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Top Stock Picks for Week of October 5, 2026

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NetApp, Inc. (NTAP - Free Report) ) provides enterprise storage as well as data management software and hardware products and services.NetApp is benefiting from higher enterprise spending on AI-ready storage, with all-flash, Public Cloud and Keystone demand broadening across customer types. The increase in NetApp’s share price is being supported by its expanding cloud, AI and enterprise data infrastructure presence. Its unified platform supports data modernization across on-premises and cloud environments, while product and acquisition activity expands AI and migration use cases. Raised fiscal 2027 revenues and earnings guidance points to operating leverage. These positives are balanced by higher component costs and a richer product mix that are expected to lower gross margin despite pricing actions. NetApp’s model continues to support investment and capital returns as revenue expands. This data storage company is expected to post quarterly earnings in its upcoming report, which represents a year-over-year change of +26.8%. Revenues are expected to be up 23.8% from the year-ago quarter. It has been about a month since the last earnings report for NetApp. Shares have added about 16% in that time frame, outperforming the S&P 500.

Arista Networks, Inc. (ANET - Free Report) ) is engaged in providing cloud networking solutions for data centers and cloud computing environments. Arista is positioned to benefit from sustained investment in AI, cloud and enterprise networking as customers expand high-speed Ethernet infrastructure. Its leadership in software-driven switching, growing AI fabric adoption, broader campus and routing reach, and continued product innovation support a durable growth outlook. Expanding automation capabilities and a broad portfolio deepen customer engagement across networking environments. Healthy cash generation and substantial liquidity provide flexibility to fund product development and manufacturing expansion. The company’s technology breadth, software differentiation and expanding addressable markets continue to support favorable long-term growth.Estimates have been trending upward for the stock, and the magnitude of these revisions looks promising. We expect an above average return from the stock in the next few months.

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