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 1.3× larger than NetApp by market cap; NetApp trades at the lower P/E (32.7 vs 162.9); year to date, Astera Labs leads (+134.3% vs +120.2%).
Side by side
| ALAB | NTAP | |
|---|---|---|
| Market cap | $60.2B | $46.3B |
| Price | $347.05 | $231.05 |
| Today | −9.2% | −2.0% |
| Return YTD | +134.3% | +120.2% |
| Return 1Y | +76.5% | +99.8% |
| Since June 26, 2026 | −11.4% | +51.6% |
| P/E | 162.9 | 32.7 |
| P/S | 50.1 | 6.3 |
| P/B | 34.9 | 31.0 |
Data as of 2026-10-08 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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.