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Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $21.3M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$21.3M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 7 added, 4 cutMore adding
Key stats
Fundamentals Sep 30- Open
- $201.15
- 52-wk high
- $210.04
- High
- $204.84
- 52-wk low
- $92.93
- Low
- $199.75
- Prev close
- $201.15
- Mkt cap
- $41.09B
- P/E
- 28.9x
- Volume
- 2.94M
- Fwd P/E
- 21.4x
- Beta
- 1.43
- Div yield
- 1.02%
- P/S
- 5.6x
- P/B
- 25.4x
- Profit margin
- +19.2%
- Op margin
- +26.7%
- ROE
- +114.8%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about NTAP filings
Are insiders buying or selling NetApp Inc (NTAP) stock?
Net selling: insiders sold $21.3M and bought $0 of NTAP stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. $20.1M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Kurian, George (CEO), who sold $17.7M. The latest filing was on Sep 28, 2026.
Which members of Congress have traded NTAP recently?
None. No member of Congress disclosed a NTAP trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this NTAP smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (3)
- TS
Two Sigma
$112.9M
added
- CI
Citadel
$109.5M
added
- QR
Qube Research
$70.2M
bought
What insiders are doing
What Congress is doing
Buys (1)
How top traders are positioned
No tracked top-trader positions in NTAP right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 21.5% above what analysts expected.
Earnings per share
$1.72 expected
Revenue
$1.84B expected
Company adjusted EPS
From the company's release
Compared on the analyst basis, which counts earnings differently from the company.
GAAP EPS was $1.88 and adjusted EPS was $2.58. The analyst basis could not be confirmed, so no beat or miss is shown.
Q2 FY2027 guidance
$2.02B to $2.17B
$1.84B expected+13.9%at the midpoint
What the street expects next
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.71B | $1.71B | $1.95B | $2.02B |
| Cost of what it sold | $478.0M | $504.0M | $583.0M | $606.0M |
| Gross profit | $1.23B | $1.21B | $1.36B | $1.42B |
| What it spent | ||||
| Research and development | $251.0M | $237.0M | $261.0M | $274.0M |
| Sales and admin | $89.0M | $86.0M | $85.0M | $98.0M |
| Other operating costs | $488.0M | $455.0M | $487.0M | $507.0M |
| Total operating expenses | $828.0M | $778.0M | $833.0M | $879.0M |
| What was left | ||||
| Operating profit | $399.0M | $431.0M | $531.0M | $541.0M |
| Interest on debt | $26.0M | $26.0M | $28.0M | $29.0M |
| Profit before tax | $393.0M | $433.0M | $518.0M | $484.0M |
| Tax | $88.0M | $99.0M | $114.0M | $109.0M |
| Net profit | $305.0M | $334.0M | $404.0M | $375.0M |
| EBITDA | $471.0M | $507.0M | $595.0M | $574.0M |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
NTAP: NetApp INSIGHT 2026 introduced Novus, a 100 TB/s, zettabyte-scale AI data platform, and expanded cloud partnerships
BullishSep 29After selling 40,000 shares on Sept. 14, George Kurian proposes another NetApp (NTAP) sale.
Leans bearishSep 29NetApp and Oracle to Launch Fully Managed Cloud Storage Service for Demanding AI and Enterprise Workloads
BullishSep 29NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure
BullishSep 29NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure
BullishSep 29NetApp Hits Record High, Oracle Gains 8% Intraday Amid Plans for Joint Storage-Service Platform
BullishSep 29NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure
BullishSep 29NetApp (NASDAQ:NTAP) Sets New 12-Month High - Still a Buy?
Leans bullishSep 29
Macro
10 macro signals shaping NTAP right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results