Netapp Inc Stock Price, News & Analysis

NetApp (NASDAQ: NTAP) and the 49ers Foundation announced a multi-year partnership on October 15, 2025 to deliver data science education to Bay Area high school students at Levi’s® Stadium.

The 49ers EDU Data Analytics Lessons Series will teach data storage, cloud integration, data security, and performance optimization; 49ers EDU educators will lead lessons while NetApp volunteers support career exploration. The 49ers Foundation has educated over 500,000 students and invested more than $70 million in Bay Area communities since 1991. The 49ers Foundation will receive a NetApp Customer Social Impact Award at NetApp INSIGHT 2025.

NetApp (NASDAQ: NTAP) and Equinix, with Broadcom and Kochasoft, launched a managed service for SAP S/4HANA and SAP legacy workloads running on VMware Cloud Foundation (VCF) on October 14, 2025. The offering pairs NetApp ONTAP all-flash storage and data management with Equinix hosted data centers and Equinix Fabric interconnection, plus Broadcom VCF private cloud infrastructure and Kochasoft migration/managed services.

The service targets customers modernizing ERP environments ahead of maintenance expirations, emphasizing cost efficiency, performance, security, data mobility, and faster time-to-value for managed virtualized SAP deployments.

NetApp (NASDAQ: NTAP) announced enhanced NetApp Ransomware Resilience on October 14, 2025, adding AI-powered data breach detection and isolated recovery environments to its ONTAP storage platform.

The service detects anomalous user and file-system behaviors, sends automated SIEM alerts with forensics, and uses AI scanning to find the last clean recovery point to prevent reinfection. NetApp says its ONTAP ARP/AI demonstrated 99% detection of tested full-file encryption ransomware with zero false positives in external validation. The updates aim to integrate storage into enterprise cyber-resilience and AI modernization strategies.

NetApp (NASDAQ: NTAP) announced on October 14, 2025 a collaboration with Cisco to integrate NetApp AFX architecture with Cisco Nexus 400G switches, providing intra-cluster connectivity for enterprise AI workloads.

The partnership pairs NetApp's disaggregated ONTAP all-flash storage with Cisco UCS compute and Nexus networking to deliver ultra-high bandwidth, low latency, and lossless networking for scalable AI deployments. The companies said the work will extend to FlexPod AI, enabling centralized management via Cisco Intersight and a full-stack foundation for hybrid cloud and AI.

NetApp (NASDAQ: NTAP) deepened its collaboration with Google Cloud on October 14, 2025 to expand Google Cloud NetApp Volumes with new block storage (iSCSI) plus tighter AI and hybrid‑cloud integrations.

Key updates include block capabilities for unified NAS and SAN support (general availability upon request), preview integration with Gemini Enterprise for native AI data access, new FlexCache global namespace features, and continued hybrid data movement via SnapMirror. NetApp said these changes aim to deliver low‑latency performance, unified management of file and block storage, and simpler access to enterprise data for AI workloads. NetApp will demo updates at NetApp INSIGHT 2025 (October 14–16, Las Vegas).

NetApp (NASDAQ: NTAP) on October 14, 2025 introduced the NetApp AFX disaggregated all‑flash storage system and NetApp AI Data Engine (AIDE) to bolster an enterprise‑grade data platform for AI.

Key highlights: AFX supports linear performance scaling up to 128 nodes, TBs‑per‑second bandwidth and exabyte‑scale capacity; AIDE provides global data indexing, vectorization, semantic search, automated synchronization, and built‑in data guardrails, built with NVIDIA accelerated computing. Products are available via direct purchase or NetApp Keystone STaaS; object API for Azure NetApp Files is in public preview.

NetApp (NASDAQ: NTAP) and Red Hat expanded their collaboration on October 14, 2025 to accelerate adoption of Red Hat OpenShift Virtualization across on‑premises and public cloud environments. NetApp is running development and testing on OpenShift Virtualization while Red Hat uses NetApp ONTAP for faster provisioning and data protection. New joint offerings extend OpenShift Virtualization to AWS (FSx for NetApp ONTAP + ROSA) and Google Cloud (NetApp Volumes + OpenShift Dedicated). NetApp also expanded its Shift Toolkit to support OpenShift Virtualization, claiming VM conversion from hours/days to minutes. The companies will present joint sessions at NetApp INSIGHT 2025.

NetApp (NASDAQ: NTAP) said on October 8, 2025 that the Aston Martin Aramco Formula One Team completed its migration to run 100% of its data storage on NetApp. The deployment uses NetApp StorageGRID, BlueXP, and high-throughput storage to support AI-driven design, CFD and wind-tunnel simulations, telemetry analysis, and trackside decision-making.

This unified, geo-distributed data infrastructure is presented as enabling faster design-to-build cycles, real-time telemetry access measured in milliseconds, and scalable handling of petabyte-scale datasets across cloud and edge environments.

NetApp (NASDAQ: NTAP) will hold its 2025 INSIGHT customer conference in Las Vegas on October 14–16, 2025. On October 14, 2025 NetApp will host a technology session for financial analysts and investors from 12:00–3:00 p.m. PT featuring CEO George Kurian and tech specialists on enterprise storage, AI, cloud transformation, data infrastructure modernization, and cyber resilience.

A moderated customer panel will be led by Kris Newton, vice president investor relations. NetApp will also host a mainstage keynote on October 14, 2025, 9:00–10:15 a.m. PT with industry speakers and entertainment icons. Live webcasts and replay will be available at http://investors.netapp.com, with replays posted approximately 24 hours after the events.