Novavax, Inc.

NasdaqGS:NVAX Stock Report

Market Cap: US$1.7b

Novavax Management

Management criteria checks 4/4

Novavax's CEO is John Jacobs, appointed in Jan 2023, has a tenure of 3.17 years. total yearly compensation is $5.09M, comprised of 14.8% salary and 85.2% bonuses, including company stock and options. directly owns 0.11% of the company’s shares, worth $1.85M. The average tenure of the management team and the board of directors is 3.1 years and 5.3 years respectively.

Key information

John Jacobs

Chief executive officer

US$5.1m

Total compensation

CEO salary percentage14.79%
CEO tenure3.2yrs
CEO ownership0.1%
Management average tenure3.1yrs
Board average tenure5.3yrs

Recent management updates

Recent updates

Novavax: The Bear Case Is Broken, But The Bull Case Needs More Proof

Feb 27

Improved Revenues Required Before Novavax, Inc. (NASDAQ:NVAX) Stock's 32% Jump Looks Justified

Jan 14
Improved Revenues Required Before Novavax, Inc. (NASDAQ:NVAX) Stock's 32% Jump Looks Justified

Novavax, Inc. (NASDAQ:NVAX) Shares Fly 29% But Investors Aren't Buying For Growth

May 20
Novavax, Inc. (NASDAQ:NVAX) Shares Fly 29% But Investors Aren't Buying For Growth

Novavax: Grandiose Ambitions, Smart Strategy, But FDA Decision Adds To Challenges

Apr 28
User avatar

Sanofi Partnership And Pipeline Programs Will Expand Future Markets

Strategic partnerships and new vaccine programs could significantly boost Novavax's future revenue and market expansion efforts.

Novavax: Regulatory Uncertainty Creates Risk And Opportunity For Beaten-Down Vaccine Developer

Apr 11

The Market Doesn't Like What It Sees From Novavax, Inc.'s (NASDAQ:NVAX) Revenues Yet As Shares Tumble 28%

Apr 02
The Market Doesn't Like What It Sees From Novavax, Inc.'s (NASDAQ:NVAX) Revenues Yet As Shares Tumble 28%

Some Novavax, Inc. (NASDAQ:NVAX) Analysts Just Made A Major Cut To Next Year's Estimates

Mar 12
Some Novavax, Inc. (NASDAQ:NVAX) Analysts Just Made A Major Cut To Next Year's Estimates

Novavax Cashes In On Its COVID Albatross -- Challenges Remain (Rating Upgrade)

Jan 16

Novavax, Inc. (NASDAQ:NVAX) Shares Fly 26% But Investors Aren't Buying For Growth

Dec 17
Novavax, Inc. (NASDAQ:NVAX) Shares Fly 26% But Investors Aren't Buying For Growth

Novavax, Inc. (NASDAQ:NVAX) Just Reported, And Analysts Assigned A US$16.67 Price Target

Nov 15
Novavax, Inc. (NASDAQ:NVAX) Just Reported, And Analysts Assigned A US$16.67 Price Target

Novavax Q3 Earnings Disappoint, But A Turnaround May Be Underway

Nov 13

Novavax, Inc.'s (NASDAQ:NVAX) 35% Dip In Price Shows Sentiment Is Matching Revenues

Nov 01
Novavax, Inc.'s (NASDAQ:NVAX) 35% Dip In Price Shows Sentiment Is Matching Revenues

Novavax Q3 Earnings A Week Away - Time To Accept A New Reality

Oct 31

Novavax's Future Hinges On Sanofi Deal And Upcoming Milestones

Sep 01

Novavax, Inc.'s (NASDAQ:NVAX) Shares Lagging The Industry But So Is The Business

Aug 14
Novavax, Inc.'s (NASDAQ:NVAX) Shares Lagging The Industry But So Is The Business

Novavax: Staying Long Despite Coming Up Short In Q2

Aug 13

Novavax Ahead Of Q2 Earnings - Picking Apart The Sanofi Deal

Jul 26

Novavax: New Chapter, Questions Remain

Jun 20

Novavax, Inc. (NASDAQ:NVAX) Surges 206% Yet Its Low P/S Is No Reason For Excitement

May 14
Novavax, Inc. (NASDAQ:NVAX) Surges 206% Yet Its Low P/S Is No Reason For Excitement

Novavax, Inc. (NASDAQ:NVAX) Just Reported First-Quarter Earnings And Analysts Are Lifting Their Estimates

May 13
Novavax, Inc. (NASDAQ:NVAX) Just Reported First-Quarter Earnings And Analysts Are Lifting Their Estimates

CEO Compensation Analysis

How has John Jacobs's remuneration changed compared to Novavax's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025n/an/a

US$440m

Sep 30 2025n/an/a

US$342m

Jun 30 2025n/an/a

US$423m

Mar 31 2025n/an/a

US$479m

Dec 31 2024US$5mUS$753k

-US$187m

Sep 30 2024n/an/a

-US$285m

Jun 30 2024n/an/a

-US$294m

Mar 31 2024n/an/a

-US$399m

Dec 31 2023US$7mUS$663k

-US$545m

Compensation vs Market: John's total compensation ($USD5.09M) is about average for companies of similar size in the US market ($USD5.39M).

Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.


CEO

John Jacobs (58 yo)

3.2yrs
Tenure
US$5,087,461
Compensation

Mr. John Charles Jacobs, M.B.A., serves as Chief Executive Officer and Director of Novavax, Inc. since January 23, 2023 and serves as its President from January 23, 2023. He was Director of Life Sciences P...


Leadership Team

NamePositionTenureCompensationOwnership
John Jacobs
President3.2yrsUS$5.09m0.11%
$ 1.9m
James Kelly
Executive VP4.6yrsUS$1.83m0.080%
$ 1.3m
Mark Casey
Executive VP2.3yrsUS$1.06m0.038%
$ 626.0k
Elaine O'Hara
Executive VP & Chief Strategy Officer3.1yrsUS$1.64m0.083%
$ 1.4m
Richard Crowley
Executive VP & COO3.2yrsno datano data
Luis Sanay
Vice President of Investor Relationsno datano datano data
Troy Morgan
Senior VPno datano datano data
Erika Trahan
Associate Director of Investor & Public Relations7.9yrsno datano data
Ian Watkins
Executive VP & Chief Human Resources Officer2.7yrsno datano data
Silvia Taylor
Executive VP4.2yrsno datano data
Henrietta Ukwu
Executive VP & Chief Regulatory Officer1yrno datano data
Robert Walker
Senior VP & Chief Medical Officer1.3yrsno datano data
3.1yrs
Average Tenure
58.5yo
Average Age

Experienced Management: NVAX's management team is considered experienced (3.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
John Jacobs
President3.2yrsUS$5.09m0.11%
$ 1.9m
David Mott
Chairman of the Board of Directors5.8yrsUS$468.61k0.037%
$ 623.2k
Richard Douglas
Independent Director16.2yrsUS$470.61k0.033%
$ 556.2k
Margaret McGlynn
Independent Vice Chairman of the Board of Directors5.3yrsUS$466.08k0.016%
$ 261.8k
Gregg Alton
Independent Director5.4yrsUS$453.43k0.018%
$ 294.8k
Rachel King
Independent Director7.3yrsUS$456.11k0.015%
$ 257.8k
Richard Rodgers
Independent Director3.4yrsUS$476.43k0.017%
$ 291.7k
John Shiver
Independent Director1yrno data0.0049%
$ 81.4k
Charles Newton
Independent Director1.2yrsno datano data
5.3yrs
Average Tenure
60yo
Average Age

Experienced Board: NVAX's board of directors are considered experienced (5.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/15 02:31
End of Day Share Price 2026/03/13 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Novavax, Inc. is covered by 24 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alec StranahanBofA Global Research
David LebowitzBrean Capital Historical (Janney Montgomery)
Mayank MamtaniB. Riley Securities, Inc.