Nutanix 과거 순이익 실적
과거 기준 점검 3/6
Nutanix은 연평균 63.2%의 비율로 수입이 증가해 온 반면, Software 산업은 연평균 21.9%의 비율로 증가했습니다. 매출은 연평균 14.6%의 비율로 증가했습니다.
핵심 정보
63.18%
순이익 성장률
64.45%
주당순이익(EPS) 성장률
| Software 산업 성장률 | 17.33% |
| 매출 성장률 | 14.60% |
| 자기자본이익률 | n/a |
| 순이익률 | 9.95% |
| 최근 순이익 업데이트 | 31 Jan 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새 내러티브 • 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 Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Nutanix가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 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 |
양질의 수익: NTNX는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: NTNX는 과거에 흑자전환했습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: NTNX는 지난 5년 동안 흑자전환하며 연평균 63.2%의 수익 성장을 기록했습니다.
성장 가속화: NTNX는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.
수익 대 산업: NTNX는 지난해 흑자전환하여 지난 해 수익 성장률을 Software 업계(13%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: NTNX의 부채가 자산을 초과하여 자본 수익률을 계산하기 어렵습니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 16:28 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2025/07/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
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.
| 분석가 | 기관 |
|---|---|
| Jonathan Ruykhaver | Baird |
| Timothy Long | Barclays |
| Dong Wang | Barclays |