NetApp Inc. vs Skyworks Solutions Inc — how do they compare? NetApp Inc. trades at $184.74 (market cap $37.15B), while Skyworks Solutions Inc trades at $76.18 (market cap $11.34B). The key difference: NetApp Inc. is far larger — about 3.3× Skyworks Solutions Inc's market cap, and Skyworks Solutions Inc pays the higher dividend (4.13%). Which is the better fit depends on your goals.
| NTAP | SWKS | |
|---|---|---|
Market Cap | $37.15B | $11.34B |
Sector | Technology | Technology |
52-Week High | $207.08 | $83.40 |
52-Week Low | $94.11 | $52.50 |
Enterprise Value | $36.11B | $11.22B |
Dividend Yield | 1.1% | 4.13% |
Signals from Pluang's Aura AI — not financial advice
NetApp (NTAP) trades at $189.13, up 1.91% on the day, with a bullish technical signal and strong recent earnings beats. The stock shows robust fundamentals, including a 70.63% gross margin and 19.19% net income margin, supported by record quarterly results and raised fiscal 2027 guidance. Analyst consensus is a buy with a $193.55 price target, though valuation metrics like a P/E of 26.71 indicate a premium. Recent news highlights AI-driven demand and cloud growth as key catalysts.
Outlook remains positive due to AI storage momentum and operational strength, but risks include premium valuation pressure and margin challenges. The stock offers growth potential from hybrid cloud expansion, yet investors should monitor execution against high expectations and competitive dynamics in the data infrastructure sector.
Skyworks Solutions (SWKS) trades at $75.38, up 1.84% with bullish technical signals from moving averages. The stock shows strong earnings momentum with three consecutive quarterly beats but faces revenue contraction from $5.5B in 2022 to $4.1B in 2025. Analyst consensus remains positive with 58% buy ratings, though the current price exceeds the $66.44 consensus target. Recent institutional buying and conference participation indicate continued market interest despite ongoing revenue challenges.
The outlook remains cautiously optimistic with AI data center growth providing upside potential, but declining revenue and margin compression present headwinds. Key risks include ongoing fiduciary investigations and competitive pressures in the semiconductor sector. The stock's elevated P/E ratio of 39 requires sustained earnings growth to justify current valuation levels.
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 →Skyworks Solutions produces semiconductors for wireless handsets and other devices that are used to enable wireless connectivity. Its main products include power amplifiers, filters, switches, and integrated front-end modules that support wireless transmissions. Skyworks' customers are mostly large smartphone manufacturers, but the firm also has a growing presence in nonhandset applications such as wireless routers, medical devices, and automobiles.
Read more on SWKS →