Live Report · Updated January 26, 2026

NetApp vs Pinterest

This page compares NetApp, Inc. and Pinterest, Inc., examining business models, financial performance, and market context in clear, accessible terms. It outlines strategic approaches, market roles, and potential implications for stakeholders without providing guidance. Educational content, not financial advice.

This page compares NetApp, Inc. and Pinterest, Inc., examining business models, financial performance, and market context in clear, accessible terms. It outlines strategic approaches, market roles, an...

Comparison Snapshot

Key Financial Metrics

NTAP

Metric

PINS

$19.57B

Market Cap

$17.50B

23.75%

Potential Profit

56.98%

Buy

Analyst Rating

Buy

Why It's Moving

NetApp Powers Ahead with Q1 Earnings Beat and AI-Optimized Data Tools Launch

Q1 revenues hit $1.559 billion, up from $1.541 billion last year, with non-GAAP net income per share guidance of $7.60-$7.90 signaling robust profitability ahead.
Secured #1 market share in all-flash storage for Q1 2025, highlighting NetApp's dominance in high-performance data solutions critical for AI workloads.
Launched NetApp Trident 25.06 and new management systems, enhancing Kubernetes scalability, security, and disaster recovery to meet exploding containerized app needs.

Sentiment:

🐃Bullish

NetApp Powers Ahead with Q1 Earnings Beat and AI-Optimized Data Tools Launch

Q1 revenues hit $1.559 billion, up from $1.541 billion last year, with non-GAAP net income per share guidance of $7.60-$7.90 signaling robust profitability ahead.
Secured #1 market share in all-flash storage for Q1 2025, highlighting NetApp's dominance in high-performance data solutions critical for AI workloads.
Launched NetApp Trident 25.06 and new management systems, enhancing Kubernetes scalability, security, and disaster recovery to meet exploding containerized app needs.

Sentiment:

🐃Bullish

Investment Analysis

NetApp

NTAP

Pros

NetApp reported record quarterly and fiscal year revenues with a 5% year-over-year increase to $6.57 billion in FY 2025, indicating strong growth momentum.
The company gained significant market share, achieving the #1 position in all-flash storage and growing that segment’s revenue by 6% year-over-year in calendar 2025.
NetApp demonstrated strong cash flow generation with record operating cash flow and free cash flow, enabling substantial shareholder returns through dividends and share repurchases.

Considerations

Despite year-over-year growth, NetApp’s revenue in Q1 FY 2026 declined sequentially by about 10%, indicating some near-term weakness.
The stock’s valuation metrics like Price/Book and Price/Sales ratios are significantly higher than sector averages, suggesting a premium that may pressure downside risk.
Exposure to cyclical enterprise IT spending and competitive pressure in public cloud storage markets could create revenue volatility and execution challenges.

Pinterest

PINS

Pros

Pinterest has maintained a solid user base with ongoing engagement improvements focused on visual search and shopping integration.
The company has been expanding its advertising platform capabilities, which are critical revenue growth drivers amid increased digital ad spending.
Pinterest continues to innovate with AI-based content recommendation, enhancing personalized user experience and advertiser targeting precision.

Considerations

Pinterest faces strong competition from larger social media and e-commerce platforms, limiting its growth potential in saturated digital advertising markets.
Monetization growth and profitability remain challenged by high operating costs and the need for sustained user acquisition investments.
Platform engagement can be impacted by shifts in consumer behaviour and regulatory scrutiny on data privacy, creating execution and compliance risks.

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