NetApp, Inc.
No SEC Form 4 filings for $NTAP in the last 30 days.
See all $NTAP insider activity →NetApp (NTAP) shares rose 2.6% on Aug. 6 after acquiring JetStream Software for VMware disaster recovery and migration. Analysts expect NTAP EPS to rise 10.8% to $7.16 for FY ending April 2027. Among 21 analysts, consensus is Moderate Buy (7 Strong Buy, 13 Hold, 1 Strong Sell). Goldman Sachs reiterated Buy with a $200 target.
Goldman Sachs named Dell Technologies, Hewlett Packard Enterprise, and NetApp as top U.S. hardware picks tied to AI infrastructure buildouts. It kept Buy ratings and adjusted price targets: DELL $510, HPE $75, NTAP $210. Goldman cited raised revenue and EPS expectations, including DELL FY2027 revenue $44.8B and non-GAAP EPS $4.96.
NetApp (NASDAQ: NTAP) said it will report Q1 fiscal 2027 results for the period ended July 31, 2026 after the market close on Sept. 2, 2026, with a webcast at 2:30 p.m. PT. It also set targeted future earnings dates through Q1 fiscal 2028. No financial metrics were provided.
Over the past 7 days, alphai's AI scored 11 news stories mentioning NTAP (NetApp, Inc.). Coverage has skewed bullish: 9 bullish, 2 neutral, and 0 bearish.
Recent NTAP coverage spans mergers & acquisitions, financial news and sector analysis.
The JetStream acquisition and reiterated analyst consensus (Moderate Buy) frame near-term upside versus the mean target, with limited new guidance beyond the deal and EPS outlook.
Bullish tilt from raised estimates and storage pricing assumptions, with incremental growth optionality from DataPelago.
This is a timing and event-setup update, not a new financial datapoint. It can still affect near-term positioning into the Sept 2 earnings window.
Rating lift suggests improved demand visibility for enterprise storage, particularly where AI workloads drive capacity refresh.
Upgrade-driven sentiment tailwind, with the key debate being whether valuation already prices the improving storage outlook.
alphai scores every news story that mentions NTAP with an AI model for sentiment and relevance, and aggregates insider trades from NetApp, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
NetApp (NTAP) shares rose 2.6% on Aug. 6 after acquiring JetStream Software for VMware disaster recovery and migration. Analysts expect NTAP EPS to rise 10.8% to $7.16 for FY ending April 2027. Among 21 analysts, consensus is Moderate Buy (7 Strong Buy, 13 Hold, 1 Strong Sell). Goldman Sachs reiterated Buy with a $200 target.
4 min readGoldman Sachs named Dell Technologies, Hewlett Packard Enterprise, and NetApp as top U.S. hardware picks tied to AI infrastructure buildouts. It kept Buy ratings and adjusted price targets: DELL $510, HPE $75, NTAP $210. Goldman cited raised revenue and EPS expectations, including DELL FY2027 revenue $44.8B and non-GAAP EPS $4.96.
4 min readNetApp (NASDAQ: NTAP) said it will report Q1 fiscal 2027 results for the period ended July 31, 2026 after the market close on Sept. 2, 2026, with a webcast at 2:30 p.m. PT. It also set targeted future earnings dates through Q1 fiscal 2028. No financial metrics were provided.
3 min readMorgan Stanley downgraded Apple (AAPL) to Underperform, citing supply-chain checks that Apple cancelled a 20th anniversary all-glass iPhone model; price target cut to $263.66 from $285.56. It upgraded HPE to Overweight, PT $69 (from $71), and NetApp to Equal Weight, PT $173 (from $137). Other analyst actions included upgrades to Qualcomm, SanDisk, Dick’s Sporting, and Everpure, plus downgrades to Teradata, Akamai, Doximity, and Spectrum Brands.
4 min readMidday movers included MarineMax, up 46% on a deal to be sold to Blackstone Infrastructure’s Safe Harbor Marinas for $53/share ($1.5B). Varex Imaging rose 48% after Teledyne agreed to buy it for $18.90/share. NetApp gained 6% on a Morgan Stanley rating change. Verisk fell over 5% after a judge ordered its $2.35B AccuLynx acquisition to proceed. Intel dropped nearly 3% after announcing $15B stock offering; Apple fell 2% after a Jefferies downgrade.
6 min readMorgan Stanley upgraded its U.S. IT hardware industry view to In-Line from Cautious, citing accelerating memory “chipflation” that it says is boosting infrastructure demand. Analyst Erik Woodring raised HPE and Pure Storage to Overweight, NetApp to Equal-weight, and downgraded Teradata. The firm expects server and storage growth to reach survey highs in 2027 and lifted 2026-27 EPS estimates 9% to 12% above consensus.
4 min readNetApp said it will acquire JetStream Software, which provides VMware disaster recovery and migration tools. NetApp expects to let customers protect VMware environments across storage platforms and recover to NetApp offerings such as Azure NetApp Files, complementing its SnapMirror replication. The deal targets enterprise cloud migration and data protection needs.
4 min readNetApp (NASDAQ: NTAP) announced it will acquire JetStream Software, which provides VMware disaster recovery and migration technology. NetApp said the combined offering will protect VMware environments on various storage platforms and enable recovery on NetApp storage such as Azure NetApp Files, complementing SnapMirror. The deal targets improved cyber resilience and cloud migration support.
3 min readNetApp said it acquired JetStream Software to expand data protection and disaster recovery, adding cloud-native continuous data replication and recovery for VMware. TacoAI, a unit of Prosperum Fintech Holdings, said it acquired Authava to add enterprise conversational AI for automated, context-aware business communications. Investors may track these deals for portfolio and resilience/AI capability changes.
4 min readNetApp will acquire VMware DRaaS provider JetStream Software to add disaster recovery and VM migration capabilities to its Azure-focused VMware offerings. NetApp says JetStream can continuously protect VMware vSphere environments and enable recovery to targets including Azure NetApp Files. The deal terms were not disclosed.
6 min read
