BigBearai Holdings Inc vs NetApp Inc. — how do they compare? BigBearai Holdings Inc trades at $3.35 (market cap $1.55B), while NetApp Inc. trades at $198.55 (market cap $39.00B). The key difference: NetApp Inc. is far larger — about 25.2× BigBearai Holdings Inc's market cap, and NetApp Inc. pays a 1.05% dividend while BigBearai Holdings Inc pays none. Which is the better fit depends on your goals.
| BBAI | NTAP | |
|---|---|---|
Market Cap | $1.55B | $39.00B |
Sector | Technology | Technology |
52-Week High | $8.91 | $198.72 |
52-Week Low | $2.61 | $94.11 |
Enterprise Value | $1.25B | $38.14B |
Dividend Yield | — | 1.05% |
Signals from Pluang's Aura AI — not financial advice
BBAI trades at $3.27, up 8.64% with a bullish technical signal despite negative profitability metrics. The company reported Q2 2026 revenue growth of 13% and beat EPS estimates, though it remains unprofitable with a -65.2% net income margin. Recent news highlights defense contract execution and generative AI platform expansion for government clients.
The outlook remains challenging due to persistent losses and negative cash flow from operations, though analyst consensus leans neutral with 75% hold ratings. Key risks include execution on government contracts and achieving profitability, while technical indicators suggest near-term bullish momentum.
NetApp (NTAP) trades at $189.52, down 1.02% on the day, with a bullish technical outlook supported by moving averages and strong support at $186. The company reported Q1 2026 EPS of $2.43, beating estimates, and maintains robust profitability with an 18.43% net margin. Recent acquisitions of JetStream Software and DataPelago aim to enhance AI infrastructure capabilities, driving positive sentiment amid rising cloud demand.
Outlook remains favorable with consistent earnings beats and strategic AI investments, but risks include high valuation multiples (P/E 29.85) and competitive pressures. Analysts show mixed sentiment with a $170.73 consensus target, suggesting cautious optimism. Institutional holdings reflect confidence, though debt levels have risen to 29.89% of assets, warranting monitoring.
Trailing returns across standard periods
BigBearai Holdings Inc is a specialized provider of AI-driven decision intelligence solutions, primarily serving the U.S. defense, intelligence, and national security communities. It operationalizes complex data into actionable insights through its core modules—Observe, Orient, and Dominate—to support mission-critical operations and logistics.
Read more on BBAI →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 →