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NTNX logo

Nutanix, Inc. Stock Price

NasdaqGS:NTNX Community·US$18.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 81 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

NTNX Share Price Performance

US$70.04
-5.34 (-7.08%)
​
US$58.98
Fair Value
US$70.04
-5.34 (-7.08%)
18.8% overvalued intrinsic discount
US$58.98
Fair Value
Price US$70.04
AnalystConsensusTarget US$58.98
AnalystHighTarget US$90.00
AnalystLowTarget US$60.58
Thu, 6 Aug 26
Fair ValueUS$58.98
Share Pricen/a

NTNX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$58.98 18.8% overvalued intrinsic discount

Google Cloud And Multi-Cloud Integrations Will Redefine Enterprise IT

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$90 22.2% undervalued intrinsic discount

Hybrid Cloud And AI Tailwinds Will Drive Powerful Long Term Upside Potential

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$60.58 15.6% overvalued intrinsic discount

Hybrid Multicloud And VMware Migrations Will Face Headwinds Yet Ultimately Strengthen Long-Term Position

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NTNX logo
Nutanix
15.6% overvalued intrinsic discount
Updated

Hybrid Multicloud And VMware Migrations Will Face Headwinds Yet Ultimately Strengthen Long-Term Position

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AN
AnalystLowTarget
AnalystLowTarget
Updated 17 Sep
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NTNX logo
Nutanix
22.2% undervalued intrinsic discount

Hybrid Cloud And AI Tailwinds Will Drive Powerful Long Term Upside Potential

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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NTNX logo
Nutanix
18.8% overvalued intrinsic discount

Google Cloud And Multi-Cloud Integrations Will Redefine Enterprise IT

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 6 Aug
Read Narrative

Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
NTNX logo

NTNX: Hardware Constraints And Elevated 2027 Guidance Expectations Will Limit Upside

Fair Value: US$60.58 15.6% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystHighTarget
NTNX logo

NTNX: VMware Migrations And AI Infrastructure Demand Will Drive Future Upside

Fair Value: US$90 22.2% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystConsensusTarget
NTNX logo

NTNX: VMware Migrations And AI Edge Deals Will Shape Bookings Outlook

Fair Value: US$58.98 18.8% overvalued intrinsic discount
35 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with solid track record.

1 Risk
2 Rewards
View Full Analysis

Nutanix, Inc. Key Details

US$2.9b

Revenue

US$373.0m

Cost of Revenue

US$2.5b

Gross Profit

US$973.7m

Other Expenses

US$1.5b

Earnings

Last Reported Earnings
Jul 31, 2026
Next Reporting Earnings
n/a
5.57
86.93%
52.81%
192.0%
View Full Analysis

About NTNX

Founded
2009
Employees
8350
CEO
Rajiv Ramaswami
WebsiteView website
www.nutanix.com

Nutanix, Inc. provides a cloud and artificial intelligence platform (AI) in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. It offers hyperconverged infrastructure software (HCI); Nutanix Cloud Platform for building hybrid multicloud infrastructure; Nutanix cloud infrastructure, a distributed HCI for enterprise IT applications, including Nutanix AOS, Nutanix AHV, Nutanix data services for Kubernetes, flow network security, flow virtual networking, Nutanix Cloud Clusters, Nutanix central, and Nutanix prism; and Nutanix Cloud Manager, is a unified management solution, such as NCM Intelligent Operations, NCM Self-Service and Orchestration, NCM Cost Governance, and Nutanix Security Central unifies cloud security operations. The company also offers Nutanix Kubernetes Platform, an enterprise Kubernetes platform for deploying and managing modern, containerized applications across hybrid multicloud environments; Nutanix Enterprise AI, a centralized fine-tuning and inferencing platform; Nutanix Agent Gateway for governing interactions between agents, LLMs, and tools; Nutanix Private Inferencing that helps organizations to build adaptive AI factories; Nutanix Unified Storage, a software-defined platform that consolidates file, object, and block storage into one intelligent data fabric; Nutanix Files Storage, a software-defined scale-out file storage solution; Nutanix Objects Storage, a scale-out S3-compatible object storage solution; Nutanix Volumes Block Storage, a software-defined storage solution; and Nutanix Data Lens, a cloud-based cyber resilience service. In addition, it provides product support, and consulting and implementation services. The company serves financial services, retail, manufacturing, public sector, automotive and other transportation, consumer goods, education, energy, healthcare, media, technology, and telecommunications industries. The company was incorporated in 2009 and is headquartered in San Jose, California.

Recent NTNX News & Updates

Seeking Alpha • 7h

Nutanix: Profit Taking Is Appropriate Here (Downgrade)

Summary Nutanix is downgraded to neutral after a >30% YTD gain, driven by valuation concerns despite strong execution. Recurring revenue model and mid-80s gross margins underpin NTNX’s revenue stability and operating leverage as AI infrastructure demand accelerates. Stock-based compensation remains a material dilution risk, representing 13% of revenue and ~40% of FCF on an annualized basis. At 5.7x EV/FY27 revenue and 18.7x EV/FY27 FCF, NTNX trades in line with low-teens growth software peers, limiting further multiple expansion. Read the full article on Seeking Alpha
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Narrative Update • Sep 17

NTNX: Hardware Constraints And Elevated 2027 Guidance Expectations Will Limit Upside

Nutanix's analyst fair value estimate has moved from $47.00 to about $60.58, with analysts citing higher peer multiples, improving demand for VMware migrations, stronger hyperconverged infrastructure checks, and ongoing AI driven hardware and pipeline trends as key reasons for the higher targets. Analyst Commentary Recent Street research on Nutanix highlights a generally constructive stance on the stock, with several firms lifting their price targets into a US$75 to US$84 range.

Recent updates

No updates

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