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ANET or NTAP or WDC
Which Stock Would AI Choose? Arista Networks (ANET) vs. NetApp (NTAP) vs. Western Digital (WDC) Stock Comparison
Key Takeaways
- WDC leads with explosive YTD gains over 46%, driven by AI storage demand, contrasting ANET's 11% decline amid valuation pressures.
- NTAP offers stability with modest YTD performance around 5%, supported by consistent earnings beats in hybrid cloud storage.
- All three benefit from AI infrastructure growth, but WDC shows strongest recent momentum via hyperscaler contracts, while ANET excels in long-term returns (49% over 1 year).
- Valuations vary: NTAP at lower P/E multiples appears more attractive for value, ANET trades at premium for growth.
- Recent market activity reflects sector volatility, with storage plays like WDC outperforming networking like ANET.
- Revenue growth strong across board: ANET +29%, WDC +25% YoY in recent quarters.
Introduction
This comparison examines ANET, NTAP, and WDC, key players in data infrastructure essential for AI and cloud computing. ANET provides high-performance networking, NTAP hybrid cloud storage, and WDC high-capacity drives. Traders eyeing momentum in AI-driven sectors and investors assessing relative performance in storage and networking will benefit from insights into recent trends, growth drivers, and market positioning. As data demands surge, these stocks highlight trade-offs in volatility, valuation, and sector exposure.
ANET Overview and Recent Performance
Arista Networks, Inc. (ANET) specializes in cloud networking solutions, including high-speed Ethernet switches optimized for AI data centers, campuses, and routing. Its Extensible Operating System (EOS) enables programmable, low-latency networks for hyperscalers. In recent market activity, ANET shares experienced pressure, declining around 4% in a single session to near $116, with a pullback of about 13% over recent weeks amid insider selling and elevated valuations. Year-to-date, the stock is down over 11%, underperforming broader indices, though it boasts strong 1-year returns of 49% and 5-year gains exceeding 500%. Revenue reached $9.01 billion TTM, up 29%, with net margins near 39% and earnings growth averaging 34% annually. Sentiment reflects AI tailwinds tempered by high P/E ratios around 43x, contributing to recent consolidation after peaking near $165.
NTAP Overview and Recent Performance
NetApp, Inc. (NTAP) delivers intelligent data infrastructure, including unified storage systems and cloud services via ONTAP software for hybrid environments. It supports AI workloads through all-flash arrays and ransomware protection. Recent quarters showed resilience, with Q3 FY2026 revenue at $1.71 billion (up 4% YoY) and EPS of $2.12 beating estimates, driving after-hours gains. Shares trade around $101, with YTD performance near flat to slightly down 5%, but 1-year returns of 17% and stable dividends (yield ~2%). TTM revenue stands at $6.71 billion, with ROE (return on equity) over 100% and net margins at 18%. Market sentiment favors its earnings consistency and hybrid cloud focus, though growth lags pure AI plays; recent alliances like with Commvault enhance cyber resilience positioning.
WDC Overview and Recent Performance
Western Digital Corporation (WDC) manufactures HDDs and storage solutions critical for AI data centers, emphasizing high-capacity nearline drives. Post its flash business separation, it targets hyperscaler demand with ePMR and HAMR technologies. Recent performance surged, with Q4 CY2025 revenue at $3.02 billion (up 25% YoY) and EPS $2.13 exceeding forecasts; shares hit highs near $320 before recent volatility to $252. YTD gains exceed 46%, with 1-year returns over 500%, far outpacing peers. TTM revenue $9.52 billion reflects AI-driven exabyte shipments up 23%. Sentiment boosted by firm orders through 2027 and upgrades (e.g., Bernstein to Outperform, $340 target), though cyclical risks and recent 9% drops highlight volatility in storage demand.
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Head-to-Head Comparison
ANET, NTAP, and WDC anchor AI data ecosystems: ANET's networking contrasts NTAP's software-defined storage and WDC's hardware scale. Growth drivers diverge—ANET leverages AI software margins (39% net), NTAP hybrid cloud stability (ROE 105%), WDC exabyte volume via HDDs. Recent momentum favors WDC (46% YTD) over ANET's dip (-11%) and NTAP's steadiness (5%); 1-year: WDC 522%, ANET 49%, NTAP 17%. Risks include ANET's hyperscaler reliance, NTAP's slower revenue pace (2-4%), WDC's cyclicality. All expose to tech/AI, but WDC's lower P/E (~26x) versus ANET (44x) suits value; NTAP (~17x) offers dividend appeal. Sentiment tilts to storage amid data explosion, with WDC's catalysts like HAMR outshining peers' consistency.
Tickeron AI Verdict
Tickeron’s AI currently favors WDC due to superior trend consistency in AI storage demand, robust relative momentum (46% YTD), and catalysts like hyperscaler bookings through 2027. While ANET shows strong fundamentals and NTAP stability, WDC's positioning offers higher probabilistic upside in the data infrastructure buildout, balanced against volatility.
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. Disclaimers and Limitations
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).
ANET’s FA Score shows that 4 FA rating(s) are green whileNTAP’s FA Score has 2 green FA rating(s), and WDC’s FA Score reflects 4 green FA rating(s).
- ANET’s FA Score: 4 green, 1 red.
- NTAP’s FA Score: 2 green, 3 red.
- WDC’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.
ANET’s TA Score shows that 5 TA indicator(s) are bullish while NTAP’s TA Score has 6 bullish TA indicator(s), and WDC’s TA Score reflects 5 bullish TA indicator(s).
- ANET’s TA Score: 5 bullish, 4 bearish.
- NTAP’s TA Score: 6 bullish, 3 bearish.
- WDC’s TA Score: 5 bullish, 4 bearish.
Price Growth
ANET (@Computer Processing Hardware) experienced а +11.46% price change this week, while NTAP (@Computer Communications) price change was +8.96% , and WDC (@Computer Processing Hardware) price fluctuated +8.47% for the same time period.
The average weekly price growth across all stocks in the @Computer Processing Hardware industry was +10.33%. For the same industry, the average monthly price growth was +6.24%, and the average quarterly price growth was +4.82%.
The average weekly price growth across all stocks in the @Computer Communications industry was +22.06%. For the same industry, the average monthly price growth was +9.95%, and the average quarterly price growth was +11.82%.
Reported Earning Dates
ANET is expected to report earnings on May 05, 2026.
NTAP is expected to report earnings on May 28, 2026.
WDC is expected to report earnings on Apr 30, 2026.
Industries' Descriptions
@Computer Processing Hardware (+10.33% 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 (+22.06% 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.
| ANET | NTAP | WDC | |
| Capitalization | 207B | 20.6B | 126B |
| EBITDA | 3.93B | 1.79B | 4.37B |
| Gain YTD | 25.338 | -1.412 | 116.345 |
| P/E Ratio | 59.72 | 17.54 | 35.21 |
| Revenue | 9.01B | 6.71B | 10.7B |
| Total Cash | 10.7B | 3.01B | 4.04B |
| Total Debt | 48M | 2.73B | 4.66B |
ANET | NTAP | WDC | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 44 | 20 | 30 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 13 Undervalued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 21 | 58 | 3 | |
SMR RATING 1..100 | 30 | 12 | 24 | |
PRICE GROWTH RATING 1..100 | 5 | 53 | 1 | |
P/E GROWTH RATING 1..100 | 14 | 47 | 5 | |
SEASONALITY SCORE 1..100 | 50 | 32 | 90 |
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 somewhat better than the same rating for WDC (69) in the Computer Peripherals industry, and is significantly better than the same rating for ANET (81) in the Computer Communications industry. This means that NTAP's stock grew somewhat faster than WDC’s and significantly faster than ANET’s over the last 12 months.
WDC's Profit vs Risk Rating (3) in the Computer Peripherals industry is in the same range as ANET (21) in the Computer Communications industry, and is somewhat better than the same rating for NTAP (58) in the Computer Peripherals industry. This means that WDC's stock grew similarly to ANET’s and somewhat faster than NTAP’s over the last 12 months.
NTAP's SMR Rating (12) in the Computer Peripherals industry is in the same range as WDC (24) in the Computer Peripherals industry, and is in the same range as ANET (30) in the Computer Communications industry. This means that NTAP's stock grew similarly to WDC’s and similarly to ANET’s over the last 12 months.
WDC's Price Growth Rating (1) in the Computer Peripherals industry is in the same range as ANET (5) in the Computer Communications industry, and is somewhat better than the same rating for NTAP (53) in the Computer Peripherals industry. This means that WDC's stock grew similarly to ANET’s and somewhat faster than NTAP’s over the last 12 months.
WDC's P/E Growth Rating (5) in the Computer Peripherals industry is in the same range as ANET (14) in the Computer Communications industry, and is somewhat better than the same rating for NTAP (47) in the Computer Peripherals industry. This means that WDC's stock grew similarly to ANET’s and somewhat faster than NTAP’s over the last 12 months.
| ANET | NTAP | WDC | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 57% | N/A | 3 days ago 62% |
| Stochastic ODDS (%) | 3 days ago 60% | 3 days ago 62% | 3 days ago 75% |
| Momentum ODDS (%) | 3 days ago 81% | 3 days ago 70% | 3 days ago 81% |
| MACD ODDS (%) | 3 days ago 79% | 3 days ago 63% | 3 days ago 78% |
| TrendWeek ODDS (%) | 3 days ago 80% | 3 days ago 63% | 3 days ago 79% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 58% | 3 days ago 80% |
| Advances ODDS (%) | 3 days ago 81% | 3 days ago 63% | 6 days ago 79% |
| Declines ODDS (%) | 21 days ago 66% | 13 days ago 54% | 4 days ago 68% |
| BollingerBands ODDS (%) | 3 days ago 70% | 3 days ago 90% | 3 days ago 63% |
| Aroon ODDS (%) | N/A | 3 days ago 57% | 3 days ago 83% |
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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% | +0.82% | ||
| DELL - NTAP | 68% Closely correlated | +1.79% | ||
| HPQ - NTAP | 65% Loosely correlated | +0.81% | ||
| WDC - NTAP | 58% Loosely correlated | +2.99% | ||
| LOGI - NTAP | 55% Loosely correlated | +2.07% | ||
| STX - NTAP | 55% Loosely correlated | +3.00% | ||
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WDC and
Correlation & Price change
A.I.dvisor indicates that over the last year, WDC has been closely correlated with STX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if WDC jumps, then STX could also see price increases.
| Ticker / NAME | Correlation To WDC | 1D Price Change % | ||
|---|---|---|---|---|
| WDC | 100% | +2.99% | ||
| STX - WDC | 88% Closely correlated | +3.00% | ||
| SNDK - WDC | 67% Closely correlated | +0.17% | ||
| NTAP - WDC | 58% Loosely correlated | +0.82% | ||
| LOGI - WDC | 52% Loosely correlated | +2.07% | ||
| SMCI - WDC | 40% Loosely correlated | +0.56% | ||
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