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NTNX

Nutanix, Inc.

NTNX

NASDAQ·Technology·Software - Infrastructure·Mkt cap $13.8B

$51.28

+0.16%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$34.01 - $82.42

P/E

54.55

Fwd P/E

26.80

Beta

0.60

Div Yield

0.00%

Avg Vol

4.0M

Shares Out

265.2M

Mkt Cap

$13.8B

Price action

Price chart

Down 32.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

3 reasons

  • High barriers to entry (70%+ gross margins)
  • Established market position
  • Growth with profitability

Bear Case

2 risks

  • Low volatility (beta 0.6).
  • Premium valuation to Cloud Infrastructure (IaaS/PaaS) peers

Growth

Stable outlook

Steady revenue growth (18% YoY)

Value

Premium valuation to Cloud Infrastructure (IaaS/PaaS) peers

Momentum

Hot

+24.6% over 3m

Quality

Excellent

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 26, 2026

Q2 26 RECAP

MAY 27, 2026

Reported EPS of $0.47 vs $0.36 consensus (+32.1% surprise). Revenue of $703.1M vs $686.3M expected (+2.4%). Beat on both top and bottom lines.

EPS beat +32.1%
Rev beat +2.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+32.1%

Next: Aug 26, 2026

Revenue trend · last 8Q

+16%

+22%

+19%

+13%

+10%

Q3 24

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

Q2 26

$524.6M

$548.0M

$591.0M

$654.7M

$639.0M

$653.3M

$670.6M

$722.8M

Margins · last 8Q

Gross

87.4%

Operating

11.9%

Profit

14.3%

Wall Street consensus

12 analysts · 58% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

7

58%

Hold

5

42%

Sell

0%

Median Price Target

$56.50

+10.2% vs $51.28

Low $43.00
Median $56.50
High $62.00

Latest: Piper Sandler · Jun 24, 2026

7 analysts covering

vs Industry

How NTNX stacks vs Software - Infrastructure

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.