market Slip: Here's What You Need to Know NetApp (NTAP) closed at $191.48 in the latest trading session, marking a +2.62% move from the prior day. | ||
Sandisk Corporation (SNDK) Beats Q4 Earnings and Revenue Estimates Sandisk Corporation (SNDK) delivered earnings and revenue surprises of +14.63% and +8.01%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock? | ||
NetApp's Buyback Is Better Funded Than It Is Big The margin behind its shareholder returns is earned in the stickiest corner of the business, but near the top of its one-year range it is the valuation, not the buyback, that you are underwriting. | ||
The Price of Reinvention for SanDisk Stock The company is trying to shed its cyclical past, and the options market is pricing a vast range of outcomes for whether it will succeed. | ||
5 Tech Stocks Holding Their Ground Through the AI Trade Pullback Amid the AI-driven Nasdaq correction, Datadog, HPE, Dell, NetApp, and Cisco have shown relative technical strength, with most trading near highs ahead of earnings due within six weeks. | ||
GE Aerospace, AI Play Lead Five Stocks Near Buy Points GE Aerospace and NetApp, whose enterprise data storage has made it an AI infrastructure play, lead this weekend's list of five stocks near buy points, which are showing relative strength in a tricky market. Joining GE and NTAP is oncology diagnostics firm Guardant Health. Guardant Health is part of the IBD Leaderboard portfolio of elite stocks and Viking is on the watchlist for possible inclusion. | ||
NetApp (NTAP) Exceeds Market Returns: Some Facts to Consider In the most recent trading session, NetApp (NTAP) closed at $178.5, indicating a +2.6% shift from the previous trading day. | ||
Here is What to Know Beyond Why NetApp, Inc. (NTAP) is a Trending Stock NetApp (NTAP) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. | ||
What The Options Market Is Signaling About The Volatility In SanDisk Stock The market has priced a notably wide range of outcomes for the memory chip maker, a risk every shareholder already carries whether they trade options or not. | ||
Joins Industry Coalition to Launch Open Source AI Cybersecurity Alliance Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too | MMT Newswires | |
NetApp (NTAP) Rises Higher Than Market: Key Facts NetApp (NTAP) reached $167.77 at the closing of the latest trading day, reflecting a +1.9% change compared to its last close. | ||
NetApp's Quarterly Earnings Preview: What You Need to Know NetApp is expected to announce its first-quarter earnings soon, and Wall Street forecasts a double-digit increase in its bottom line. | ||
Is NetApp (NTAP) Fully Priced After Its Proxy Filing? NetApp (NTAP) has come into focus after filing a preliminary proxy statement on July 16, 2026, urging shareholders to vote against a proposal that would allow certain actions to be approved by written consent. See our latest analysis for NetApp. At a share price of $164.64, NetApp has pulled back slightly in the latest session. Its 90 day share price return of 51.45% and 1 year total shareholder return of 60.06% point to strong recent momentum built on longer term gains. If this kind of AI... | ||
NetApp (NTAP) Stock Moves -1.14%: What You Should Know NetApp (NTAP) closed at $164.64 in the latest trading session, marking a -1.14% move from the prior day. | ||
GSI Technology Falls 21% in Three Months: Should You Buy the Dip? GSIT faces challenges from AI market competition, product development risks, SRAM dependence, supply chain constraints and rising costs that could impact its growth and commercialization efforts. | ||
SanDisk's Bold Pivot From AI Boom Beneficiary to Bust Breaker You just saw a memory stock act like it killed the memory cycle. Here's how it used the AI frenzy to try. | ||
What HPE Stock’s AI Order Book Was Saying Before The Surge The company spent months detailing a multi-billion-dollar backlog of AI demand, but the real tell was how complacent the market had become just before the stock doubled. | ||
NetApp's Enterprise AI Bet: Can DataPelago Buyout Accelerate Growth? NTAP expands its AI infrastructure portfolio with DataPelago, bringing GPU-accelerated processing to storage and aiming to boost enterprise AI efficiency. | ||
The Real Signal In SanDisk Stock Was How Bad It Looked Before the memory chip maker surged over three thousand percent, its financials painted a picture of a business that was messy, unprofitable, and completely misunderstood. | ||


















