Nutanix (NTNX) Aandelenoverzicht
Nutanix, Inc. biedt een enterprise cloud platform in Noord-Amerika, Europa, Azië-Pacific, het Midden-Oosten, Latijns-Amerika en Afrika. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 0/6 |
NTNX Community Fair Values
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Analyst Price Targets
Nutanix, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$52.42 |
| 52 Week Hoogtepunt | US$82.42 |
| 52 Week Laag | US$34.01 |
| Bèta | 0.61 |
| 1 maand verandering | -2.27% |
| 3 maanden verandering | 32.71% |
| 1 Jaar Verandering | -31.91% |
| 3 jaar verandering | 88.36% |
| 5 jaar verandering | 41.48% |
| Verandering sinds IPO | 41.68% |
Recent nieuws en updates
Narratiefupdate • Jun 24
NTNX: VMware Migrations And AI Workloads Will Support Future Bookings
Analysts have modestly raised their average Nutanix price targets to a range of roughly $50 to $65, citing solid Q3 results, strong bookings and term-license momentum, and continued VMware-related migration benefits, while still flagging supply chain constraints and renewal risks as key watchpoints. Analyst Commentary Recent research updates on Nutanix show a mix of optimism around bookings strength and term-license momentum, balanced against ongoing supply chain issues and questions around future renewal trends and revenue conversion.Seeking Alpha • Jun 24
Nutanix: The Beaten-Down Private-Cloud Winner
Summary Nutanix is positioned for multi-year growth, benefiting from VMware customer migrations, expanded storage partnerships, and emerging AI inference opportunities. Q3 FY2026 results exceeded guidance across all metrics, with revenue of $703.1M (+10% YoY), 15% ARR growth, and non-GAAP operating margin of 22.3%. NTNX authorized a $750M share buyback, signifying management's confidence, while trading at a reasonable ~24x non-GAAP P/E and a rule-of-40 score of 42. Key risks include Broadcom migration retention, competitive threats, and early-stage AI/neocloud revenues; monitoring new logo growth and net revenue retention is critical. Read the full article on Seeking AlphaAnalyseartikel • Jun 21
Nutanix (NTNX) Stock Could Be 18% Undervalued Despite Soft Billings And Insider Selling
Recent commentary around Nutanix (NTNX) has focused on Q1 billings growth that trailed sector peers, softer demand signals, and projections for slower revenue growth, all coinciding with insider share sales. See our latest analysis for Nutanix. Nutanix’s recent news around softer billings and insider selling has played out against a mixed share price pattern, with the stock down year to date but recording a 16.12% 90 day share price return and a 71.36% three year total shareholder return...Narratiefupdate • 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.Recent updates
Narratiefupdate • Jun 24
NTNX: VMware Migrations And AI Workloads Will Support Future Bookings
Analysts have modestly raised their average Nutanix price targets to a range of roughly $50 to $65, citing solid Q3 results, strong bookings and term-license momentum, and continued VMware-related migration benefits, while still flagging supply chain constraints and renewal risks as key watchpoints. Analyst Commentary Recent research updates on Nutanix show a mix of optimism around bookings strength and term-license momentum, balanced against ongoing supply chain issues and questions around future renewal trends and revenue conversion.Seeking Alpha • Jun 24
Nutanix: The Beaten-Down Private-Cloud Winner
Summary Nutanix is positioned for multi-year growth, benefiting from VMware customer migrations, expanded storage partnerships, and emerging AI inference opportunities. Q3 FY2026 results exceeded guidance across all metrics, with revenue of $703.1M (+10% YoY), 15% ARR growth, and non-GAAP operating margin of 22.3%. NTNX authorized a $750M share buyback, signifying management's confidence, while trading at a reasonable ~24x non-GAAP P/E and a rule-of-40 score of 42. Key risks include Broadcom migration retention, competitive threats, and early-stage AI/neocloud revenues; monitoring new logo growth and net revenue retention is critical. Read the full article on Seeking AlphaAnalyseartikel • Jun 21
Nutanix (NTNX) Stock Could Be 18% Undervalued Despite Soft Billings And Insider Selling
Recent commentary around Nutanix (NTNX) has focused on Q1 billings growth that trailed sector peers, softer demand signals, and projections for slower revenue growth, all coinciding with insider share sales. See our latest analysis for Nutanix. Nutanix’s recent news around softer billings and insider selling has played out against a mixed share price pattern, with the stock down year to date but recording a 16.12% 90 day share price return and a 71.36% three year total shareholder return...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...
Nieuw narratief • 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 AlphaRendement voor aandeelhouders
| NTNX | US Software | US Markt | |
|---|---|---|---|
| 7D | 2.7% | 4.7% | 0.8% |
| 1Y | -31.9% | -20.7% | 20.2% |
Rendement versus industrie: NTNX presteerde slechter dan de US Software -sector, die het afgelopen jaar een rendement van -20.7 % opleverde.
Rendement versus markt: NTNX presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 20.2 % opleverde.
Prijsvolatiliteit
| NTNX volatility | |
|---|---|
| NTNX Average Weekly Movement | 7.3% |
| Software Industry Average Movement | 10.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: NTNX heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van NTNX is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2009 | 7,800 | Rajiv Ramaswami | www.nutanix.com |
Nutanix, Inc. biedt een enterprise cloud platform in Noord-Amerika, Europa, Azië-Pacific, het Midden-Oosten, Latijns-Amerika en Afrika. Het biedt hyperconverged infrastructuursoftware; Nutanix Cloud Platform, dat is ontworpen om organisaties in staat te stellen hybride multicloud-infrastructuur te bouwen; Nutanix cloud infrastructure, is een gedistribueerde HCI voor enterprise IT-toepassingen, omvat Nutanix AOS; Nutanix AHV; Nutanix dataservices voor Kubernetes; flow netwerkbeveiliging; flow virtuele netwerken biedt software-gedefinieerde netwerken met multi-tenant isolatie; Nutanix Cloud Clusters; Nutanix central biedt beheer van de Nutanix hybride multicloud omgeving; en Nutanix prism, is de unified control plane en UI; Nutanix Cloud Manager, is een unified management oplossing; NCM Intelligent Operations; NCM Self-Service and Orchestration; NCM Cost Governance; en Nutanix Security Central verenigt cloud security operaties. Daarnaast biedt het bedrijf Nutanix Kubernetes Platform, een enterprise-grade Kubernetes platform om de ontwikkeling van apps te versnellen zonder lock-in; Nutanix Unified Storage; Nutanix Files Storage, een software-defined scale-out file storage oplossing; Nutanix Objects Storage, een scale-out S3-compatibele object storage oplossing; Nutanix Objects Storage; Nutanix Volumes Block Storage, is een software-gedefinieerde storage-oplossing; Nutanix Data Lens, is een cloud-gebaseerde cyber resilience service; Nutanix Database Service; Nutanix Enterprise AI, is een gecentraliseerde inferencing control plane; en GPT-in-a-Box is een full-stack help consistente data services te bieden voor gestructureerde en ongestructureerde data.
Nutanix, Inc. Samenvatting
| NTNX fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$13.86b |
| Inkomsten(TTM) | US$275.86m |
| Inkomsten(TTM) | US$2.75b |
51.4x
Koers/Winstverhouding5.2x
P/S-verhoudingIs NTNX overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| NTNX resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$2.75b |
| Kosten van inkomsten | US$354.86m |
| Brutowinst | US$2.39b |
| Overige uitgaven | US$2.12b |
| Inkomsten | US$275.86m |
Laatst gerapporteerde inkomsten
Apr 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 1.02 |
| Brutomarge | 87.09% |
| Nettowinstmarge | 10.03% |
| Schuld/Eigen Vermogen Verhouding | -185.7% |
Hoe presteerde NTNX op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/06 09:27 |
| Aandelenkoers aan het einde van de dag | 2026/07/06 00:00 |
| Inkomsten | 2026/04/30 |
| Jaarlijkse inkomsten | 2025/07/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Nutanix, Inc. wordt gevolgd door 31 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jonathan Ruykhaver | Baird |
| Timothy Long | Barclays |
| Dong Wang | Barclays |