NETAPP ($NTAP) posted quarterly earnings results for Q3 2026 on Thursday, February 26th. The company reported earnings of $2.12 per share, beating estimates of $2.11 by $0.01. The company also reported revenue of $1,713,000,000, missing estimates of $1,728,974,082 by $-15,974,082.
Stock price change since market close: +2.88%
You can see Quiver Quantitative's $NTAP stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
NETAPP Insider Trading Activity
NETAPP insiders have traded $NTAP stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $NTAP stock by insiders over the last 6 months:
- GEORGE KURIAN (CEO) sold 8,750 shares for an estimated $1,075,462
- ELIZABETH M O'CALLAHAN (EVP, Chief Admin. Officer) has made 0 purchases and 6 sales selling 6,000 shares for an estimated $683,270.
- LORENZO DANIEL DE (VP, Controller & CAO) has made 0 purchases and 4 sales selling 1,391 shares for an estimated $159,377.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NETAPP Hedge Fund Activity
We have seen 391 institutional investors add shares of NETAPP stock to their portfolio, and 487 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 9,938,587 shares (-70.7%) from their portfolio in Q4 2025, for an estimated $1,064,323,281
- JPMORGAN CHASE & CO removed 2,877,841 shares (-71.3%) from their portfolio in Q4 2025, for an estimated $308,187,992
- CITIGROUP INC added 2,027,283 shares (+218.6%) to their portfolio in Q4 2025, for an estimated $217,101,736
- PACER ADVISORS, INC. removed 1,783,103 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $190,952,500
- NORGES BANK added 1,639,207 shares (+62.1%) to their portfolio in Q4 2025, for an estimated $175,542,677
- BLACKROCK, INC. removed 836,011 shares (-3.9%) from their portfolio in Q4 2025, for an estimated $89,528,417
- ALYESKA INVESTMENT GROUP, L.P. removed 656,138 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $77,726,107
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NETAPP Analyst Ratings
Wall Street analysts have issued reports on $NTAP in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 01/20/2026
- Northland Capital Markets issued a "Outperform" rating on 11/26/2025
To track analyst ratings and price targets for NETAPP, check out Quiver Quantitative's $NTAP forecast page.
NETAPP Price Targets
Multiple analysts have issued price targets for $NTAP recently. We have seen 8 analysts offer price targets for $NTAP in the last 6 months, with a median target of $117.5.
Here are some recent targets:
- Matt Bryson from Wedbush set a target price of $115.0 on 02/25/2026
- Asiya Merchant from Citigroup set a target price of $110.0 on 02/17/2026
- Erik Woodring from Morgan Stanley set a target price of $89.0 on 01/20/2026
- Wamsi Mohan from B of A Securities set a target price of $129.0 on 11/26/2025
- Tim Long from Barclays set a target price of $134.0 on 11/26/2025
- Aaron Rakers from Wells Fargo set a target price of $115.0 on 11/26/2025
- David Vogt from UBS set a target price of $120.0 on 11/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
