Astera Labsvs.NetApp
ALAB vs NTAP · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Astera Labs is about 1.4× larger than NetApp by market cap; NetApp trades at the lower P/E (31.1 vs 151.6); year to date, NetApp leads (+74.5% vs +66.8%).
Side by side
| ALAB | NTAP | |
|---|---|---|
| Market cap | $56B | $39.6B |
| Price | $282.65 | $187.43 |
| Today | +1.8% | +0.3% |
| Return YTD | +66.8% | +74.5% |
| Return 1Y | +55.0% | +69.1% |
| P/E | 151.6 | 31.1 |
| P/S | 46.6 | 5.7 |
| P/B | 32.4 | 29.3 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Astera LabsALAB
Signal integrity becomes a real constraint at AI-server speeds. Astera Labs sells the fix: Aries PCIe retimers, Taurus and Leo connectivity, Scorpio fabric switches.
Full ALAB profile →NetAppNTAP
Keeps enterprise data on flash arrays and moves it between on-premises kit and the cloud; AI workloads are the newer source of demand.
Full NTAP profile →More ALAB & NTAP comparisons
Other head-to-heads in the Data centers segment.
See where ALAB and NTAP sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →