NetApp Inc. vs Twist Bioscience Corp — how do they compare? NetApp Inc. trades at $237.15 (market cap $45.38B), while Twist Bioscience Corp trades at $159.78 (market cap $10.08B). The key difference: NetApp Inc. is far larger — about 4.5× Twist Bioscience Corp's market cap, and NetApp Inc. pays a 0.9% dividend while Twist Bioscience Corp pays none. Which is the better fit depends on your goals — on Pluang, investors hold NetApp Inc. for 56 Days and Twist Bioscience Corp for 27 Days on average.
| NTAP | TWST | |
|---|---|---|
Market Cap | $45.38B | $10.08B |
Volume | 2,264,311 | 4,229,037 |
Sector | Technology | Health |
52-Week High | $237.15 | $205.00 |
52-Week Low | $94.11 | $25.45 |
Typical Hold Time | 56 Days | 27 Days |
Enterprise Value | $44.34B | $10.01B |
Dividend Yield | 0.9% | — |
Signals from Pluang's Aura AI — not financial advice
NetApp (NTAP) trades at $231.05, down 2.03% today but maintains strong technical momentum with a bullish moving average signal. The company demonstrates robust fundamentals with consistent earnings beats (Q4 2025-Q2 2026), a 19.19% net income margin, and 114.82% ROE. Recent AI infrastructure announcements, including partnerships with Oracle and Supermicro, highlight strategic positioning in the growing data storage market. Analyst consensus shows mixed sentiment with 38% buy ratings but a $219.30 price target below current levels.
NetApp presents a compelling growth story driven by AI infrastructure demand and strong profitability metrics. However, elevated valuation ratios (P/E 32.63, P/S 6.26) and technical overbought conditions (RSI near 78) suggest near-term caution. The stock's upside potential depends on continued execution of AI strategy and Q3 2026 earnings delivery against $2.60 EPS expectations.
Twist Bioscience (TWST) trades at $152.05, down 2.31% today but remains near recent highs following a significant rally driven by AI partnerships and strong sector interest. The company shows improving revenue growth ($377M in 2025) but continues to post substantial losses (-$78M net income). Technical indicators show mixed signals with bullish overall sentiment but bearish moving averages, while analyst consensus remains positive with 73% buy ratings.
TWST presents a high-risk, high-reward opportunity with strong growth potential through AI-driven drug discovery partnerships but faces significant execution risks amid persistent profitability challenges. The stock's valuation appears stretched given current fundamentals, requiring successful commercialization of pipeline assets to justify premium multiples.
Trailing returns across standard periods
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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 →Twist Bioscience Corp is a synthetic biology company. It develops a disruptive DNA synthesis platform to industrialize the engineering of biology. The company's DNA synthesis platform utilizes a proprietary semiconductor-based synthetic DNA manufacturing process that synthesizes DNA on silicon instead of on traditional well plastic plates to enable the production of high-quality synthetic DNA faster and affordable as well as overcomes inefficiencies. Powering cost-effective, rapid high-throughput synthesis, it enables researchers to rapidly realize opportunities ahead. Geographically, it derives a majority of revenue from the United States.
Read more on TWST →