Dell Technologies Inc vs NetApp Inc. — how do they compare? Dell Technologies Inc trades at $583.07 (market cap $368.11B), while NetApp Inc. trades at $231.05 (market cap $46.31B). The key difference: Dell Technologies Inc is far larger — about 7.9× NetApp Inc.'s market cap, and NetApp Inc. pays the higher dividend (0.88%). Which is the better fit depends on your goals — on Pluang, investors hold Dell Technologies Inc for 57 Days and NetApp Inc. for 57 Days on average.
| DELL | NTAP | |
|---|---|---|
Market Cap | $368.11B | $46.31B |
Volume | 3,975,387 | 3,002,392 |
Sector | Technology | Technology |
52-Week High | $588.67 | $235.84 |
52-Week Low | $111.10 | $94.11 |
Typical Hold Time | 57 Days | 57 Days |
Enterprise Value | $391.01B | $45.27B |
Dividend Yield | 0.44% | 0.88% |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies (DELL) trades at $574.74, up 0.16% today, with a bullish technical outlook from moving averages and a consensus analyst price target of $566.35. The stock is buoyed by strong AI server demand, with Q2 2026 EPS of $7.04 beating estimates by 43% and revenue guidance for fiscal 2027 raised to approximately $192 billion. Recent news highlights a 20% dividend increase and a $74 billion AI server backlog, though the RSI suggests mild overbought conditions near resistance at $584.
The outlook for Dell is positive, driven by explosive growth in AI infrastructure orders and robust financial performance. Key opportunities include expanding profit margins and capital returns, while risks involve execution on the large backlog, competitive pressures in the server market, and reliance on continued AI investment trends. The stock's valuation at a P/E of 33.68 reflects high growth expectations.
NetApp (NTAP) trades at $231.05, up 1.14% today, with a bullish technical outlook supported by moving averages and positive earnings beats in recent quarters. The company reported strong profitability with a 70.63% gross margin and 19.19% net margin for 2025, alongside strategic AI partnerships announced at INSIGHT 2026. Revenue growth is projected to reach $7.4B in 2026, though valuation ratios like a P/E of 33.3 suggest a premium.
The stock faces risks from high valuation and competitive pressures, but analyst sentiment is mixed with a consensus price target of $219.30. Upside potential hinges on execution of AI initiatives, while downside risks include market volatility and execution missteps. Institutional ownership trends and recent insider activity should be monitored for confidence.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →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 →