Live Report · Updated February 2, 2026

NetApp vs STMicroelectronics

This page compares NetApp and STMicroelectronics, examining business models, financial performance, and market context in a neutral, accessible way. It outlines how each company creates value, operates, and competes, providing context without instruction or recommendation. Educational content, not financial advice.

This page compares NetApp and STMicroelectronics, examining business models, financial performance, and market context in a neutral, accessible way. It outlines how each company creates value, operate...

Comparison Snapshot

Key Financial Metrics

NTAP

Metric

STM

$19.30B

Market Cap

$26.02B

26.84%

Potential Profit

9.78%

Buy

Analyst Rating

Hold

Why It's Moving

NetApp Draws Investor Eyes as Institutional Buying Signals Confidence Amid Storage Sector Strength.

New York State Common Retirement Fund scooped up 11,713 NTAP shares, highlighting appeal from its recent Q2 revenue growth and record non-GAAP EPS of $2.05.
Analysts maintain a 'Moderate Buy' consensus with upbeat targets from Goldman Sachs at $128 and Barclays lifting theirs to $134, underscoring AI and cloud momentum.
Steady $0.52 quarterly dividend yields about 2.2%, bolstering investor interest alongside FY2026 EPS guidance of $7.75-$8.05.

Sentiment:

🐃Bullish

NetApp Draws Investor Eyes as Institutional Buying Signals Confidence Amid Storage Sector Strength.

New York State Common Retirement Fund scooped up 11,713 NTAP shares, highlighting appeal from its recent Q2 revenue growth and record non-GAAP EPS of $2.05.
Analysts maintain a 'Moderate Buy' consensus with upbeat targets from Goldman Sachs at $128 and Barclays lifting theirs to $134, underscoring AI and cloud momentum.
Steady $0.52 quarterly dividend yields about 2.2%, bolstering investor interest alongside FY2026 EPS guidance of $7.75-$8.05.

Sentiment:

🐃Bullish

Investment Analysis

NetApp

NTAP

Pros

NetApp achieved record revenues of $6.57 billion in fiscal year 2025, driven by growth in all-flash storage and hybrid cloud segments.
The company holds the #1 market share in all-flash storage and saw a 5-fold year-over-year growth in its AI infrastructure business.
Strong cash flow generation with record operating and free cash flow, alongside significant shareholder returns through share repurchases and dividends.

Considerations

While public cloud revenue is growing, it still represents a smaller portion of total revenues, indicating exposure to hybrid cloud market fluctuations.
Product sales showed a slight decline recently, reflecting potential risks in hardware demand in certain quarters.
Short-term softness expected in public sector and EMEA markets which could pressure revenue growth in those geographies.

STMicroelectronics

STM

Pros

STMicroelectronics is a leading global semiconductor manufacturer with a broad portfolio addressing automotive, industrial, and consumer markets.
The company benefits from strong secular growth drivers such as automotive electrification, industrial automation, and IoT expansion.
Robust investment in R&D and advanced semiconductor technologies strengthens competitive positioning against peers.

Considerations

High exposure to cyclical semiconductor demand and macroeconomic conditions makes revenue and profitability volatile.
Supply chain challenges and geopolitical tensions can disrupt manufacturing and sales in key regions.
The highly competitive semiconductor industry intensifies pricing pressures and margin risks.

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