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 2.1× larger than NetApp by market cap; NetApp trades at the lower P/E (25.9 vs 264.5); year to date, Astera Labs leads (+148.2% vs +57.7%).
Side by side
| ALAB | NTAP | |
|---|---|---|
| Market cap | $70.8B | $33.1B |
| Price | $412.97 | $168.87 |
| Today | −1.1% | −1.7% |
| Return YTD | +148.2% | +57.7% |
| Return 1Y | +325.7% | +58.7% |
| P/E | 264.5 | 25.9 |
| P/S | 70.7 | 4.8 |
| P/B | 47.4 | 24.5 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
Astera LabsALAB
Supplies connectivity chips (PCIe/CXL retimers, optical modules) that resolve signal integrity issues between GPUs, CPUs and memory in AI servers.
Full ALAB profile →NetAppNTAP
Data storage and hybrid-cloud data services for enterprises and AI workloads.
Full NTAP profile →More comparisons in Data centers
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 →