NetAppIonQ

NetApp vs IonQ

NetApp and IonQ are compared on this page to help readers understand how their business models, financial performance, and market context differ. The content is presented in a clear, neutral tone, out...

Why It's Moving

NetApp

NetApp Bolsters AI Leadership with Microsoft Award and Strategic Hires Amid Data Storage Surge

  • Won 2025 Microsoft Americas Partner of the Year (SDC Canada) for native Azure embedding, enabling faster AI modernization and seamless multicloud operations.[2]
  • Appointed Willem Hendrickx to advance EMEA & LATAM growth on December 8, directly addressing rising AI-driven demand for data storage solutions.[4]
  • Recent Q2 earnings beat (EPS $2.05 vs. $1.89 expected) and raised FY guidance highlight sustained AI and all-flash storage momentum, with shares reacting positively post-report.[1][3][5]
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

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Powering Amazon's $100B AI Expansion

Amazon's strong earnings were driven by its AWS cloud division, which is now set for a $100 billion infrastructure investment. This massive expansion creates a significant opportunity for companies that supply the essential hardware and components for data centers and AI.

Published: August 3, 2025

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Powering The iPhone: Apple's Supply Chain

Powering The iPhone: Apple's Supply Chain

Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.

Published: August 3, 2025

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Tech's Divergent Strength

Tech's Divergent Strength

While the broader market sends mixed signals, tech-focused indexes are hitting record highs, creating a clear divergence from industrial stocks. This theme focuses on the technology companies and their key suppliers that are driving this powerful, innovation-led rally.

Published: July 25, 2025

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Powering Oracle's Cloud Expansion

Powering Oracle's Cloud Expansion

Oracle's landmark $30 billion cloud contract requires a massive build-out of data centers and AI infrastructure. Our analysts have identified the key suppliers of servers, semiconductors, and networking hardware that are essential for this expansion and positioned to benefit directly.

Published: July 3, 2025

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Post-Merger Network Shakeup

Post-Merger Network Shakeup

A carefully selected group of companies positioned to benefit from HPE's $14 billion acquisition of Juniper Networks. This merger creates a powerful new player in AI-native networking, challenging industry leader Cisco and sparking innovation across the entire data center ecosystem.

Published: July 2, 2025

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Google's Growth Engine

Google's Growth Engine

As Google pours billions into AI and cloud infrastructure, a select group of technology suppliers are reaping the rewards. These carefully chosen stocks represent the companies providing the essential hardware and technology that power Alphabet's ambitious growth plans.

Published: June 30, 2025

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The $4 Trillion Tech Race

The $4 Trillion Tech Race

Behind Nvidia and Microsoft's historic race to a $4 trillion valuation lies an entire ecosystem of essential suppliers. These carefully selected companies provide the critical infrastructure, semiconductors, and hardware that make the AI revolution possible.

Published: June 30, 2025

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Investment Analysis

NetApp

NetApp

NTAP

Pros

  • NetApp consistently delivers profits, with recent earnings per share growth and a forward price-to-earnings ratio that appears reasonable relative to peers.
  • The company’s hybrid and public cloud storage offerings, including the ONTAP platform, position it well in modernising enterprise data infrastructure.
  • NetApp provides a modest but reliable dividend, supported by a track record of profitability and cash generation.

Considerations

  • Revenue growth is subdued, with only slight year-over-year increases recently, suggesting limited near-term expansion potential in a competitive sector.
  • The stock’s technical performance has been middling, underperforming a majority of the broader market over the past year.
  • While valuation looks attractive, there is a risk that the company could be a ‘value trap’ if earnings power does not improve.
IonQ

IonQ

IONQ

Pros

  • IonQ operates in the rapidly emerging quantum computing sector, offering differentiated trapped-ion technology with potential for long-term disruption.
  • The company’s technology is accessible today, with commercial systems available for customers to begin experimenting with quantum applications.
  • IonQ has raised its profile as a US-based pioneer in quantum computing, which may attract strategic partnerships and government interest.

Considerations

  • IonQ is not yet profitable, with negative return on equity, reflecting significant ongoing investment and uncertain near-term commercialisation prospects.
  • Quantum computing remains unproven at scale, and IonQ faces intense competition from both well-funded startups and tech giants.
  • The company’s financials show it is burning cash, with no clear path to sustainable profitability in the foreseeable future.

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