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NTAP vs STX
Which Stock Would AI Choose? NetApp (NTAP) vs. Seagate Technology (STX) Stock Comparison
Key Takeaways
- Both NTAP and STX operate in the data storage sector, with NTAP emphasizing enterprise data management and hybrid cloud solutions while STX focuses on mass-capacity hard disk drives (HDDs).
- NTAP has delivered robust year-to-date returns exceeding 58% amid sustained demand for AI infrastructure, with recent market activity showing resilience after fiscal 2026 earnings.
- STX has experienced higher volatility, including a sharp pullback from June peaks above $1,100, influenced by tariff concerns and semiconductor sector weakness ahead of its fiscal 2026 earnings release on July 28, 2026.
- NetApp benefits from recurring software and subscription revenue, providing greater earnings visibility compared to Seagate's hardware-centric model tied to hyperscale data center cycles.
- Sector exposure to AI-driven data growth supports both companies, though NTAP shows stronger recent momentum and lower drawdowns in the past several weeks.
- Market sentiment favors stability for NTAP in the current environment, while STX offers higher-beta exposure to storage capacity demand with greater event risk around upcoming results.
Introduction
This comparison examines NTAP and STX, two technology companies positioned to capitalize on expanding data storage needs driven by artificial intelligence and cloud computing. The analysis focuses on recent stock behavior, business models, and market positioning to assist traders and investors evaluating relative performance and sector exposure. It is relevant for those seeking insights into data infrastructure plays, including growth-oriented investors monitoring AI trends and momentum traders assessing volatility differences in the technology hardware and software segments.
NTAP Overview and Recent Performance
NetApp, Inc. provides enterprise-grade data management, storage hardware, and hybrid cloud solutions. The company has seen its stock benefit from accelerating demand for AI-ready infrastructure in recent weeks. As of the July 24, 2026 close, shares traded near $167.74, reflecting a gain of 1.88% that day and contributing to year-to-date returns of approximately 58.69%. Following fiscal 2026 fourth-quarter results that showed revenue growth of 12% year-over-year to $1.95 billion, the stock initially reacted negatively to a modest earnings-per-share (EPS) miss but has since stabilized with positive momentum through July. Sentiment has been supported by the company's positioning in data storage for AI workloads and recurring revenue streams from software subscriptions.
STX Overview and Recent Performance
Seagate Technology Holdings plc specializes in mass-capacity hard disk drives and data storage solutions primarily for hyperscale data centers and enterprise applications. The stock has displayed significant volatility in recent market activity, closing at $851.69 on July 24, 2026, after a 6.75% decline amid broader semiconductor weakness and tariff-related pressures. Earlier in the period, shares pulled back sharply from June highs above $1,100. The company is scheduled to report fiscal 2026 fourth-quarter and full-year results on July 28, 2026. Prior quarters demonstrated strong revenue growth and margin expansion tied to AI storage demand, though recent sentiment has been tempered by concerns over potential oversupply and macroeconomic factors affecting hardware cycles.
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Head-to-Head Comparison
NetApp and Seagate both serve the data storage ecosystem but differ markedly in business models: NTAP derives a substantial portion of revenue from software, subscriptions, and services that deliver recurring income and higher margins, whereas STX remains more exposed to cyclical hardware sales of HDDs. Growth drivers for NTAP center on enterprise AI deployments and hybrid cloud adoption, supporting steadier recent momentum. STX benefits from hyperscale capacity needs but faces greater sensitivity to supply dynamics and commodity-like pricing pressures. In terms of recent performance, NTAP has exhibited lower volatility and stronger year-to-date gains compared with STX’s pronounced swings. Risk factors include execution on AI catalysts for both, with STX carrying additional event risk around its imminent earnings release. Sector exposure overlaps in technology hardware and infrastructure, yet market sentiment currently tilts toward NTAP’s more defensive profile amid broader market caution.
Tickeron AI Verdict
Based on observable factors including trend consistency, earnings stability, and relative positioning within the AI data storage theme, Tickeron’s AI models would currently assign a higher probabilistic preference to NTAP. The stock’s stronger recent momentum, supported by recurring revenue characteristics and more contained volatility in the past several weeks, aligns with favorable technical and fundamental signals. STX offers compelling exposure to capacity demand but carries elevated event-driven risk ahead of its earnings announcement. This assessment reflects current market conditions and is not a guarantee of future results.
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 StrongBuy 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 3 green FA rating(s).
- NTAP’s FA Score: 4 green, 1 red.
- STX’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.
NTAP’s TA Score shows that 4 TA indicator(s) are bullish while STX’s TA Score has 3 bullish TA indicator(s).
- NTAP’s TA Score: 4 bullish, 4 bearish.
- STX’s TA Score: 3 bullish, 6 bearish.
Price Growth
NTAP (@Computer Communications) experienced а +6.41% price change this week, while STX (@Computer Processing Hardware) price change was +0.52% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +0.92%. For the same industry, the average monthly price growth was -8.66%, and the average quarterly price growth was +4.23%.
The average weekly price growth across all stocks in the @Computer Processing Hardware industry was -2.20%. For the same industry, the average monthly price growth was -12.50%, and the average quarterly price growth was +18.70%.
Reported Earning Dates
NTAP is expected to report earnings on Sep 02, 2026.
STX is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Computer Communications (+0.92% 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 (-2.20% 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 | 35B | 194B | 18% |
| EBITDA | 1.96B | 3.24B | 60% |
| Gain YTD | 68.865 | 211.644 | 33% |
| P/E Ratio | 28.11 | 61.59 | 46% |
| Revenue | 6.93B | 11B | 63% |
| Total Cash | 3.58B | N/A | - |
| Total Debt | 2.73B | 4.18B | 65% |
NTAP | STX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 14 | 94 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 90 Overvalued | |
PROFIT vs RISK RATING 1..100 | 24 | 18 | |
SMR RATING 1..100 | 12 | 3 | |
PRICE GROWTH RATING 1..100 | 2 | 34 | |
P/E GROWTH RATING 1..100 | 17 | 6 | |
SEASONALITY SCORE 1..100 | 44 | 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 (73) in the Computer Peripherals industry is in the same range as STX (90). This means that NTAP’s stock grew similarly to STX’s over the last 12 months.
STX's Profit vs Risk Rating (18) in the Computer Peripherals industry is in the same range as NTAP (24). 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.
NTAP's Price Growth Rating (2) in the Computer Peripherals industry is in the same range as STX (34). This means that NTAP’s stock grew similarly to STX’s over the last 12 months.
STX's P/E Growth Rating (6) in the Computer Peripherals industry is in the same range as NTAP (17). This means that STX’s stock grew similarly to NTAP’s over the last 12 months.
| NTAP | STX | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 55% | N/A |
| Stochastic ODDS (%) | 4 days ago 56% | 4 days ago 74% |
| Momentum ODDS (%) | 4 days ago 67% | 4 days ago 76% |
| MACD ODDS (%) | 4 days ago 61% | 4 days ago 61% |
| TrendWeek ODDS (%) | 4 days ago 65% | 4 days ago 80% |
| TrendMonth ODDS (%) | 4 days ago 62% | 4 days ago 68% |
| Advances ODDS (%) | 4 days ago 65% | 4 days ago 77% |
| Declines ODDS (%) | 19 days ago 55% | 7 days ago 70% |
| BollingerBands ODDS (%) | 4 days ago 50% | 4 days ago 67% |
| Aroon ODDS (%) | 4 days ago 63% | 4 days ago 73% |
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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% | +2.60% | ||
| DELL - NTAP | 68% Closely correlated | +0.14% | ||
| HPQ - NTAP | 65% Loosely correlated | +1.53% | ||
| WDC - NTAP | 58% Loosely correlated | +2.21% | ||
| LOGI - NTAP | 55% Loosely correlated | +0.90% | ||
| STX - NTAP | 55% Loosely correlated | +0.52% | ||
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STX and
Correlation & Price change
A.I.dvisor indicates that over the last year, STX has been closely correlated with WDC. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if STX jumps, then WDC could also see price increases.
| Ticker / NAME | Correlation To STX | 1D Price Change % | ||
|---|---|---|---|---|
| STX | 100% | +0.52% | ||
| WDC - STX | 87% Closely correlated | +2.21% | ||
| P - STX | 42% Loosely correlated | +2.81% | ||
| NTAP - STX | 40% Loosely correlated | +2.60% | ||
| ANET - STX | 40% Loosely correlated | +5.46% | ||
| IONQ - STX | 32% Poorly correlated | +1.87% | ||
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