Compare NetApp Inc. (NTAP) vs Onto Innovation (ONTO) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
NetApp Inc. vs Onto Innovation — how do they compare? NetApp Inc. trades at $184.74 (market cap $37.15B), while Onto Innovation trades at $277.95 (market cap $13.80B). The key difference: NetApp Inc. is far larger — about 2.7× Onto Innovation's market cap, and NetApp Inc. pays a 1.1% dividend while Onto Innovation pays none. Which is the better fit depends on your goals.
| NTAP | ONTO | |
|---|---|---|
Market Cap | $37.15B | $13.80B |
Sector | Technology | Technology |
52-Week High | $207.08 | $378.45 |
52-Week Low | $94.11 | $106.04 |
Enterprise Value | $36.11B | $13.38B |
Dividend Yield | 1.1% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
NetApp (NTAP) trades at $189.13, up 1.91% with strong technical momentum and bullish moving average signals. The company delivered three consecutive earnings beats, with Q1 2026 EPS of $2.58 beating expectations by 21.7%. Revenue growth accelerated to 30% year-over-year in the latest quarter, driven by AI storage demand and cloud momentum. Analyst consensus remains positive with a $193.55 price target, though valuation metrics appear elevated with a P/E of 26.71 and P/S of 5.12.
The outlook remains constructive given strong AI-driven demand and raised 2027 guidance, but premium valuation and margin pressures present risks. Institutional sentiment is mixed with 36.6% buy ratings versus 52.1% hold ratings. Key catalysts include continued AI infrastructure adoption, while risks include execution challenges and competitive pressures in the storage market.
ONTO Innovation trades at $281.11, up 4.89% today, with strong analyst support (12 buy ratings, 0 hold/sell) and a $392.50 consensus price target suggesting 39.6% upside. The stock shows mixed earnings performance with a recent Q2 2026 beat ($1.93 vs. $1.69 expected) but misses in prior quarters. Revenue growth remains solid at $1.01B in 2025, though net income margin compressed to 11.84%. Technical indicators are neutral with support at $277 and resistance at $284.
Outlook remains positive given robust AI-driven semiconductor demand and a $1.1B+ backlog, but high valuation multiples (P/E 105.28, P/S 12.44) leave little room for execution missteps. Key risks include fiduciary investigation news, insider selling, and reliance on semiconductor cycle strength. Institutional confidence is high with BlackRock's $2.08B recent investment.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About NetApp Inc.
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 →About Onto Innovation
Onto Innovation provides process control solutions for semiconductor manufacturing. Its inspection and metrology systems help chipmakers measure, analyze, and detect defects on wafers and advanced packages.
Read more on ONTO →
