Nutanix (NTNX) Panoramica del titolo
Nutanix, Inc. offre una piattaforma cloud e di intelligenza artificiale (AI) in Nord America, Europa, Asia-Pacifico, Medio Oriente, America Latina e Africa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
NTNX Community Fair Values
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Analyst Price Targets
Concorrenti di Nutanix, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$70.04 |
| Massimo di 52 settimane | US$78.45 |
| Minimo di 52 settimane | US$34.01 |
| Beta | 0.62 |
| Variazione di 1 mese | 3.55% |
| Variazione a 3 mesi | 46.25% |
| Variazione di 1 anno | -7.08% |
| Variazione a 3 anni | 97.97% |
| Variazione a 5 anni | 74.79% |
| Variazione dall'IPO | 89.30% |
Notizie e aggiornamenti recenti
Seeking Alpha • 20h
Nutanix: Profit Taking Is Appropriate Here (Downgrade)
Summary Nutanix is downgraded to neutral after a >30% YTD gain, driven by valuation concerns despite strong execution. Recurring revenue model and mid-80s gross margins underpin NTNX’s revenue stability and operating leverage as AI infrastructure demand accelerates. Stock-based compensation remains a material dilution risk, representing 13% of revenue and ~40% of FCF on an annualized basis. At 5.7x EV/FY27 revenue and 18.7x EV/FY27 FCF, NTNX trades in line with low-teens growth software peers, limiting further multiple expansion. Read the full article on Seeking Alpha
Aggiornamento narrativa • Sep 17
NTNX: Hardware Constraints And Elevated 2027 Guidance Expectations Will Limit Upside
Nutanix's analyst fair value estimate has moved from $47.00 to about $60.58, with analysts citing higher peer multiples, improving demand for VMware migrations, stronger hyperconverged infrastructure checks, and ongoing AI driven hardware and pipeline trends as key reasons for the higher targets. Analyst Commentary Recent Street research on Nutanix highlights a generally constructive stance on the stock, with several firms lifting their price targets into a US$75 to US$84 range.
Aggiornamento 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.Recent updates
Seeking Alpha • 20h
Nutanix: Profit Taking Is Appropriate Here (Downgrade)
Summary Nutanix is downgraded to neutral after a >30% YTD gain, driven by valuation concerns despite strong execution. Recurring revenue model and mid-80s gross margins underpin NTNX’s revenue stability and operating leverage as AI infrastructure demand accelerates. Stock-based compensation remains a material dilution risk, representing 13% of revenue and ~40% of FCF on an annualized basis. At 5.7x EV/FY27 revenue and 18.7x EV/FY27 FCF, NTNX trades in line with low-teens growth software peers, limiting further multiple expansion. Read the full article on Seeking AlphaAggiornamento narrativa • Sep 17
NTNX: Hardware Constraints And Elevated 2027 Guidance Expectations Will Limit Upside
Nutanix's analyst fair value estimate has moved from $47.00 to about $60.58, with analysts citing higher peer multiples, improving demand for VMware migrations, stronger hyperconverged infrastructure checks, and ongoing AI driven hardware and pipeline trends as key reasons for the higher targets. Analyst Commentary Recent Street research on Nutanix highlights a generally constructive stance on the stock, with several firms lifting their price targets into a US$75 to US$84 range.Aggiornamento 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.Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.
Nuova 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 AlphaRendimenti per gli azionisti
| NTNX | US Software | US Mercato | |
|---|---|---|---|
| 7D | 3.5% | 0.1% | 1.8% |
| 1Y | -7.1% | -10.2% | 13.3% |
Ritorno vs Industria: NTNX ha superato il US Software che ha restituito -10.2 % nell'ultimo anno.
Rendimento vs Mercato: NTNX ha avuto una performance inferiore al mercato US che ha registrato un rendimento 13.3 % nell'ultimo anno.
Volatilità dei prezzi
| NTNX volatility | |
|---|---|
| NTNX Average Weekly Movement | 4.7% |
| Software Industry Average Movement | 9.5% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.8% |
Prezzo delle azioni stabile: NTNX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di NTNX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2009 | 8,350 | Rajiv Ramaswami | www.nutanix.com |
Nutanix, Inc. fornisce una piattaforma cloud e di intelligenza artificiale (AI) in Nord America, Europa, Asia-Pacifico, Medio Oriente, America Latina e Africa. Offre software per infrastrutture iperconvergenti (HCI); Nutanix Cloud Platform per la creazione di infrastrutture ibride multicloud; l’infrastruttura cloud Nutanix, un’HCI distribuita per applicazioni IT aziendali, che include Nutanix AOS, Nutanix AHV, i servizi dati Nutanix per Kubernetes, la sicurezza di rete Flow, il networking virtuale Flow, Nutanix Cloud Clusters, Nutanix Central e Nutanix Prism; e Nutanix Cloud Manager, una soluzione di gestione unificata che comprende NCM Intelligent Operations, NCM Self-Service and Orchestration, NCM Cost Governance e Nutanix Security Central, che unifica le operazioni di sicurezza nel cloud. L’azienda offre inoltre Nutanix Kubernetes Platform, una piattaforma Kubernetes aziendale per la distribuzione e la gestione di applicazioni moderne e containerizzate in ambienti multicloud ibridi; Nutanix Enterprise AI, una piattaforma centralizzata per la messa a punto e l’inferenza; Nutanix Agent Gateway per la gestione delle interazioni tra agenti, modelli di linguaggio di grandi dimensioni (LLM) e strumenti; Nutanix Private Inferencing, che aiuta le organizzazioni a creare “fabbriche di IA” adattive; Nutanix Unified Storage, una piattaforma software-defined che consolida lo storage di file, oggetti e blocchi in un unico data fabric intelligente; Nutanix Files Storage, una soluzione di archiviazione file scalabile definita dal software; Nutanix Objects Storage, una soluzione di archiviazione a oggetti scalabile compatibile con S3; Nutanix Volumes Block Storage, una soluzione di archiviazione definita dal software; e Nutanix Data Lens, un servizio di resilienza informatica basato sul cloud.
Nutanix, Inc. Riepilogo dei fondamenti
| NTNX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$18.89b |
| Utili (TTM) | US$1.51b |
| Ricavi(TTM) | US$2.85b |
12.6x
Rapporto P/E6.6x
Rapporto P/SNTNX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| NTNX Conto economico (TTM) | |
|---|---|
| Ricavi | US$2.85b |
| Costo del fatturato | US$373.04m |
| Profitto lordo | US$2.48b |
| Altre spese | US$973.67m |
| Utili | US$1.51b |
Ultimi utili riportati
Jul 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 5.57 |
| Margine lordo | 86.93% |
| Margine di profitto netto | 52.81% |
| Rapporto debito/patrimonio netto | 192.0% |
Come si è comportato NTNX nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/21 17:24 |
| Prezzo dell'azione a fine giornata | 2026/09/21 00:00 |
| Utili | 2026/07/31 |
| Utili annuali | 2026/07/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Nutanix, Inc. è coperta da 29 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jonathan Ruykhaver | Baird |
| Timothy Long | Barclays |
| Dong Wang | Barclays |