NetApp Inc. vs STMicroelectronics NV — how do they compare? NetApp Inc. trades at $184.74 (market cap $37.15B), while STMicroelectronics NV trades at $51.55 (market cap $46.67B). The key difference: STMicroelectronics NV is the larger of the two by market cap, and NetApp Inc. pays the higher dividend (1.1%). Which is the better fit depends on your goals.
| NTAP | STM | |
|---|---|---|
Market Cap | $37.15B | $46.67B |
Sector | Technology | Financials |
52-Week High | $207.08 | $79.91 |
52-Week Low | $94.11 | $21.20 |
Enterprise Value | $36.11B | $44.19B |
Dividend Yield | 1.1% | 0.69% |
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.
STM trades at $51.97, down 0.52% today, with a bullish technical outlook supported by moving averages and key support at $52. The company shows mixed fundamentals with a high P/E of 98.84 but strong cash flow generation of $555M in 2025. Recent news highlights AI datacenter revenue targets exceeding $2B by 2027, positioning STM for growth in industrial automation and edge AI markets.
STM faces near-term margin pressures with negative net income margin but offers significant upside to the $71.83 analyst consensus target. Key risks include execution on AI growth targets and semiconductor cycle volatility. The bullish analyst consensus (52% buy ratings) suggests confidence in the company's strategic positioning despite current profitability challenges.
Trailing returns across standard periods
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →