NetApp Inc. (NTAP) delivered fourth-quarter fiscal 2026 results with revenue of $1.95 billion, up 12.5% year over year, while diluted earnings per share came in at 2.03, up 23.8% versus the prior year.
Balance sheet and cash-flow highlights:
Compared with street estimates, NetApp beat on revenue but missed on EPS:
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
NetApp Inc. Insider Trading Activity
NetApp Inc. insiders have traded $NTAP stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $NTAP stock by insiders over the last 6 months:
- ELIZABETH M O'CALLAHAN (EVP, Chief Admin. Officer) has made 0 purchases and 6 sales selling 6,000 shares for an estimated $640,960.
- LORENZO DANIEL DE (VP, Controller & CAO) has made 0 purchases and 3 sales selling 560 shares for an estimated $62,295.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
NetApp Inc. Hedge Fund Activity
We have seen 425 institutional investors add shares of NetApp Inc. stock to their portfolio, and 494 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 2,877,841 shares (-71.3%) from their portfolio in Q4 2025, for an estimated $308,187,992
- FIRST TRUST ADVISORS LP added 2,046,912 shares (+127.0%) to their portfolio in Q1 2026, for an estimated $209,583,319
- 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
- SG AMERICAS SECURITIES, LLC added 1,051,863 shares (+378.9%) to their portfolio in Q1 2026, for an estimated $107,700,252
- SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) removed 900,262 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $92,177,826
- CITIGROUP INC added 821,658 shares (+27.8%) to their portfolio in Q1 2026, for an estimated $84,129,562
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
NetApp Inc. Congressional Stock Trading
Members of Congress have traded $NTAP stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $NTAP stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 02/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
NetApp Inc. Analyst Ratings
Wall Street analysts have issued reports on $NTAP in the last several months. We have seen 0 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
To track analyst ratings and price targets for NetApp Inc., check out Quiver Quantitative's $NTAP forecast page.
NetApp Inc. Price Targets
Multiple analysts have issued price targets for $NTAP recently. We have seen 5 analysts offer price targets for $NTAP in the last 6 months, with a median target of $114.0.
Here are some recent targets:
- Wamsi Mohan from B of A Securities set a target price of $125.0 on 05/20/2026
- Samik Chatterjee from JP Morgan set a target price of $110.0 on 04/16/2026
- Asiya Merchant from Citigroup set a target price of $114.0 on 03/02/2026
- Matt Bryson from Wedbush set a target price of $115.0 on 02/25/2026
- Erik Woodring from Morgan Stanley set a target price of $89.0 on 01/20/2026
