Nutanix (NTNX) Hisse Özeti
Nutanix, Inc. Kuzey Amerika, Avrupa, Asya Pasifik, Orta Doğu, Latin Amerika ve Afrika'da kurumsal bir bulut platformu sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 0/6 |
NTNX Community Fair Values
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Analyst Price Targets
Nutanix, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$54.79 |
| 52 Haftanın En Yüksek Seviyesi | US$82.42 |
| 52 Haftanın En Düşük Seviyesi | US$34.01 |
| Beta | 0.61 |
| 1 Aylık Değişim | 11.11% |
| 3 Aylık Değişim | 46.89% |
| 1 Yıllık Değişim | -24.32% |
| 3 Yıllık Değişim | 88.74% |
| 5 Yıllık Değişim | 61.43% |
| Halka arzdan bu yana değişim | 48.08% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jul 08
NTNX: Supply Constraints And 2027 Renewal Risks Will Pressure Future Upside
Nutanix's updated analyst price target moves from $53.00 to about $43.25, reflecting analysts' mixed take that strong bookings, term-license momentum, and VMware migration wins are being balanced against supply chain constraints, duration-driven upside, and concerns about softer renewal trends into 2027. Analyst Commentary Recent Street research on Nutanix points to a split view, with several firms lifting price targets while others highlight execution and growth risks that could affect how investors think about valuation and the durability of current trends.
Anlatı Güncellemesi • 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 AlphaAnaliz Makalesi • 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...Recent updates
Anlatı Güncellemesi • Jul 08
NTNX: Supply Constraints And 2027 Renewal Risks Will Pressure Future Upside
Nutanix's updated analyst price target moves from $53.00 to about $43.25, reflecting analysts' mixed take that strong bookings, term-license momentum, and VMware migration wins are being balanced against supply chain constraints, duration-driven upside, and concerns about softer renewal trends into 2027. Analyst Commentary Recent Street research on Nutanix points to a split view, with several firms lifting price targets while others highlight execution and growth risks that could affect how investors think about valuation and the durability of current trends.Anlatı Güncellemesi • 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 AlphaAnaliz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Yeni Anlatı • 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 AlphaHissedar Getirileri
| NTNX | US Software | US Pazar | |
|---|---|---|---|
| 7D | 6.8% | -1.2% | 0.8% |
| 1Y | -24.3% | -20.8% | 20.6% |
Getiri vs. Endüstri: NTNX geçen yıl % -20.8 oranında getiri sağlayan US Software sektörünün gerisinde kaldı.
Getiri vs Piyasa: NTNX geçen yıl % 20.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| NTNX volatility | |
|---|---|
| NTNX Average Weekly Movement | 6.8% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: NTNX son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: NTNX 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2009 | 7,800 | Rajiv Ramaswami | www.nutanix.com |
Nutanix, Inc. Kuzey Amerika, Avrupa, Asya Pasifik, Orta Doğu, Latin Amerika ve Afrika'da kurumsal bir bulut platformu sağlamaktadır. Hiper birleşik altyapı yazılımı sunar; kuruluşların hibrit çoklu bulut altyapısı oluşturmasını sağlamak için tasarlanmış Nutanix Bulut Platformu; Nutanix bulut altyapısı, kurumsal BT uygulamaları için dağıtılmış bir HCI'dır, Nutanix AOS içerir; Nutanix AHV; Kubernetes için Nutanix veri hizmetleri; akış ağı güvenliği; akış sanal ağ iletişimi, çok kiracılı izolasyon ile yazılım tanımlı ağ iletişimi sağlar; Nutanix Cloud Clusters; Nutanix central, Nutanix hibrit çoklu bulut ortamının yönetimini sağlar; ve Nutanix prism, birleşik kontrol düzlemi ve kullanıcı arayüzüdür; Nutanix Cloud Manager, birleşik bir yönetim çözümüdür; NCM Intelligent Operations; NCM Self-Service and Orchestration; NCM Cost Governance; ve Nutanix Security Central, bulut güvenliği işlemlerini birleştirir. Ayrıca şirket, kilitlenme olmadan uygulama geliştirmeyi hızlandırmak için kurumsal düzeyde bir Kubernetes platformu olan Nutanix Kubernetes Platform; Nutanix Unified Storage; Nutanix Files Storage, yazılım tanımlı ölçeklenebilir bir dosya depolama çözümü; Nutanix Objects Storage, ölçeklenebilir S3 uyumlu bir nesne depolama çözümü sunuyor; Nutanix Objects Storage; Nutanix Volumes Block Storage, yazılım tanımlı bir depolama çözümüdür; Nutanix Data Lens, bulut tabanlı bir siber esneklik hizmetidir; Nutanix Database Service; Nutanix Enterprise AI, merkezi bir çıkarım kontrol düzlemidir; ve GPT-in-a-Box, yapılandırılmış ve yapılandırılmamış veriler için tutarlı veri hizmetleri sağlamaya yardımcı olan tam bir yığındır.
Nutanix, Inc. Temel Bilgiler Özeti
| NTNX temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$14.81b |
| Kazançlar(TTM) | US$275.86m |
| Gelir(TTM) | US$2.75b |
53.7x
F/K Oranı5.4x
P/S OranıNTNX aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| NTNX gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.75b |
| Gelir Maliyeti | US$354.86m |
| Brüt Kâr | US$2.39b |
| Diğer Giderler | US$2.12b |
| Kazançlar | US$275.86m |
Son Raporlanan Kazançlar
Apr 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 1.02 |
| Brüt Marj | 87.09% |
| Net Kâr Marjı | 10.03% |
| Borç/Özkaynak Oranı | -185.7% |
NTNX uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/12 23:24 |
| Gün Sonu Hisse Fiyatı | 2026/07/10 00:00 |
| Kazançlar | 2026/04/30 |
| Yıllık Kazançlar | 2025/07/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Nutanix, Inc. 31 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jonathan Ruykhaver | Baird |
| Timothy Long | Barclays |
| Dong Wang | Barclays |