Advertisement
NTAP vs STX
Which Stock Would AI Choose? NetApp (NTAP) vs. Seagate Technology (STX) Stock Comparison
Key Takeaways
- NetApp (NTAP) focuses on enterprise data management and hybrid cloud solutions, while Seagate Technology (STX) specializes in high-capacity hard disk drives suited for mass data storage.
- In recent market activity, STX delivered substantially stronger year-to-date performance than NTAP, fueled by surging AI-driven demand for storage capacity.
- NTAP has shown steady gains supported by partnerships in cloud and AI infrastructure, including recent collaborations enhancing data protection and hybrid environments.
- STX experienced notable volatility tied to executive commentary on production capacity limits, despite ongoing earnings strength and debt management actions.
- Both companies operate in the data storage sector but target different segments: NTAP emphasizes software and systems for enterprise customers, while STX benefits from hyperscale and AI workloads requiring vast, cost-effective storage.
- Market sentiment reflects broader AI infrastructure tailwinds, with STX exhibiting higher momentum and valuation multiples compared to NTAP's more moderate positioning.
Introduction
NetApp (NTAP) and Seagate Technology (STX) represent two distinct approaches within the data storage industry, making them relevant for traders and investors seeking exposure to AI-driven data growth. NTAP provides enterprise-grade software, systems, and services for data infrastructure management, appealing to organizations prioritizing hybrid cloud and security. STX supplies high-capacity hard drives essential for large-scale data centers. This comparison helps market participants evaluate relative performance, sector positioning, and momentum in an environment shaped by artificial intelligence expansion and increasing storage requirements.
NTAP Overview and Recent Performance
NetApp, Inc. delivers enterprise data management solutions, including all-flash arrays and ONTAP software, serving customers across hybrid cloud environments. In recent weeks, the stock has recorded consistent advances amid broader AI infrastructure interest, with notable strength following partnerships such as expanded collaboration with Red Hat on data protection. Recent market activity highlighted a sharp single-day gain exceeding 12 percent, reflecting positive sentiment around cloud and AI deals. Performance has been supported by solid fundamentals in software and systems revenue, though the company maintains a more measured growth profile relative to peers in mass storage.
STX Overview and Recent Performance
Seagate Technology Holdings plc manufactures hard disk drives and storage solutions optimized for high-volume data environments. In recent market activity, STX has posted exceptional year-to-date gains approaching 195 percent, driven by robust demand from AI and cloud hyperscalers for high-capacity storage. The stock experienced volatility following executive remarks on factory expansion timelines, leading to short-term pullbacks, yet recovered amid continued earnings momentum and a debt exchange transaction involving senior notes. Overall positioning benefits from record storage demand, though production constraints remain a monitored factor.
Trending AI Robots
Tickeron’s Trending AI Robots page curates the most suitable AI trading bots from hundreds available across thousands of tickers. Only those demonstrating strong alignment with prevailing market conditions, consistent performance metrics, and appropriate risk profiles earn placement in this section. Bots feature varied trading styles, strategies, timeframes, and ticker sets, allowing users to review statistics such as win rates, drawdowns, and returns before selection. The platform provides transparent data on each bot’s historical results to support informed decisions. Explore the Trending AI Robots section for current options tailored to dynamic market environments.
Head-to-Head Comparison
NTAP and STX differ markedly in business models: NetApp emphasizes integrated software and flash-based systems for enterprise data management, while Seagate focuses on cost-efficient hard disk drives for bulk storage. Growth drivers for NTAP center on hybrid cloud adoption and AI workload optimization through partnerships, whereas STX capitalizes on explosive data generation from AI training and inference requiring petabyte-scale capacity. Recent momentum favors STX with outsized price appreciation, contrasted by NTAP’s steadier trajectory. Risk factors include execution on capacity expansion for STX and competitive pressures in enterprise software for NTAP. Sector exposure overlaps in technology infrastructure, yet market sentiment has rewarded STX’s direct tie to AI storage volume more aggressively in recent periods.
Tickeron AI Verdict
Based on observable trend consistency, relative momentum, and positioning within AI storage demand, Tickeron’s AI would currently assign a higher probability of favorable near-term performance to STX over NTAP. The pronounced outperformance and direct alignment with high-capacity storage needs provide a clearer catalyst profile, though both face sector-specific variables that warrant ongoing monitoring.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
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 NTAP is a Buy and STX 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).
NTAP’s FA Score shows that 4 FA rating(s) are green whileSTX’s FA Score has 4 green FA rating(s).
- NTAP’s FA Score: 4 green, 1 red.
- STX’s FA Score: 4 green, 1 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.
NTAP’s TA Score shows that 4 TA indicator(s) are bullish while STX’s TA Score has 4 bullish TA indicator(s).
- NTAP’s TA Score: 4 bullish, 5 bearish.
- STX’s TA Score: 4 bullish, 4 bearish.
Price Growth
NTAP (@Computer Communications) experienced а -2.17% price change this week, while STX (@Computer Processing Hardware) price change was +7.39% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.88%. For the same industry, the average monthly price growth was +0.03%, and the average quarterly price growth was +11.45%.
The average weekly price growth across all stocks in the @Computer Processing Hardware industry was +0.70%. For the same industry, the average monthly price growth was +8.39%, and the average quarterly price growth was +38.91%.
Reported Earning Dates
NTAP is expected to report earnings on Sep 02, 2026.
STX is expected to report earnings on Jul 16, 2026.
Industries' Descriptions
@Computer Communications (-1.88% 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.
@Computer Processing Hardware (+0.70% 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.
| NTAP | STX | NTAP / STX | |
| Capitalization | 31B | 248B | 13% |
| EBITDA | 1.96B | 3.24B | 60% |
| Gain YTD | 49.311 | 297.962 | 17% |
| P/E Ratio | 24.93 | 103.80 | 24% |
| Revenue | 6.93B | 11B | 63% |
| Total Cash | 3.58B | 1.15B | 313% |
| Total Debt | 2.73B | 4.18B | 65% |
NTAP | STX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 45 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 74 Overvalued | 98 Overvalued | |
PROFIT vs RISK RATING 1..100 | 30 | 1 | |
SMR RATING 1..100 | 12 | 3 | |
PRICE GROWTH RATING 1..100 | 4 | 1 | |
P/E GROWTH RATING 1..100 | 26 | 2 | |
SEASONALITY SCORE 1..100 | 35 | 50 |
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.
NTAP's Valuation (74) in the Computer Peripherals industry is in the same range as STX (98). This means that NTAP’s stock grew similarly to STX’s over the last 12 months.
STX's Profit vs Risk Rating (1) in the Computer Peripherals industry is in the same range as NTAP (30). This means that STX’s stock grew similarly to NTAP’s over the last 12 months.
STX's SMR Rating (3) in the Computer Peripherals industry is in the same range as NTAP (12). This means that STX’s stock grew similarly to NTAP’s over the last 12 months.
STX's Price Growth Rating (1) in the Computer Peripherals industry is in the same range as NTAP (4). This means that STX’s stock grew similarly to NTAP’s over the last 12 months.
STX's P/E Growth Rating (2) in the Computer Peripherals industry is in the same range as NTAP (26). This means that STX’s stock grew similarly to NTAP’s over the last 12 months.
| NTAP | STX | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 64% | 1 day ago 66% |
| Stochastic ODDS (%) | 1 day ago 70% | 1 day ago 69% |
| Momentum ODDS (%) | 1 day ago 62% | 1 day ago 71% |
| MACD ODDS (%) | 1 day ago 68% | 1 day ago 74% |
| TrendWeek ODDS (%) | 1 day ago 58% | 1 day ago 80% |
| TrendMonth ODDS (%) | 1 day ago 62% | 1 day ago 81% |
| Advances ODDS (%) | 9 days ago 65% | 1 day ago 77% |
| Declines ODDS (%) | 7 days ago 55% | 14 days ago 70% |
| BollingerBands ODDS (%) | 1 day ago 47% | 1 day ago 65% |
| Aroon ODDS (%) | 1 day ago 59% | 1 day ago 82% |
Advertisement
NTAP and
Correlation & Price change
A.I.dvisor indicates that over the last year, NTAP has been closely correlated with DELL. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if NTAP jumps, then DELL could also see price increases.
| Ticker / NAME | Correlation To NTAP | 1D Price Change % | ||
|---|---|---|---|---|
| NTAP | 100% | -0.88% | ||
| DELL - NTAP | 68% Closely correlated | +2.25% | ||
| HPQ - NTAP | 65% Loosely correlated | +0.17% | ||
| WDC - NTAP | 58% Loosely correlated | -1.82% | ||
| LOGI - NTAP | 55% Loosely correlated | -0.74% | ||
| STX - NTAP | 55% Loosely correlated | +2.22% | ||
More | ||||