Nutanix, Inc.

NasdaqGS:NTNX 株式レポート

時価総額：US$11.6b

Nutanix マネジメント

マネジメント 基準チェック /34

Nutanixの CEO はRajiv Ramaswamiで、 Dec2020年に任命され、 の在任期間は 5.42年です。 の年間総報酬は$ 22.57Mで、 3.5%給与と96.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.22%を直接所有しており、その価値は$ 25.14M 。経営陣と取締役会の平均在任期間はそれぞれ4年と8.6年です。

主要情報

Rajiv Ramaswami

最高経営責任者

US$22.6m

報酬総額

CEO給与比率3.54%
CEO在任期間5.4yrs
CEOの所有権0.2%
経営陣の平均在職期間4yrs
取締役会の平均在任期間8.6yrs

経営陣の近況

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 26

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.

Some Confidence Is Lacking In Nutanix, Inc. (NASDAQ:NTNX) As Shares Slide 26%

Feb 06
Some Confidence Is Lacking In Nutanix, Inc. (NASDAQ:NTNX) As Shares Slide 26%

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 10
Nutanix, Inc.'s (NASDAQ:NTNX) 35% Share Price Plunge Could Signal Some Risk

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.

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 16
Nutanix (NASDAQ:NTNX) Is Looking To Continue Growing Its Returns On Capital

Results: Nutanix, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

May 30
Results: Nutanix, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Market Participants Recognise Nutanix, Inc.'s (NASDAQ:NTNX) Revenues Pushing Shares 34% Higher

May 17
Market Participants Recognise Nutanix, Inc.'s (NASDAQ:NTNX) Revenues Pushing Shares 34% Higher
User avatar

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 18

Nutanix: Industry's High Switching Cost Could Lead To Lower Revenue Growth

Feb 12

Nutanix Q1 Preview: Likely Gaining Shares From VMware; 'Strong Buy'

Nov 25

Nutanix Is Taking Market Share

Oct 17

Nutanix: Shifting To A Buy As The Company Enters FY2025 On Solid Footing (Rating Upgrade)

Sep 27

Nutanix: Mid-Teens Growth Is Easily Achievable

Sep 10

Nutanix: A Leader In The Infrastructure Software Space

Aug 01

Nutanix: A Fairly Priced Leader In Hyperconverged Infrastructure

Jul 17

Nutanix: A Buyable Dip, Especially When Weaker Outlook May Just Be About Deal Timing

Jun 01

CEO報酬分析

Nutanix の収益と比較して、Rajiv Ramaswami の報酬はどのように変化したか？
日付総報酬給与会社業績
Jan 31 2026n/an/a

US$267m

Oct 31 2025n/an/a

US$221m

Jul 31 2025US$23mUS$800k

US$188m

Apr 30 2025n/an/a

US$24m

Jan 31 2025n/an/a

-US$55m

Oct 31 2024n/an/a

-US$79m

Jul 31 2024US$51mUS$800k

-US$125m

Apr 30 2024n/an/a

-US$12m

Jan 31 2024n/an/a

-US$67m

Oct 31 2023n/an/a

-US$171m

Jul 31 2023US$15mUS$800k

-US$255m

Apr 30 2023n/an/a

-US$393m

Jan 31 2023n/an/a

-US$434m

Oct 31 2022n/an/a

-US$479m

Jul 31 2022US$13mUS$784k

-US$799m

Apr 30 2022n/an/a

-US$1b

Jan 31 2022n/an/a

-US$1b

Oct 31 2021n/an/a

-US$1b

Jul 31 2021US$38mUS$515k

-US$1b

報酬と市場: Rajivの 総報酬 ($USD 22.57M ) は、 US市場 ($USD 14.63M ) の同規模の企業の平均を上回っています。

報酬と収益: Rajivの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Rajiv Ramaswami (59 yo)

5.4yrs
在職期間
US$22,569,085
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Rajiv Ramaswami
CEO & Director5.4yrsUS$22.57m0.22%
$ 25.1m
Rukmini Sivaraman
Principal Accounting Officer & CFO4yrsUS$8.44m0.11%
$ 12.2m
Brian Martin
Chief Legal Officer1.9yrsUS$5.11m0.0039%
$ 454.6k
Tarkan Maner
President & Chief Commercial Officerless than a yearUS$16.50m0.039%
$ 4.5m
Mandy Dhaliwal
Chief Marketing Officer4.1yrsデータなしデータなし
Jennifer Lepird
Chief People Officer2.3yrsデータなしデータなし
Dave Gwyn
Senior Vice President of Worldwide Channels & Customer Successno dataデータなしデータなし
Inder Sidhu
Chief Customer Experience Officer1.5yrsデータなしデータなし
Sammy Zoghlami
Senior Vice President of Sales in EMEA6.8yrsデータなしデータなし
Andrew Brinded
Chief Revenue Officer3.8yrsデータなしデータなし
Thomas Cornely
Executive Vice President of Product Management6.1yrsデータなしデータなし
Faiz Shakir
Managing Director of Sales - India & SAARC4.5yrsデータなしデータなし
4.0yrs
平均在職期間
59yo
平均年齢

経験豊富な経営陣: NTNXの経営陣は 経験豊富 であると考えられます ( 4年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Rajiv Ramaswami
CEO & Director5.4yrsUS$22.57m0.22%
$ 25.1m
Virginia Gambale
Independent Chairman5.9yrsUS$425.82k0.016%
$ 1.8m
B. Jagdeesh
Advisorno dataデータなしデータなし
Craig Conway
Independent Director8.6yrsUS$308.32k0.016%
$ 1.9m
Mark Templeton
Independent Director2.8yrsUS$311.83k0.0095%
$ 1.1m
Steven Gomo
Independent Director10.9yrsUS$328.32k0.022%
$ 2.5m
Frank Slootman
Advisor12.5yrsデータなしデータなし
Lane Bess
Advisorno dataデータなしデータなし
Alan Boehme
Advisor17.3yrsデータなしデータなし
Deepak Malhotra
Advisorno dataデータなしデータなし
Willy Zwaenepoel
Advisorno dataデータなしデータなし
Irene Au
Advisorno dataデータなしデータなし
8.6yrs
平均在職期間
65.5yo
平均年齢

経験豊富なボード: NTNXの 取締役会 は 経験豊富 であると考えられます ( 8.6年の平均在任期間)。

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2026/05/05 14:35
終値2026/05/05 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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

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