NetApp vs Samsara
Datenspeichersysteme und Cloud-Dienste fĂŒr Unternehmen vs Industrielle IoT-Plattform zur Ăberwachung von Fuhrparks und Anlagen. Welche Aktie passt im September 2026 besser zu Ihrem Portfolio? Die Antwort in einfacher Sprache finden Sie unten.
NetApp sells enterprise data storage and cloud-data services to large corporations navigating hybrid-cloud complexity, while Samsara builds a cloud-connected operations platform for physical industries, tracking fleets, equipment, and workers in real time through IoT sensors. Both are subscription-oriented technology companies competing for enterprise IT and operations budgets. NetApp vs Samsara compares a mature storage stalwart defending its installed base against a high-growth IoT-and-software disruptor still chasing its path to sustained profitability.
NetApp sells enterprise data storage and cloud-data services to large corporations navigating hybrid-cloud complexity, while Samsara builds a cloud-connected operations platform for physical industrie...
Was den Kurs bewegt
NetAppâs blowout quarter and higher outlook keep the bullish case in focus
- NetAppâs fiscal Q1 2027 results gave the stock a fresh catalyst after revenue jumped 30% year over year and adjusted EPS rose 66%, showing that demand for its storage and hybrid-cloud offerings is still accelerating.
- Management raised full-year fiscal 2027 guidance, which suggests the strong quarter was not a one-off and is helping reset expectations for the rest of the year.
- The company highlighted record billings and a strong start to fiscal 2027 at a major tech conference, reinforcing the view that AI and cloud infrastructure spending are still working in NetAppâs favor.
Samsara gets a fresh lift as strong results and a brighter outlook sharpen the growth story.
- Samsaraâs latest quarter beat expectations, with revenue rising 29.9% year over year to $508.4 million, reinforcing the view that demand for its connected-operations platform is still expanding quickly.
- The company also lifted its full-year revenue outlook after the report, a sign management sees momentum carrying into the rest of the year rather than just a one-quarter spike.
- A wave of analyst target increases followed the results, suggesting investors are rethinking the companyâs growth durability and margin trajectory after the stronger-than-expected update.
NetAppâs blowout quarter and higher outlook keep the bullish case in focus
- NetAppâs fiscal Q1 2027 results gave the stock a fresh catalyst after revenue jumped 30% year over year and adjusted EPS rose 66%, showing that demand for its storage and hybrid-cloud offerings is still accelerating.
- Management raised full-year fiscal 2027 guidance, which suggests the strong quarter was not a one-off and is helping reset expectations for the rest of the year.
- The company highlighted record billings and a strong start to fiscal 2027 at a major tech conference, reinforcing the view that AI and cloud infrastructure spending are still working in NetAppâs favor.
Samsara gets a fresh lift as strong results and a brighter outlook sharpen the growth story.
- Samsaraâs latest quarter beat expectations, with revenue rising 29.9% year over year to $508.4 million, reinforcing the view that demand for its connected-operations platform is still expanding quickly.
- The company also lifted its full-year revenue outlook after the report, a sign management sees momentum carrying into the rest of the year rather than just a one-quarter spike.
- A wave of analyst target increases followed the results, suggesting investors are rethinking the companyâs growth durability and margin trajectory after the stronger-than-expected update.
Anlageanalyse
NetApp
NTAP
Vorteile
- NetApp reported earnings and revenue that slightly exceeded estimates for the quarter ended April 2025, indicating consistent operational performance.
- The company exhibits strong profitability metrics, including a high return on equity of over 150% and return on invested capital above 40%, reflecting efficient capital use.
- NetApp has a solid market capitalization and is considered to have an economic moat, suggesting a competitive advantage in its sector.
Zu beachten
- NetApp operates in a highly competitive technology sector, facing pressure from larger peers that may impact market share and growth potential.
- Revenue growth has shown signs of deceleration compared to fast-growing peers in cloud and data management spaces, limiting expansion prospects.
- The firmâs performance is sensitive to macroeconomic conditions affecting enterprise IT spending, which may introduce cyclicality and execution risks.
Samsara
IOT
Vorteile
- Samsara showed strong revenue growth of over 33% in 2024, demonstrating robust demand for its IoT connected operations platform.
- The company recently surprised positively on earnings and revenues, reflecting improving execution and market acceptance.
- Analysts' consensus suggests a significant upside potential of around 27% over the next year, supported by expectations of sustained growth in IoT adoption.
Zu beachten
- Samsaraâs stock price has experienced significant volatility, with a 24% decline over the past year and a low valuation score indicating potential overvaluation risks.
- The company remains unprofitable with a sizable net loss in recent periods, highlighting ongoing challenges in achieving sustained profitability.
- Samsara operates in a rapidly evolving and competitive enterprise software sector, making it vulnerable to shifts in market sentiment and execution risks.
NetApp (NTAP) â NĂ€chster Termin fĂŒr Quartalszahlen
NetAppâs next earnings report is expected on December 1, 2026, based on the companyâs stated target date and recent earnings cadence. It will cover fiscal Q2 2027. If the company does not formally confirm the date earlier, that timing is the best current estimate from its historical pattern.
Samsara (IOT) â NĂ€chster Termin fĂŒr Quartalszahlen
The next earnings date for Samsara (NYSE: IOT) is expected around November 26, 2026, based on its published reporting calendar. This release should cover fiscal third quarter 2027 results. If the company does not announce an exact date sooner, the timing may remain an estimate based on its usual quarterly pattern.
NetApp (NTAP) â NĂ€chster Termin fĂŒr Quartalszahlen
NetAppâs next earnings report is expected on December 1, 2026, based on the companyâs stated target date and recent earnings cadence. It will cover fiscal Q2 2027. If the company does not formally confirm the date earlier, that timing is the best current estimate from its historical pattern.
Samsara (IOT) â NĂ€chster Termin fĂŒr Quartalszahlen
The next earnings date for Samsara (NYSE: IOT) is expected around November 26, 2026, based on its published reporting calendar. This release should cover fiscal third quarter 2027 results. If the company does not announce an exact date sooner, the timing may remain an estimate based on its usual quarterly pattern.
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