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Nutanix, Inc. Stock Price

NasdaqGS:NTNX Community·US$13.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 74 Fair Values set on narratives written by author

NTNX Share Price Performance

US$45.03
-34.97 (-43.71%)
US$54.68
Fair Value
US$45.03
-34.97 (-43.71%)
17.6% undervalued intrinsic discount
US$54.68
Fair Value
Price US$45.03
AnalystConsensusTarget US$54.68
AnalystHighTarget US$90.95
AnalystLowTarget US$53.00

NTNX Community Narratives

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Fair Value US$54.68 17.6% undervalued intrinsic discount

Google Cloud And Multi-Cloud Integrations Will Redefine Enterprise IT

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Fair Value US$90.95 50.5% undervalued intrinsic discount

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

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·
Fair Value US$53 15.0% undervalued intrinsic discount

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

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US$54.68
17.6% undervalued intrinsic discount
Revenue
12.1% p.a.
Profit Margin
13.91%
Future PE
34.3x
Price in 2029
US$70.27
US$90.95
50.5% undervalued intrinsic discount
Revenue
17.59% p.a.
Profit Margin
15.45%
Future PE
50.11x
Price in 2029
US$116.91
US$53
15.0% undervalued intrinsic discount
Revenue
9.68% p.a.
Profit Margin
18.03%
Future PE
30.44x
Price in 2028
US$68.2

Trending Discussion

Updated Narratives

NTNX logo

NTNX: AMD AI Partnership And VMware Migrations Will Support Multi Year Upside

Fair Value: US$54.68 17.6% undervalued intrinsic discount
33 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NTNX logo

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

Fair Value: US$90.95 50.5% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NTNX logo

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

Fair Value: US$53 15.0% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential and good value.

2 Risks
4 Rewards

Nutanix, Inc. Key Details

US$2.7b

Revenue

US$345.6m

Cost of Revenue

US$2.3b

Gross Profit

US$2.1b

Other Expenses

US$267.1m

Earnings

Last Reported Earnings
Jan 31, 2026
Next Reporting Earnings
May 27, 2026
0.99
87.13%
9.95%
-161.9%
View Full Analysis

About NTNX

Founded
2009
Employees
7800
CEO
Rajiv Ramaswami
WebsiteView website
www.nutanix.com

Nutanix, Inc. provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. It offers hyperconverged infrastructure software; Nutanix Cloud Platform, which is designed to enable organizations to build hybrid multicloud infrastructure; Nutanix cloud infrastructure, is a distributed HCI for enterprise IT applications, includes Nutanix AOS; Nutanix AHV; Nutanix data services for Kubernetes; flow network security; flow virtual networking provides software-defined networking with multi-tenant isolation; Nutanix Cloud Clusters; Nutanix central provides management of the Nutanix hybrid multicloud environment; and Nutanix prism, is the unified control plane and UI; Nutanix Cloud Manager, is a unified management solution; NCM Intelligent Operations; NCM Self-Service and Orchestration; NCM Cost Governance; and Nutanix Security Central unifies cloud security operations. In addition, the company offers Nutanix Kubernetes Platform, which is an enterprise-grade Kubernetes platform to accelerate app development without lock-in; Nutanix Unified Storage; Nutanix Files Storage, is a software-defined scale-out file storage solution; Nutanix Objects Storage, is a scale-out S3-compatible object storage solution; Nutanix Objects Storage; Nutanix Volumes Block Storage, is a software-defined storage solution; Nutanix Data Lens, is a cloud-based cyber resilience service; Nutanix Database Service; Nutanix Enterprise AI, is a centralized inferencing control plane; and GPT-in-a-Box is a full-stack help provide consistent data services for structured and unstructured data. Further, 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 has a strategic alliance with NetApp, Inc. to integrate NetApp Intelligent Data Infrastructure built on NetApp enterprise storage systems with the Nutanix Cloud Platform (NCP) solution. The company was incorporated in 2009 and is headquartered in San Jose, California.

Recent NTNX News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

No updates