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Nutanix, Inc. Stock Price

NasdaqGS:NTNX Community·US$17.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 81 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

NTNX Share Price Performance

US$0
-78.21 (-100.00%)
​
US$58.98
Fair Value
US$0
-78.21 (-100.00%)
​
Price US$0
Thu, 6 Aug 26
Fair ValueUS$58.98
Share Pricen/a

NTNX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$58.98 14.8% overvalued intrinsic discount

Google Cloud And Multi-Cloud Integrations Will Redefine Enterprise IT

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35users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$90 24.8% undervalued intrinsic discount

Hybrid Cloud And AI Tailwinds Will Drive Powerful Long Term Upside Potential

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1users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$47 44.0% overvalued intrinsic discount

Hybrid Multicloud And VMware Migrations Will Face Headwinds Yet Ultimately Strengthen Long-Term Position

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NTNX logo
Nutanix
24.8% undervalued intrinsic discount

Hybrid Cloud And AI Tailwinds Will Drive Powerful Long Term Upside Potential

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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NTNX logo
Nutanix
14.8% overvalued intrinsic discount

Google Cloud And Multi-Cloud Integrations Will Redefine Enterprise IT

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 6 Aug
Read Narrative
NTNX logo
Nutanix
44.0% overvalued intrinsic discount

Hybrid Multicloud And VMware Migrations Will Face Headwinds Yet Ultimately Strengthen Long-Term Position

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 20 Aug
Read Narrative

Trending Discussion

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Recently Updated Narratives

AN
AnalystHighTarget
NTNX logo

NTNX: VMware Migrations And AI Infrastructure Demand Will Drive Future Upside

Fair Value: US$90 24.8% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
NTNX logo

NTNX: Supply Constraints And 2027 Renewal Risks Will Limit Upside

Fair Value: US$47 44.0% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
NTNX logo

NTNX: VMware Migrations And AI Edge Deals Will Shape Bookings Outlook

Fair Value: US$58.98 14.8% overvalued intrinsic discount
35 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with solid track record.

1 Risk
2 Rewards
View Full Analysis

Nutanix, Inc. Key Details

US$2.9b

Revenue

US$373.0m

Cost of Revenue

US$2.5b

Gross Profit

US$973.7m

Other Expenses

US$1.5b

Earnings

Last Reported Earnings
Jul 31, 2026
Next Reporting Earnings
n/a
5.57
86.93%
52.81%
192.0%
View Full Analysis

About NTNX

Founded
2009
Employees
7800
CEO
Rajiv Ramaswami
WebsiteView website
www.nutanix.com

Nutanix, Inc. provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. It offers hyperconverged infrastructure software; Nutanix Cloud Platform, which is designed to enable organizations to build hybrid multicloud infrastructure; Nutanix cloud infrastructure, is a distributed HCI for enterprise IT applications, includes Nutanix AOS; Nutanix AHV; Nutanix data services for Kubernetes; flow network security; flow virtual networking provides software-defined networking with multi-tenant isolation; Nutanix Cloud Clusters; Nutanix central provides management of the Nutanix hybrid multicloud environment; and Nutanix prism, is the unified control plane and UI; Nutanix Cloud Manager, is a unified management solution; NCM Intelligent Operations; NCM Self-Service and Orchestration; NCM Cost Governance; and Nutanix Security Central unifies cloud security operations. In addition, the company offers Nutanix Kubernetes Platform, which is an enterprise-grade Kubernetes platform to accelerate app development without lock-in; Nutanix Unified Storage; Nutanix Files Storage, is a software-defined scale-out file storage solution; Nutanix Objects Storage, is a scale-out S3-compatible object storage solution; Nutanix Objects Storage; Nutanix Volumes Block Storage, is a software-defined storage solution; Nutanix Data Lens, is a cloud-based cyber resilience service; Nutanix Database Service; Nutanix Enterprise AI, is a centralized inferencing control plane; and GPT-in-a-Box is a full-stack help provide consistent data services for structured and unstructured data. Further, it provides product support, and consulting and implementation services. The company serves financial services, retail, manufacturing, public sector, automotive and other transportation, consumer goods, education, energy, healthcare, media, technology, and telecommunications industries. The company has a strategic alliance with NetApp, Inc. to integrate NetApp Intelligent Data Infrastructure built on NetApp enterprise storage systems with the Nutanix Cloud Platform (NCP) solution. The company was incorporated in 2009 and is headquartered in San Jose, California.

Recent NTNX News & Updates

Seeking Alpha • Sep 10

Nutanix: Q4 Validates The External Storage Opportunity

Summary Nutanix is executing strongly, with external storage partnerships driving customer wins and expanding its addressable market. Management expects external storage to be the largest growth contributor by FY2027, while AI remains a longer-term revenue opportunity. Q4 FY2026 results exceeded guidance: revenue reached $757M, ARR grew 16% to $2.54B, and free cash flow hit $841M. I view NTNX as undervalued at 29.17x FWD P/E, with the VMware migration thesis and platform expansion strengthening the investment case. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

NTNX: VMware Migrations And AI Infrastructure Demand Will Drive Future Upside

Nutanix's analyst fair value estimate has moved from $65.00 to $90.00, as analysts point to higher peer multiple assumptions, stronger visibility around VMware migration demand, and ongoing checks that highlight firm hyperconverged infrastructure and AI related spending, even as they flag supply constraints and elevated expectations into upcoming guidance. Analyst Commentary Recent research on Nutanix points to a cluster of higher fair value views, with bullish analysts lifting price targets while still flagging supply and hardware constraints.

Recent updates

No updates

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