AXT Inc vs NetApp Inc. — how do they compare? AXT Inc trades at $78.96 (market cap $4.83B), while NetApp Inc. trades at $199.79 (market cap $39.00B). The key difference: NetApp Inc. is far larger — about 8.1× AXT Inc's market cap, and NetApp Inc. pays a 1.05% dividend while AXT Inc pays none. Which is the better fit depends on your goals.
| AXTI | NTAP | |
|---|---|---|
Market Cap | $4.83B | $39.00B |
Sector | Technology | Technology |
52-Week High | $140.83 | $198.72 |
52-Week Low | $2.05 | $94.11 |
Enterprise Value | $4.50B | $38.14B |
Dividend Yield | — | 1.05% |
Signals from Pluang's Aura AI — not financial advice
AXTI trades at $88.58, up 17.84% in 24 hours, reflecting strong momentum after Q2 2026 earnings beat. The stock is technically bullish with support at $82 and resistance at $92. Fundamentally, revenue grew to $126 million in 2026 with a net profit margin of 3.23%, though valuation ratios like P/E of 2,460.33 appear elevated. Recent news highlights surging indium phosphide demand driven by AI data centers.
Outlook is positive with analyst consensus at Buy (72.73%) and a $72.50 price target, but risks include high valuation, cash flow volatility, and dependence on AI-driven demand. The stock offers growth exposure to semiconductor substrates, yet investors should weigh profitability sustainability against rich multiples.
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Trailing returns across standard periods
Latest headlines on both assets
AXT develops and manufactures high-performance compound semiconductor wafer substrates. Its products, like indium phosphide and gallium arsenide, are essential for data centers, 5G, and consumer electronics.
Read more on AXTI →NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →