Sectivia

NetAppNTAP

NASDAQ · USA · Segment 4 of 8 in the AI & digital infrastructure value chain: Data centers

Keeps enterprise data on flash arrays and moves it between on-premises kit and the cloud; AI workloads are the newer source of demand.

Data centers: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Key metrics

Market cap
$39.6B
Price
$186.86
Today
−2.8%
Return YTD
+79.5%
Return 1Y
+78.4%
P/E
31.1
P/S
5.7
P/B
29.3

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

Data storageData center storageHybrid-cloud dataAI data management

In the value chain

Products & services

  • All-flash storage arrays
  • Hybrid-cloud data services
  • Data management software

Competitors

Risks

  • Intense storage competition
  • On-prem to cloud shift

Supply chain

Supplies →

Full supply chain for NTAP →

Same segment: Data centers

Compare NTAP

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