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NetAppNTAP

Data centers · NASDAQ · USA

$231.05
Down 2.0% todayClose

Up 120.2% this year and +51.6% since June 26, ahead of the AI sector at +7.5%. NetApp supplies 1 mapped company.

Market cap
$46.3B
This year
+120.2%
1 year
+99.8%
P/E
32.7
P/S
6.3
P/B
31.0

Price vs the AI sector

since Jun 26NTAPAI sector, equal weight
NetApp (NTAP) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. NTAP: +51.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8NTAP +51.6%Sector +7.5% NetApp (NTAP) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. NTAP: +51.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8NTAP+51.6%Sector+7.5%

Supply chain

1 customer
SUPPLIERS →→ CUSTOMERSNone mappedMicrosoft (MSFT)MSFTMicrosoft−1.3%NTAPNetApp

Customers 1

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About NetApp

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

Theme exposure

Data storageData center storageHybrid-cloud dataAI data management

Products

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

Competitors

Risks

  • Intense storage competition
  • On-prem to cloud shift

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

CiscoCSCO−2.1%Dell TechnologiesDELL−0.8%Arista NetworksANET−2.3%AmphenolAPH−2.5%EquinixEQIX−2.0%HPEHPE−1.5%Digital RealtyDLR−2.4%CoherentCOHR−9.6%

Compare NTAP

Side by side with the largest companies in the same segment.

NTAP vs CSCONTAP vs DELLNTAP vs ANETNTAP vs APHNTAP vs EQIXNTAP vs HPE

See where NetApp sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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