NetApp, Inc. NTAP

NetApp (NASDAQ:NTAP) used its INSIGHT 2026 event to outline a strategy for helping enterprises prepare data infrastructure for agentic AI, announcing expanded cloud partnerships, enhancements to its AI Data Engine and management platform, and a new high-scale storage architecture called NetApp Novus

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According to TheFly, BofA lifted its NetApp price target after attending INSIGHT 2026, assigning a higher valuation multiple to the additional addressable market it sees emerging from artificial intelligence.

SAP (XTRA:SAP) and NetApp announced an expanded partnership focused on deeper cloud native integration into SAP Cloud Infrastructure. The collaboration aims to strengthen security, resilience, and performance for SAP and customer workloads running on SAP Cloud Infrastructure. Both companies plan to explore joint go to market initiatives and assess new technology integrations within SAP Cloud Infrastructure services. The deeper NetApp integration into SAP Cloud Infrastructure is only part of...

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NetApp has announced major alliance expansions with enterprise leaders SAP, Oracle, and Supermicro to power data-intensive AI workloads and streamline hybrid cloud operations.

Oracle stock advanced on Tuesday after the software and artificial-intelligence cloud provider made two significant AI announcements for the company’s all-important cloud infrastructure business segment. Oracle stock rose 3.8% to $137.69 on Tuesday and was on pace to snap a four-day losing streak while the declined 1%. The product will be available through 25 new applications, the latest additions to a growing portfolio of 75 agentic applications on Oracle cloud infrastructure.

SAN JOSE, Calif., September 29, 2026--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced that it awarded the International Union for Conservation of Nature (IUCN) the 2026 Social Impact Award for Intelligent Data for Good at NetApp INSIGHT 2026, NetApp's flagship global event dedicated to technological innovation, taking place in Las Vegas from September 29 to October 1.

SAN JOSE, Calif., September 29, 2026--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced a strategic collaboration with Supermicro to deliver jointly validated AI infrastructure solutions spanning large-scale AI factories, enterprise deployments, neoclouds, and sovereign AI initiatives. By combining Supermicro's AI-optimized compute and rack-scale systems with the NetApp Platform, the companies will help customers accelerate deployment, improve GPU utilization,

SAN JOSE, Calif., September 29, 2026--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced new hybrid multi-cloud capabilities with autonomous controls to maximize enterprise flexibility and efficiency for any workload. Enterprises can now more easily adopt modern data strategies across on-premises and cloud environments leveraging new capabilities for consistent operations that account for sovereignty, governance, and controlled consumption.

SAN JOSE, Calif. & AUSTIN, Texas, September 29, 2026--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, and Oracle today announced a new fully managed storage service that brings enterprise-grade NetApp storage natively to Oracle Cloud Infrastructure (OCI). The service will bring NetApp ONTAP® data management capabilities natively to OCI to help organizations simplify the migration and management of critical AI and enterprise workloads in the cloud.

SAN JOSE, Calif., September 29, 2026--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced NetApp Novus™, the fastest storage on the planet designed for AI infrastructure providers operating large GPU environments. Built to support a zettabyte-scale file system, this next-generation architecture will allow AI factories to keep millions of GPUs continuously fed with data, maximizing the efficiency, utilization, and profitability of their investments.

SAN JOSE, Calif., September 29, 2026--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced NetApp Keystone Sovereign, which will enable qualified European customers to use data sovereignty controls in support of their compliance and data residency journeys. Enterprises will more easily be able to keep data and support within specified geographic boundaries.

SAN JOSE, Calif., September 29, 2026--NetApp, the intelligent Data Infrastructure company, today announced its intent to expand its long-standing partnership with SAP, with plans to explore deeper cloud-native integration of NetApp capabilities into SAP Cloud Infrastructure, SAP’s Infrastructure-as-a-Service platform.

SAN JOSE, Calif., September 29, 2026--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced it will present the NFL with its Customer Social Impact Award at INSIGHT 2026, recognizing the NFL’s sustained commitment to expanding access to high-growth careers through its Inspire Change initiative. Building on that impact, NetApp is launching a philanthropic partnership with Per Scholas, one of the NFL’s Inspire Change grant partners, and providing a grant to support P

SAN JOSE, Calif., September 29, 2026--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced new capabilities that enable enterprises to accelerate their adoption of agentic AI with secure, in-place, zero-copy data activation. The heterogeneous metadata capability of NetApp AI Data Engine (AIDE) helps organizations discover, understand, govern, and operationalize data where it lives, while an expanded integration with Commvault connects the NetApp Platform with Comm

The new first-party Oracle Cloud Infrastructure service is designed to let enterprises move existing NetApp workloads to the cloud while limiting application redesign and storage-management changes.

NetApp’s upcoming INSIGHT 2026 conference beginning Sept. 29 could provide investors with fresh updates on the company’s AI, data infrastructure and cybersecurity strategy.