NetApp Inc. vs Teradyne, Inc. — how do they compare? NetApp Inc. trades at $237.15 (market cap $45.38B), while Teradyne, Inc. trades at $403.51 (market cap $62.34B). The key difference: Teradyne, Inc. is the larger of the two by market cap, and NetApp Inc. pays the higher dividend (0.9%). Which is the better fit depends on your goals — on Pluang, investors hold NetApp Inc. for 56 Days and Teradyne, Inc. for 37 Days on average.
| NTAP | TER | |
|---|---|---|
Market Cap | $45.38B | $62.34B |
Volume | 2,264,311 | 3,368,404 |
Sector | Technology | Technology |
52-Week High | $235.84 | $483.84 |
52-Week Low | $94.11 | $132.05 |
Typical Hold Time | 56 Days | 37 Days |
Enterprise Value | $44.34B | $62.08B |
Dividend Yield | 0.9% | 0.13% |
Signals from Pluang's Aura AI — not financial advice
NetApp (NTAP) trades at $237.15, up 0.56% today, with strong technical momentum as the stock approaches resistance near $239. The company demonstrates robust fundamentals with a 70.63% gross margin and consistent earnings beats, including Q2 2026 EPS of $2.58 beating expectations by 21.7%. Recent AI infrastructure partnerships with Oracle and Supermicro position NTAP for growth in enterprise data storage markets.
While valuation metrics appear elevated with a P/E of 32.63, the company's AI-driven growth strategy and strong profitability support upside potential. Key risks include competitive pressures in cloud storage and potential margin compression. Analyst consensus remains mixed with 38% buy ratings but a $219.30 price target below current levels, suggesting cautious optimism.
Teradyne (TER) trades at $402.68, down 2.21% on the day, but maintains a bullish technical outlook with strong support near $388. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $2.47 surpassing the $2.09 estimate. Revenue growth is accelerating, projected to reach $4.5 billion in 2026, while net income margins are expected to expand to 25.76%. Recent developments include the launch of the Magnum E2 memory test system and Iris 100 for microLED devices, positioning TER to capitalize on AI and high-performance computing demand.
The investment outlook for TER is positive, driven by strong fundamentals, analyst optimism, and strategic positioning in semiconductor test equipment. Key opportunities include exposure to AI-driven demand and consistent earnings outperformance. Risks involve competitive pressures from firms like KLAC and COHU, cyclical semiconductor industry dynamics, and execution risks in new product launches. With a consensus price target of $461.50 and no sell ratings, Wall Street sentiment remains bullish, though valuation multiples are elevated.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Teradyne provides testing equipment, including automated test equipment for semiconductors, system testing for hard disk drives, circuit boards, and electronics systems and wireless testing for devices. The firm entered the industrial automation market in 2015, into which it sells collaborative and autonomous robots for factory applications. Teradyne serves numerous end markets and geographies directly and indirectly with its products, but its most significant exposure is to semiconductor testing, which made up 71% of 2021 sales. Teradyne serves vertically integrated, fabless, and foundry chipmakers with its equipment.
Read more on TER →