NetApp Inc. vs Palantir Technologies Inc — how do they compare? NetApp Inc. trades at $200.19 (market cap $39.00B), while Palantir Technologies Inc trades at $172.29 (market cap $421.09B). The key difference: Palantir Technologies Inc is far larger — about 10.8× NetApp Inc.'s market cap, and NetApp Inc. pays a 1.05% dividend while Palantir Technologies Inc pays none. Which is the better fit depends on your goals.
| NTAP | PLTR | |
|---|---|---|
Market Cap | $39.00B | $421.09B |
Sector | Technology | Technology |
52-Week High | $198.72 | $207.18 |
52-Week Low | $94.11 | $107.27 |
Enterprise Value | $38.14B | $411.89B |
Dividend Yield | 1.05% | — |
Signals from Pluang's Aura AI — not financial advice
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.
Palantir (PLTR) trades at $172.01, up 10.32% in 24 hours and near its 52-week high, with bullish technical signals from moving averages. The company reported strong Q2 2026 earnings, beating estimates with 93% revenue growth and a 55% net income margin, while raising full-year guidance. Analyst consensus is a Buy with a $213.44 price target, reflecting optimism around AI-driven commercial expansion.
Outlook remains positive due to accelerating revenue and robust profitability, but high valuation multiples (P/E of 147.02) pose a risk if growth slows. Key opportunities include the $13.1 billion deal backlog and U.S. commercial segment growth, while risks involve competition and execution challenges in sustaining AI adoption momentum.
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Latest headlines on both assets
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 →Palantir Technologies provides organizations with solutions to manage large disparate data sets in an attempt to gain insight and drive operational outcomes. Founded in 2003, Palantir released its Gotham software platform in 2008, which focuses on the government intelligence and defense sectors. Palantir expanded into various commercial markets with its Foundry software platform in 2016 with the intent of becoming the data operating system for companies and industries. The Denver company had 125 customers as of its initial public offering and roughly splits its revenue between commercial and government customers.
Read more on PLTR →