NetApp Inc. stock (US64120B1098): Earnings call and AI partnership in focus

NetApp Inc. prepares to report fourth?quarter and fiscal?year 2026 results while its expanded AI partnership with Google Cloud keeps investors watching the stock.

NetApp Inc. is set to release its fourth?quarter and fiscal?year 2026 financial results after market close on May 28, 2026, with a management webcast scheduled for 2:30 p.m. Pacific Time, according to a company announcement dated May 6, 2026.NetApp press release as of May 6, 2026 The report will cover the period ended April 24, 2026, and will be followed by a conference call where executives discuss results and market dynamics.

Recent trading data show NetApp’s shares closing at about $111.77 on the latest session, down roughly 2.08% from the prior close, according to Zacks Investment Research.Zacks Investment Research as of May 8, 2026 Over the past year the stock has delivered a total return of about 22%, with a three?year gain near 90.7% and a five?year advance of roughly 65.8%, according to Simply Wall St.Simply Wall St as of May 7, 2026

As of: 09.05.2026

By the editorial team – specialized in equity coverage.

At a glance

• Name: NetApp Inc.
• Sector/industry: Information technology, data storage and cloud infrastructure
• Headquarters/country: San Jose, California, United States
• Core markets: North America, Europe, Asia–Pacific
• Key revenue drivers: Hybrid cloud storage, data management software, AI?enabled data services
• Home exchange/listing venue: Nasdaq Global Select Market (ticker: NTAP)
• Trading currency: U.S. dollar (USD)

NetApp Inc.: core business model

NetApp Inc. designs and sells data storage, management, and protection solutions for enterprise and cloud environments, with a focus on hybrid cloud architectures that span on?premises data centers and public clouds.NetApp corporate site as of May 8, 2026 The company’s portfolio includes storage systems, software?defined storage platforms, and cloud?based data services that help organizations manage unstructured data, backups, and analytics workloads.

NetApp’s business model centers on recurring software and subscription revenue alongside hardware sales, which has helped improve margins and cash flow over recent years.NetApp investor relations as of May 8, 2026 The company targets large enterprises, service providers, and public?sector organizations that require scalable, secure, and high?performance data infrastructure, particularly as AI and machine learning workloads drive demand for faster data access and storage.

Main revenue and product drivers for NetApp Inc.

NetApp’s revenue is driven by its hybrid cloud data services, including ONTAP?based storage systems, cloud?native offerings such as Cloud Volumes, and data management software that integrates with major public clouds like AWS, Microsoft Azure, and Google Cloud.NetApp corporate site as of May 8, 2026 Recent quarters have seen mid?single?digit year?over?year revenue growth, with software and subscription revenue growing faster than hardware, according to third?party analysis.MarketBeat as of May 3, 2026

The company’s expanded partnership with Google Cloud, which includes Google Cloud NetApp Volumes features aimed at simplifying AI?heavy data workloads, has become a key narrative for investors.Simply Wall St as of May 7, 2026 By enabling enterprises to run data?intensive AI applications without rearchitecting existing environments, NetApp aims to capture more cloud?attached storage and data management spend, which could support future revenue growth and margin expansion.

Why NetApp Inc. matters for US investors

For US investors, NetApp offers exposure to the broader data infrastructure and cloud storage theme, which remains structurally important as AI, analytics, and regulatory?driven data retention requirements grow.NetApp corporate site as of May 8, 2026 The company’s Nasdaq listing and predominantly US?based operations make it a liquid, domestically listed play on enterprise IT spending, with a dividend yield of about 1.9% based on a $0.52 quarterly payout.MarketBeat as of May 3, 2026

NetApp’s strong multi?year total returns and relatively modest valuation versus some other high?growth tech names have attracted both growth?oriented and income?oriented investors.Simply Wall St as of May 7, 2026 However, the stock’s performance remains sensitive to macroeconomic conditions, enterprise IT budgets, and competition from other storage and cloud vendors, which can create volatility around earnings releases and product announcements.

Conclusion

NetApp Inc. is preparing to report its fourth?quarter and fiscal?year 2026 results, which will provide updated insight into revenue growth, margins, and the impact of its AI?focused partnerships.NetApp press release as of May 6, 2026 The stock has delivered strong multi?year returns and currently trades with a modest dividend yield, appealing to investors seeking both growth and income exposure to data infrastructure.Simply Wall St as of May 7, 2026

At the same time, NetApp faces competitive pressures, technology shifts, and macroeconomic uncertainty that can weigh on earnings and sentiment.NetApp corporate site as of May 8, 2026 For US investors, the upcoming earnings release and management commentary will be key inputs when assessing whether the current valuation adequately reflects both the company’s AI?related growth potential and its inherent business risks.NetApp investor relations as of May 8, 2026

Disclaimer: This article does not constitute investment advice. Stocks are volatile financial instruments.