NetApp

NTAP

Market cap $19.6B

NTAP tops Q3 estimates as AI-ready infrastructure and all-flash demand lift revenues, with strong EPS and a fresh dividend signaling momentum.

NetApp, Inc. (NTAP) Q3 2026 Earnings Call Transcript

The headline numbers for NetApp (NTAP) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

NetApp (NTAP) came out with quarterly earnings of $2.12 per share, beating the Zacks Consensus Estimate of $2.07 per share. This compares to earnings of $1.91 per share a year ago.

SAN JOSE, Calif.--(BUSINESS WIRE)--NetApp (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today reported financial results for the third quarter of fiscal year 2026, which ended on January 23, 2026. “We are pleased to announce another strong quarter with accelerating revenue and earnings growth, driven by a record quarter in all-flash array revenue, strong performance in first-party and marketplace cloud storage services, growing leadership in enterprise AI, and operational discipl.

STX benefits from AI-driven HDD demand, margin expansion and rising estimates, outpacing NTAP on financial strength and momentum.

SAN JOSE, Calif.--(BUSINESS WIRE)--NetAppTM (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced the Company will participate in fireside chats at the following conferences: Raymond James Institutional Investor Conference Presenter: Kris Newton, VP, Investor Relations Date: March 3, 2026 Presentation Time: 1:40 – 2:10 p.m. Eastern Time Morgan Stanley TMT Conference Presenter: George Kurian, CEO Date: March 4, 2026 Presentation time: 7:45 – 8:20 a.m. Pacific Time Live aud.

Get a deeper insight into the potential performance of NetApp (NTAP) for the quarter ended January 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

NTAP gears up for Q3 FY26 earnings as all-flash arrays and AI-driven cloud demand gain steam amid macro and public sector headwinds.

NetApp (NTAP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.