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StockUnited StatesNasdaqGS

NTAP

NetApp, Inc.

Technology · Software - Infrastructure

184.74USD

-4.3900 (-2.32%)

DescriptionHistoricalFinancialsRelative ValueResearchNewsDiscussionOptionsPrice Chart ↗Fundamental Chart ↗

Estimates and surprises

Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.

PeriodConsensus EPS90 days agoRevisions up (30d)Revisions down (30d)
Current quarter$2.12▲$2.1130
Next quarter$2.36▲$2.240
Current year$10.01▲$8.950
Next year$10.91▲$9.8650

Recent quarters

Beat in 4 of the last 4

QuarterEstimateActualSurprise
2026-07-31$2.12$2.58+0.46 (+21.5%)
2026-04-30$2.27$2.43+0.16 (+7.2%)
2026-01-31$2.06$2.12+0.06 (+2.8%)
2025-10-31$1.88$2.05+0.17 (+8.8%)

Wall Street coverage

529 ratings from 57 firms

Ratings are attributed to the research firm, not to individual analysts. See every ticker.

FirmActionRatingPrice TargetDate
Northland Capital MarketsMaintainedOutperform$171 $187Sep 3, 2026
CitigroupMaintainedNeutral$209 $190Sep 3, 2026
TD CowenReiteratedBuy$200Sep 3, 2026
UBSMaintainedNeutral$160 $171Sep 3, 2026
Wells FargoMaintainedEqual-Weight$180 $190Sep 3, 2026
Morgan StanleyMaintainedEqual-Weight$173 $191Sep 3, 2026
BarclaysMaintainedOverweight$199 $219Sep 3, 2026
WedbushMaintainedNeutral$150 $170Sep 3, 2026
SusquehannaMaintainedNeutral$185 $195Sep 3, 2026
B of A SecuritiesMaintainedNeutral$180 $206Aug 31, 2026
Evercore ISI GroupMaintainedIn-Line$170 $210Aug 24, 2026
CitigroupMaintainedNeutral$150 $209Aug 18, 2026
Morgan StanleyUpgraded from UnderweightEqual-Weight$137 $173Aug 10, 2026
Argus ResearchMaintainedBuy$130 $200Jun 1, 2026
BarclaysMaintainedOverweight$120 $199May 29, 2026
JP MorganMaintainedNeutral$110 $150May 29, 2026
B of A SecuritiesMaintainedNeutral$125 $150May 29, 2026
CitigroupMaintainedNeutral$114 $150May 29, 2026
Wells FargoMaintainedEqual-Weight$115 $180May 29, 2026
Evercore ISI GroupMaintainedIn-Line$115 $170May 29, 2026
SusquehannaMaintainedNeutral$110 $185May 29, 2026
WedbushMaintainedNeutral$115 $150May 29, 2026
Northland Capital MarketsMaintainedOutperform$137 $171May 29, 2026
Morgan StanleyMaintainedUnderweight$88 $137May 29, 2026
B of A SecuritiesMaintainedNeutral$118 $125May 20, 2026

Insider transactions

127 filings from 18 insiders · 17 buy / 11 sell over 6m

Officers and directors of NTAP, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.

InsiderActionSharesPriceValueDate
CERNUDA REGO CESARPresidentSell2.6k$203.63$533kAug 17, 2026
JABRE WISSAM GEORGESChief Financial OfficerOther1.4k——Aug 14, 2026
O'CALLAHAN ELIZABETH MOfficerOther2.9k——Aug 14, 2026
NAIR SYAMOfficerOther42.7k——Aug 14, 2026
DE LORENZO DANIELOfficerOther743——Aug 14, 2026
KURIAN GEORGEChief Executive OfficerOther7.6k——Aug 14, 2026
CERNUDA REGO CESARPresidentOther4.4k——Aug 14, 2026
O'CALLAHAN ELIZABETH MOfficerSell1.0k$193.82$194kAug 10, 2026
O'CALLAHAN ELIZABETH MOfficerSell1.0k$170.92$171kJul 10, 2026
CERNUDA REGO CESARPresidentSell49.5k$153.00$7.66MJun 23, 2026
O'CALLAHAN ELIZABETH MOfficerSell1.0k$163.48$163kJun 10, 2026
HELD GERALD DDirectorSell7.1k$180.00$1.28MJun 3, 2026
DE LORENZO DANIELOfficerSell225$171.09$38kJun 1, 2026
DE LORENZO DANIELOfficerSell275$120.00$33kMay 18, 2026
CERNUDA REGO CESARPresidentOther10.7k——May 15, 2026
JABRE WISSAM GEORGESChief Financial OfficerOther5.4k——May 15, 2026
O'CALLAHAN ELIZABETH MOfficerOther7.6k——May 15, 2026
DE LORENZO DANIELOfficerOther2.1k——May 15, 2026
KURIAN GEORGEChief Executive OfficerOther18.5k——May 15, 2026
CERNUDA REGO CESARPresidentGrant60.2k——May 14, 2026

Analyst Notes

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No analyst notes on NTAP yet.

Analyst Ratings

16 analysts covering

PeriodStrong BuyBuyHoldSellStrong SellConsensus
Current261200Hold2.50
1 mo ago261200Hold2.50
2 mo ago261110Hold2.55
3 mo ago261110Hold2.55
Price target$194.19$170.00 – $219.00
+5.1% to target