NetApp, Inc.

NasdaqGS:NTAP Stok Raporu

Piyasa değeri: US$33.1b

NetApp Yönetim

Yönetim kriter kontrolleri 2/4

NetApp CEO'su George Kurian, Jun2015 tarihinde atandı, in görev süresi 11.08 yıldır. in toplam yıllık tazminatı $ 23.13M olup, şirket hissesi ve opsiyonları dahil olmak üzere 4.3% maaş ve 95.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.18% ine doğrudan sahiptir ve bu hisseler $ 59.91M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.4 yıl ve 6.4 yıldır.

Anahtar bilgiler

George Kurian

İcra Kurulu Başkanı

US$23.1m

Toplam tazminat

CEO maaş yüzdesi4.32%
CEO görev süresi11.1yrs
CEO sahipliği0.2%
Yönetim ortalama görev süresi3.4yrs
Yönetim Kurulu ortalama görev süresi6.4yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Seeking Alpha Jul 02

NetApp: Share Gains Will Determine The Next Leg Higher

Summary NetApp is rated a buy with an FY 2027 price target of $178, implying 14% upside driven by AI-focused data center tailwinds. NTAP posted robust Q4 results: 12% YoY revenue growth, 71.5% non-GAAP gross margin, and $1.87B in free cash flow, signaling strong fundamentals. Management guides for 8% FY 2027 revenue growth; further upside hinges on NTAP achieving market share gains over competitors like Dell and Everpure. Risks include the possibility that recent growth is macro-driven rather than company-specific, with Everpure potentially outpacing NTAP in storage market share. Read the full article on Seeking Alpha
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
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

CEO Tazminat Analizi

George Kurian'un ücretlendirmesi NetApp'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: George 'nin toplam tazminatı ($USD 23.13M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.60M ).

Tazminat ve Kazançlar: George 'in maaşı son bir yılda %20'den fazla arttı.


CEO

George Kurian (59 yo)

11.1yrs
Görev süresi
US$23,127,224
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
George Kurian
CEO & Director11.1yrsUS$23.13m0.18%
$ 59.9m
Cesar Rego
President6yrsUS$12.21m0.024%
$ 7.9m
Wissam Jabre
Executive VP & CFO1.3yrsUS$18.26m0.019%
$ 6.4m
Elizabeth O'Callahan
EVP, Chief Administrative Officer & Corporate Secretary4.5yrsUS$5.41m0.016%
$ 5.5m
Gus Shahin
Executive Vice President of Business Technology & Operations1.8yrsVeri yokVeri yok
Daniel De Lorenzo
VP, Controller & Chief Accounting Officer2.3yrsVeri yok0.00056%
$ 185.3k
Kris Newton
VP of Corporate Communications & Investor Relations8.5yrsVeri yokVeri yok
Gabrielle Boko
Chief Marketing Officer3.4yrsVeri yokVeri yok
Octavian Tanase
Senior Vice President of Engineering - Hybrid Cloud Groupno dataVeri yokVeri yok
Puneet Gupta
Managing Director of NetApp India Marketing & Servicesno dataVeri yokVeri yok
David Kim
Chief Diversity Officer3.4yrsVeri yokVeri yok
Andrew Sotiropoulos
Senior VP & GM of Asia Pacific3.2yrsVeri yokVeri yok
3.4yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: NTAP 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.4 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
George Kurian
CEO & Director11.1yrsUS$23.13m0.18%
$ 59.9m
Anders Gustafsson
Independent Director2.7yrsUS$367.58k0.0058%
$ 1.9m
Gerald Held
Independent Director16.6yrsUS$360.08k0.0070%
$ 2.3m
Thomas Nevens
Independent Chairman of the Board16.6yrsUS$538.81k0.0055%
$ 1.8m
Deepak Ahuja
Independent Director6.4yrsUS$395.08k0.010%
$ 3.3m
Deborah Kerr
Independent Director8.7yrsUS$365.08k0.012%
$ 3.8m
Francis Pelzer
Independent Director1.3yrsUS$135.95k0.00074%
$ 244.8k
Paul Fipps
Directorless than a yearVeri yokVeri yok
Scott Schenkel
Independent Director8.7yrsUS$382.58k0.016%
$ 5.2m
Carrie Palin
Independent Director5.4yrsUS$365.08k0.0048%
$ 1.6m
June Yang
Independent Director1.8yrsUS$292.58kVeri yok
6.4yrs
Ortalama Görev Süresi
58yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: NTAP 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.4 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/12 20:18
Gün Sonu Hisse Fiyatı2026/07/10 00:00
Kazançlar2026/04/24
Yıllık Kazançlar2026/04/24

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

NetApp, Inc. 45 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
James KelleherArgus Research Company
Jayson NolandBaird
Timothy LongBarclays