NetApp Gestione
Criteri Gestione verificati 3/4
NetApp Il CEO è George Kurian, nominato in Jun2015, e ha un mandato di 11.25 anni. la retribuzione annua totale è $ 22.16M, composta da 4.5% di stipendio e 95.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.18% delle azioni della società, per un valore di $ 71.45M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.6 anni e 6.6 anni.
Informazioni chiave
George Kurian
Amministratore delegato
US$22.2m
Compenso totale
| Percentuale dello stipendio del CEO | 4.51% |
| Mandato del CEO | 11.3yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 3.6yrs |
| Durata media del Consiglio di amministrazione | 6.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Sep 08
NTAP: AI Storage Demand And Cloud Partnerships Will Support Fair Valuation Balance
NetApp's analyst fair value target has moved up from $186.31 to $194.19 as analysts point to stronger revenue and margin estimates supported by recent "strong" quarters, raised long term revenue and EPS forecasts, and broad based demand, even as some firms trim valuation multiples on margin headwinds and pull forward concerns. Analyst Commentary Recent Street research on NetApp points to a mix of optimism on execution and growth, alongside a more cautious view on how much of that strength is already reflected in the stock.Seeking Alpha • Sep 03
NetApp Stock Is Buyable Here, Better In The $140s
Summary NetApp, Inc. delivered a record fiscal first quarter, with revenues up 30% and EPS up 66%, beating all expectations. NTAP raised fiscal 2027 revenue guidance by $650 million, implying 17% growth, but expects slower growth in coming quarters. Profitability remains exceptional: gross margin near 71%, EBIT margin 24.5%, and return on equity over 100%, supporting an 18x earnings multiple. I rate NTAP stock a Buy for its profitability and guidance raise, but see $140–$155 as the most attractive accumulation range. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 24
NTAP: AI Storage Demand And Partnerships Will Offset Full Valuation Risks
NetApp's updated analyst price target of $210, up from $170, reflects a series of higher Street targets that cite stronger enterprise storage spending, AI infrastructure demand and recent earnings outperformance, even as analysts flag elevated expectations and full valuation risk. Analyst Commentary Recent research on NetApp highlights a mix of optimism around growth opportunities and caution around how much of that story may already be reflected in the stock.
Aggiornamento narrativa • Aug 10
NTAP: AI Storage Upswing Will Eventually Buckle Under Rising Component Costs
Analysts lifted the NetApp fair value estimate from $137.0 to $150.0, reflecting a series of higher Street price targets that point to stronger confidence in AI driven storage demand and the company’s recent execution. Analyst Commentary Recent Street research around NetApp highlights a clear split between bullish optimism on AI driven storage demand and a more reserved camp that is focused on valuation, execution risks, and the durability of current trends.Aggiornamento narrativa • Jul 16
NTAP: AI Infrastructure Demand And Partnerships Will Counter Memory Cost Pressures
NetApp's analyst-derived fair value has edged up from $171.75 to $175.69 as analysts factor in higher price targets tied to stronger AI infrastructure demand, recent Q4 earnings strength, and expectations that the company's storage and cloud portfolio can support these revised assumptions. Analyst Commentary Recent Street research on NetApp shows a broad reset higher in price targets, with analysts reacting to Q4 execution, AI related storage demand, and shifts in the company’s product mix.Aggiornamento narrativa • Jul 02
NTAP: AI Infrastructure Momentum Will Mask Mounting Component Cost Pressures
The analyst price target for NetApp rises from $121.86 to $137.00 as analysts factor in recent price target increases across the Street tied to strong Q4 results, AI infrastructure demand, and expectations that the company can manage higher component costs while maintaining margins. Analyst Commentary Recent research on NetApp highlights a wide range of views, with many firms lifting price targets following strong Q4 results and increased interest in AI infrastructure.Articolo di analisi • Jun 19
NetApp (NTAP) Stock Could Be 7% Undervalued After EPS Estimate Revisions
Estimate Revisions Put NetApp (NTAP) Back in Focus Upward revisions to consensus earnings per share estimates have put NetApp (NTAP) back on investor radar, drawing attention to how shifting expectations may relate to the stock’s recent strong price performance. See our latest analysis for NetApp. The recent revision to earnings expectations comes on top of strong share price momentum for NetApp, with a 30-day share price return of 34.24% and a 90-day share price return of 57.96%. The 1-year...Aggiornamento narrativa • Jun 18
NTAP: AI Infrastructure And Hybrid Cloud Strength Will Offset Memory Cost Risks
Analysts have nudged the NetApp price target higher to $171.75 from $167.93, reflecting updated assumptions that include slightly adjusted revenue growth, profit margin expectations, discount rate, and a higher future P/E multiple, supported by recent research citing strong Q4 results, AI infrastructure demand, and an expanding solutions portfolio. Analyst Commentary Recent Street research around NetApp reflects a broadly constructive tone, with most firms lifting price targets after the latest Q4 and FY26 results, while still flagging some areas of execution and valuation risk.Nuova narrativa • Jun 15
AI Storage And Cloud Services Dependence Will Increase Earnings Risk Over Time
Catalysts About NetApp NetApp provides data storage and data management solutions across on premises, public cloud and hybrid cloud environments, including offerings tailored for AI workloads. What are the underlying business or industry changes driving this perspective?Articolo di analisi • 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...Aggiornamento 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.
Nuova 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?Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jul 31 2026 | n/a | n/a | US$1b |
| Apr 24 2026 | US$22m | US$1m | US$1b |
| Jan 23 2026 | n/a | n/a | US$1b |
| Oct 24 2025 | n/a | n/a | US$1b |
| Jul 25 2025 | n/a | n/a | US$1b |
| Apr 25 2025 | US$23m | US$1m | US$1b |
| Jan 24 2025 | n/a | n/a | US$1b |
| Oct 25 2024 | n/a | n/a | US$1b |
| Jul 26 2024 | n/a | n/a | US$1b |
| Apr 26 2024 | US$18m | US$1m | US$986m |
| Jan 26 2024 | n/a | n/a | US$940m |
| Oct 27 2023 | n/a | n/a | US$692m |
| Jul 28 2023 | n/a | n/a | US$1b |
| Apr 28 2023 | US$11m | US$1m | US$1b |
| Jan 27 2023 | n/a | n/a | US$1b |
| Oct 28 2022 | n/a | n/a | US$1b |
| Jul 29 2022 | n/a | n/a | US$949m |
| Apr 29 2022 | US$19m | US$991k | US$937m |
| Jan 28 2022 | n/a | n/a | US$1b |
| Oct 29 2021 | n/a | n/a | US$942m |
| Jul 30 2021 | n/a | n/a | US$855m |
| Apr 30 2021 | US$14m | US$968k | US$730m |
| Jan 29 2021 | n/a | n/a | US$592m |
| Oct 30 2020 | n/a | n/a | US$687m |
| Jul 31 2020 | n/a | n/a | US$793m |
| Apr 24 2020 | US$9m | US$950k | US$819m |
Compensazione vs Mercato: La retribuzione totale di George ($USD 22.16M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.74M ).
Compensazione vs guadagni: La retribuzione di George è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
George Kurian (59 yo)
11.3yrs
Mandato
US$22,157,635
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 11.3yrs | US$22.16m | 0.18% $ 71.5m | |
| President | 6.2yrs | US$11.13m | 0.024% $ 9.3m | |
| Executive VP & CFO | 1.5yrs | US$11.49m | 0.020% $ 7.7m | |
| EVP, Chief Administrative Officer & Corporate Secretary | 4.7yrs | US$6.60m | 0.016% $ 6.3m | |
| Executive VP & Chief Product Officer | 1.2yrs | US$34.27m | 0.019% $ 7.3m | |
| Executive Vice President of Business Technology & Operations | 2yrs | Nessun dato | Nessun dato | |
| VP, Controller & Chief Accounting Officer | 2.4yrs | Nessun dato | 0.00080% $ 313.1k | |
| VP of Corporate Communications & Investor Relations | 8.7yrs | Nessun dato | Nessun dato | |
| Chief Marketing Officer | 3.6yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Engineering - Hybrid Cloud Group | no data | Nessun dato | Nessun dato | |
| Managing Director of NetApp India Marketing & Services | no data | Nessun dato | Nessun dato | |
| Chief Diversity Officer | 3.6yrs | Nessun dato | Nessun dato |
3.6yrs
Durata media
54.5yo
Età media
Gestione esperta: Il team dirigenziale di NTAP è considerato esperto (durata media dell'incarico 3.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 11.3yrs | US$22.16m | 0.18% $ 71.5m | |
| Independent Director | 2.8yrs | US$385.30k | 0.0058% $ 2.3m | |
| Independent Director | 16.8yrs | US$377.80k | 0.0070% $ 2.7m | |
| Independent Chairman of the Board | 16.8yrs | US$549.05k | 0.0055% $ 2.1m | |
| Independent Director | 6.6yrs | US$405.30k | 0.010% $ 3.9m | |
| Independent Director | 8.8yrs | US$375.30k | 0.013% $ 5.0m | |
| Independent Director | 1.5yrs | US$386.55k | 0.00074% $ 289.7k | |
| Independent Director | less than a year | US$309.99k | 0% $ 0 | |
| Independent Director | 8.8yrs | US$37.50k | 0% $ 0 | |
| Independent Director | 5.6yrs | US$389.68k | 0.0048% $ 1.9m | |
| Independent Director | 2yrs | US$370.30k | 0% $ 0 |
6.6yrs
Durata media
58yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NTAP sono considerati esperti (durata media dell'incarico 6.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/13 01:54 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/07/31 |
| Utili annuali | 2026/04/24 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
NetApp, Inc. è coperta da 46 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Kelleher | Argus Research Company |
| Jayson Noland | Baird |
| Timothy Long | Barclays |