NetApp

NTAP

Market cap $34.4B

NetApp's fiscal Q4 results beat analyst estimates by wide margins. The stock finally surpassed its all-time high from the dot-com era.

Even stocks in the beleaguered software industry have been on fire.

NTAP tops fiscal Q4 estimates as enterprise AI and hybrid cloud adoption accelerates; shares jump 16.6% premarket, and FY27 outlook follows.

NetApp: Excellent Returns, I'm Out (Rating Downgrade)

Intel, Cisco, and Corning all surpassed the dot-com era peaks earlier this year.

NetApp, Inc. (NTAP) Q4 2026 Earnings Call Transcript

NetApp NASDAQ: NTAP reported record fourth-quarter and fiscal 2026 results, with executives citing strong demand for artificial intelligence infrastructure, public cloud services, all-flash storage and its Keystone storage-as-a-service offering.

Although the revenue and EPS for NetApp (NTAP) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

NetApp (NTAP) came out with quarterly earnings of $2.43 per share, beating the Zacks Consensus Estimate of $2.27 per share. This compares to earnings of $1.93 per share a year ago.

NetApp stock added to its strong recent rally after posting fiscal Q4 results that topped analyst estimates.