NetApp Inc. vs Wolfspeed Inc — how do they compare? NetApp Inc. trades at $231.05 (market cap $46.31B), while Wolfspeed Inc trades at $31.62 (market cap $1.66B). The key difference: NetApp Inc. is far larger — about 27.9× Wolfspeed Inc's market cap, and NetApp Inc. pays a 0.88% dividend while Wolfspeed Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold NetApp Inc. for 57 Days and Wolfspeed Inc for 19 Days on average.
| NTAP | WOLF | |
|---|---|---|
Market Cap | $46.31B | $1.66B |
Volume | 3,002,392 | 5,963,473 |
Sector | Technology | Technology |
52-Week High | $235.84 | $73.68 |
52-Week Low | $94.11 | $14.80 |
Typical Hold Time | 57 Days | 19 Days |
Enterprise Value | $45.27B | $2.37B |
Dividend Yield | 0.88% | — |
Signals from Pluang's Aura AI — not financial advice
NetApp (NTAP) trades at $231.05, up 1.14% today, with a bullish technical outlook supported by moving averages and positive earnings beats in recent quarters. The company reported strong profitability with a 70.63% gross margin and 19.19% net margin for 2025, alongside strategic AI partnerships announced at INSIGHT 2026. Revenue growth is projected to reach $7.4B in 2026, though valuation ratios like a P/E of 33.3 suggest a premium.
The stock faces risks from high valuation and competitive pressures, but analyst sentiment is mixed with a consensus price target of $219.30. Upside potential hinges on execution of AI initiatives, while downside risks include market volatility and execution missteps. Institutional ownership trends and recent insider activity should be monitored for confidence.
Wolfspeed (WOLF) trades at $31.37, down 1.45% on the day, with a bullish technical signal from moving averages. The company shows severe fundamental strain, with a gross profit margin of -16.05% and a net income margin of -212.41% for 2025, though 2026 projections indicate a potential turnaround to slight profitability. Recent news highlights expansion of its 200mm silicon carbide portfolio, positioning it in the growing AI and electrification markets.
The outlook is speculative, with significant upside potential if operational targets are met, but high execution risk persists. Analyst consensus is mixed with a $54.32 price target, suggesting substantial upside from current levels if the company can achieve revenue growth and margin improvement as forecasted.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →