NetApp, Inc.

Informe acción NasdaqGS:NTAP

Capitalización de mercado: US$31.4b

NetApp Dirección

Dirección controles de criterios 2/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

George Kurian

Chief Executive Officer (CEO)

US$23.1m

Compensación total

Porcentaje del salario del CEO4.32%
Permanencia del CEO11yrs
Participación del CEO0.2%
Permanencia media de la dirección3.3yrs
Promedio de permanencia en la Junta Directiva6.3yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis Jun 12

NetApp's (NASDAQ:NTAP) Earnings Seem To Be Promising

Shareholders appeared to be happy with NetApp, Inc.'s ( NASDAQ:NTAP ) solid earnings report last week. Looking deeper...
Actualización de narrativa Jun 04

NTAP: AI And Hybrid Cloud Partnerships Will Offset Higher Memory Cost Pressures

NetApp's fair value estimate has been raised from about $117 to about $168. This change reflects higher analyst price targets that credit stronger recent earnings, improving margins, and growing interest in the company's role in supporting on-premise AI infrastructure and storage demand.
Nueva narrativa Jun 01

AI And Cloud Catalysts Will Drive Stronger Profitability For This Data Storage Leader

Catalysts About NetApp NetApp provides data storage and data management solutions for enterprise and cloud environments. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa 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
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
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

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de George Kurian en comparación con los beneficios de NetApp?
FechaCompensación totalSalarioIngresos de la empresa
Apr 24 2026n/an/a

US$1b

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

Compensación vs. Mercado: La compensación total de George($USD23.13M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.67M).

Compensación vs. Ingresos: La compensación de George ha aumentado más de un 20% en el último año.


CEO

George Kurian (59 yo)

11yrs
Permanencia
US$23,127,224
Compensación

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...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
George Kurian
CEO & Director11yrsUS$23.13m0.18%
$ 56.9m
Cesar Rego
President5.9yrsUS$12.21m0.049%
$ 15.4m
Wissam Jabre
Executive VP & CFO1.3yrsUS$18.26m0.019%
$ 6.1m
Elizabeth O'Callahan
EVP, Chief Administrative Officer & Corporate Secretary4.4yrsUS$5.41m0.017%
$ 5.3m
Gus Shahin
Executive Vice President of Business Technology & Operations1.8yrssin datossin datos
Daniel De Lorenzo
VP, Controller & Chief Accounting Officer2.2yrssin datos0.00056%
$ 176.1k
Kris Newton
VP of Corporate Communications & Investor Relations8.4yrssin datossin datos
Gabrielle Boko
Chief Marketing Officer3.3yrssin datossin datos
Octavian Tanase
Senior Vice President of Engineering - Hybrid Cloud Groupno datasin datossin datos
Puneet Gupta
Managing Director of NetApp India Marketing & Servicesno datasin datossin datos
David Kim
Chief Diversity Officer3.3yrssin datossin datos
Andrew Sotiropoulos
Senior VP & GM of Asia Pacific3.1yrssin datossin datos
3.3yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de NTAP se considera experimentado (3.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
George Kurian
CEO & Director11yrsUS$23.13m0.18%
$ 56.9m
Anders Gustafsson
Independent Director2.6yrsUS$367.58k0.0058%
$ 1.8m
Gerald Held
Independent Director16.5yrsUS$360.08k0.0070%
$ 2.2m
Thomas Nevens
Independent Chairman of the Board16.5yrsUS$538.81k0.0055%
$ 1.7m
Deepak Ahuja
Independent Director6.3yrsUS$395.08k0.010%
$ 3.2m
Deborah Kerr
Independent Director8.6yrsUS$365.08k0.012%
$ 3.6m
Francis Pelzer
Independent Director1.3yrsUS$135.95k0.00074%
$ 232.7k
Paul Fipps
Directorless than a yearsin datossin datos
Scott Schenkel
Independent Director8.6yrsUS$382.58k0.016%
$ 4.9m
Carrie Palin
Independent Director5.3yrsUS$365.08k0.0048%
$ 1.5m
June Yang
Independent Director1.8yrsUS$292.58ksin datos
6.3yrs
Permanencia media
58yo
Promedio de edad

Junta con experiencia: La junta directiva de NTAP se considera experimentada (6.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/12 17:33
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/04/24
Ingresos anuales2026/04/24

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

NetApp, Inc. está cubierta por 46 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
James KelleherArgus Research Company
Jayson NolandBaird
Benjamin ReitzesBarclays