NTAP
NetApp, Inc.
$139.36
+12.43%
$27.5B
No data for this timeframe.
Vol
Market Cap$27.5B
Cap SizeLarge Cap
Analyst ConsensusHold (43%)
Inst. Holders10 funds
Inst. Value$4.2B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 5S
Insider Net $-$451.1K
Reddit Sentiment50° Neutral
SEC Reports3
Congressional1 trades
Recent Activity
May 28, 2026
earnings_calendar
NTAP Q4 2026 Earnings After Market Close — 2026-05-28
May 20, 2026
SEC
NetApp insiders executed minimal open-market sales totaling $151K (0.0006% of market cap), dwarfed by routine non-cash e
CLUSTER — Impact 2/10
May 18, 2026
Insider
De Lorenzo Daniel sold 275 shares
VP, Controller & CAO @ $120.00 ($33.0K)
May 15, 2026
Insider
Kurian George sold 18,489 shares
CEO @ $0.00 ($0.00)
May 15, 2026
Insider
Kurian George sold 9,326 shares
CEO @ $119.93 ($1.1M)
Mar 27, 2026
SEC
The California Court of Appeal upheld a lower court's decision in favor of NetApp, Inc. in a labor dispute brought by fo
COURT-RULING — Impact 6/10
Feb 28, 2026
SEC
Three major institutions—Norges Bank, Two Sigma, and Wells Fargo—significantly increased their positions in NetApp durin
INST-CLUSTER — Impact 7/10
Inst.
NORGES BANK — NEW
4,277,338 shares ($458.1M)
Price Targets
$117.60
-15.6% upside
Strong Sell
Current $139.36
Low $88.00
Median $115.00
High $137.00
15 analysts
$88.00
$137.00
Analyst Ratings
3Strong Buy
9Buy
15Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 20, 2026 | B of A Securities | MAINTAIN | Neutral → Neutral |
| May 14, 2026 | BWG Global | DOWNGRADE | Positive → Mixed |
| Apr 16, 2026 | JP Morgan | DOWNGRADE | Overweight → Neutral |
| Mar 2, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Feb 25, 2026 | Wedbush | REITERATE | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.27 | $2.24 — $2.31 | 17% YoY | 18 |
| Next Q | $1.84 | $1.66 — $1.99 | 19% YoY | 15 |
| Current FY | $7.98 | $7.95 — $8.02 | 10% YoY | 18 |
| Next FY | $8.53 | $7.53 — $9.03 | 7% YoY | 18 |
Latest Reports
NEUTRAL
CLUSTER
2/10
NetApp insiders executed minimal open-market sales totaling $151K (0.0006% of market cap), dwarfed by routine non-cash e
May 20, 2026
BULLISH
COURT-RULING
6/10
The California Court of Appeal upheld a lower court's decision in favor of NetApp, Inc. in a labor dispute brought by fo
Mar 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $2.9B | — |
| NORGES BANK | $458.1M | NEW |
| MORGAN STANLEY | $316.7M | TRIM |
| BANK OF AMERICA CORP | $194.9M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $141.2M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | De Lorenzo | SELL | $33.0K |
| May 15, 2026 | Kurian George | M | $0.00 |
| May 15, 2026 | Kurian George | F | $1.1M |
| May 15, 2026 | Kurian George | M | $0.00 |
| May 15, 2026 | O'Callahan Elizabeth | M | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 1 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| John Boozman | R | BUY | $1,001 - $15,000 |
10 institutional holders with $4.2B total value (39,677,323 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 27,157,594 | $2.9B | 68.4% | — |
| 2 | NORGES BANK | 4,277,338 | $458.1M | 10.8% | NEW |
| 3 | MORGAN STANLEY | 2,957,076 | $316.7M | 7.5% | TRIM -25.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 1,819,570 | $194.9M | 4.6% | ADD +83.0% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,318,402 | $141.2M | 3.3% | NEW |
| 6 | FMR LLC | 882,051 | $94.5M | 2.2% | ADD +32.8% |
| 7 | TWO SIGMA INVESTMENTS, LP | 638,448 | $68.4M | 1.6% | DOUBLED +103.9% |
| 8 | ARIEL INVESTMENTS, LLC | 322,860 | $34.6M | 0.8% | TRIM -27.4% |
| 9 | WELLS FARGO & COMPANY/MN | 260,872 | $27.9M | 0.7% | ADD +48.0% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 43,112 | $4.6M | 0.1% | NEAR_EXIT -75.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,277,338 | — | $458.1M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 313,177 | 638,448 | +103.9% | $68.4M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 176,289 | 260,872 | +48.0% | $27.9M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 178,680 | 43,112 | -75.9% | $4.6M | 2025-Q4 |
| FMR LLC | ADD | 590,858 | 784,951 | +32.8% | $93.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 313,177 | — | $37.1M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 260,980 | 178,680 | -31.5% | $21.2M | 2025-Q3 |
| NORGES BANK | EXIT | 2,638,131 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 2,638,131 | — | $281.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 844,046 | 1,544,513 | +83.0% | $164.6M | 2025-Q2 |
| FMR LLC | ADD | 420,699 | 590,858 | +40.4% | $63.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 21,191 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 724,171 | 1,043,134 | +44.0% | $91.6M | 2025-Q1 |
| FMR LLC | ADD | 291,455 | 420,699 | +44.3% | $37.0M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 458,380 | 292,580 | -36.2% | $25.7M | 2025-Q1 |
| ARIEL INVESTMENTS, LLC | TRIM | 391,603 | 284,408 | -27.4% | $25.0M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 231,935 | 171,582 | -26.0% | $15.1M | 2025-Q1 |
| NORGES BANK | EXIT | 2,639,904 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 837,412 | 458,380 | -45.3% | $53.2M | 2024-Q4 |
| MORGAN STANLEY | TRIM | 3,085,944 | 2,310,621 | -25.1% | $285.4M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,259,575 | — | $155.6M | 2024-Q3 |
6 unique insiders with 5 transactions. Net insider value: -$451.1K ($0.00 bought, $451.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | De Lorenzo Daniel | VP, Controller & CAO | SELL | 275 | $120.00 | $33.0K |
| May 15, 2026 | Kurian George | CEO | M | 18,489 | $0.00 | $0.00 |
| May 15, 2026 | Kurian George | CEO | F | 9,326 | $119.93 | $1.1M |
| May 15, 2026 | Kurian George | CEO | M | 2,876 | $0.00 | $0.00 |
| May 15, 2026 | O'Callahan Elizabeth M | EVP, Chief Admin. Officer | M | 7,573 | $0.00 | $0.00 |
| May 15, 2026 | CERNUDA CESAR | President | M | 10,705 | $0.00 | $0.00 |
| May 15, 2026 | JABRE WISSAM G | EVP, CFO | M | 5,424 | $0.00 | $0.00 |
| May 15, 2026 | JABRE WISSAM G | EVP, CFO | F | 2,736 | $119.93 | $328.1K |
| May 15, 2026 | JABRE WISSAM G | EVP, CFO | M | 5,424 | $0.00 | $0.00 |
| May 15, 2026 | O'Callahan Elizabeth M | EVP, Chief Admin. Officer | F | 3,822 | $119.93 | $458.4K |
| May 15, 2026 | O'Callahan Elizabeth M | EVP, Chief Admin. Officer | M | 1,048 | $0.00 | $0.00 |
| May 15, 2026 | CERNUDA CESAR | President | M | 1,964 | $0.00 | $0.00 |
| May 15, 2026 | CERNUDA CESAR | President | F | 5,033 | $119.93 | $603.6K |
| May 15, 2026 | De Lorenzo Daniel | VP, Controller & CAO | M | 108 | $0.00 | $0.00 |
| May 15, 2026 | De Lorenzo Daniel | VP, Controller & CAO | M | 2,116 | $0.00 | $0.00 |
| May 15, 2026 | De Lorenzo Daniel | VP, Controller & CAO | F | 751 | $119.93 | $90.1K |
| May 14, 2026 | JABRE WISSAM G | EVP, CFO | A | 21,174 | $0.00 | $0.00 |
| May 14, 2026 | CERNUDA CESAR | President | F | 12,690 | $118.58 | $1.5M |
| May 14, 2026 | Nair Syam | EVP, Chief Product Officer | F | 3,674 | $118.58 | $435.7K |
| May 14, 2026 | O'Callahan Elizabeth M | EVP, Chief Admin. Officer | A | 9,917 | $0.00 | $0.00 |
| May 14, 2026 | JABRE WISSAM G | EVP, CFO | F | 10,679 | $118.58 | $1.3M |
| May 14, 2026 | Kurian George | CEO | A | 57,027 | $0.00 | $0.00 |
| May 14, 2026 | Kurian George | CEO | F | 28,759 | $118.58 | $3.4M |
| May 14, 2026 | CERNUDA CESAR | President | A | 26,998 | $0.00 | $0.00 |
| May 14, 2026 | Nair Syam | EVP, Chief Product Officer | A | 9,336 | $0.00 | $0.00 |
| May 14, 2026 | O'Callahan Elizabeth M | EVP, Chief Admin. Officer | F | 5,002 | $118.58 | $593.1K |
| May 11, 2026 | O'Callahan Elizabeth M | EVP, Chief Admin. Officer | SELL | 1,000 | $117.73 | $117.7K |
| Apr 15, 2026 | JABRE WISSAM G | EVP, CFO | M | 28,654 | $0.00 | $0.00 |
| Apr 15, 2026 | JABRE WISSAM G | EVP, CFO | F | 12,939 | $98.89 | $1.3M |
| Apr 15, 2026 | JABRE WISSAM G | EVP, CFO | M | 28,654 | $0.00 | $0.00 |
| Apr 10, 2026 | O'Callahan Elizabeth M | EVP, Chief Admin. Officer | SELL | 1,000 | $96.25 | $96.3K |
| Mar 10, 2026 | O'Callahan Elizabeth M | EVP, Chief Admin. Officer | SELL | 1,000 | $100.67 | $100.7K |
| Feb 10, 2026 | O'Callahan Elizabeth M | EVP, Chief Admin. Officer | SELL | 1,000 | $103.45 | $103.5K |
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
NEUTRAL
CLUSTER
2/10
NetApp insiders executed minimal open-market sales totaling $151K (0.0006% of market cap), dwarfed b
May 20, 2026
BULLISH
COURT-RULING
6/10
The California Court of Appeal upheld a lower court's decision in favor of NetApp, Inc. in a labor d
Mar 27, 2026
BULLISH
INST-CLUSTER
7/10
Three major institutions—Norges Bank, Two Sigma, and Wells Fargo—significantly increased their posit
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (43% buy). Based on 28 analysts: 3 strong buy, 9 buy, 15 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$117.60 mean target
-15.6% upside
Strong Sell (2.40)
$88.00 Low
$137.00 High
| Metric | Value |
|---|---|
| Current Price | $139.36 |
| Target Low | $88.00 |
| Target Mean | $117.60 |
| Target Median | $115.00 |
| Target High | $137.00 |
| # Analysts | 15 |
| Recommendation | Strong Sell (2.40) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-04-30 |
$2.27 | $2.24 | $2.31 | 17.4% | +0.1% | 1↑ 2↓ | $1.9B | 8.0% | 18 |
| Next Q 2026-07-31 |
$1.84 | $1.66 | $1.99 | 18.8% | -0.0% | 1↑ 1↓ | $1.7B | 7.4% | 15 |
| Current FY 2026-04-30 |
$7.98 | $7.95 | $8.02 | 10.1% | +0.0% | 1↑ 2↓ | $6.8B | 4.2% | 18 |
| Next FY 2027-04-30 |
$8.53 | $7.53 | $9.03 | 6.9% | +0.0% | 1↑ 2↓ | $7.2B | 5.0% | 18 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.266 | |
| 7d ago | $2.265 | +0.002 |
| 30d ago | $2.265 | +0.002 |
| 60d ago | $2.261 | +0.005 |
| 90d ago | $2.242 | +0.024 |
10 analyst firms have rated this stock: 1 upgrades, 3 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 20, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
| May 14, 2026 | BWG Global | DOWNGRADE | Positive | Mixed |
| Apr 16, 2026 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| Mar 2, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 25, 2026 | Wedbush | REITERATE | Neutral | Neutral |
| Feb 17, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 20, 2026 | Morgan Stanley | DOWNGRADE | Equal-Weight | Underweight |
| Nov 26, 2025 | Northland Capital Markets | UPGRADE | Market Perform | Outperform |
| Nov 26, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| Nov 26, 2025 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Nov 26, 2025 | UBS | MAINTAIN | Neutral | Neutral |
| Nov 26, 2025 | B of A Securities | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 3 | 9 | 15 | 1 | 0 | 43% | |
| Apr 1, 2026 | 3 | 10 | 14 | 1 | 0 | 46% | |
| Mar 1, 2026 | 3 | 11 | 13 | 1 | 0 | 50% | |
| Feb 1, 2026 | 3 | 11 | 13 | 1 | 0 | 50% | |
| Jan 1, 2026 | 3 | 10 | 14 | 0 | 0 | 48% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 27, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | NetApp Inc | Mar 6, 2026 (8d) |
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 21, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 21, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
$NTAP is the last memory play
▲ 1
💬 1
⚡ 0.5
May 28, 2026
earnings_calendar
NTAP Q4 2026 Earnings After Market Close — 2026-05-28
May 22, 2026
short_volume
Short Volume: NTAP — 58.4% short (1.7M / 2.9M)
Short: 1,675,598 | Exempt: 18,772 | TRF Vol: 2,868,307 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: NTAP — 62.5% short (0.4M / 0.6M)
Short: 404,382 | Exempt: 286 | TRF Vol: 647,037 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: NTAP — 64.2% short (0.4M / 0.7M)
Short: 419,083 | Exempt: 61 | TRF Vol: 653,059 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: NTAP — 64.1% short (0.7M / 1.1M)
Short: 706,344 | Exempt: 760 | TRF Vol: 1,102,395 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: NTAP — 73.8% short (0.8M / 1.0M)
Short: 764,249 | Exempt: 0 | TRF Vol: 1,036,072 | Short Ratio: 73.8% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: NTAP — 72.5% short (1.5M / 2.1M)
Short: 1,540,016 | Exempt: 200 | TRF Vol: 2,125,497 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: NTAP — 83.6% short (0.6M / 0.7M)
Short: 570,439 | Exempt: 0 | TRF Vol: 682,257 | Short Ratio: 83.6% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: NTAP — 75.9% short (0.5M / 0.7M)
Short: 493,947 | Exempt: 135 | TRF Vol: 650,563 | Short Ratio: 75.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: NTAP — 72.1% short (0.6M / 0.8M)
Short: 603,443 | Exempt: 1,099 | TRF Vol: 836,947 | Short Ratio: 72.1% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: NTAP — 75.4% short (0.6M / 0.7M)
Short: 564,774 | Exempt: 346 | TRF Vol: 749,348 | Short Ratio: 75.4% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: NTAP — 73.3% short (0.4M / 0.6M)
Short: 440,076 | Exempt: 26 | TRF Vol: 600,637 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: NTAP — 84.6% short (0.6M / 0.7M)
Short: 579,886 | Exempt: 576 | TRF Vol: 685,633 | Short Ratio: 84.6% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: NTAP — 72.2% short (0.5M / 0.6M)
Short: 461,626 | Exempt: 3,825 | TRF Vol: 639,008 | Short Ratio: 72.2% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: NTAP — 75.9% short (0.4M / 0.6M)
Short: 443,513 | Exempt: 0 | TRF Vol: 584,133 | Short Ratio: 75.9% | Off-exchange volume (dark pool + OTC)
Mar 3, 2026
Enforcement
Sorokunov v. NetApp, Inc.
Court ruling from California Court of Appeal. Docket: A171964