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NTAP vs STX
Which Stock Would AI Choose? NetApp, Inc. (NTAP) vs. Seagate Technology Holdings plc (STX) Stock Comparison
Key Takeaways
- NTAP (NTAP) offers stable hybrid cloud storage solutions with recent all-flash array growth, but YTD returns lag at around 9-10% amid broader tech sector pressures.
- STX (STX) surges with explosive momentum, boasting 80%+ YTD and over 600% one-year gains, fueled by AI-driven HDD demand for mass-capacity storage.
- Recent market activity shows STX benefiting from strategic divestitures like Lyve Cloud and rising HDD prices, contrasting NTAP's partnerships in hybrid cloud and security.
- STX commands a larger market cap near $113B versus NTAP's $19B, reflecting stronger investor sentiment in hardware for AI data centers.
- Both stocks operate in data storage but diverge: NTAP emphasizes software-defined infrastructure, while STX leads in high-capacity drives amid hyperscaler backlogs.
- Relative performance highlights STX's outperformance, though with higher volatility compared to NTAP's steadier profile.
Introduction
NetApp, Inc. (NTAP) and Seagate Technology Holdings plc (STX) represent key players in the data storage sector, critical to the expanding demands of AI, cloud computing, and enterprise data management. This stock comparison evaluates their business models, recent performance, and market positioning in the current environment of surging data center investments. Traders seeking momentum plays may eye STX's hardware surge, while long-term investors might appreciate NTAP's recurring revenue from hybrid cloud services. Understanding their relative strengths aids in assessing sector exposure and portfolio diversification amid volatile tech trends.
NTAP Overview and Recent Performance
NetApp, Inc. (NTAP) is an intelligent data infrastructure company providing unified storage, data management software, and cloud services across hybrid and public cloud environments. Its offerings include ONTAP software, all-flash arrays, and partnerships with AWS, Azure, and Google Cloud, serving sectors like financial services, healthcare, and tech.
In recent market activity, NTAP has traded around $96, with a market cap of approximately $19B. The stock has shown resilience through quarterly earnings beats, including Q3 fiscal 2026 revenue of $1.71B (up 4% YoY) and non-GAAP EPS of $2.12, driven by 11% growth in all-flash arrays to $1B and Keystone storage-as-a-service expansion. Recent weeks feature alliances with Nutanix for hybrid cloud, Commvault and Elastio for ransomware protection, and new EF-Series systems for AI workloads. Sentiment reflects steady execution amid flash growth and margin stability, though YTD returns hover at 9-10% versus broader indices, pressured by tech sector rotations. Influences include AI infrastructure deals and public cloud services up 18% YoY, supporting consistent billings growth.
STX Overview and Recent Performance
Seagate Technology Holdings plc (STX) specializes in data storage solutions, primarily hard disk drives (HDDs) for enterprise nearline, mass-capacity applications, alongside SSDs and edge-to-cloud platforms. It targets hyperscalers, OEMs, and cloud providers with high-capacity products like HAMR-based Mozaic drives.
Recent trading sees STX near $500-$503, with a market cap exceeding $112B. Performance has been stellar, with YTD gains over 80% and one-year returns surpassing 600%, outpacing peers amid AI data center booms. Q2 fiscal 2026 delivered $2.83B revenue (up 22% YoY) and EPS of $3.11, beating estimates on nearline drive demand averaging 23TB capacity. Key developments include divesting Lyve Cloud to Wasabi for core focus, rising HDD prices, and analyst upgrades like Morgan Stanley's $582 target. Sentiment shifts positively on sold-out capacity through 2026 and cloud revenue momentum, though volatility persists from cyclical hardware exposure. Data center segment hit 79% of revenue, up 28% YoY.
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Head-to-Head Comparison
NTAP (NTAP) and STX (STX) both thrive in data storage but contrast sharply: NTAP focuses on software-centric hybrid cloud with unified management (ONTAP, BlueXP), yielding recurring public cloud revenue (40% mix) and stability (beta ~1.1-1.3), while STX dominates hardware HDDs for exabyte-scale AI archiving, driving hyper-growth via HAMR tech and hyperscaler deals.
Growth drivers diverge—NTAP's 4-6% revenue uptick from AI flash and STaaS (storage-as-a-service) versus STX's 20%+ surges on nearline demand. Recent momentum favors STX (monthly gains ~30%), dwarfing NTAP's flat-to-modest moves, though NTAP edges in margins (31% operating). Risk factors include STX's cyclicality, debt, and NAND shifts versus NTAP's slower AI ramp and enterprise budget sensitivity. Sector exposure overlaps in tech/AI but STX leans hyperscalers (79% data center), NTAP diversified enterprise. Market sentiment tilts bullish on STX's catalysts like capacity constraints, trading at premiums, while NTAP offers value in stock comparison for relative performance.
Tickeron AI Verdict
Tickeron’s AI currently favors STX over NTAP, based on superior trend consistency, explosive revenue momentum from AI mass-storage demand, and stronger relative positioning with backlogs through 2026. Probabilistic edge stems from STX's catalysts like HAMR adoption and HDD pricing power, despite higher volatility, positioning it ahead of NTAP's stable but lower-growth hybrid cloud trajectory in prevailing data center expansions.
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 Disclaimers and Limitations.
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 Hold 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 2 FA rating(s) are green whileSTX’s FA Score has 4 green FA rating(s).
- NTAP’s FA Score: 2 green, 3 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 7 TA indicator(s) are bullish while STX’s TA Score has 6 bullish TA indicator(s).
- NTAP’s TA Score: 7 bullish, 2 bearish.
- STX’s TA Score: 6 bullish, 4 bearish.
Price Growth
NTAP (@Computer Communications) experienced а +8.37% price change this week, while STX (@Computer Processing Hardware) price change was +6.20% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +22.90%. For the same industry, the average monthly price growth was +9.09%, and the average quarterly price growth was +11.62%.
The average weekly price growth across all stocks in the @Computer Processing Hardware industry was +11.06%. For the same industry, the average monthly price growth was +3.54%, and the average quarterly price growth was +3.80%.
Reported Earning Dates
NTAP is expected to report earnings on May 28, 2026.
STX is expected to report earnings on Apr 28, 2026.
Industries' Descriptions
@Computer Communications (+22.90% 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 (+11.06% 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 | 20.5B | 119B | 17% |
| EBITDA | 1.79B | 2.74B | 65% |
| Gain YTD | -2.213 | 93.448 | -2% |
| P/E Ratio | 17.40 | 60.09 | 29% |
| Revenue | 6.71B | 10.1B | 66% |
| Total Cash | 3.01B | N/A | - |
| Total Debt | 2.73B | 4.8B | 57% |
NTAP | STX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 11 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 94 Overvalued | |
PROFIT vs RISK RATING 1..100 | 58 | 3 | |
SMR RATING 1..100 | 12 | 4 | |
PRICE GROWTH RATING 1..100 | 59 | 1 | |
P/E GROWTH RATING 1..100 | 46 | 4 | |
SEASONALITY SCORE 1..100 | 32 | 85 |
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 (13) in the Computer Peripherals industry is significantly better than the same rating for STX (94). This means that NTAP’s stock grew significantly faster than STX’s over the last 12 months.
STX's Profit vs Risk Rating (3) in the Computer Peripherals industry is somewhat better than the same rating for NTAP (58). This means that STX’s stock grew somewhat faster than NTAP’s over the last 12 months.
STX's SMR Rating (4) 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 somewhat better than the same rating for NTAP (59). This means that STX’s stock grew somewhat faster than NTAP’s over the last 12 months.
STX's P/E Growth Rating (4) in the Computer Peripherals industry is somewhat better than the same rating for NTAP (46). This means that STX’s stock grew somewhat faster than NTAP’s over the last 12 months.
| NTAP | STX | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 66% |
| Stochastic ODDS (%) | 1 day ago 64% | 1 day ago 72% |
| Momentum ODDS (%) | 1 day ago 74% | 1 day ago 74% |
| MACD ODDS (%) | 1 day ago 65% | 1 day ago 77% |
| TrendWeek ODDS (%) | 1 day ago 63% | 1 day ago 78% |
| TrendMonth ODDS (%) | 1 day ago 58% | 1 day ago 79% |
| Advances ODDS (%) | 1 day ago 63% | 3 days ago 76% |
| Declines ODDS (%) | 10 days ago 54% | 22 days ago 71% |
| BollingerBands ODDS (%) | 1 day ago 81% | 1 day ago 72% |
| Aroon ODDS (%) | 1 day ago 56% | 1 day ago 82% |
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NTAP and
Correlation & Price change
A.I.dvisor indicates that over the last year, NTAP has been closely correlated with PSTG. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if NTAP jumps, then PSTG could also see price increases.
| Ticker / NAME | Correlation To NTAP | 1D Price Change % | ||
|---|---|---|---|---|
| NTAP | 100% | +3.34% | ||
| PSTG - NTAP | 73% Closely correlated | +4.48% | ||
| DELL - NTAP | 68% Closely correlated | +8.92% | ||
| HPQ - NTAP | 65% Loosely correlated | +2.55% | ||
| WDC - NTAP | 58% Loosely correlated | -0.91% | ||
| LOGI - NTAP | 55% Loosely correlated | +1.43% | ||
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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 88% 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% | +2.35% | ||
| WDC - STX | 88% Closely correlated | -0.91% | ||
| SNDK - STX | 62% Loosely correlated | +3.11% | ||
| NTAP - STX | 40% Loosely correlated | +3.34% | ||
| PSTG - STX | 37% Loosely correlated | +4.48% | ||
| ANET - STX | 33% Loosely correlated | +4.33% | ||
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