NetApp, Inc. (NTAP)

NetApp's stock price has fluctuated over the past six months. Key events include Q4 Fiscal Year 2025 results, where NetApp reported record results with a 4% year-over-year revenue increase. Q1 Fiscal Year 2026 results showed sales up 3.8% year-on-year, but the next quarter's revenue guidance was below analysts' estimates. NetApp also participated in conferences, highlighting growth in all-flash storage, public cloud, and AI.

Specific patterns of demand seasonality for NetApp's products and services are not explicitly provided. However, the company's sales growth is driven by its services segment, and it is positioned to benefit from increasing demand for AI, which is expected to drive higher sales of its hardware and flash-based products. The company anticipates its total addressable market to expand significantly by 2027.

NetApp, Inc. is an American data infrastructure company providing unified data storage, integrated data services, and cloud operations solutions. It operates in the Electronic Technology sector, focusing on Computer Peripherals, Cloud Computing, and Storage Devices. NetApp's offerings include servers, SAN storage, NAS storage, networking, and software solutions like ONTAP Data Management Software and AFF Systems. The company's business model integrates hardware, software, and services, generating revenue through product sales, subscriptions, support, and professional services. NetApp serves diverse industries including energy, financial services, government, technology, and healthcare.

NetApp has a worldwide geographic footprint, serving customers across six continents. Its global headquarters are in San Jose, California, with an international headquarters in Cork, Ireland. The company operates across the Americas, Europe/Middle East/Africa (EMEA), and Asia/Pacific, with offices in numerous countries within these regions.

NetApp has maintained a strong brand reputation, receiving awards such as the 2025 Google Cloud Infrastructure Modernization Partner of the Year and recognition in Gartner Peer Insights. It was also featured in CRN's Storage 100 Awards and Big Data 100 Awards. NetApp has partnerships with entities like the Aston Martin F1 Team and Ducati Corse MotoGP team.

Institutional investors own a significant portion of NetApp's stock, ranging from 81.24% to 83.50%. Major institutional shareholders include Vanguard Group Inc and BlackRock, Inc. Individual investors, including insiders, hold approximately 0.36% of the stock.