NTAP
ACCE-researchedNetApp Inc. Common Stock
Technology · Software - Infrastructure · NASDAQ · United States
$197.79+0.44%
Market cap $38.8BNext earnings 2026-12-01Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$197.79+0.0%
confidence-weighted across 4 of 6 models
Now $197.79
$197.79
$89.81$276.77
TrimSilver74
Price vs fair value
19.8% above
-16.5% to fair value
ACCE score
81
out of 100
Analysts
40% buy
20 covering
P/E
27.9x
forward 21.9x
1-year return
+56.5%
Dividend yield
1.06%
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INVESTOROverview
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Plain-English pros, cons, and what to watch. Pro feature.
Price
+58.7% · 1Y
Valuation
INVESTORFull valuation engine INVESTOR FEATURE
Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORQuality and conviction INVESTOR FEATURE
The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
Mixed40% buy · 20 covering analysts
● Strong buy 6● Buy 2● Hold 11● Sell 0● Strong sell 1
Analyst intelligence INVESTOR FEATURE
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROSmart money tracking PRO FEATURE
Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
This stock Peer Peer median weaker → stronger
P/Ebetter than 50% of peers
low 0.0x27.9xhigh 136.2x
ROEbetter than 100% of peers
low -44%115%high 115%
Div yieldbetter than 100% of peers
low 0.0%1.1%high 1.1%
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| TWLO | Twilio Inc. Class A Common Stock | $37.4B | 33.7 | 13.5% | 0.13 | 0.0% | - | Compare |
| CRWV | CoreWeave Inc. Class A Common Stock | $44.9B | - | -43.6% | 6.41 | 0.0% | - | Compare |
| XYZ | Block Inc. Class A Common Stock | $45.8B | 136.2 | 1.6% | 0.39 | 0.0% | - | Compare |
| ZS | Zscaler Inc. Common Stock | $32.2B | - | -2.9% | 0.68 | 0.0% | - | Compare |
| OKTA | Okta Inc. Class A Common Stock | $31.9B | 109.9 | 4.3% | 0.05 | 0.0% | - | Compare |
| ADYEN.AS | Adyen | $31.8B | 24.7 | 21.3% | 0.01 | 0.0% | - | Compare |
Sector report card
Where NTAP ranks against its sector peers on each metric.
Computing percentiles…
News and Record
Press releases mentioning this company
- Business Wire•Sep 16, 2026NetApp and Tampa Bay Buccaneers Partner to Enable Data-Driven Operational Excellence
- Business Wire•Sep 1, 2026CMS Approves New Technology Add-on Payment for Reflow Medical’s Spur® Peripheral Retrievable Stent System
- Business Wire•Jul 22, 2026StructureCraft Scales Data-Driven Design on NetApp
3 more press releases · full archive on Investor+.INVESTOR
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Recent performance
1 week
-0.7%
1 month
+1.7%
3 months
+23.8%
6 months
+95.6%
YTD
+84.7%
1 year
+56.5%
SEC filings
40 filings
September 2026
Sep 16
Form 4Insider transactionPeriod 2026-09-14
Sep 16
Form 4Insider transactionPeriod 2026-09-14
Sep 14
Form 4Insider transactionPeriod 2026-09-11
37 more filings + AI summaries on Investor+.INVESTOR