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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 have benefited from AI-driven demand for data storage solutions in recent market activity, with STX delivering substantially stronger year-to-date and one-year returns.
- NTAP, focused on enterprise storage, all-flash arrays, and public cloud services, reported record results in fiscal 2026 and received Gartner leadership recognition in enterprise storage platforms.
- STX, a leading provider of mass-capacity hard disk drives, achieved 34% fiscal 2026 revenue growth and significant earnings expansion amid robust cloud and AI infrastructure spending.
- Valuation metrics show NTAP trading at a lower trailing price-to-earnings ratio compared with STX, reflecting differences in growth profiles and market positioning.
- Recent analyst activity includes upward price target revisions for NTAP, while STX maintains a strong buy consensus with elevated targets amid continued momentum.
- Sector exposure centers on technology hardware and data infrastructure, with both companies sensitive to enterprise IT spending cycles and hyperscale cloud expansion.
Introduction
NetApp, Inc. (NTAP) and Seagate Technology Holdings plc (STX) operate in the data storage segment of the technology sector, making them relevant for investors and traders seeking exposure to enterprise infrastructure and AI-related demand. This comparison examines their business models, recent performance trends, and market positioning to assist those evaluating relative opportunities within the storage industry. The analysis draws on observable financial metrics and developments from recent market activity to provide a balanced view suitable for portfolio construction or tactical allocation decisions.
NTAP Overview and Recent Performance
NetApp provides intelligent data infrastructure solutions, including all-flash storage arrays, public cloud services, and hybrid cloud offerings that support enterprise data management and AI workloads. In recent weeks, the stock has shown resilience amid broader technology sector movements, with shares trading near $187 as of late August 2026 after posting year-to-date gains exceeding 76%. Fiscal 2026 results highlighted record revenue in public cloud operations, which grew meaningfully year over year, alongside leadership recognition in the Gartner Magic Quadrant for Enterprise Storage Platforms. Analyst sentiment has improved, with several firms raising price targets in August 2026. Upcoming earnings scheduled for early September represent a key near-term catalyst that could influence sentiment based on guidance for fiscal 2027.
STX Overview and Recent Performance
Seagate Technology specializes in mass-capacity hard disk drives and storage solutions primarily serving cloud service providers and enterprise data centers. The stock has delivered exceptional returns in recent market activity, with year-to-date performance near 189% and one-year gains exceeding 385% as of late August 2026, when shares closed around $830. Fiscal 2026 results demonstrated robust expansion, with full-year revenue rising 34% to $12.2 billion and fourth-quarter non-GAAP earnings per share significantly exceeding estimates on strong cloud demand. Recent quarters have featured double-digit growth in exabyte shipments and improved margins, supported by AI infrastructure buildouts. The company maintains a strong buy analyst consensus with elevated price targets, though elevated valuation levels reflect high growth expectations.
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Head-to-Head Comparison
NetApp and Seagate Technology both supply critical components for data-intensive environments but differ in product focus and growth drivers. NTAP emphasizes software-defined storage, flash technology, and cloud services with higher gross margins, while STX concentrates on high-capacity hard drives optimized for hyperscale deployments where cost per terabyte remains a priority. Recent momentum has favored STX due to larger percentage gains and revenue acceleration, whereas NTAP offers relatively greater stability and lower valuation multiples. Risk factors include cyclical IT spending for both, with STX additionally exposed to commodity-like pricing dynamics in drives. Market sentiment reflects broad optimism around AI storage needs, though STX’s larger market capitalization and higher beta imply greater volatility relative to NTAP.
Tickeron AI Verdict
Based on observable factors including stronger recent trend consistency, earnings momentum, and favorable positioning within AI-driven cloud storage demand, Tickeron’s AI would assign a higher probability of outperformance to STX over the near term compared with NTAP. NTAP presents a more balanced profile with potentially lower downside risk given its valuation and enterprise focus. This assessment remains probabilistic and subject to evolving market data.
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 Hold and STX is a StrongBuy.
| NTAP | STX | NTAP / STX | |
| Capitalization | 39.1B | 189B | 21% |
| EBITDA | 2.12B | 4.25B | 50% |
| Gain YTD | 88.523 | 202.194 | 44% |
| P/E Ratio | 28.15 | 59.72 | 47% |
| Revenue | 7.39B | 12.2B | 61% |
| Total Cash | 3.58B | 1.7B | 210% |
| Total Debt | 2.53B | 3.86B | 66% |
NTAP | STX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 76 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 17 | 19 | |
SMR RATING 1..100 | 13 | 9 | |
PRICE GROWTH RATING 1..100 | 38 | 34 | |
P/E GROWTH RATING 1..100 | 21 | 7 | |
SEASONALITY SCORE 1..100 | 37 | 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 (77) in the Computer Peripherals industry is in the same range as STX (91). This means that NTAP’s stock grew similarly to STX’s over the last 12 months.
NTAP's Profit vs Risk Rating (17) in the Computer Peripherals industry is in the same range as STX (19). This means that NTAP’s stock grew similarly to STX’s over the last 12 months.
STX's SMR Rating (9) in the Computer Peripherals industry is in the same range as NTAP (13). This means that STX’s stock grew similarly to NTAP’s over the last 12 months.
STX's Price Growth Rating (34) in the Computer Peripherals industry is in the same range as NTAP (38). This means that STX’s stock grew similarly to NTAP’s over the last 12 months.
STX's P/E Growth Rating (7) in the Computer Peripherals industry is in the same range as NTAP (21). This means that STX’s stock grew similarly to NTAP’s over the last 12 months.
| NTAP | STX | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 57% | N/A |
| Stochastic ODDS (%) | 1 day ago 58% | 1 day ago 78% |
| Momentum ODDS (%) | 1 day ago 74% | 1 day ago 71% |
| MACD ODDS (%) | 1 day ago 67% | 1 day ago 74% |
| TrendWeek ODDS (%) | 1 day ago 66% | 1 day ago 81% |
| TrendMonth ODDS (%) | 1 day ago 63% | 1 day ago 82% |
| Advances ODDS (%) | 5 days ago 65% | 5 days ago 79% |
| Declines ODDS (%) | 3 days ago 56% | 1 day ago 69% |
| BollingerBands ODDS (%) | 1 day ago 59% | 1 day ago 67% |
| Aroon ODDS (%) | 1 day ago 53% | 1 day ago 87% |
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 overvalued. 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 3 FA rating(s) are green while STX’s FA Score has 3 green FA rating(s).
- NTAP’s FA Score: 3 green, 2 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 2 TA indicator(s) are bullish while STX’s TA Score has 3 bullish TA indicator(s).
- NTAP’s TA Score: 2 bullish, 6 bearish.
- STX’s TA Score: 3 bullish, 5 bearish.
Price Growth
NTAP (@Computer Communications) experienced а +7.38% price change this week, while STX (@Computer Processing Hardware) price change was -2.25% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -3.13%. For the same industry, the average monthly price growth was -6.47%, and the average quarterly price growth was +14.57%.
The average weekly price growth across all stocks in the @Computer Processing Hardware industry was -3.63%. For the same industry, the average monthly price growth was -1.17%, and the average quarterly price growth was +25.98%.
Reported Earning Dates
NTAP is expected to report earnings on Dec 01, 2026.
STX is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Computer Communications (-3.13% 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 (-3.63% 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.
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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% | -3.73% | ||
| WDC - STX | 88% Closely correlated | -2.98% | ||
| P - STX | 44% Loosely correlated | +4.34% | ||
| NTAP - STX | 40% Loosely correlated | +8.54% | ||
| IONQ - STX | 32% Poorly correlated | -0.24% | ||
| QMCO - STX | 32% Poorly correlated | +2.39% | ||
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