International Business Machines Corp vs NetApp Inc. — how do they compare? International Business Machines Corp trades at $235.34 (market cap $224.62B), while NetApp Inc. trades at $200.35 (market cap $38.95B). The key difference: International Business Machines Corp is far larger — about 5.8× NetApp Inc.'s market cap, and International Business Machines Corp pays the higher dividend (2.84%). Which is the better fit depends on your goals.
| IBM | NTAP | |
|---|---|---|
Market Cap | $224.62B | $38.95B |
Volume | 4,481,527 | — |
Sector | Technology | Technology |
52-Week High | $329.23 | $198.72 |
52-Week Low | $205.77 | $94.11 |
Enterprise Value | $281.76B | $38.10B |
Dividend Yield | 2.84% | 1.05% |
Signals from Pluang's Aura AI — not financial advice
IBM trades at $236.31, down 0.41% today, with a mixed technical picture showing bearish moving averages but bullish overall signals. Recent earnings beat expectations in Q4 2025 and Q1 2026, with Q2 2026 meeting estimates, while revenue grew to $67.54 billion in 2025. The company secured a $240 million AI deal with Together AI, boosting sentiment despite ongoing securities fraud investigations.
Outlook: IBM's strong profitability and AI growth present upside potential, but legal risks and high valuation ratios pose challenges. The consensus price target of $257.38 suggests moderate growth, supported by institutional buy ratings, though investors should monitor legal developments and competitive pressures in the tech sector.
NetApp (NTAP) trades at $198.72, up 4.85% today, near its consensus price target high of $200. The stock shows strong technical momentum with bullish moving averages and recent earnings beats. Revenue grew to $6.57B in 2025 with an 18.43% net margin, while acquisitions like JetStream Software and DataPelago enhance its AI infrastructure capabilities. Cash flow turned positive at $840M in 2025 after two years of negative net flows.
Outlook is positive given earnings consistency and strategic AI investments, but high valuation ratios (P/E 31.26) and overbought RSI levels near 85 pose near-term risks. Analyst consensus leans Hold (50.7%), suggesting cautious optimism amid growth execution and competitive pressures in data storage.
Trailing returns across standard periods
Latest headlines on both assets
International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →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 →