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

$19.57B

Market Cap

$25.86B

23.75%

Potential Profit

7.58%

Buy

Analyst Rating

Hold

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 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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