Dec 30, 2025 • marketscreener.com
NEUTRAL
F5 Insider Sold Shares Worth $289,146, According to a Recent SEC Filing
An insider at F5, Inc. (NASDAQ: FFIV) has sold shares valued at $289,146, as reported in a recent SEC filing. This transaction follows several other insider share sales for the company reported throughout December and November. F5, Inc. specializes in network equipment, offering services like consulting and maintenance, and products such as load distribution systems and internet traffic management.
Dec 30, 2025 • ts2.tech
SOMEWHAT-BEARISH
Why Western Digital stock is down today: WDC slides as year-end rotation cools AI-hardware trades
Western Digital shares fell 1.7% in afternoon trading on December 30, 2025, as investors rotated within tech amid thin year-end volumes. Despite a year of significant gains for the data-storage maker, the stock's recent performance reflects market repositioning and watchfulness for Fed policy signals and Western Digital’s next quarterly update. The company's projections for strong demand driven by cloud storage growth and AI-driven data creation remain key areas of interest for investors.
Dec 30, 2025 • Cryptopolitan
SOMEWHAT-BULLISH
The "boring" stocks became the AI winners of 2025, and nobody saw it coming
In 2025, the artificial intelligence investment landscape shifted dramatically, with "boring" companies providing data center infrastructure outperforming traditional tech giants. Data storage companies like Sandisk Corp., Western Digital Corp., and Seagate Technology Holdings Plc took the top spots on the S&P 500, while AI chipmaker Nvidia saw more modest gains. This trend highlights a broader investor pivot towards the "picks and shovels" supporting the AI boom, including power, cooling, wiring, and construction providers for data centers, and even Bitcoin miners retooling for high-performance computing.
Dec 30, 2025 • MarketBeat
BULLISH
Abacus FCF Advisors LLC Invests $16.13 Million in NetApp, Inc. $NTAP
Abacus FCF Advisors LLC has acquired 136,132 shares of NetApp, Inc. for approximately $16.13 million, making NetApp its 22nd largest holding. NetApp recently surpassed quarterly EPS and revenue expectations, issued positive FY2026 EPS guidance, and declared a $0.52 per share quarterly dividend. Institutional investors hold a significant portion of the stock, and analysts maintain a "Moderate Buy" rating with a target price of $124.07.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
NetApp Inc.: Storage Veteran Turns AI Infrastructure Star as Wall Street Re-Rates the Stock
NetApp's stock has transformed from a traditional storage vendor to a key AI infrastructure provider, prompting a significant re-rating from Wall Street. While recent gains have been substantial, attracting positive analyst sentiment and higher price targets, short-term volatility suggests investors are now scrutinizing execution and sustained growth in cloud and AI offerings. The company's future performance hinges on its ability to prove its role as a durable platform at the core of modern data infrastructure, rather than just enjoying a temporary AI-driven surge.
Dec 30, 2025 • AD HOC NEWS
BULLISH
NetApp Inc.: Storage Veteran Turns AI Infrastructure Star as Wall Street Re-Rates the Stock
NetApp's stock has transformed from a traditional storage play to an AI infrastructure star, experiencing a significant multi-month rally and outperforming broader tech indices. While short-term trading shows some hesitation, the long-term trend remains bullish due to strong performance in cloud data services and AI-aligned storage offerings. Wall Street analysts have warmed to NetApp, with many issuing "Buy" or "Hold" ratings and increased price targets, recognizing its critical role in AI, cloud, and data-intensive workloads.