NetApp, Inc.

NasdaqGS:NTAP Lagerbericht

Marktkapitalisierung: US$23.7b

NetApp Management

Management Kriterienprüfungen 2/4

NetApp CEO ist George Kurian , ernannt in Jun 2015, hat eine Amtszeit von 10.92 Jahren. Die jährliche Gesamtvergütung beträgt $23.13M , bestehend aus 4.3% Gehalt und 95.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.14% der Aktien des Unternehmens, im Wert von $33.90M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.3 Jahre bzw. 6.3 Jahre.

Wichtige Informationen

George Kurian

Geschäftsführender

US$23.1m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts4.32%
Amtszeit als Geschäftsführer10.9yrs
Eigentum des Geschäftsführers0.1%
Durchschnittliche Amtszeit des Managements3.3yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder6.3yrs

Jüngste Management Updates

Recent updates

Narrativ-Update Apr 24

NTAP: Flash And Cloud Exposure Will Counter Higher Memory Cost Pressures

NetApp's analyst price target has edged lower by about $0.80 to roughly $117, as analysts factor in concerns around higher memory component costs and potential pressure on product gross margins, while still seeing some support from flash and public cloud exposure. Analyst Commentary Recent Street research on NetApp points to a mixed setup, with most firms trimming price targets and highlighting both execution strengths and margin risks tied to memory costs.
Seeking Alpha Apr 22

NetApp: Decent Revenue Growth, Stronger Earnings Growth

Summary NetApp's (NTAP) earnings growth is driven by improving gross, operating, and FCF margins, underpinned by a shift to higher ASP all-flash products and first-party cloud partnerships. Public Cloud segment gross margins surged from 43.5% (2020) to 82.8% (TTM), benefiting from unique first-party integrations with major CSPs. Operating margin expansion is supported by indirect sales channels, while stable capex and rising SBC enhance FCF conversion from net earnings. Read the full article on Seeking Alpha
Narrativ-Update Apr 07

NTAP: Flash And Cloud Mix Will Offset Rising Memory Cost Headwinds

Narrative Update on NetApp NetApp's updated fair value framework remains steady at about $118 per share while analysts fine tune assumptions around discount rates and product margins. This is reflected in recent price target moves that range from $88 to $120 as they weigh higher memory component costs against expectations for flash and public cloud mix.
Narrativ-Update Mar 24

NTAP: Flash And Cloud Mix Will Outweigh Rising Memory Cost Headwinds

Narrative Update The analyst price target for NetApp has been reset to $117.93. This reflects mixed recent revisions as analysts weigh higher memory and component costs, pressure on product gross margins, and solid expectations for flash- and cloud-driven revenue over time.
Narrativ-Update Mar 10

NTAP: Flash And Public Cloud Mix Will Offset Rising Memory Costs

Analysts have nudged their blended price target for NetApp lower to around $118, reflecting recent cuts from firms citing rising memory component costs and pressure on product gross margins, partially offset by expectations for ongoing growth in flash and public cloud revenue. Analyst Commentary Recent research on NetApp reflects a mixed setup, with price targets clustered around the low to mid US$100s and attention firmly on memory costs, product margins and the balance between traditional hardware and higher growth flash and cloud offerings.
Narrativ-Update Feb 18

NTAP: Margin Execution And Flash Leadership Will Support Future Memory Risk Upside

Analysts have reduced their blended price target on NetApp by $15 to $110. The change reflects slightly lower assumptions for revenue growth, profit margins and future P/E multiples, as well as growing caution around memory exposure across the hardware and storage group.
Narrativ-Update Feb 04

NTAP: Margin Strength And Flash Leadership Will Support Future Upside

Analysts have nudged their price expectations for NetApp to about $123 per share, reflecting steady views on revenue, margins and future P/E. They are also factoring in recent research that highlights solid execution in all flash arrays, firm gross margins, and a mix of Buy, Overweight and Neutral ratings with targets ranging from $120 to $134.
Narrativ-Update Jan 21

NTAP: Margin Strength And Flash Plus Cloud Execution Will Drive Upside

Analysts have trimmed their price target on NetApp by about $1.52 to roughly $122.81. This reflects a mix of tempered fair value and P/E assumptions, even as recent research highlights solid margins, strength in all flash arrays and ongoing growth in public cloud.
Narrativ-Update Jan 06

NTAP: Margin Strength And Flash Plus Cloud Mix Will Support Upside

Narrative Update Analysts have lifted their blended price target for NetApp to a range of about $120 to $134, reflecting confidence in the company’s gross margins and the performance of its all flash array and public cloud offerings. Analyst Commentary Recent research updates show analysts focusing heavily on NetApp's profitability profile and the mix of its storage offerings, with price targets now clustered between about $120 and $134.
Narrativ-Update Dec 14

NTAP: Margin Strength And Cloud Momentum Will Support Measured Future Upside

Analysts have nudged our NetApp price target slightly lower to approximately $124.33 from $125.00, reflecting only modest tweaks to long term growth, margin, and valuation assumptions, even as recent Street research highlights stronger than expected margins, robust all flash array performance, and sustained high teens public cloud growth. Analyst Commentary Recent Street commentary presents a largely constructive view on NetApp, with price targets edging higher alongside recognition of stronger profitability and resilient demand trends.
Analyseartikel Dec 03

NetApp (NASDAQ:NTAP) Has Announced A Dividend Of $0.52

The board of NetApp, Inc. ( NASDAQ:NTAP ) has announced that it will pay a dividend of $0.52 per share on the 21st of...
Narrativ-Update Nov 29

NTAP: Solid Margin Performance Will Drive Shares Higher In Coming Quarters

NetApp's analyst price target has increased from $121.27 to $125.00. This reflects analyst confidence in the company's solid margin performance and continued growth in key product areas following a strong earnings report.
Narrativ-Update Nov 15

NTAP: Product Margin Recovery And Cloud Strength Will Offset Regional Weakness

Analysts have slightly increased their fair value estimate for NetApp to $121.27 per share from $121.14, citing steady performance relative to expectations and anticipations of recovering product margins along with resilient cloud software results. Analyst Commentary Recent updates from Wall Street highlight a mix of optimism and caution regarding NetApp’s outlook, as reflected by slight price target increases and recognition of both strengths and challenges within the company's recent results.
Narrativ-Update Oct 31

NTAP: Cloud Software Momentum And Margin Recovery Will Drive Measured Upside Ahead

Analysts have increased their price targets for NetApp, with Barclays raising its target by $8 to $125. The firm cited expectations for product margin recovery and continued strength in cloud software.
Narrativ-Update Oct 16

AI And Hybrid Cloud Migration Will Expand Global Reach

Analysts have modestly increased their price target for NetApp from $119.71 to $121.14 per share. They cite expectations for recovering product margins and continued strength in cloud software despite recent mixed quarterly results.
Narrativ-Update Sep 25

AI And Hybrid Cloud Migration Will Expand Global Reach

Analysts have raised NetApp’s price target modestly to $119.71, citing resilience in cloud software and enterprise hardware spending offsetting margin weakness and regional softness, while viewing the recent share selloff as overdone. Analyst Commentary Quarterly results were in line with internal expectations, but not as strong as key peers, especially Pure Storage, which is outperforming NetApp.
Analyseartikel Sep 16

NetApp (NASDAQ:NTAP) Has Affirmed Its Dividend Of $0.52

NetApp, Inc. ( NASDAQ:NTAP ) has announced that it will pay a dividend of $0.52 per share on the 22nd of October. The...
Analyseartikel Aug 31

NetApp (NASDAQ:NTAP) Is Paying Out A Dividend Of $0.52

The board of NetApp, Inc. ( NASDAQ:NTAP ) has announced that it will pay a dividend on the 22nd of October, with...
Narrativ-Update Aug 27

New AI And Cloud Solutions Will Strengthen Future Market Position

NetApp’s consensus price target was modestly raised to $117.07 as analysts cited better-than-expected enterprise hardware spending, strong Q4 results, improved operating leverage, and AI market positioning, supporting a cautiously positive outlook. Analyst Commentary Supply chain updates indicate enterprise hardware spending is tracking modestly better than expected, excluding print and consumer computer categories.
Analyseartikel Jul 13

Is It Too Late To Consider Buying NetApp, Inc. (NASDAQ:NTAP)?

Let's talk about the popular NetApp, Inc. ( NASDAQ:NTAP ). The company's shares received a lot of attention from a...
Analyseartikel Jun 25

NetApp (NASDAQ:NTAP) Has Affirmed Its Dividend Of $0.52

The board of NetApp, Inc. ( NASDAQ:NTAP ) has announced that it will pay a dividend of $0.52 per share on the 23rd of...
Analyseartikel Jun 01

NetApp, Inc. (NASDAQ:NTAP) Just Released Its Yearly Earnings: Here's What Analysts Think

NetApp, Inc. ( NASDAQ:NTAP ) came out with its yearly results last week, and we wanted to see how the business is...
Seeking Alpha Apr 15

NetApp: Disappointing Guidance Paved The Way For An Attractive Price In This Strong Company

Summary Disappointing guidance for Q4 2025 paved the way for a more attractive price, which, I believe, is reasonable for this strong enterprise storage company. Despite the industry's fragmented structure, the stability of market share and high returns on capital indicate its participants' cooperation and the industry's competitive advantage. While the enterprise storage industry will benefit from the increasing adoption of AI among enterprises, it will take time, as there are still hurdles to overcome. With a free cash flow yield of 9%, I believe this is a fair current return, considering you are buying a strong company that will eventually benefit from AI. Read the full article on Seeking Alpha
Seeking Alpha Mar 19

NetApp: Tremendous Value To Be Unlocked

Summary Shares of NetApp have dropped sharply this year, accentuated by the company's growth slowdown and recent guidance cut. Management notes, however, that deals have been delayed rather than lost, with a number of challenging deals closing in the current quarter. While acknowledging sales slowdown risks, these risks are also priced in to NTAP's very appealing ~13x forward P/E ratio. Read the full article on Seeking Alpha
Seeking Alpha Feb 17

NetApp: Stands To Benefit From AI, But Needs More Discount

Summary Despite Stagnant Revenue, NetApp offset this by reorienting the company towards service and software and high-margin products, which expanded its margin. NetApp is poised to take advantage of AI due to the massive amount of unstructured data stored on its customers' storage infrastructures. Public cloud business stands to benefit from enterprises looking to migrate some of their data to cloud storage. NetApp's high switching cost provides a base for the company's revenue, which creates a strong foundation that allows the company to focus on growth initiatives. Read the full article on Seeking Alpha
Seeking Alpha Nov 26

NetApp: ARR Growth And Margin Expansion Should Drive Further Upside

Summary NetApp is a strong tech stock with solid earnings and a reasonable ~17x P/E, despite a challenging macro climate and a high S&P 500. The company delivered a beat-and-raise in Q2, lifting its full-year EPS guidance to $7.20-$7.40 (with the previous high end of its range now the new low end). The stock trades considerably cheaper than direct rivals like Pure Storage and Nutanix on both a P/E and revenue basis. Use the current lull in NetApp's stock as a buying opportunity, given its strong fundamentals and growth prospects. Read the full article on Seeking Alpha

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von George Kurian im Vergleich zu den Einnahmen von NetApp verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Jan 23 2026n/an/a

US$1b

Oct 24 2025n/an/a

US$1b

Jul 25 2025n/an/a

US$1b

Apr 25 2025US$23mUS$1m

US$1b

Jan 24 2025n/an/a

US$1b

Oct 25 2024n/an/a

US$1b

Jul 26 2024n/an/a

US$1b

Apr 26 2024US$18mUS$1m

US$986m

Jan 26 2024n/an/a

US$940m

Oct 27 2023n/an/a

US$692m

Jul 28 2023n/an/a

US$1b

Apr 28 2023US$11mUS$1m

US$1b

Jan 27 2023n/an/a

US$1b

Oct 28 2022n/an/a

US$1b

Jul 29 2022n/an/a

US$949m

Apr 29 2022US$19mUS$991k

US$937m

Jan 28 2022n/an/a

US$1b

Oct 29 2021n/an/a

US$942m

Jul 30 2021n/an/a

US$855m

Apr 30 2021US$14mUS$968k

US$730m

Jan 29 2021n/an/a

US$592m

Oct 30 2020n/an/a

US$687m

Jul 31 2020n/an/a

US$793m

Apr 24 2020US$9mUS$950k

US$819m

Vergütung im Vergleich zum Markt: GeorgeDie Gesamtvergütung ($USD23.13M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.79M).

Entschädigung vs. Einkommen: GeorgeDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.


Geschäftsführer

George Kurian (58 yo)

10.9yrs
Amtszeit
US$23,127,224
Vergütung

Mr. George Kurian serves as an Independent Director of The Cigna Group (formerly known as Cigna Corporation) since January 2021. He has been the Chief Executive Officer of NetApp, Inc since June 1, 2015 an...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
George Kurian
CEO & Director10.9yrsUS$23.13m0.14%
$ 33.9m
Cesar Rego
President5.8yrsUS$12.21m0.030%
$ 7.0m
Wissam Jabre
Executive VP & CFO1.2yrsUS$18.26m0.0080%
$ 1.9m
Elizabeth O'Callahan
EVP, Chief Administrative Officer & Corporate Secretary4.3yrsUS$5.41m0.0093%
$ 2.2m
Gus Shahin
Executive Vice President of Business Technology & Operations1.7yrskeine Datenkeine Daten
Daniel De Lorenzo
VP, Controller & Chief Accounting Officer2.1yrskeine Datenkeine Daten
Kris Newton
VP of Corporate Communications & Investor Relations8.3yrskeine Datenkeine Daten
Gabrielle Boko
Chief Marketing Officer3.3yrskeine Datenkeine Daten
Octavian Tanase
Senior Vice President of Engineering - Hybrid Cloud Groupno datakeine Datenkeine Daten
Puneet Gupta
Managing Director of NetApp India Marketing & Servicesno datakeine Datenkeine Daten
David Kim
Chief Diversity Officer3.3yrskeine Datenkeine Daten
Andrew Sotiropoulos
Senior VP & GM of Asia Pacific3yrskeine Datenkeine Daten
3.3yrs
Durchschnittliche Betriebszugehörigkeit
54yo
Durchschnittliches Alter

Erfahrenes Management: NTAPDas Führungsteam des Unternehmens gilt als erfahren (3.3 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
George Kurian
CEO & Director10.9yrsUS$23.13m0.14%
$ 33.9m
Anders Gustafsson
Independent Director2.5yrsUS$367.58k0.0058%
$ 1.4m
Gerald Held
Independent Director16.4yrsUS$360.08k0.011%
$ 2.5m
Thomas Nevens
Independent Chairman of the Board16.4yrsUS$538.81k0.0055%
$ 1.3m
Deepak Ahuja
Independent Director6.3yrsUS$395.08k0.010%
$ 2.4m
Deborah Kerr
Independent Director8.5yrsUS$365.08k0.011%
$ 2.7m
Francis Pelzer
Independent Director1.2yrsUS$135.95k0.00074%
$ 175.1k
Paul Fipps
Directorless than a yearkeine Datenkeine Daten
Scott Schenkel
Independent Director8.5yrsUS$382.58k0.015%
$ 3.7m
Carrie Palin
Independent Director5.3yrsUS$365.08k0.0047%
$ 1.1m
June Yang
Independent Director1.7yrsUS$292.58kkeine Daten
6.3yrs
Durchschnittliche Betriebszugehörigkeit
57yo
Durchschnittliches Alter

Erfahrener Vorstand: NTAPDie Vorstandsmitglieder gelten als erfahren (6.3 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/17 05:18
Aktienkurs zum Tagesende2026/05/15 00:00
Gewinne2026/01/23
Jährliche Einnahmen2025/04/25

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

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Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

NetApp, Inc. wird von 47 Analysten beobachtet. 17 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
James KelleherArgus Research Company
Jayson NolandBaird
Benjamin ReitzesBarclays