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    NetApp’s Quantum-Safe AI Storage Push With F5 Might Change The Case For Investing In NTAP

    Simply Wall St·12/23/2025 07:15:49
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    • Earlier in December 2025, F5 announced an expanded collaboration with NetApp to improve high-performance AI data delivery and strengthen post-quantum security for enterprise S3 storage environments.
    • The partnership’s focus on quantum-resistant encryption and resilient AI data pipelines highlights how NetApp is aligning its storage platform with emerging cybersecurity and AI infrastructure demands.
    • We’ll now explore how this expanded F5 collaboration, especially its post-quantum security focus, may influence NetApp’s broader investment narrative.

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    NetApp Investment Narrative Recap

    To own NetApp, you need to believe its pivot toward AI and cloud data infrastructure can offset slower legacy storage and regional softness, while preserving solid profitability. The expanded F5 collaboration reinforces NetApp’s AI and security story but does not materially change the near term reliance on AI-driven deal wins as a key catalyst, or the competitive and cloud-partner margin pressure that remains a central risk.

    The October 2025 launch of NetApp’s AI Data Engine and AFX all flash systems ties directly into the F5 news, since both target high performance AI data pipelines and resilient, enterprise S3 style architectures. Together, they strengthen the case that NetApp’s AI ready portfolio could support higher quality recurring revenue over time, even as the shift toward subscriptions and Storage as a Service continues to weigh on near term cash flows and reported hardware revenue.

    Yet while AI and quantum ready security are front of mind, investors should also be aware that...

    Read the full narrative on NetApp (it's free!)

    NetApp's narrative projects $7.5 billion revenue and $1.4 billion earnings by 2028.

    Uncover how NetApp's forecasts yield a $124.33 fair value, a 12% upside to its current price.

    Exploring Other Perspectives

    NTAP 1-Year Stock Price Chart
    NTAP 1-Year Stock Price Chart

    Four Simply Wall St Community estimates place NetApp’s fair value between US$124 and US$185, showing how far individual views can stretch. Set those opinions against the growing importance of AI data infrastructure as a revenue catalyst, and it becomes clear why you may want to compare several different theses before deciding how this stock fits your portfolio.

    Explore 4 other fair value estimates on NetApp - why the stock might be worth as much as 67% more than the current price!

    Build Your Own NetApp Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your NetApp research is our analysis highlighting 5 key rewards that could impact your investment decision.
    • Our free NetApp research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate NetApp's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.