Nutanix, Inc.

Nutanix, Inc.

NTNXยทNASDAQ

$53.04

-5.1%
TechnologySoftware - Infrastructure

Nutanix, Inc. provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. The company offers Acropolis converges virtualization, enterprise storage services, and networking visualization and security services; Acropolis Hypervisor, an enterprise-grade virtualization solution; Nutanix Karbon for automated deployment and management of Kubernetes clusters to simplify the provisioning, operations, and lifecycle management of cloud-native environments; and Nutanix Clusters solution. It also offers Prism Pro; Nutanix Beam, a cloud governance; and Nutanix Calm, an application marketplace, which provides automation services that streamline application lifecycle management and deliver powerful hybrid cloud orchestration. In addition, the company provides Nutanix Files, an enterprise-grade NFS and SMB files services; Nutanix Objects, a S3-compatible object services; Nutanix Era, a database automation and database-as-a-service solution; and Nutanix Frame, a desktop-as-a-service product to deliver virtual apps or desktops to users from multiple public cloud environments and/or an enterprises private cloud datacenter. Further, it offers products support, and consulting and implementation services. It serves customers in a range of industries, including automotive, consumer goods, education, energy, financial services, healthcare, manufacturing, media, public sector, retail, technology, and telecommunications, as well as service providers. The company was incorporated in 2009 and is headquartered in San Jose, California.

At a Glance

Live Snapshot
Market Cap$14.34B
EPS0.7000
P/E Ratio75.77
Earnings Date06/03/2026
ntnx

Nutanix, Inc. Street Expectations Map

NTNX ยท NASDAQ

Wall Street analysts project that NTNX stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 56.67, with estimates ranging from a low of 47.00 to a high of 62.00.

Lowest Target
47.00
-11.39%
Consensus Target
56.67
6.84%
Highest Target
62.00
16.89%

The consensus 1-year price target stands at 56.67, with estimates ranging from a low of 47.00 to a high of 62.00.

Analyst Consensus Analysis

Upside Potential

+6.8%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

26.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

1.48x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Nutanix, Inc. Forward Estimates of Revenue

NTNX ยท NASDAQ
Latest Revenue
2.54B
FY 2025
Avg Estimate
2.84B
FY 2026
Estimate Range
2.83B - 2.85B
Analyst Spread

Forward Growth Analysis

Projected Growth+11.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Nutanix, Inc. Forward Estimates of Net Income

NTNX ยท NASDAQ
Latest Net Income
188.37M
FY 2025
Avg Estimate
524.07M
FY 2026
Estimate Range
481.50M - 566.64M
Analyst Spread

Forward Growth Analysis

Projected Growth+178.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Nutanix, Inc. Forward Estimates of EPS

NTNX ยท NASDAQ
Latest EPS
0.70
FY 2025
Avg Estimate
$1.80
FY 2026
Estimate Range
$1.64 - $1.93
Analyst Spread

Forward Growth Analysis

Projected Growth+156.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Nutanix, Inc. Forward Estimates of EBIT

NTNX ยท NASDAQ
Latest EBIT
220.03M
FY 2025
Avg Estimate
-624.63M
FY 2026
Estimate Range
-626.83M - -622.43M
Analyst Spread

Forward Growth Analysis

Projected Growth-383.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Nutanix, Inc. Forward Estimates of EBITDA

NTNX ยท NASDAQ
Latest EBITDA
292.73M
FY 2025
Avg Estimate
-495.65M
FY 2026
Estimate Range
-497.40M - -493.91M
Analyst Spread

Forward Growth Analysis

Projected Growth-269.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Nutanix, Inc. Forward Estimates of SG&A Expense

NTNX ยท NASDAQ
Latest SG&A Expense
1.29B
FY 2025
Avg Estimate
1.86B
FY 2026
Estimate Range
1.85B - 1.86B
Analyst Spread

Forward Growth Analysis

Projected Growth+43.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Nutanix, Inc. Insider Positioning

NTNX ยท NASDAQ

During the last 12 months, insiders have sold $429.08M worth of NTNX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

49.3K

2.67M

Net Activity

-2.7M

-$2.67M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

61.6K

4.75M

Net Activity

-4.8M

-$4.75M

9-12 Months

Bought

0

0.00

Sold

5.5M

421.66M

Net Activity

-421.7M

-$421.66M

Top Buyers

No buying activity

Top Sellers

1
DGMP

De Groen Max Pieter

Director

5.5M sharesโ€ข1 transactions

$420.95M

2
RR

Ramaswami Rajiv

Director, Officer: President And Ceo

41.3K sharesโ€ข2 transactions

$3.17M

3
MT

Maner Tarkan

Officer: President And Cco

49.3K sharesโ€ข2 transactions

$2.67M

4
SR

Sivaraman Rukmini

Officer: Chief Financial Officer

11.6K sharesโ€ข2 transactions

$907K

5
MB

Martin Brian

Officer: Chief Legal Officer

10.2K sharesโ€ข1 transactions

$784K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $429.08M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.67M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.