Compare NetApp Inc. (NTAP) vs Palo Alto Networks Inc (PANW) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
NetApp Inc. vs Palo Alto Networks Inc — how do they compare? NetApp Inc. trades at $184.71 (market cap $37.15B), while Palo Alto Networks Inc trades at $336.21 (market cap $274.64B). The key difference: Palo Alto Networks Inc is far larger — about 7.4× NetApp Inc.'s market cap, and NetApp Inc. pays a 1.1% dividend while Palo Alto Networks Inc pays none. Which is the better fit depends on your goals.
| NTAP | PANW | |
|---|---|---|
Market Cap | $37.15B | $274.64B |
Sector | Technology | Technology |
52-Week High | $207.08 | $396.00 |
52-Week Low | $94.11 | $141.67 |
Enterprise Value | $36.11B | $273.60B |
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.
Palo Alto Networks (PANW) trades at $336.98, up 1.12% today, with a bearish technical signal despite recent earnings beats. Revenue grew to $9.22B in FY2025, with strong gross margins of 71.94%, but valuation ratios are elevated (P/E 293.03, P/S 23.39). The company is set to join the S&P 500, reflecting its leadership in AI cybersecurity, though rising costs and premium pricing pose challenges.
Outlook remains positive due to AI-driven security demand and platformization strategy, but high valuation and competitive pressures warrant caution. Analyst consensus is bullish with a $410.48 price target, yet near-term volatility may persist as the stock digests recent gains and faces execution risks in a dynamic cybersecurity landscape.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
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Latest headlines on both assets
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 Palo Alto Networks Inc
Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
Read more on PANW →
