TheValueist@TheValueist$NTAP is the GAI memory/storage catch-up trade. Goldman Sachs raised the firm's price target on NetApp to $240 from $210 and keeps a Buy rating on the shares after the company hosted its INSIGHT customer event and investor tech session last week. The company introduced new
TheValueist@TheValueist$NTAP NetApp: Navigating the Intersection of Enterprise Storage and AI Growth. Investment Thesis. New: 9/24/26. NetApp's record revenue and earnings growth reflect a genuine demand acceleration in enterprise storage and AI infrastructure that has compressed customer procurement
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