Nutanix, Inc.

NasdaqGS:NTNX 株式レポート

時価総額：US$12.7b

Nutanix 過去の業績

過去 基準チェック /56

Nutanixは68.4%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで22.5%毎年増加している。売上は成長しており、年平均14.5%の割合である。

主要情報

68.44%

収益成長率

69.43%

EPS成長率

Software 業界の成長17.33%
収益成長率14.53%
株主資本利益率n/a
ネット・マージン10.03%
前回の決算情報30 Apr 2026

最近の業績更新

Recent updates

ナラティブの更新 • 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.
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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
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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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

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

NasdaqGS:NTNX 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Apr 262,7502761,371780
31 Jan 262,6862671,347770
31 Oct 252,6182211,324750
31 Jul 252,5381881,284737
30 Apr 252,433241,259711
31 Jan 252,318-551,235683
31 Oct 242,229-791,200661
31 Jul 242,149-1251,176639
30 Apr 242,095-121,132620
31 Jan 242,019-671,129602
31 Oct 231,940-1711,119583
31 Jul 231,863-2551,118581
30 Apr 231,754-3931,148577
31 Jan 231,709-4341,127578
31 Oct 221,636-4791,138578
31 Jul 221,581-7991,145573
30 Apr 221,586-1,0061,163569
31 Jan 221,527-1,0171,195572
31 Oct 211,460-1,1891,205565
31 Jul 211,394-1,0361,207558
30 Apr 211,332-8611,190554
31 Jan 211,305-9781,219551
31 Oct 201,306-9091,262552
31 Jul 201,308-8731,296554
30 Apr 201,280-8821,283545
31 Jan 201,249-8511,227542
31 Oct 191,238-7561,130528
31 Jul 191,236-6211,029501
30 Apr 191,240-514955469
31 Jan 191,242-390871412
31 Oct 181,193-330800360
31 Jul 181,155-297735314
30 Apr 181,104-276676285
31 Jan 181,020-287624278
31 Oct 17933-301580278
31 Jul 17846-380576289
30 Apr 17733-363525256
31 Jan 17642-313467213
31 Oct 16546-270415168
31 Jul 16503-108321116
30 Apr 16379-156280104
31 Jan 16329-14224592
31 Oct 15283-13621383
31 Jul 15241-12618674

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の現在の純利益率 (10%)は、昨年(1%)よりも高くなっています。

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68.4%増加しています。

成長の加速: NTNXの過去 1 年間の収益成長率 ( 1068.1% ) は、5 年間の平均 ( 年間68.4%を上回っています。

収益対業界: NTNXの過去 1 年間の収益成長率 ( 1068.1% ) はSoftware業界14.2%を上回りました。

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

7D

1Y

7D

1Y

7D

1Y

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2026/06/20 07:08
終値2026/06/18 00:00
収益2026/04/30
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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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. 16 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 RuykhaverBaird
Timothy LongBarclays
Dong WangBarclays