Nutanix Inc

Nutanix Inc(NTNX)の株式分析

$69.980

+0.133 (+0.19%)終値時点

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高値
70.270
始値
69.540
出来高加重平均価格
69.15
出来高
3.39M
時価総額
13.93B
安値
67.200
売買代金
234.15M
EV/EBITDA(TTM)
36.25

Nutanix, Inc. is engaged in cloud software, offering organizations a single platform for running apps and data across clouds. The Company’s Nutanix Cloud Platform is designed to enable organizations to build a hybrid multicloud infrastructure, providing a consistent cloud operating model with a single platform for running applications and managing data in core data centers, at the edge, and on public clouds, all while supporting a variety of hypervisors and container platforms. Nutanix Cloud Platform supports a variety of workloads with varied compute, storage, and network requirements, including business-critical applications, data platforms, general-purpose workloads, end user computing and virtual desktop infrastructure services, enterprise artificial intelligence (AI) workloads, and cloud native applications. Its solutions are primarily sold through its channel partners or original equipment manufacturers (OEMs) and delivered directly to its end customers.

www.nutanix.com

AI分析 of Nutanix Inc (NTNX)

買い

Nutanix Inc is a good buy right now, primarily driven by its strong financial performance and positive growth outlook. The current price is $74.63, with a forward P/E ratio of 29.94, suggesting growth expectations are priced in. The company has shown a remarkable year-to-date change of +47.49% and a recent quarterly revenue of $757 million, which exceeded analyst expectations. However, a risk to consider is the insider selling, which has increased by 575.77% over the last month, indicating potential concerns among insiders about the stock's future performance.

アナリスト評価(18)

上値余地 +0.63%
買い
13 買い
4 中立
1 売り
現在: 69.98
安値
53.00
平均
70.42
高値
90.00

Needham

2026-09-28

目標株価

$90

買い

Barclays

2026-08-28

目標株価

$75

Equal Weight

Oppenheimer

2026-08-27

目標株価

$85

アウトパフォーム

Needham

2026-08-27

目標株価

$85

買い

Northland

2026-08-27

目標株価

$70

Market Perform

バリュエーション指標

Nutanix Inc(NTNX)の現在の予想PERは29.94で、5年平均は32.50です。

予想PER

適正
5年平均 P/E
32.50
現在のP/E
29.94
割高
68.24
割安
-3.24

予想EV/EBITDA

適正
5年平均 EV/EBITDA
187.15
現在のEV/EBITDA
36.25
割高
1005.10
割安
-630.80

予想PSR

適正
5年平均 P/S
4.74
現在のP/S
5.17
割高
6.36
割安
3.13

Alphio AI による NTNX の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%NTNX

$106.69

シナリオ価格

基

基本

基本 · 50%NTNX

$104.39

シナリオ価格

弱

弱気

弱気 · 25%NTNX

$87.01

シナリオ価格

NTNX を保有するクジラ

G

Generation Investment Management LLP

+ を保有NTNX

+11.12%

3か月リターン

D

Distillate Capital Partners LLC

+ を保有NTNX

+7.41%

3か月リターン

F

Fundsmith, LLP

+ を保有NTNX

+5.32%

3か月リターン

A

AQR Capital Management

+ を保有NTNX

+4.53%

3か月リターン

B

BW Gestao de Investimentos Ltda.

+ を保有NTNX

+4.46%

3か月リターン

C

Champlain Investment Partners, LLC

+ を保有NTNX

+4.06%

3か月リターン

イベントタイムライン

2026-09-22 (ET)

09:30:00

Nutanix Acquires Ryax Technologies to Accelerate AI Strategy

2026-08-26 (ET)

20:00:00

Salesforce Shares Rise 12.8% After Earnings Boost

16:30:00

Nutanix Sees Q1 Operating Margin at 26%-28%

16:30:00

Nutanix Reports Q4 Revenue of $757.08M, Beating Expectations

16:30:00

Sees FY27 Free Cash Flow at $850M-$900M

ニュース

NTNX のよくある質問 — Alphio AI が回答

Nutanix, Inc. is engaged in cloud software, offering organizations a single platform for running apps and data across clouds. The Company’s Nutanix Cloud Platform is designed to enable organizations to build a hybrid multicloud infrastructure, providing a consistent cloud operating model with a single platform for running applications and managing data in core data centers, at the edge, and on public clouds, all while supporting a variety of hypervisors and container platforms. Nutanix Cloud Platform supports a variety of workloads with varied compute, storage, and network requirements, including business-critical applications, data platforms, general-purpose workloads, end user computing and virtual desktop infrastructure services, enterprise artificial intelligence (AI) workloads, and cloud native applications. Its solutions are primarily sold through its channel partners or original equipment manufacturers (OEMs) and delivered directly to its end customers. It operates in the Technology sector (SERVICES-PREPACKAGED SOFTWARE industry).

Nutanix Inc is a good buy right now, primarily driven by its strong financial performance and positive growth outlook. The current price is $74.63, with a forward P/E ratio of 29.94, suggesting growth expectations are priced in. The company has shown a remarkable year-to-date change of +47.49% and a recent quarterly revenue of $757 million, which exceeded analyst expectations. However, a risk to consider is the insider selling, which has increased by 575.77% over the last month, indicating potential concerns among insiders about the stock's future performance.

18 analysts cover NTNX: 13 rate it Buy, 4 Hold and 1 Sell. The average price target is 70.42.

コミュニティ

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long_pulse2026/9/5

Here is the rewritten English post: September is here, and we are looking at what the charts are signaling for the month ahead. We are reviewing a few setups that are catching attention across the market. We take a closer look at $MSFT, $SCCO, $NTNX, and $FIG, along with a pullback-level watch on $META. Several other tickers are also on the radar as we assess their current technical patterns.

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