Nutanix（NTNX）株式概要
Nutanix, Inc.は、北米、欧州、アジア太平洋地域、中東、中南米、アフリカでエンタープライズ向けクラウドプラットフォームを提供している。 詳細
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Analyst Price Targets
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US$6.8569.3% 割安 内在価値ディスカウント
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Read full narrativeNutanix, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$45.93 |
| 52週高値 | US$83.36 |
| 52週安値 | US$34.01 |
| ベータ | 0.54 |
| 1ヶ月の変化 | 16.28% |
| 3ヶ月変化 | 14.08% |
| 1年変化 | -38.28% |
| 3年間の変化 | 89.79% |
| 5年間の変化 | 59.98% |
| IPOからの変化 | 24.14% |
最新ニュース
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.Seeking Alpha • Feb 26
Nutanix: Demand Surge Is Now Running Into Supply Constraints
Summary Nutanix (NTNX) stands out as a resilient AI infrastructure play amid tech sector volatility and SaaS weakness. Despite cutting FY26 revenue guidance to $2.80–$2.84B due to supply constraints, NTNX reported robust bookings exceeding available supply. AI-driven demand is fueling longer contracts and deferred revenue recognition, highlighting NTNX’s strategic positioning in private cloud infrastructure. I reiterate a buy rating, emphasizing strong AI tailwinds and an attractive entry point with shares still down over 30% year-over-year. Read the full article on Seeking Alphaナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • May 30
Results: Nutanix, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Nutanix, Inc. ( NASDAQ:NTNX ) shareholders are probably feeling a little disappointed, since its shares fell 5.0% to...分析記事 • May 17
Market Participants Recognise Nutanix, Inc.'s (NASDAQ:NTNX) Revenues Pushing Shares 34% Higher
Nutanix, Inc. ( NASDAQ:NTNX ) shareholders would be excited to see that the share price has had a great month, posting...
新しいナラティブ • 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 Alpha株主還元
| NTNX | US Software | US 市場 | |
|---|---|---|---|
| 7D | 12.3% | 3.1% | 2.1% |
| 1Y | -38.3% | -6.3% | 30.6% |
業界別リターン: NTNX過去 1 年間で-6.3 % の収益を上げたUS Software業界を下回りました。
リターン対市場: NTNXは、過去 1 年間で30.6 % のリターンを上げたUS市場を下回りました。
価格変動
| NTNX volatility | |
|---|---|
| NTNX Average Weekly Movement | 7.1% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: NTNX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NTNXの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2009 | 7,800 | Rajiv Ramaswami | www.nutanix.com |
Nutanix, Inc.は、北米、欧州、アジア太平洋地域、中東、中南米、アフリカでエンタープライズ向けクラウドプラットフォームを提供している。ハイパーコンバージドインフラストラクチャソフトウェア、ハイブリッドマルチクラウドインフラストラクチャを構築できるように設計されたNutanix Cloud Platform、エンタープライズITアプリケーション向けの分散HCIであるNutanix Cloud Infrastructureには、Nutanix AOS、Nutanix AHV、Kubernetes向けのNutanix Data Services、フローネットワークセキュリティ、フロー仮想ネットワーキングは、マルチテナント分離型のソフトウェア定義ネットワーキングを提供する；Nutanix Cloud Clusters、Nutanix CentralはNutanixハイブリッドマルチクラウド環境の管理、Nutanix prismは統一されたコントロールプレーンとUI、Nutanix Cloud Managerは統一された管理ソリューション、NCM Intelligent Operations、NCM Self-Service and Orchestration、NCM Cost Governance、Nutanix Security Centralはクラウドセキュリティの運用を統一する。さらに、エンタープライズグレードのKubernetesプラットフォームであり、ロックインすることなくアプリ開発を加速するNutanix Kubernetes Platform、Nutanix Unified Storage、ソフトウェア定義のスケールアウト型ファイルストレージソリューションであるNutanix Files Storage、スケールアウト型のS3互換オブジェクトストレージソリューションであるNutanix Objects Storageも提供している；Nutanix Objects Storage、Nutanix Volumes Block Storageは、ソフトウェア定義ストレージソリューション、Nutanix Data Lensは、クラウドベースのサイバーレジリエンスサービス、Nutanix Database Service、Nutanix Enterprise AIは、一元化された推論コントロールプレーン、GPT-in-a-Boxは、構造化データと非構造化データに一貫したデータサービスを提供するフルスタックサポートです。さらに、製品サポート、コンサルティング、導入サービスも提供している。同社は、金融サービス、小売、製造、公共部門、自動車およびその他の輸送、消費財、教育、エネルギー、ヘルスケア、メディア、テクノロジー、通信業界にサービスを提供している。同社はNetApp, Inc.と戦略的提携を結んでおり、NetAppエンタープライズ・ストレージ・システム上に構築されたNetApp Intelligent Data InfrastructureとNutanix Cloud Platform（NCP）ソリューションを統合している。2009年に法人化され、カリフォルニア州サンノゼに本社を置いている。
Nutanix, Inc. 基礎のまとめ
| NTNX 基礎統計学 | |
|---|---|
| 時価総額 | US$11.44b |
| 収益（TTM） | US$267.13m |
| 売上高(TTM) | US$2.69b |
45.6x
PER（株価収益率4.5x
P/SレシオNTNX は割高か？
公正価値と評価分析を参照収益と収入
| NTNX 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.69b |
| 売上原価 | US$345.57m |
| 売上総利益 | US$2.34b |
| その他の費用 | US$2.07b |
| 収益 | US$267.13m |
直近の収益報告
Jan 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.01 |
| グロス・マージン | 87.13% |
| 純利益率 | 9.95% |
| 有利子負債／自己資本比率 | -161.9% |
NTNX の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 20:42 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/07/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Nutanix, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32
| アナリスト | 機関 |
|---|---|
| Jonathan Ruykhaver | Baird |
| Timothy Long | Barclays |
| Dong Wang | Barclays |