Nutanix, Inc.

NasdaqGS:NTNX 주식 리포트

시가총액: US$11.6b

Nutanix 향후 성장

Future 기준 점검 5/6

Nutanix (는) 각각 연간 24% 및 11.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 439.1% 로 예상됩니다.

핵심 정보

24.0%

이익 성장률

19.91%

EPS 성장률

Software 이익 성장19.0%
매출 성장률11.7%
향후 자기자본이익률439.12%
애널리스트 커버리지

Good

마지막 업데이트17 Apr 2026

최근 향후 성장 업데이트

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

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

이익 및 매출 성장 예측

NasdaqGS:NTNX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
7/31/20283,5714811,0201,12012
7/31/20273,20236788295917
7/31/20262,82328975282716
1/31/20262,686267777832N/A
10/31/20252,618221773857N/A
7/31/20252,538188750821N/A
4/30/20252,43324767847N/A
1/31/20252,318-55642724N/A
10/31/20242,229-79617689N/A
7/31/20242,149-125598673N/A
4/30/20242,095-12419487N/A
1/31/20242,019-67393465N/A
10/31/20231,940-171294352N/A
7/31/20231,863-255207272N/A
4/30/20231,754-393185252N/A
1/31/20231,709-434112174N/A
10/31/20221,636-47966126N/A
7/31/20221,581-7991868N/A
4/30/20221,586-1,006-475N/A
1/31/20221,527-1,017-98-47N/A
10/31/20211,460-1,189-144-89N/A
7/31/20211,394-1,036-158-100N/A
4/30/20211,332-861-130-72N/A
1/31/20211,305-978-176-101N/A
10/31/20201,306-909-221-138N/A
7/31/20201,308-873-249-160N/A
4/30/20201,280-882-269-173N/A
1/31/20201,249-851-210-125N/A
10/31/20191,238-756N/A-34N/A
7/31/20191,236-621N/A42N/A
4/30/20191,240-514N/A75N/A
1/31/20191,242-390N/A124N/A
10/31/20181,193-330N/A132N/A
7/31/20181,155-297N/A93N/A
4/30/20181,104-276N/A76N/A
1/31/20181,020-287N/A46N/A
10/31/2017933-301N/A20N/A
7/31/2017846-380N/A15N/A
4/30/2017733-363N/A10N/A
1/31/2017642-313N/A29N/A
10/31/2016546-270N/A13N/A
7/31/2016503-108N/A4N/A
4/30/2016379-156N/A-4N/A
1/31/2016329-142N/A-12N/A
10/31/2015283-136N/A-24N/A
7/31/2015241-126N/A-26N/A

애널리스트 향후 성장 전망

수입 대 저축률: NTNX 의 연간 예상 수익 증가율(24%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: NTNX 의 연간 수익(24%)이 US 시장(16.1%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: NTNX 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: NTNX 의 수익(연간 11.7%)이 US 시장(연간 11.3%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: NTNX 의 수익(연간 11.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: NTNX의 자본 수익률은 3년 후 439.1%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 15:18
종가2026/05/05 00:00
수익2026/01/31
연간 수익2025/07/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Nutanix, Inc.는 32명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jonathan RuykhaverBaird
Timothy LongBarclays
Dong WangBarclays