Nutanix（NTNX）株式概要
Nutanix, Inc.は、北米、欧州、アジア太平洋地域、中東、中南米、アフリカでエンタープライズ向けクラウドプラットフォームを提供している。 詳細
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Analyst Price Targets
Nutanix, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$65.92 |
| 52週高値 | US$80.47 |
| 52週安値 | US$34.01 |
| ベータ | 0.62 |
| 1ヶ月の変化 | -1.03% |
| 3ヶ月変化 | 33.44% |
| 1年変化 | -16.80% |
| 3年間の変化 | 86.27% |
| 5年間の変化 | 60.08% |
| IPOからの変化 | 78.16% |
最新ニュース
Seeking Alpha • Sep 10
Nutanix: Q4 Validates The External Storage Opportunity
Summary Nutanix is executing strongly, with external storage partnerships driving customer wins and expanding its addressable market. Management expects external storage to be the largest growth contributor by FY2027, while AI remains a longer-term revenue opportunity. Q4 FY2026 results exceeded guidance: revenue reached $757M, ARR grew 16% to $2.54B, and free cash flow hit $841M. I view NTNX as undervalued at 29.17x FWD P/E, with the VMware migration thesis and platform expansion strengthening the investment case. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 03
NTNX: VMware Migrations And AI Infrastructure Demand Will Drive Future Upside
Nutanix's analyst fair value estimate has moved from $65.00 to $90.00, as analysts point to higher peer multiple assumptions, stronger visibility around VMware migration demand, and ongoing checks that highlight firm hyperconverged infrastructure and AI related spending, even as they flag supply constraints and elevated expectations into upcoming guidance. Analyst Commentary Recent research on Nutanix points to a cluster of higher fair value views, with bullish analysts lifting price targets while still flagging supply and hardware constraints.Recent updates
Seeking Alpha • Sep 10
Nutanix: Q4 Validates The External Storage Opportunity
Summary Nutanix is executing strongly, with external storage partnerships driving customer wins and expanding its addressable market. Management expects external storage to be the largest growth contributor by FY2027, while AI remains a longer-term revenue opportunity. Q4 FY2026 results exceeded guidance: revenue reached $757M, ARR grew 16% to $2.54B, and free cash flow hit $841M. I view NTNX as undervalued at 29.17x FWD P/E, with the VMware migration thesis and platform expansion strengthening the investment case. Read the full article on Seeking Alphaナラティブ更新 • Sep 03
NTNX: VMware Migrations And AI Infrastructure Demand Will Drive Future Upside
Nutanix's analyst fair value estimate has moved from $65.00 to $90.00, as analysts point to higher peer multiple assumptions, stronger visibility around VMware migration demand, and ongoing checks that highlight firm hyperconverged infrastructure and AI related spending, even as they flag supply constraints and elevated expectations into upcoming guidance. Analyst Commentary Recent research on Nutanix points to a cluster of higher fair value views, with bullish analysts lifting price targets while still flagging supply and hardware constraints.
ナラティブ更新 • Aug 20
NTNX: Supply Constraints And 2027 Renewal Risks Will Limit Upside
The analyst fair value estimate for Nutanix has moved from $43.25 to $47.00, reflecting updated Street research that cites solid recent results, healthier bookings and product demand trends, as well as ongoing supply chain and macro pressures that analysts still flag as key watchpoints. Analyst Commentary Street research on Nutanix has turned more mixed, with several firms lifting price targets while still flagging execution risks, valuation questions and ongoing macro and supply chain headwinds.
ナラティブ更新 • Aug 06
NTNX: VMware Migrations And AI Edge Deals Will Shape Bookings Outlook
Analysts have nudged the Nutanix fair value estimate higher, with the price target moving about $2 to $58.98 as they factor in stronger bookings trends, a higher assumed future P/E of 35.4x, and mixed but still resilient views on growth and margins following recent post earnings research. Analyst Commentary Recent research on Nutanix points to a mix of optimism and caution.ナラティブ更新 • Jul 23
NTNX: Bookings And VMware Migration Wins Will Support Future Upside
Nutanix's analyst price target has been updated to $65.00. Analysts cited solid Q3 results, strong bookings and term-license momentum, ongoing VMware migration wins, and improved profitability expectations.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
新しいナラティブ • 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 Alpha株主還元
| NTNX | US Software | US 市場 | |
|---|---|---|---|
| 7D | -3.1% | -2.1% | -0.9% |
| 1Y | -16.8% | -9.3% | 14.2% |
業界別リターン: NTNX過去 1 年間で-9.3 % の収益を上げたUS Software業界を下回りました。
リターン対市場: NTNXは、過去 1 年間で14.2 % のリターンを上げたUS市場を下回りました。
価格変動
| NTNX volatility | |
|---|---|
| NTNX Average Weekly Movement | 4.9% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: NTNX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NTNXの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2009 | 7,800 | Rajiv Ramaswami | www.nutanix.com |
Nutanix, Inc.は、北米、欧州、アジア太平洋地域、中東、中南米、アフリカでエンタープライズ向けクラウドプラットフォームを提供している。ハイパーコンバージドインフラストラクチャソフトウェア、ハイブリッドマルチクラウドインフラストラクチャを構築できるように設計されたNutanix Cloud Platform、エンタープライズITアプリケーション向けの分散HCIであるNutanix Cloud Infrastructureには、Nutanix AOS、Nutanix AHV、Kubernetes向けのNutanix Data Services、フローネットワークセキュリティ、フロー仮想ネットワーキングは、マルチテナント分離型のソフトウェア定義ネットワーキングを提供する；Nutanix Cloud Clusters、Nutanix CentralはNutanixハイブリッドマルチクラウド環境の管理、Nutanix prismは統一されたコントロールプレーンとUI、Nutanix Cloud Managerは統一された管理ソリューション、NCM Intelligent Operations、NCM Self-Service and Orchestration、NCM Cost Governance、Nutanix Security Centralはクラウドセキュリティの運用を統一する。さらに、エンタープライズグレードのKubernetesプラットフォームであり、ロックインすることなくアプリ開発を加速するNutanix Kubernetes Platform、Nutanix Unified Storage、ソフトウェア定義のスケールアウト型ファイルストレージソリューションであるNutanix Files Storage、スケールアウト型のS3互換オブジェクトストレージソリューションであるNutanix Objects Storageも提供している；Nutanix Objects Storage、Nutanix Volumes Block Storageは、ソフトウェア定義ストレージソリューション、Nutanix Data Lensは、クラウドベースのサイバーレジリエンスサービス、Nutanix Database Service、Nutanix Enterprise AIは、一元化された推論コントロールプレーン、GPT-in-a-Boxは、構造化データと非構造化データに一貫したデータサービスを提供するフルスタックサポートです。さらに、製品サポート、コンサルティング、導入サービスも提供している。同社は、金融サービス、小売、製造、公共部門、自動車およびその他の輸送、消費財、教育、エネルギー、ヘルスケア、メディア、テクノロジー、通信業界にサービスを提供している。同社はNetApp, Inc.と戦略的提携を結んでおり、NetAppエンタープライズ・ストレージ・システム上に構築されたNetApp Intelligent Data InfrastructureとNutanix Cloud Platform（NCP）ソリューションを統合している。2009年に法人化され、カリフォルニア州サンノゼに本社を置いている。
Nutanix, Inc. 基礎のまとめ
| NTNX 基礎統計学 | |
|---|---|
| 時価総額 | US$17.82b |
| 収益（TTM） | US$1.51b |
| 売上高(TTM) | US$2.85b |
11.8x
PER（株価収益率6.2x
P/SレシオNTNX は割高か？
公正価値と評価分析を参照収益と収入
| NTNX 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.85b |
| 売上原価 | US$373.04m |
| 売上総利益 | US$2.48b |
| その他の費用 | US$973.67m |
| 収益 | US$1.51b |
直近の収益報告
Jul 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.57 |
| グロス・マージン | 86.93% |
| 純利益率 | 52.81% |
| 有利子負債／自己資本比率 | 192.0% |
NTNX の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/13 09:32 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/07/31 |
| 年間収益 | 2026/07/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Nutanix, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29
| アナリスト | 機関 |
|---|---|
| Jonathan Ruykhaver | Baird |
| Timothy Long | Barclays |
| Dong Wang | Barclays |