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LOGI vs NTAP
Which Stock Would AI Choose? Logitech (LOGI) vs. NetApp (NTAP) Stock Comparison
Key Takeaways
- LOGI delivered a strong Q1 fiscal 2027 earnings beat, with non-GAAP EPS of $1.85 (versus $1.26 expected) and revenue of $1.23 billion, up 7% year over year.
- NTAP reported record fiscal 2026 results driven by public cloud and all-flash storage growth, with analyst price targets recently raised to the $209–$210 range.
- LOGI shares have traded near $98–$99 in recent market activity, below 50-day and 200-day moving averages, while NTAP has shown robust year-to-date gains exceeding 70%.
- LOGI operates in computer peripherals and gaming hardware with a market capitalization around $14–15 billion; NTAP focuses on intelligent data infrastructure with a market capitalization near $37 billion.
- Sentiment for LOGI improved following the earnings beat and an analyst upgrade to “buy,” while NTAP benefits from sustained AI-related demand and multiple upward price target revisions.
- Both companies operate in the broader technology hardware sector but target distinct growth drivers: consumer and enterprise peripherals for LOGI versus hybrid cloud and AI storage solutions for NTAP.
Introduction
LOGI and NTAP represent two distinct segments within the technology hardware space, offering investors and traders a useful lens for comparing relative performance and market positioning. Logitech International S.A. focuses on computer peripherals, gaming accessories, and video collaboration tools, while NetApp, Inc. specializes in data storage, hybrid cloud infrastructure, and AI-ready solutions. This comparison appeals to market participants seeking exposure to both consumer-oriented tech hardware and enterprise data infrastructure trends. Traders monitoring momentum shifts, earnings surprises, and sector rotation may find the contrasting business models and recent price behaviors particularly relevant in the current environment.
LOGI Overview and Recent Performance
LOGI designs and markets software-enabled hardware solutions including mice, keyboards, headsets, webcams, and gaming peripherals. In its most recent reported quarter (Q1 fiscal 2027), the company posted revenue of $1.23 billion, up 7% year over year, and non-GAAP EPS of $1.85, significantly ahead of consensus estimates. Gross margins expanded notably, aided by tariff refunds and favorable product mix. Shares have traded in a relatively tight range near $98–$99 amid recent market activity, positioned below key moving averages. Positive sentiment followed the earnings beat and an upgrade to “buy” by one research firm, though broader analyst consensus remains a “hold.” Demand strength in gaming and premium pointing devices supported results, with management providing modest growth guidance for the subsequent quarter.
NTAP Overview and Recent Performance
NTAP provides intelligent data infrastructure solutions, including all-flash and hybrid storage systems, ONTAP software, and public cloud services. The company delivered record fiscal 2026 revenue of $6.93 billion and strong public cloud growth, with first-party and marketplace cloud services rising 30% for the year. Shares have exhibited robust momentum, advancing more than 70% year to date and trading near $187 recently. Multiple analysts raised price targets to the $209–$210 range in late August, citing AI infrastructure demand. The stock has outperformed the broader market and its storage industry peers over recent periods. Upcoming quarterly results are scheduled for early September, with expectations centered on continued strength in cloud and AI-related offerings.
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Head-to-Head Comparison
LOGI and NTAP operate in adjacent but differentiated areas of technology hardware. LOGI’s business model centers on consumer and enterprise peripherals with exposure to cyclical demand in gaming and office productivity, whereas NTAP’s focus on data storage and hybrid cloud positions it to benefit from structural growth in AI workloads and enterprise digital transformation. Recent momentum favors NTAP, which has delivered substantially stronger year-to-date returns amid rising analyst targets, while LOGI has posted more modest price movement following its earnings beat. Risk factors differ as well: LOGI faces potential variability in consumer spending and supply-chain dynamics, while NTAP contends with elevated valuation multiples and competition in the storage market. Sector sentiment remains constructive for both, though NTAP’s positioning in AI infrastructure has drawn more pronounced positive re-ratings in recent weeks.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and relative positioning within growth themes, Tickeron’s AI would currently assign a higher probability of favorable near-term performance to NTAP. The company’s record fiscal results, sustained public cloud expansion, and multiple upward price target revisions reflect stronger alignment with prevailing AI and data infrastructure demand. LOGI’s solid earnings execution provides support, yet its more modest recent price trajectory and positioning below moving averages suggest comparatively less momentum. This assessment remains probabilistic and tied to observable data rather than forecasts.
Disclaimer
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To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LOGI is a StrongBuy and NTAP is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
LOGI’s FA Score shows that 1 FA rating(s) are green whileNTAP’s FA Score has 3 green FA rating(s).
- LOGI’s FA Score: 1 green, 4 red.
- NTAP’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
LOGI’s TA Score shows that 5 TA indicator(s) are bullish while NTAP’s TA Score has 3 bullish TA indicator(s).
- LOGI’s TA Score: 5 bullish, 4 bearish.
- NTAP’s TA Score: 3 bullish, 5 bearish.
Price Growth
LOGI (@Computer Processing Hardware) experienced а +4.18% price change this week, while NTAP (@Computer Communications) price change was -0.76% for the same time period.
The average weekly price growth across all stocks in the @Computer Processing Hardware industry was -0.89%. For the same industry, the average monthly price growth was +10.25%, and the average quarterly price growth was +35.88%.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.84%. For the same industry, the average monthly price growth was -1.07%, and the average quarterly price growth was +15.21%.
Reported Earning Dates
LOGI is expected to report earnings on Oct 26, 2026.
NTAP is expected to report earnings on Dec 01, 2026.
Industries' Descriptions
@Computer Processing Hardware (-0.89% weekly)Computer Processing Hardware industry produces central processing unit, monitor, keyboard, computer data storage devices, and graphics card. Business activity and economic growth are potential drivers of this industry – if more businesses are growing or flourishing, so would their investments in computer equipment. Dell Technologies, Inc, Hewlett Packard Enterprise Co., NCR Corporation are key producers of computer processing hardware.
@Computer Communications (-1.84% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| LOGI | NTAP | LOGI / NTAP | |
| Capitalization | 14.6B | 36.5B | 40% |
| EBITDA | 957M | 2.12B | 45% |
| Gain YTD | 1.826 | 75.572 | 2% |
| P/E Ratio | 18.72 | 26.21 | 71% |
| Revenue | 4.92B | 7.39B | 67% |
| Total Cash | 1.75B | 3.58B | 49% |
| Total Debt | 84.4M | 2.53B | 3% |
LOGI | NTAP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 17 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 52 Fair valued | 76 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 22 | |
SMR RATING 1..100 | 29 | 13 | |
PRICE GROWTH RATING 1..100 | 59 | 38 | |
P/E GROWTH RATING 1..100 | 77 | 22 | |
SEASONALITY SCORE 1..100 | 50 | 38 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
LOGI's Valuation (52) in the Computer Peripherals industry is in the same range as NTAP (76). This means that LOGI’s stock grew similarly to NTAP’s over the last 12 months.
NTAP's Profit vs Risk Rating (22) in the Computer Peripherals industry is significantly better than the same rating for LOGI (100). This means that NTAP’s stock grew significantly faster than LOGI’s over the last 12 months.
NTAP's SMR Rating (13) in the Computer Peripherals industry is in the same range as LOGI (29). This means that NTAP’s stock grew similarly to LOGI’s over the last 12 months.
NTAP's Price Growth Rating (38) in the Computer Peripherals industry is in the same range as LOGI (59). This means that NTAP’s stock grew similarly to LOGI’s over the last 12 months.
NTAP's P/E Growth Rating (22) in the Computer Peripherals industry is somewhat better than the same rating for LOGI (77). This means that NTAP’s stock grew somewhat faster than LOGI’s over the last 12 months.
| LOGI | NTAP | |
|---|---|---|
| RSI ODDS (%) | N/A | 4 days ago 64% |
| Stochastic ODDS (%) | 4 days ago 67% | 4 days ago 69% |
| Momentum ODDS (%) | 4 days ago 72% | 4 days ago 55% |
| MACD ODDS (%) | 4 days ago 73% | 4 days ago 72% |
| TrendWeek ODDS (%) | 4 days ago 69% | 4 days ago 58% |
| TrendMonth ODDS (%) | 4 days ago 64% | 4 days ago 56% |
| Advances ODDS (%) | 4 days ago 66% | 4 days ago 65% |
| Declines ODDS (%) | 11 days ago 66% | 6 days ago 55% |
| BollingerBands ODDS (%) | 4 days ago 80% | 6 days ago 49% |
| Aroon ODDS (%) | 4 days ago 58% | 4 days ago 62% |
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