Nutanix Dirección
Dirección controles de criterios 3/4
El CEO de Nutanix es Rajiv Ramaswami , nombrado en Dec 2020, tiene una permanencia de 5.75 años. compensación anual total es $22.57M, compuesta por 3.5% salario y 96.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.38% de las acciones de la empresa, por valor de $67.03M. La antigüedad media del equipo directivo y de la junta directiva es de 4.3 años y 8.9 años, respectivamente.
Información clave
Rajiv Ramaswami
Chief Executive Officer (CEO)
US$22.6m
Compensación total
| Porcentaje del salario del CEO | 3.54% |
| Permanencia del CEO | 5.8yrs |
| Participación del CEO | 0.4% |
| Permanencia media de la dirección | 4.3yrs |
| Promedio de permanencia en la Junta Directiva | 8.9yrs |
Actualizaciones recientes de la dirección
Recent 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
Actualización de narrativa • 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.
Actualización de narrativa • Aug 20
NTNX: Supply Constraints And 2027 Renewal Risks Will Limit Upside
The analyst fair value estimate for Nutanix has moved from $43.25 to $47.00, reflecting updated Street research that cites solid recent results, healthier bookings and product demand trends, as well as ongoing supply chain and macro pressures that analysts still flag as key watchpoints. Analyst Commentary Street research on Nutanix has turned more mixed, with several firms lifting price targets while still flagging execution risks, valuation questions and ongoing macro and supply chain headwinds.
Actualización de narrativa • Aug 06
NTNX: VMware Migrations And AI Edge Deals Will Shape Bookings Outlook
Analysts have nudged the Nutanix fair value estimate higher, with the price target moving about $2 to $58.98 as they factor in stronger bookings trends, a higher assumed future P/E of 35.4x, and mixed but still resilient views on growth and margins following recent post earnings research. Analyst Commentary Recent research on Nutanix points to a mix of optimism and caution.Actualización de narrativa • Jul 23
NTNX: Bookings And VMware Migration Wins Will Support Future Upside
Nutanix's analyst price target has been updated to $65.00. Analysts cited solid Q3 results, strong bookings and term-license momentum, ongoing VMware migration wins, and improved profitability expectations.Actualización de narrativa • Jul 08
NTNX: Supply Constraints And 2027 Renewal Risks Will Pressure Future Upside
Nutanix's updated analyst price target moves from $53.00 to about $43.25, reflecting analysts' mixed take that strong bookings, term-license momentum, and VMware migration wins are being balanced against supply chain constraints, duration-driven upside, and concerns about softer renewal trends into 2027. Analyst Commentary Recent Street research on Nutanix points to a split view, with several firms lifting price targets while others highlight execution and growth risks that could affect how investors think about valuation and the durability of current trends.Actualización de narrativa • Jun 24
NTNX: VMware Migrations And AI Workloads Will Support Future Bookings
Analysts have modestly raised their average Nutanix price targets to a range of roughly $50 to $65, citing solid Q3 results, strong bookings and term-license momentum, and continued VMware-related migration benefits, while still flagging supply chain constraints and renewal risks as key watchpoints. Analyst Commentary Recent research updates on Nutanix show a mix of optimism around bookings strength and term-license momentum, balanced against ongoing supply chain issues and questions around future renewal trends and revenue conversion.Artículo de análisis • Jun 21
Nutanix (NTNX) Stock Could Be 18% Undervalued Despite Soft Billings And Insider Selling
Recent commentary around Nutanix (NTNX) has focused on Q1 billings growth that trailed sector peers, softer demand signals, and projections for slower revenue growth, all coinciding with insider share sales. See our latest analysis for Nutanix. Nutanix’s recent news around softer billings and insider selling has played out against a mixed share price pattern, with the stock down year to date but recording a 16.12% 90 day share price return and a 71.36% three year total shareholder return...Actualización de narrativa • Jun 06
NTNX: AI Workloads And VMware Migrations Will Support Bookings Despite Supply Risks
Analysts have lifted the Nutanix fair value estimate from $54.68 to $57.01, reflecting recent price target revisions that point to solid bookings trends, resilient demand despite supply chain constraints, and higher long term margin potential, tempered by some concerns about Q4 guidance and renewal momentum into 2027. Analyst Commentary Analyst reactions to Nutanix center on strong recent execution in bookings and margins, set against ongoing supply chain issues and questions about how growth and renewals will hold up over the next few years.Actualización de narrativa • May 04
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.Actualización de narrativa • Apr 19
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.Actualización de narrativa • Apr 04
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.Actualización de narrativa • Mar 20
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.Actualización de narrativa • Mar 05
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.Actualización de narrativa • Feb 18
NTNX: 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.Artículo de análisis • Feb 06
Some Confidence Is Lacking In Nutanix, Inc. (NASDAQ:NTNX) As Shares Slide 26%
To the annoyance of some shareholders, Nutanix, Inc. ( NASDAQ:NTNX ) shares are down a considerable 26% in the last...Actualización de narrativa • Feb 03
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.Actualización de narrativa • Jan 20
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.Actualización de narrativa • Jan 05
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.Actualización de narrativa • Dec 19
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.Artículo de análisis • Dec 10
Nutanix, Inc.'s (NASDAQ:NTNX) 35% Share Price Plunge Could Signal Some Risk
Unfortunately for some shareholders, the Nutanix, Inc. ( NASDAQ:NTNX ) share price has dived 35% in the last thirty...Actualización de narrativa • Dec 05
NTNX: 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.Actualización de narrativa • Nov 21
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.Actualización de narrativa • Aug 28
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.
Nueva narrativa • Apr 23
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.Seeking Alpha • Mar 18
Nutanix Is A Winner
Summary Nutanix has transformed from a cash-burning company to a cash-producing machine, excelling in the IT infrastructure market with its leading HCI and enterprise cloud platform. The company is experiencing growth through new customer wins, upselling, and strategic partnerships, with significant financial improvements driven by operating leverage. Nutanix's GPT-in-a-Box simplifies generative AI adoption, enhancing productivity and efficiency for enterprises, and is supported by partnerships with Nvidia and Hugging Face. Despite potential risks from U.S. government spending cuts, Nutanix's strong market position and multiple growth drivers make it a compelling long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Nutanix: Industry's High Switching Cost Could Lead To Lower Revenue Growth
Summary Nutanix has significantly improved its financials and is challenging VMware, but its current valuation is too high for its growth potential. I rate it a hold. Nutanix's strategy includes seamless workload migration, hybrid cloud management, extensive hardware integration, and facilitating VMware to Nutanix transitions, offering cost and operational efficiencies. Financials are strong with high gross margins (85% by 2024) and a considerable free cash flow margin (27.8% by 2024), but growth expectations may be too optimistic. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jul 31 2026 | n/a | n/a | US$2b |
| Apr 30 2026 | n/a | n/a | US$276m |
| Jan 31 2026 | n/a | n/a | US$267m |
| Oct 31 2025 | n/a | n/a | US$221m |
| Jul 31 2025 | US$23m | US$800k | US$188m |
| Apr 30 2025 | n/a | n/a | US$24m |
| Jan 31 2025 | n/a | n/a | -US$55m |
| Oct 31 2024 | n/a | n/a | -US$79m |
| Jul 31 2024 | US$51m | US$800k | -US$125m |
| Apr 30 2024 | n/a | n/a | -US$12m |
| Jan 31 2024 | n/a | n/a | -US$67m |
| Oct 31 2023 | n/a | n/a | -US$171m |
| Jul 31 2023 | US$15m | US$800k | -US$255m |
| Apr 30 2023 | n/a | n/a | -US$393m |
| Jan 31 2023 | n/a | n/a | -US$434m |
| Oct 31 2022 | n/a | n/a | -US$479m |
| Jul 31 2022 | US$13m | US$784k | -US$799m |
| Apr 30 2022 | n/a | n/a | -US$1b |
| Jan 31 2022 | n/a | n/a | -US$1b |
| Oct 31 2021 | n/a | n/a | -US$1b |
| Jul 31 2021 | US$38m | US$515k | -US$1b |
Compensación vs. Mercado: La compensación total de Rajiv($USD22.57M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.74M).
Compensación vs. Ingresos: La compensación de Rajiv ha sido consistente con los resultados de la empresa en el último año.
CEO
Rajiv Ramaswami (60 yo)
5.8yrs
Permanencia
US$22,569,085
Compensación
Dr. Rajiv Ramaswami, Ph D., serves as Chief Executive Officer of Nutanix, Inc. since December 9, 2020 and also served as President since December 9, 2020 until December 2025. Dr. Ramaswami is Independent D...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 5.8yrs | US$22.57m | 0.38% $ 67.0m | |
| Principal Accounting Officer & CFO | 4.3yrs | US$8.44m | 0.11% $ 19.2m | |
| Chief Legal Officer | 2.3yrs | US$5.11m | 0.0052% $ 924.8k | |
| President & Chief Commercial Officer | less than a year | US$16.50m | 0.023% $ 4.1m | |
| Chief Marketing Officer | 4.4yrs | sin datos | sin datos | |
| Chief People Officer | 2.7yrs | sin datos | sin datos | |
| Senior Vice President of Worldwide Channels & Customer Success | no data | sin datos | sin datos | |
| Chief Customer Experience Officer | 1.8yrs | sin datos | sin datos | |
| Senior Vice President of Sales in EMEA | 7.2yrs | sin datos | sin datos | |
| Chief Revenue Officer | 4.1yrs | sin datos | sin datos | |
| Executive Vice President of Product Management | 6.4yrs | sin datos | sin datos | |
| Managing Director of Sales - India & SAARC | 4.8yrs | sin datos | sin datos |
4.3yrs
Permanencia media
60yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de NTNX se considera experimentado (4.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 5.8yrs | US$22.57m | 0.38% $ 67.0m | |
| Independent Chairman | 6.3yrs | US$425.82k | 0.016% $ 2.8m | |
| Advisor | no data | sin datos | sin datos | |
| Independent Director | 8.9yrs | US$308.32k | 0.016% $ 2.8m | |
| Independent Director | 3.2yrs | US$311.83k | 0.0093% $ 1.7m | |
| Independent Director | 11.3yrs | US$328.32k | 0.021% $ 3.8m | |
| Advisor | 12.8yrs | sin datos | sin datos | |
| Advisor | no data | sin datos | sin datos | |
| Advisor | 17.7yrs | sin datos | sin datos | |
| Advisor | no data | sin datos | sin datos | |
| Advisor | no data | sin datos | sin datos | |
| Advisor | no data | sin datos | sin datos |
8.9yrs
Permanencia media
66.5yo
Promedio de edad
Junta con experiencia: La junta directiva de NTNX se considera experimentada (8.9 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/14 18:35 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/07/31 |
| Ingresos anuales | 2026/07/31 |
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 |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 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 29 analistas. 15 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 |