Pulmonx Corporation

NasdaqGS:LUNG 주식 리포트

시가총액: US$65.0m

Pulmonx 경영진

경영진 기준 점검 2/4

Pulmonx CEO는 Glen French, Oct2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $3.54M, 3.3% 급여 및 96.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.50M 가치에 해당하는 회사 주식의 2.3% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.2 년과 6.3 년입니다.

핵심 정보

Glen French

최고경영자

US$3.5m

총 보수

CEO 급여 비율3.28%
CEO 재임 기간less than a year
CEO 지분 보유율2.3%
경영진 평균 재임 기간3.2yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 02

LUNG: Execution Improvements And Fundamentals Focus Will Support Future Turnaround Confidence

Analysts have trimmed their price target on Pulmonx to $5 from $6, reflecting Q4 results that were largely in line and management's efforts to address internal issues while refocusing on the fundamentals that previously supported the business. Analyst Commentary Bullish analysts are emphasizing that the trimmed US$5 price target still reflects confidence that Pulmonx can execute on its plan to resolve internal issues and refocus on the fundamentals that previously supported the business.
내러티브 업데이트 Apr 18

LUNG: Fundamental Reset And Cleaner Execution Will Support Future Upside

Analysts have trimmed their Pulmonx price target to $5 from $6, citing largely in line Q4 results, management's explanation of last year's internal issues, and the company's renewed focus on the fundamentals that supported its earlier success. Analyst Commentary Bullish Takeaways Bullish analysts view the reset to a US$5 price target as reflecting a more grounded expectation for execution, with Q4 results described as largely in line rather than a negative surprise.
내러티브 업데이트 Apr 04

LUNG: Cleaner Execution And Fundamentals Refocus Will Support Future Upside

Analysts have trimmed their price target on Pulmonx to $5 from $6, pointing to Q4 results that were largely in line and to management's efforts to fix last year's internal issues while refocusing on the core fundamentals of the business. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q4 results being largely in line supports the current valuation reset, even with the lower US$5 price target.
내러티브 업데이트 Mar 21

LUNG: Cleaner Execution And 2026 Revenue Guidance Will Support Future Upside

Analysts have trimmed their price target on Pulmonx to about $5.17 from $5.75, reflecting updated views on revenue growth, profit margin expectations, and the impact of recent operational issues highlighted in Q4 commentary. Analyst Commentary Recent research suggests that the lower price target reflects a reset of expectations around execution while still acknowledging the core business case.
내러티브 업데이트 Mar 06

LUNG: Operational Reset And Fundamentals Focus Will Support Turnaround Confidence

Analysts have lowered their price target on Pulmonx by $1 to $5, citing Q4 results that were broadly in line with expectations, while management works through internal issues and refocuses on the fundamentals that previously supported the business. Analyst Commentary Recent research points to a more cautious, but still constructive, stance on Pulmonx.
내러티브 업데이트 Feb 20

LUNG: Refined Risk And Margin Outlook Will Support Turnaround Confidence

Analysts have adjusted their Pulmonx price targets to reflect updated assumptions on discount rate, revenue growth, profit margin, and future P/E, keeping fair value around $13.49 while fine tuning the risk and earnings profile in their models. Valuation Changes Fair Value: Model fair value is unchanged at $13.49, indicating updated inputs did not shift the overall valuation level.
분석 기사 Feb 11

Pulmonx Corporation (NASDAQ:LUNG) Not Doing Enough For Some Investors As Its Shares Slump 29%

The Pulmonx Corporation ( NASDAQ:LUNG ) share price has fared very poorly over the last month, falling by a substantial...
내러티브 업데이트 Feb 06

LUNG: Firm Guidance And Margins Will Support Future Upside Potential

Analysts have kept their Pulmonx fair value estimate steady at US$5.75, with a slightly higher discount rate and P/E assumptions guiding the updated price target rationale. What's in the News Pulmonx issued new earnings guidance for full year 2025, setting an expected total revenue range of US$89 million to US$90 million.
내러티브 업데이트 Jan 23

LUNG: Prior Leadership Return Will Drive Confidence In Turnaround Story

Narrative Update on Pulmonx Analysts have cut their price target on Pulmonx from $8 to $4, pointing to revised fair value assumptions and a lower future P/E multiple. At the same time, they highlight prior leadership returning and continued confidence in the Zephyr valves concept and the broader market opportunity.
분석 기사 Jan 10

Does Pulmonx (NASDAQ:LUNG) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
내러티브 업데이트 Jan 08

LUNG: Returning Leadership And Clinical Traction Will Support Future Upside Potential

Analysts have trimmed their price target on Pulmonx to US$4.00 from US$8.00, citing a reassessment of valuation, the return of prior leadership, and ongoing confidence in the clinical proof of concept for Zephyr valves and the broader market opportunity. Analyst Commentary Recent research commentary focuses on how the lower price target, leadership changes, and clinical track record of Zephyr valves fit together for investors weighing risk and potential reward.
내러티브 업데이트 Dec 24

LUNG: Returning Leadership Will Drive Confidence Amid Near-Term Execution Uncertainty

Analysts have reduced their price target on Pulmonx to approximately $4.00 from $8.00, citing near term uncertainty around leadership changes but continued confidence in the long term opportunity, supported by Zephyr valve clinical validation and the broader product pipeline. Analyst Commentary Bullish Takeaways Bullish analysts highlight that even after the reduced price target, the implied upside still represents roughly a potential doubling from recent after hours trading levels, which underscores a favorable risk reward profile.
내러티브 업데이트 Dec 10

LUNG: Returning Leadership Will Drive Confidence And Unlock Significant Upside Ahead

Analysts have reduced their price target on Pulmonx to about $4 from roughly $8, citing a lower discount rate along with confidence in returning leadership, robust clinical validation of Zephyr valves, and a solid market and pipeline opportunity that they still see as supporting substantial upside from current levels. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the lowered price target still implies meaningful upside from current trading levels, suggesting the market may be underestimating the company’s long term earnings potential.
분석 기사 Dec 05

Improved Revenues Required Before Pulmonx Corporation (NASDAQ:LUNG) Stock's 26% Jump Looks Justified

The Pulmonx Corporation ( NASDAQ:LUNG ) share price has done very well over the last month, posting an excellent gain...
내러티브 업데이트 Nov 26

LUNG: Returning Leadership Will Restore Confidence And Unlock Upside In Coming Year

Analysts have revised their price target for Pulmonx downward from $8 to $4 per share. They cite ongoing confidence in the company's clinical proof of concept and market opportunities, even in light of unexpected executive changes.
내러티브 업데이트 Nov 12

LUNG: Leadership Transition Will Drive Renewed Execution Strength In The Coming Year

Analysts have revised Pulmonx’s price target downward from $8.00 to $4.00. They cite both leadership changes and ongoing belief in the company’s clinical achievements and long-term market potential as rationale for the adjustment.
내러티브 업데이트 Oct 29

Leadership Return And Clinical Strength Will Drive Long-Term Market Opportunity

Analysts have lowered their price target for Pulmonx from $6.75 to $5.75, reflecting adjusted expectations on revenue growth and valuation. They remain optimistic, however, due to strong clinical evidence and a promising leadership transition.
분석 기사 Aug 28

Is Pulmonx (NASDAQ:LUNG) Using Debt In A Risky Way?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jul 24

Pulmonx Corporation (NASDAQ:LUNG) Soars 47% But It's A Story Of Risk Vs Reward

Those holding Pulmonx Corporation ( NASDAQ:LUNG ) shares would be relieved that the share price has rebounded 47% in...
분석 기사 May 26

Pulmonx Corporation (NASDAQ:LUNG) Stock's 40% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Unfortunately for some shareholders, the Pulmonx Corporation ( NASDAQ:LUNG ) share price has dived 40% in the last...
분석 기사 Apr 11

Not Many Are Piling Into Pulmonx Corporation (NASDAQ:LUNG) Stock Yet As It Plummets 29%

The Pulmonx Corporation ( NASDAQ:LUNG ) share price has fared very poorly over the last month, falling by a substantial...
User avatar
새로운 내러티브 Apr 01

LungTrax And Global Expansion Will Broaden Market Access

Expansion into new markets and innovative tools like LungTrax could grow patient volume, boosting revenue and operational efficiency.
분석 기사 Feb 21

Pulmonx Corporation (NASDAQ:LUNG) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Shareholders of Pulmonx Corporation ( NASDAQ:LUNG ) will be pleased this week, given that the stock price is up 19% to...
분석 기사 Feb 07

Many Still Looking Away From Pulmonx Corporation (NASDAQ:LUNG)

There wouldn't be many who think Pulmonx Corporation's ( NASDAQ:LUNG ) price-to-sales (or "P/S") ratio of 3.2x is worth...
분석 기사 Oct 22

Not Many Are Piling Into Pulmonx Corporation (NASDAQ:LUNG) Stock Yet As It Plummets 27%

The Pulmonx Corporation ( NASDAQ:LUNG ) share price has fared very poorly over the last month, falling by a substantial...
분석 기사 Oct 02

Is Pulmonx (NASDAQ:LUNG) Using Debt In A Risky Way?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Aug 15

Pulmonx Corporation (NASDAQ:LUNG) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Unfortunately for some shareholders, the Pulmonx Corporation ( NASDAQ:LUNG ) share price has dived 26% in the last...
Seeking Alpha Jul 21

Pulmonx: Low Bar For Q2 Earnings

Summary New CEO suggests status quo with respect to corporate strategy. Upcoming Q2 earnings have low expectations, which could provide a short-term positive catalyst. However, longer-term, the main issue with Pulmonx remains the mismatch between revenues and expenses. Read the full article on Seeking Alpha
분석 기사 Jun 07

Slammed 26% Pulmonx Corporation (NASDAQ:LUNG) Screens Well Here But There Might Be A Catch

The Pulmonx Corporation ( NASDAQ:LUNG ) share price has fared very poorly over the last month, falling by a substantial...
분석 기사 Apr 04

Pulmonx Corporation's (NASDAQ:LUNG) Share Price Matching Investor Opinion

You may think that with a price-to-sales (or "P/S") ratio of 4.5x Pulmonx Corporation ( NASDAQ:LUNG ) is a stock to...
Seeking Alpha Mar 26

Pulmonx: Revisiting Thesis Following Management Change

Summary Pulmonx Corporation's shares have performed poorly over the past year, returning -16%. The company's CEO recently announced his retirement, raising questions about potential changes in corporate strategy. In my opinion, the market for endobronchial valves is much smaller than anticipated, and LUNG should sell itself to a larger conglomerate. Read the full article on Seeking Alpha
분석 기사 Feb 23

Pulmonx (NASDAQ:LUNG) Has Debt But No Earnings; Should You Worry?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

CEO 보수 분석

Glen French의 보수는 Pulmonx의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$53m

Dec 31 2025US$4mUS$116k

-US$54m

Sep 30 2025n/an/a

-US$57m

Jun 30 2025n/an/a

-US$57m

Mar 31 2025n/an/a

-US$57m

Dec 31 2024US$717kUS$196k

-US$56m

Sep 30 2024n/an/a

-US$57m

Jun 30 2024n/an/a

-US$58m

Mar 31 2024n/an/a

-US$59m

Dec 31 2023US$6mUS$580k

-US$61m

Sep 30 2023n/an/a

-US$61m

Jun 30 2023n/an/a

-US$61m

Mar 31 2023n/an/a

-US$59m

Dec 31 2022US$5mUS$569k

-US$59m

Sep 30 2022n/an/a

-US$58m

Jun 30 2022n/an/a

-US$54m

Mar 31 2022n/an/a

-US$52m

Dec 31 2021US$5mUS$550k

-US$49m

Sep 30 2021n/an/a

-US$45m

Jun 30 2021n/an/a

-US$39m

Mar 31 2021n/an/a

-US$38m

Dec 31 2020US$3mUS$443k

-US$32m

Sep 30 2020n/an/a

-US$28m

Jun 30 2020n/an/a

-US$28m

Mar 31 2020n/an/a

-US$22m

Dec 31 2019US$1mUS$412k

-US$21m

보상 대 시장: Glen의 총 보수(USD3.54M)는 US 시장에서 비슷한 규모 기업의 평균(USD630.36K)보다 높습니다.

보상과 수익: Glen의 보상은 회사가 적자임에도 증가했습니다.


CEO

Glen French (63 yo)

less than a year
재임 기간
US$3,543,520
보수

Mr. Glendon E. French, also known as Glen, had been an Independent Director of EDAP TMS S.A. since February 27, 2025 until February 10, 2026. He serves as Director of Pulmonx Corporation from December 2014...


리더십 팀

이름직위재임 기간보수지분
Glendon French
CEO, President & Directorless than a yearUS$3.54m2.3%
$ 1.5m
Derrick Sung
CFO & COOless than a yearUS$2.95m0.32%
$ 208.4k
David Lehman
General Counsel & Secretary5.6yrsUS$1.71m0.21%
$ 136.9k
Srikanth Radhakrishnan
Chief Science & Technology Officer6.3yrs데이터 없음0.82%
$ 532.4k
Marcee Maroney
Vice President of Marketingno data데이터 없음데이터 없음
Lisa Paul
Chief People Officer4.3yrs데이터 없음데이터 없음
Jérôme Erath
Senior VP & GM of Internationalno data데이터 없음데이터 없음
Geoffrey Rose
Chief Commercial Officer6.3yrsUS$1.96m0.53%
$ 344.5k
Narinder Shargill
Senior Vice President of Global Medical & Clinical Affairsless than a year데이터 없음데이터 없음
John McKune
VP of Finance & Corporate Controller2.1yrs데이터 없음데이터 없음
3.2yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: LUNG의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.2 년).


이사회 구성원

이름직위재임 기간보수지분
Glendon French
CEO, President & Director11.4yrsUS$3.54m2.3%
$ 1.5m
Dana Mead
Independent Chairperson of the Board16.3yrsUS$211.29k0.16%
$ 102.6k
Richard Ferrari
Independent Director18.4yrsUS$181.29k0.12%
$ 76.8k
Georgia Garinois-Melenikiotou
Independent Director5.7yrsUS$181.29k0.15%
$ 96.3k
Thomas Burns
Independent Director5.7yrsUS$168.79k0.086%
$ 55.8k
Daniel Florin
Independent Director6.3yrsUS$188.79k0.22%
$ 144.6k
Tiffany Sullivan
Independent Director4.8yrsUS$166.29k0.090%
$ 58.6k
6.3yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: LUNG의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 23:50
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Pulmonx Corporation는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Travis SteedBofA Global Research
William PlovanicCanaccord Genuity
John YoungCanaccord Genuity