Advertisement
NTAP or STX or WDC
Which Stock Would AI Choose? NetApp (NTAP) vs. Seagate Technology Holdings (STX) vs. Western Digital (WDC) Stock Comparison
Key Takeaways
- NTAP delivered Q3 FY2026 revenue of $1.71B (up 4% YoY) and record non-GAAP EPS of $2.12, driven by AI storage and all-flash array growth, though shares have underperformed YTD amid margin pressures.
- STX reported Q2 FY2026 revenue of $2.83B (up 22% YoY) with non-GAAP EPS of $3.11, fueled by HAMR technology and nearline capacity fully allocated through 2026, supporting strong momentum.
- WDC posted Q2 FY2026 revenue of $3.02B (up 25% YoY) and non-GAAP EPS of $2.13, with 2026 HDD production sold out to AI hyperscalers (89% of cloud revenue), highlighting peak demand visibility.
- HDD peers STX and WDC show explosive YTD gains (33-42%) and multi-year contracts versus NTAP's stability (down ~4-7% YTD), amid AI data center storage surge.
- All three benefit from AI-driven storage needs, but STX and WDC lead in high-capacity HDD momentum while NTAP excels in hybrid cloud software.
Introduction
NetApp (NTAP), Seagate Technology Holdings (STX), and Western Digital (WDC) operate in the data storage sector, where surging AI infrastructure demands massive capacity solutions. This stock comparison evaluates their recent performance, business models, and market positioning amid cloud and hyperscale growth. Traders eyeing momentum in AI-related plays and long-term investors assessing storage oligopoly dynamics will benefit from insights into relative valuation, catalysts, and sector tailwinds driving relative performance and stock comparison value.
NTAP Overview and Recent Performance
NetApp (NTAP) provides hybrid cloud data management software, all-flash arrays, and public cloud services, enabling unified storage across on-premises and cloud environments. In recent market activity, shares traded around $101, reflecting stability with a market cap near $20B and forward P/E of ~14-16. Q3 FY2026 results showed revenue of $1.71B (up 4% YoY, 6% ex-Spot divestiture) and record non-GAAP EPS of $2.12, beating estimates amid all-flash array sales hitting $1B (up 9%) and AI traction. Sentiment has been tempered by rising memory costs pressuring margins, though raised FY2026 guidance ($6.77-6.92B revenue) and strong cash flow ($317M) underscore resilience in enterprise and cloud segments.
STX Overview and Recent Performance
Seagate Technology Holdings (STX) specializes in hard disk drives (HDDs) and solid-state solutions for mass-capacity storage, targeting data centers and cloud providers. Recent trading saw shares near $353, with a ~$79-93B market cap and elevated P/E reflecting growth. Q2 FY2026 delivered $2.83B revenue (up 22% YoY), non-GAAP EPS of $3.11, and record margins (42.2% gross), driven by 190 exabytes shipped and HAMR-based Mozaic 4+ platform advancements (1.5M+ units). Nearline capacity is fully allocated through 2026, boosting sentiment via AI hyperscaler demand, with Q3 guidance at $2.9B revenue signaling sustained momentum.
WDC Overview and Recent Performance
Western Digital (WDC) manufactures HDDs and flash storage, focusing on high-capacity drives for AI data centers post-SanDisk restructuring. Shares recently at ~$245, with ~$83-88B market cap and P/E ~23-25. Q2 FY2026 revenue reached $3.02B (up 25% YoY), non-GAAP EPS $2.13, and gross margins at 46.1%, propelled by 215 exabytes shipped (up 22%) and cloud platform comprising 89% of revenue. Production capacity sold out through 2026 via multi-year hyperscaler deals extending to 2028 has fueled positive sentiment, despite recent volatility.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases over 25 top-performing AI trading bots from its library of hundreds that analyze thousands of tickers, spotlighting those best suited to current market conditions like volatility and sector rotations. These bots deliver impressive stats: annualized returns up to +218%, win rates of 52-95%, and profit factors reaching 25+. Strategies span swing trading, hedging, and trend following across sectors including semiconductors (+102% on SOXL), infrastructure (+68%), and volatility plays. Users can filter by timeframe (5-60min), assets, and risk, enabling copy trading via signal, virtual, or brokerage agents. Explore these curated performers to enhance your strategy in dynamic markets.
Head-to-Head Comparison
NTAP emphasizes software-defined hybrid cloud storage with stable growth (2-5% revenue), lower volatility (beta ~1.35), and attractive valuation (P/E ~16), contrasting STX and WDC's hardware-centric HDD focus yielding explosive momentum (YTD +33-42%, 1Y +280-450%) from AI exabyte demand. HDD duopoly peers share risks like cyclicality and NAND competition but benefit from sold-out capacity and pricing power (HDD prices +46-60%), with WDC edging in revenue growth (28% LTM) and diversification, STX in HAMR tech leadership. NTAP offers sector exposure with less sensitivity to hardware cycles, while peers trade at premiums reflecting multi-year catalysts versus broader valuation risks.
Tickeron AI Verdict
Tickeron’s AI currently favors WDC for its superior trend consistency, sold-out 2026 capacity providing demand visibility through 2028, and leading relative positioning in AI hyperscaler storage (89% cloud revenue, 25% YoY growth). Probabilistic edge over STX (strong HAMR ramp) and NTAP (stable but lower momentum) stems from catalysts like margin expansion and exabyte shipment records, though monitoring cycle peaks remains key.
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.
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), and WDC’s FA Score reflects 4 green FA rating(s).
- NTAP’s FA Score: 2 green, 3 red.
- STX’s FA Score: 4 green, 1 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.
NTAP’s TA Score shows that 6 TA indicator(s) are bullish while STX’s TA Score has 6 bullish TA indicator(s), and WDC’s TA Score reflects 5 bullish TA indicator(s).
- NTAP’s TA Score: 6 bullish, 3 bearish.
- STX’s TA Score: 6 bullish, 4 bearish.
- WDC’s TA Score: 5 bullish, 4 bearish.
Price Growth
NTAP (@Computer Communications) experienced а +8.96% price change this week, while STX (@Computer Processing Hardware) price change was +8.87% , 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 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%.
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%.
Reported Earning Dates
NTAP is expected to report earnings on May 28, 2026.
STX is expected to report earnings on Apr 28, 2026.
WDC is expected to report earnings on Apr 30, 2026.
Industries' Descriptions
@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.
@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.
| NTAP | STX | WDC | |
| Capitalization | 20.6B | 123B | 126B |
| EBITDA | 1.79B | 2.74B | 4.37B |
| Gain YTD | -1.412 | 99.247 | 116.345 |
| P/E Ratio | 17.54 | 61.89 | 35.21 |
| Revenue | 6.71B | 10.1B | 10.7B |
| Total Cash | 3.01B | N/A | 4.04B |
| Total Debt | 2.73B | 4.8B | 4.66B |
NTAP | STX | WDC | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 42 | 30 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 95 Overvalued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 58 | 3 | 3 | |
SMR RATING 1..100 | 12 | 4 | 24 | |
PRICE GROWTH RATING 1..100 | 53 | 1 | 1 | |
P/E GROWTH RATING 1..100 | 47 | 4 | 5 | |
SEASONALITY SCORE 1..100 | 32 | 75 | 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) and is significantly better than the same rating for STX (95). This means that NTAP's stock grew somewhat faster than WDC’s and significantly faster than STX’s over the last 12 months.
WDC's Profit vs Risk Rating (3) in the Computer Peripherals industry is in the same range as STX (3) and is somewhat better than the same rating for NTAP (58). This means that WDC's stock grew similarly to STX’s and 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) and is in the same range as WDC (24). This means that STX's stock grew similarly to NTAP’s and similarly to WDC’s over the last 12 months.
STX's Price Growth Rating (1) in the Computer Peripherals industry is in the same range as WDC (1) and is somewhat better than the same rating for NTAP (53). This means that STX's stock grew similarly to WDC’s and somewhat faster than NTAP’s over the last 12 months.
STX's P/E Growth Rating (4) in the Computer Peripherals industry is in the same range as WDC (5) and is somewhat better than the same rating for NTAP (47). This means that STX's stock grew similarly to WDC’s and somewhat faster than NTAP’s over the last 12 months.
| NTAP | STX | WDC | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 61% | 3 days ago 62% |
| Stochastic ODDS (%) | 3 days ago 62% | 3 days ago 70% | 3 days ago 75% |
| Momentum ODDS (%) | 3 days ago 70% | 3 days ago 78% | 3 days ago 81% |
| MACD ODDS (%) | 3 days ago 63% | 3 days ago 72% | 3 days ago 78% |
| TrendWeek ODDS (%) | 3 days ago 63% | 3 days ago 78% | 3 days ago 79% |
| TrendMonth ODDS (%) | 3 days ago 58% | 3 days ago 79% | 3 days ago 80% |
| Advances ODDS (%) | 3 days ago 63% | 3 days ago 76% | 6 days ago 79% |
| Declines ODDS (%) | 13 days ago 54% | 25 days ago 71% | 4 days ago 68% |
| BollingerBands ODDS (%) | 3 days ago 90% | 3 days ago 56% | 3 days ago 63% |
| Aroon ODDS (%) | 3 days ago 57% | 3 days ago 83% | 3 days ago 83% |
Advertisement