Cienavs.NetApp
CIEN 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.
Ciena is about 1.4× larger than NetApp by market cap; NetApp trades at the lower P/E (32.7 vs 96.7); year to date, NetApp leads (+120.2% vs +89.7%).
Side by side
| CIEN | NTAP | |
|---|---|---|
| Market cap | $63.3B | $46.3B |
| Price | $425.93 | $231.05 |
| Today | −4.6% | −2.0% |
| Return YTD | +89.7% | +120.2% |
| Return 1Y | +189.5% | +99.8% |
| Since June 26, 2026 | −11.2% | +51.6% |
| P/E | 96.7 | 32.7 |
| P/S | 10.5 | 6.3 |
| P/B | 20.7 | 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
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 CIEN & NTAP comparisons
Other head-to-heads in the Data centers segment.
See where CIEN and NTAP sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →