NetApp Inc. vs State Street Real Estate Select Sector SPDR ETF — how do they compare? NetApp Inc. trades at $184.74 (market cap $37.15B), while State Street Real Estate Select Sector SPDR ETF trades at $43.42. The key difference: NetApp Inc. pays a 1.1% dividend while State Street Real Estate Select Sector SPDR ETF pays none, and NetApp Inc. is trading nearer its 52-week high, State Street Real Estate Select Sector SPDR ETF nearer its low. Which is the better fit depends on your goals.
| NTAP | XLRE | |
|---|---|---|
Market Cap | $37.15B | — |
Sector | Technology | Sector/Thematic |
52-Week High | $207.08 | $46.01 |
52-Week Low | $94.11 | $40.01 |
Enterprise Value | $36.11B | — |
Dividend Yield | 1.1% | — |
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.
XLRE trades at $43.9, down 0.05% with a bearish technical signal from moving averages. The ETF shows neutral oscillator readings, with RSI near oversold levels. Recent news highlights real estate's resilience amid inflation, though some analysts warn of underperformance versus AI-focused alternatives. Dividend safety remains a focus, with a future dividend scheduled for June 2026.
Outlook is mixed; real estate offers diversification and income potential, but high interest rates and sector rotation pose risks. Investors should weigh XLRE's low expense ratio and U.S. focus against macroeconomic headwinds. Sentiment is cautious, with technical weakness suggesting near-term pressure.
Trailing returns across standard periods
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 →XLRE tracks the Real Estate Select Sector Index, providing exposure to S&P 500 real estate companies. It focuses on equity REITs across residential, industrial, and healthcare sub-sectors, with top holdings like Welltower, Prologis, and American Tower.
Read more on XLRE →