Nutanix Crecimiento futuro
Future controles de criterios 5/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Nutanix de 24% y 11.7% por año respectivamente. Se prevé que el BPA crezca en un 19.9% al año. Se espera que la rentabilidad financiera sea de 439.1% en 3 años.
Información clave
24.0%
Tasa de crecimiento de los beneficios
19.91%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 19.0% |
| Tasa de crecimiento de los ingresos | 11.7% |
| Rentabilidad financiera futura | 439.12% |
| Cobertura de analistas | Good |
| Última actualización | 17 Apr 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
NTNX: AMD AI Partnership And VMware Migrations Will Support Multi Year Upside
Nutanix's analyst price targets have generally moved lower, with several firms cutting objectives by $7 to $34 per share as analysts flag softer near term revenue visibility tied to server supply constraints, even as they highlight solid bookings trends, customer additions and new partnerships as supporting factors. Analyst Commentary Recent research shows a mixed but detailed debate around Nutanix, with analysts weighing strong demand signals and new partnerships against timing issues, supply constraints and questions about revenue visibility.NTNX: AMD AI Partnership And VMware Migrations Will Drive Multi Year Upside
Narrative Update on Nutanix The analyst price target for Nutanix has been trimmed from about $56.54 to $54.68 as analysts factor in slightly lower revenue growth and profit margin assumptions, a modestly higher discount rate, and recent research citing limited near term visibility, server supply constraints and repeated guidance cuts, while this has been partially offset by generally solid bookings trends and new partnerships. Analyst Commentary Recent Street research on Nutanix reflects a split view, with some firms highlighting solid execution and partnerships, while others focus on reduced visibility and repeated guidance cuts.NTNX: AMD AI And VMware Migrations Will Drive Multi Year Upside
The updated analyst price target for Nutanix edges higher to $56.54, with analysts pointing to solid bookings trends, resilient customer additions, and new partnerships with OEMs and AMD as key supports, even as several firms recalibrate for supply driven revenue timing and slightly softer near term visibility. Analyst Commentary Recent research on Nutanix shows a split view, with bullish analysts pointing to demand indicators and new partnerships, while more cautious voices focus on timing issues, supply constraints, and reduced visibility on revenue growth.NTNX: AMD AI Partnership And VMware Migrations Will Support Future Upside
The analyst price target for Nutanix has been trimmed by a few dollars, reflecting a slightly lower fair value estimate of $56.29. Analysts are balancing supply related revenue timing issues with solid bookings trends, strong customer additions, and growing contributions from OEM and AMD partnerships.NTNX: AMD AI Partnership Will Drive Future VMware Migration Upside
Nutanix's analyst price target has been revised lower by about $4 to reflect a slightly higher discount rate and more modest profit margin assumptions, even as analysts point to resilient bookings, strong customer additions, and support from OEM and AMD partnerships. Analyst Commentary Recent research takes a mixed view on Nutanix, with most firms trimming price targets but still highlighting a solid operating backdrop and active customer pipeline.Nutanix: Demand Surge Is Now Running Into Supply Constraints
Feb 26NTNX: Future VMware Displacements And AI Workloads Will Offset Recent Rating Resets
Narrative update overview The analyst price target for Nutanix has been reduced by about $3 to reflect lower fair value and profit margin assumptions, even as analysts factor in slightly higher projected revenue growth and a higher future P/E, following a series of recent target cuts and rating downgrades across the Street. Analyst Commentary Recent Street research on Nutanix has centered on lower price targets and mixed views on how the business is positioned after its latest results and guidance update.Some Confidence Is Lacking In Nutanix, Inc. (NASDAQ:NTNX) As Shares Slide 26%
Feb 06
NTNX: Future VMware Displacements And AI Workloads Will Support Long-Term Repricing
The analyst price target for Nutanix has been trimmed by about US$2 to reflect lower modeled revenue growth, a reduced future P/E multiple, and recent target cuts and rating changes from several firms, even as analysts still see an attractive long term business profile. Analyst Commentary Recent Street research on Nutanix reflects a mix of optimism about the long term opportunity and caution around execution and growth visibility in the nearer term.NTNX: Future VMware Displacements And AI Workloads Will Support Long-Term Outperformance
Our updated analyst price target for Nutanix moves modestly lower to reflect a reduced fair value estimate of about $67.85, as analysts factor in recent price target cuts, a slight increase in the discount rate, and a lower assumed future P/E multiple following softer guidance and reduced visibility into top line growth. Analyst Commentary Recent Street research on Nutanix reflects a split view, with some analysts focusing on execution risks and reduced visibility, while others still see an appealing long term growth story tied to infrastructure trends and AI related workloads.NTNX: Future VMware Displacements And AI Use Cases Will Drive Long-Term Outperformance
Narrative update Analysts have trimmed their Nutanix price expectations by roughly $15 to $20 per share on average, reflecting Q1 results, lower guidance, and model updates after the first miss in several years. Some still highlight longer term opportunities in hyperconverged infrastructure and AI related use cases.NTNX: Future VMware Displacements Will Drive Long-Term Outperformance Despite Near-Term Guidance Reset
Nutanix's consensus analyst price target has been revised lower by roughly $10 to $15 per share, as analysts reduce valuation multiples and near term growth expectations following an in line quarter with softer guidance and the company's first miss in over five years. Analyst Commentary Street research following the quarter reflects a more cautious stance on Nutanix's near term execution, even as many on the sell side remain constructive on the long term growth and market share opportunity.Nutanix, Inc.'s (NASDAQ:NTNX) 35% Share Price Plunge Could Signal Some Risk
Dec 10NTNX: Market Share Gains Will Drive Longer-Term Outperformance Despite Recent Guidance Reset
Analysts have trimmed their average price target on Nutanix by roughly $15, to the low $70s. This reflects slightly slower expected revenue growth and a higher discount rate, partially offset by improved margin and valuation assumptions following the company’s first earnings miss in more than five years and subsequent model resets across the Street.NTNX: Market Share Gains Will Drive Longer-Term Outperformance Despite Sector Uncertainty
Nutanix's analyst price target has been modestly revised downward by $1.25 to $85.78. Analysts cite shifting AI demand trends and cautious guidance on revenue and contract renewals, along with continued long-term opportunity in virtualization and infrastructure modernization.Cloud Platform Modernization And GenAI Use Will Open New Markets
Nutanix’s modest price target reduction reflects cautious long-term guidance amid macroeconomic uncertainty and softer renewal expectations, though analysts remain constructive due to strong enterprise modernization trends, consistent execution, and opportunities from competitive displacement, resulting in a new consensus fair value of $90.64. Analyst Commentary Fiscal Q4 showed solid new logo performance, but forward guidance for 2026 was cautious due to macroeconomic uncertainty and expectations for softer contract renewal growth.Nutanix (NASDAQ:NTNX) Is Looking To Continue Growing Its Returns On Capital
Jul 16Results: Nutanix, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
May 30Market Participants Recognise Nutanix, Inc.'s (NASDAQ:NTNX) Revenues Pushing Shares 34% Higher
May 17
Cloud Platform Modernization And GenAI Use Will Open New Markets
Strong new logo growth, strategic partnerships, and infrastructure modernization initiatives are poised to drive Nutanix's future revenue and market penetration.Nutanix Is A Winner
Mar 18Nutanix: Industry's High Switching Cost Could Lead To Lower Revenue Growth
Feb 12Nutanix Q1 Preview: Likely Gaining Shares From VMware; 'Strong Buy'
Nov 25Nutanix Is Taking Market Share
Oct 17Nutanix: Shifting To A Buy As The Company Enters FY2025 On Solid Footing (Rating Upgrade)
Sep 27Nutanix: Mid-Teens Growth Is Easily Achievable
Sep 10Nutanix: A Leader In The Infrastructure Software Space
Aug 01Nutanix: A Fairly Priced Leader In Hyperconverged Infrastructure
Jul 17Nutanix: A Buyable Dip, Especially When Weaker Outlook May Just Be About Deal Timing
Jun 01Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 7/31/2028 | 3,571 | 481 | 1,020 | 1,120 | 12 |
| 7/31/2027 | 3,202 | 367 | 882 | 959 | 17 |
| 7/31/2026 | 2,823 | 289 | 752 | 827 | 16 |
| 1/31/2026 | 2,686 | 267 | 777 | 832 | N/A |
| 10/31/2025 | 2,618 | 221 | 773 | 857 | N/A |
| 7/31/2025 | 2,538 | 188 | 750 | 821 | N/A |
| 4/30/2025 | 2,433 | 24 | 767 | 847 | N/A |
| 1/31/2025 | 2,318 | -55 | 642 | 724 | N/A |
| 10/31/2024 | 2,229 | -79 | 617 | 689 | N/A |
| 7/31/2024 | 2,149 | -125 | 598 | 673 | N/A |
| 4/30/2024 | 2,095 | -12 | 419 | 487 | N/A |
| 1/31/2024 | 2,019 | -67 | 393 | 465 | N/A |
| 10/31/2023 | 1,940 | -171 | 294 | 352 | N/A |
| 7/31/2023 | 1,863 | -255 | 207 | 272 | N/A |
| 4/30/2023 | 1,754 | -393 | 185 | 252 | N/A |
| 1/31/2023 | 1,709 | -434 | 112 | 174 | N/A |
| 10/31/2022 | 1,636 | -479 | 66 | 126 | N/A |
| 7/31/2022 | 1,581 | -799 | 18 | 68 | N/A |
| 4/30/2022 | 1,586 | -1,006 | -47 | 5 | N/A |
| 1/31/2022 | 1,527 | -1,017 | -98 | -47 | N/A |
| 10/31/2021 | 1,460 | -1,189 | -144 | -89 | N/A |
| 7/31/2021 | 1,394 | -1,036 | -158 | -100 | N/A |
| 4/30/2021 | 1,332 | -861 | -130 | -72 | N/A |
| 1/31/2021 | 1,305 | -978 | -176 | -101 | N/A |
| 10/31/2020 | 1,306 | -909 | -221 | -138 | N/A |
| 7/31/2020 | 1,308 | -873 | -249 | -160 | N/A |
| 4/30/2020 | 1,280 | -882 | -269 | -173 | N/A |
| 1/31/2020 | 1,249 | -851 | -210 | -125 | N/A |
| 10/31/2019 | 1,238 | -756 | N/A | -34 | N/A |
| 7/31/2019 | 1,236 | -621 | N/A | 42 | N/A |
| 4/30/2019 | 1,240 | -514 | N/A | 75 | N/A |
| 1/31/2019 | 1,242 | -390 | N/A | 124 | N/A |
| 10/31/2018 | 1,193 | -330 | N/A | 132 | N/A |
| 7/31/2018 | 1,155 | -297 | N/A | 93 | N/A |
| 4/30/2018 | 1,104 | -276 | N/A | 76 | N/A |
| 1/31/2018 | 1,020 | -287 | N/A | 46 | N/A |
| 10/31/2017 | 933 | -301 | N/A | 20 | N/A |
| 7/31/2017 | 846 | -380 | N/A | 15 | N/A |
| 4/30/2017 | 733 | -363 | N/A | 10 | N/A |
| 1/31/2017 | 642 | -313 | N/A | 29 | N/A |
| 10/31/2016 | 546 | -270 | N/A | 13 | N/A |
| 7/31/2016 | 503 | -108 | N/A | 4 | N/A |
| 4/30/2016 | 379 | -156 | N/A | -4 | N/A |
| 1/31/2016 | 329 | -142 | N/A | -12 | N/A |
| 10/31/2015 | 283 | -136 | N/A | -24 | N/A |
| 7/31/2015 | 241 | -126 | N/A | -26 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (24% al año) de NTNX es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (24% al año) de NTNX crezcan más rápidamente que el mercado US (16.1% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de NTNX crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (11.7% al año) de NTNX crezcan más rápidamente que los del mercado US (11.3% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 11.7% al año) de NTNX crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de NTNX sea muy elevada dentro de 3 años (439.1%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/05 19:21 |
| Precio de las acciones al final del día | 2026/05/05 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2025/07/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Nutanix, Inc. está cubierta por 32 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jonathan Ruykhaver | Baird |
| Timothy Long | Barclays |
| Dong Wang | Barclays |