Nutanix Gestion
Gestion contrôle des critères 3/4
Le PDG Nutanix est Rajiv Ramaswami, nommé en Dec2020, a un mandat de 5.42 ans. La rémunération annuelle totale est $ 22.57M, composée du salaire de 3.5% et des bonus 96.5%, y compris les actions et options de la société. détient directement 0.21% des actions de la société, d'une valeur de $ 30.04M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4 ans et 8.6 ans.
Informations clés
Rajiv Ramaswami
Directeur général
US$22.6m
Rémunération totale
| Pourcentage du salaire du PDG | 3.54% |
| Durée du mandat du directeur général | 5.4yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.6yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • May 29
Nutanix: Soaring Backlog And Contract Durations, Modest FCF Multiples
Summary Nutanix is positioned as a long-term AI infrastructure beneficiary, with robust recurring revenue growth and high gross margins. NTNX reported Q3 revenue of $703.1 million (+10% y/y), beating consensus, and maintains FY26 guidance for $2.82–$2.84 billion in revenue and $760–$780 million in FCF. Recurring revenue growth (~15% ARR, now >$2.4 billion) and extended contract durations underpin a stable, high-visibility business model. Trading at 16.2x FY26 FCF, NTNX is not cheap, but its cash-rich balance sheet and AI tailwinds justify a continued 'Buy' rating. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • Jul 16
Nutanix (NASDAQ:NTNX) Is Looking To Continue Growing Its Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Nouveau récit • 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 AlphaSeeking Alpha • Nov 25
Nutanix Q1 Preview: Likely Gaining Shares From VMware; 'Strong Buy'
Summary Nutanix is set to gain significant market share from VMware due to Broadcom's changes, with a 'Strong Buy' rating and a $90 target price. Nutanix's strong ACV and ARR growth is driven by partnerships with Dell, Cisco, and Nvidia, and its solutions on Azure and AWS platforms. Nutanix's up-market focus and new AI offerings are expected to accelerate revenue growth, with a projected 18% organic revenue increase. Key risks include potential shareholder dilution from convertible notes, high stock-based compensation, and exposure to small-size customers in a weak macro environment. Read the full article on Seeking AlphaSeeking Alpha • Oct 17
Nutanix Is Taking Market Share
Summary Nutanix, Inc. has turned around with strong revenue growth, driven by its pioneering HCI technology and expanding enterprise cloud platform. The company benefits from market trends like hybrid multi-cloud adoption, VMware disruption, and AI growth, enhancing its competitive advantage. Financially, Nutanix shows impressive cash flow growth, margin expansion, and a shift to a SaaS-based model, despite a high P/E ratio. With a growing pipeline of large deals and strategic partnerships, Nutanix shares are a buy-in-the-low $60s for initial positions. Read the full article on Seeking AlphaSeeking Alpha • Sep 27
Nutanix: Shifting To A Buy As The Company Enters FY2025 On Solid Footing (Rating Upgrade)
Summary Nutanix is a buy due to strong Q4 earnings, record new logo adds, and expanding reseller network, indicating robust go-to-market performance. The company is a leader in hybrid cloud, with AI driving additional deal momentum and a strong pipeline of recurring revenue. Nutanix's focus on profitability has led to significant free cash flow growth, reinforcing its long-term investment potential. Though not cheap at ~6x next year's revenue, the company's consistent ARR profile plus its margin expansion leaves room for upside. Read the full article on Seeking AlphaSeeking Alpha • Sep 10
Nutanix: Mid-Teens Growth Is Easily Achievable
Summary I maintain a buy rating for Nutanix stock due to robust growth outlook and signs of capturing market share from VMware. Despite a slowdown in headline revenue growth, strong ACV billings and ARR growth indicate underlying demand remains solid. Nutanix benefits from VMware customer dissatisfaction post-Broadcom acquisition, with a growing pipeline of large deals. Read the full article on Seeking AlphaSeeking Alpha • Aug 01
Nutanix: A Leader In The Infrastructure Software Space
Summary Nutanix has become a company generating substantial free cash flow as well as strong revenue growth. Nutanix shares have experienced significant volatility, with recent drops in value due to market sentiment and cautious guidance. The company is a market leader in hyper-converged solutions and is expanding its product offerings beyond HCI. Despite challenges, Nutanix is poised for growth, with potential market share gains from competitors like VMware and a focus on AI solutions. Nutanix has a record pipeline of large deals, which has been growing at significant rates over quarters. Read the full article on Seeking AlphaSeeking Alpha • Jul 17
Nutanix: A Fairly Priced Leader In Hyperconverged Infrastructure
Summary Nutanix develops data management software using hyperconverged infrastructure and data virtualization technologies. The HCI market was valued at $9.6 billion in 2023, projected to reach $61.5 billion by 2030. Nutanix expected to deliver positive EBITDA in 2024. Nutanix is positioned as a leader in the hyperconverged infrastructure market, with a fair stock value of $58/share. Status is Hold. Read the full article on Seeking AlphaSeeking Alpha • Jun 01
Nutanix: A Buyable Dip, Especially When Weaker Outlook May Just Be About Deal Timing
Summary Shares of Nutanix have dropped more than 25% after reporting fiscal Q3 earnings and issuing a softer Q4 outlook. Management explained that its pipeline is filling up with larger deals, which are subject to lengthier sales cycles with unpredictable close timings. Historically, Nutanix has beaten its outlooks. A strong pipeline of large deals is a good catalyst to have in its upcoming FY25 (which begins in August for Nutanix). Still, the stock does have an overhang from a weighty valuation at ~5.3x FY25 revenue, which will be an obstacle to tremendous upside. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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$1b |
Rémunération vs marché: La rémunération totale de Rajiv ($USD 22.57M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Rajiv a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Rajiv Ramaswami (59 yo)
5.4yrs
Titularisation
US$22,569,085
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 5.4yrs | US$22.57m | 0.21% $ 30.0m | |
| Principal Accounting Officer & CFO | 4yrs | US$8.44m | 0.10% $ 14.6m | |
| Chief Legal Officer | 1.9yrs | US$5.11m | 0.0039% $ 543.3k | |
| President & Chief Commercial Officer | less than a year | US$16.50m | 0.039% $ 5.4m | |
| Chief Marketing Officer | 4.1yrs | pas de données | pas de données | |
| Chief People Officer | 2.3yrs | pas de données | pas de données | |
| Senior Vice President of Worldwide Channels & Customer Success | no data | pas de données | pas de données | |
| Chief Customer Experience Officer | 1.5yrs | pas de données | pas de données | |
| Senior Vice President of Sales in EMEA | 6.8yrs | pas de données | pas de données | |
| Chief Revenue Officer | 3.8yrs | pas de données | pas de données | |
| Executive Vice President of Product Management | 6.1yrs | pas de données | pas de données | |
| Managing Director of Sales - India & SAARC | 4.5yrs | pas de données | pas de données |
4.0yrs
Durée moyenne de l'emploi
59yo
Âge moyen
Gestion expérimentée: L'équipe de direction de NTNX est considérée comme expérimentée (ancienneté moyenne 4 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 5.4yrs | US$22.57m | 0.21% $ 30.0m | |
| Independent Chairman | 5.9yrs | US$425.82k | 0.016% $ 2.2m | |
| Advisor | no data | pas de données | pas de données | |
| Independent Director | 8.6yrs | US$308.32k | 0.016% $ 2.3m | |
| Independent Director | 2.8yrs | US$311.83k | 0.0093% $ 1.3m | |
| Independent Director | 10.9yrs | US$328.32k | 0.021% $ 3.0m | |
| Advisor | 12.5yrs | pas de données | pas de données | |
| Advisor | no data | pas de données | pas de données | |
| Advisor | 17.3yrs | pas de données | pas de données | |
| Advisor | no data | pas de données | pas de données | |
| Advisor | no data | pas de données | pas de données | |
| Advisor | no data | pas de données | pas de données |
8.6yrs
Durée moyenne de l'emploi
65.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de NTNX sont considérés comme expérimentés (ancienneté moyenne 8.6 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/31 06:11 |
| Cours de l'action en fin de journée | 2026/05/29 00:00 |
| Les revenus | 2026/04/30 |
| Revenus annuels | 2025/07/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Nutanix, Inc. est couverte par 33 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jonathan Ruykhaver | Baird |
| Timothy Long | Barclays |
| Dong Wang | Barclays |