Live Report · Updated January 26, 2026

NetApp vs Samsara

NetApp and Samsara are the subjects of this page, which compares business models, financial performance, and market context in a neutral, accessible way. It explains how each company approaches growth, governance, and customer segments, without offering advice or predictions. Educational content, not financial advice.

NetApp and Samsara are the subjects of this page, which compares business models, financial performance, and market context in a neutral, accessible way. It explains how each company approaches growth...

Comparison Snapshot

Key Financial Metrics

NTAP

Metric

IOT

$19.57B

Market Cap

$18.57B

23.75%

Potential Profit

61.78%

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

Samsara's Q3 Earnings Surge Fuels Analyst Upgrade to Strong Buy Amid AI-Driven Growth Momentum.

Q3 revenue hit $416M, up from $322M last year, while net income swung positive to $7.77M from a $37.81M loss—proof of accelerating demand for connected IoT solutions.
Zacks upgraded to strong buy after revenue crushed estimates, with FY2026 EPS pegged at $0.50 and Q4 at $0.12–0.13, signaling sustained expansion.
Projected full-year revenue nearing $1.6B underscores Samsara's stronghold in high-growth industrial IoT, despite recent insider sales weighing on sentiment.

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

Samsara's Q3 Earnings Surge Fuels Analyst Upgrade to Strong Buy Amid AI-Driven Growth Momentum.

Q3 revenue hit $416M, up from $322M last year, while net income swung positive to $7.77M from a $37.81M loss—proof of accelerating demand for connected IoT solutions.
Zacks upgraded to strong buy after revenue crushed estimates, with FY2026 EPS pegged at $0.50 and Q4 at $0.12–0.13, signaling sustained expansion.
Projected full-year revenue nearing $1.6B underscores Samsara's stronghold in high-growth industrial IoT, despite recent insider sales weighing on sentiment.

Sentiment:

🐃Bullish

Investment Analysis

NetApp

NTAP

Pros

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.

Considerations

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 firm’s performance is sensitive to macroeconomic conditions affecting enterprise IT spending, which may introduce cyclicality and execution risks.

Samsara

IOT

Pros

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.

Considerations

Samsara’s 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.

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