8
12
0
$9.7M
Kurian George
88%
See all $NTAP insider activity →
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NetApp Stock: Is NTAP Outperforming the Technology Sector?

NetApp (NTAP) reported Q1 FY2027 revenue of $2.03B, up 29.9% YoY, and EPS of $2.58, up 66%. The company raised its FY2027 outlook and acquired DataPelago. Shares rose 2.6% post-earnings. Analysts have a 'Moderate Buy' consensus with a $197.71 mean price target. Rival Western Digital (WDC) has outperformed with a 337.2% 52-week gain.

Ahuja Deepak sold $684K of NTAP

Ahuja Deepak sold 3,526 shares of NetApp, Inc. (NTAP) at $194.04 ($0.68M total) on 2026-09-14 under a Rule 10b5-1 trading plan.

Kurian George sold $7.7M of NTAP

Kurian George (CEO) sold 40,000 shares of NetApp, Inc. (NTAP) at an average of $191.42 ($190.28–$194.04, $7.66M total) across 5 trades on 2026-09-14 under a Rule 10b5-1 trading plan.

NTAP sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 20 news stories mentioning NTAP (NetApp, Inc.). Coverage has skewed bullish: 8 bullish, 12 neutral, and 0 bearish.

Recent NTAP coverage spans earnings, insider activity and corporate actions.

In the last 30 days, NTAP insiders filed 8 SEC Form 4 transactions — no purchases and 8 sales ($9.7M). The most active reporter was Kurian George, CEO, with 5 filings. 88% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving NTAP

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.

News on $NTAP

Score
$NTAPMedAI 8/10

NetApp Stock: Is NTAP Outperforming the Technology Sector?

NetApp (NTAP) reported Q1 FY2027 revenue of $2.03B, up 29.9% YoY, and EPS of $2.58, up 66%. The company raised its FY2027 outlook and acquired DataPelago. Shares rose 2.6% post-earnings. Analysts have a 'Moderate Buy' consensus with a $197.71 mean price target. Rival Western Digital (WDC) has outperformed with a 337.2% 52-week gain.

$NTAPHighAI 9/10

NetApp Q1 Earnings Call: AI, Cloud Power Outlook

NetApp (NTAP) reported Q1 revenue of $2.03B, up 30% YoY, with strong demand in AI, cloud, and storage. EPS rose 66% to $2.58. Management raised guidance, citing AI momentum and cloud growth, but noted margin pressure from product mix and higher component costs. Public cloud revenue grew 28% YoY to $206M, and all-flash array revenue surged 47% to $1.31B. The company also completed acquisitions of DataPelago and JetStream.

$DELLLow

Why Shares of Dell Technologies, HPE, and NetApp Jumped

Dell Technologies (DELL) shares rose 11.98% to a record high due to strong AI-related orders and an improved full-year outlook. Hewlett-Packard Enterprise (HPE) gained 12.44% in a post-earnings rally. NetApp (NTAP) added 8.54% after reporting strong Q1 results and raising its full-year outlook, driven by AI adoption and infrastructure modernization.

$NTAPHighAI 9/10

NetApp NTAP Stock Climbs After Monster AI-Driven Quarter

NetApp Inc. (NTAP) shares rose 8.91% after reporting strong Q1 earnings, with revenue of $2.025B and net income of $375M. The company raised guidance for Q2 and FY27, driven by growth in AI and cloud services. Analysts have raised price targets, with Barclays setting a target of $219.

$NTAPLow

NetApp, Inc. (NTAP): Submission of Matters to a Vote of Security Holders

NetApp, Inc. (NTAP) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. Item 3.03 Material Modification to Rights of Security Holders. (a) To the extent applicable, the information set forth under Item 5.03 below is incorporated by reference as if fully set forth herein. Item 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Ye

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