Nutanix 過去の業績
過去 基準チェック /36
Nutanixは63.2%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで21%毎年増加している。売上は成長しており、年平均14.6%の割合である。
主要情報
63.18%
収益成長率
64.45%
EPS成長率
| Software 業界の成長 | 17.33% |
| 収益成長率 | 14.60% |
| 株主資本利益率 | n/a |
| ネット・マージン | 9.95% |
| 前回の決算情報 | 31 Jan 2026 |
最近の業績更新
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 26NTNX: 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
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 10NTNX: 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 16Results: Nutanix, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
May 30Market Participants Recognise Nutanix, Inc.'s (NASDAQ:NTNX) Revenues Pushing Shares 34% Higher
May 17
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 18Nutanix: Industry's High Switching Cost Could Lead To Lower Revenue Growth
Feb 12Nutanix Q1 Preview: Likely Gaining Shares From VMware; 'Strong Buy'
Nov 25Nutanix Is Taking Market Share
Oct 17Nutanix: Shifting To A Buy As The Company Enters FY2025 On Solid Footing (Rating Upgrade)
Sep 27Nutanix: Mid-Teens Growth Is Easily Achievable
Sep 10Nutanix: A Leader In The Infrastructure Software Space
Aug 01Nutanix: A Fairly Priced Leader In Hyperconverged Infrastructure
Jul 17Nutanix: A Buyable Dip, Especially When Weaker Outlook May Just Be About Deal Timing
Jun 01収支内訳
収支内訳
Nutanix の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Jan 26 | 2,686 | 267 | 1,347 | 770 |
| 31 Oct 25 | 2,618 | 221 | 1,324 | 750 |
| 31 Jul 25 | 2,538 | 188 | 1,284 | 737 |
| 30 Apr 25 | 2,433 | 24 | 1,245 | 708 |
| 31 Jan 25 | 2,318 | -55 | 1,235 | 683 |
| 31 Oct 24 | 2,229 | -79 | 1,200 | 661 |
| 31 Jul 24 | 2,149 | -125 | 1,176 | 639 |
| 30 Apr 24 | 2,095 | -12 | 1,132 | 620 |
| 31 Jan 24 | 2,019 | -67 | 1,129 | 602 |
| 31 Oct 23 | 1,940 | -171 | 1,119 | 583 |
| 31 Jul 23 | 1,863 | -255 | 1,118 | 581 |
| 30 Apr 23 | 1,754 | -393 | 1,148 | 577 |
| 31 Jan 23 | 1,709 | -434 | 1,127 | 578 |
| 31 Oct 22 | 1,636 | -479 | 1,138 | 578 |
| 31 Jul 22 | 1,581 | -799 | 1,145 | 573 |
| 30 Apr 22 | 1,586 | -1,006 | 1,163 | 569 |
| 31 Jan 22 | 1,527 | -1,017 | 1,195 | 572 |
| 31 Oct 21 | 1,460 | -1,189 | 1,205 | 565 |
| 31 Jul 21 | 1,394 | -1,036 | 1,207 | 558 |
| 30 Apr 21 | 1,332 | -861 | 1,190 | 554 |
| 31 Jan 21 | 1,305 | -978 | 1,219 | 551 |
| 31 Oct 20 | 1,306 | -909 | 1,262 | 552 |
| 31 Jul 20 | 1,308 | -873 | 1,296 | 554 |
| 30 Apr 20 | 1,280 | -882 | 1,283 | 545 |
| 31 Jan 20 | 1,249 | -851 | 1,227 | 542 |
| 31 Oct 19 | 1,238 | -756 | 1,130 | 528 |
| 31 Jul 19 | 1,236 | -621 | 1,029 | 501 |
| 30 Apr 19 | 1,240 | -514 | 955 | 469 |
| 31 Jan 19 | 1,242 | -390 | 871 | 412 |
| 31 Oct 18 | 1,193 | -330 | 800 | 360 |
| 31 Jul 18 | 1,155 | -297 | 735 | 314 |
| 30 Apr 18 | 1,104 | -276 | 676 | 285 |
| 31 Jan 18 | 1,020 | -287 | 624 | 278 |
| 31 Oct 17 | 933 | -301 | 580 | 278 |
| 31 Jul 17 | 846 | -380 | 576 | 289 |
| 30 Apr 17 | 733 | -363 | 525 | 256 |
| 31 Jan 17 | 642 | -313 | 467 | 213 |
| 31 Oct 16 | 546 | -270 | 415 | 168 |
| 31 Jul 16 | 503 | -108 | 321 | 116 |
| 30 Apr 16 | 379 | -156 | 280 | 104 |
| 31 Jan 16 | 329 | -142 | 245 | 92 |
| 31 Oct 15 | 283 | -136 | 213 | 83 |
| 31 Jul 15 | 241 | -126 | 186 | 74 |
質の高い収益: NTNXは 高品質の収益 を持っています。
利益率の向上: NTNX過去に利益を上げました。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: NTNX過去 5 年間で収益を上げており、収益は年間63.2%増加しています。
成長の加速: NTNXは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。
収益対業界: NTNX昨年収益を上げたため、昨年の収益成長をSoftware業界 ( 14.2% ) と比較することは困難です。
株主資本利益率
高いROE: NTNXの負債は資産を上回っているため、自己資本利益率を計算することは困難です。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 05:35 |
| 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 |
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| アナリストのコンセンサス予想 | +プラス3年 |
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| 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 |
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* 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 |