NTAP
Guest preview — showing qualitative direction only.
NTAP Analysis Summary
NetApp (NTAP) operates in Layer 3: Infrastructure, in the Ai Storage Context sub-sector. With a $25.0B market cap and 18% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by daily factors.
NTAP has supply chain relationships with 2 companies in the AI ecosystem. Downstream customers include AMZN, MSFT.
NTAP is currently a beneficiary of 1 bottleneck (Inference Context Storage).
Learn more about our signal methodology. View Signal History → NetApp AI Visibility →
Analysis as of May 21, 2026 15:32 UTC (daily run). Live data.
Data Trust
Quality grade C · Score 0.74 · Updated May 21, 2026 15:32 UTC (0.3h ago)
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Signal Snapshot
Current model view is neutral with none conviction. Based on the latest daily run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation
No recent recommendation is currently published for this ticker in the latest completed runs.
Supply Chain Position (Guest Preview)
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $25,000M (25.0B)
- Avg Daily Volume
- $160.0M
- AI Revenue %
- 18%
- Liquid Options
- Yes
- Layer
- 3 — Infrastructure
- Sub-Sector
- Ai Storage Context
- Mega Cap
- No
Latest Signal Snapshot
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Key Facts About NTAP
- Company: NetApp
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $25.0B
- AI Revenue: 18%
- Sub-sector: Ai Storage Context
- Tier: Midstream
- Supply Chain Partners: 2 companies
NTAP FAQ
What does NetApp do in AI?
NetApp (NTAP) operates in the Infrastructure layer of the AI supply chain, in the Ai Storage Context sub-sector.
Is NTAP a buy or sell?
Full signal analysis for NTAP is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is NTAP in?
NTAP is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is NetApp's AI revenue exposure?
NetApp derives approximately 18% of its revenue from AI-related activities. It has a market capitalization of $25.0B and sits in the midstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention NetApp when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.