Nutanix, Inc. (NTNX)
Technology · NMS
Price as at 1 Oct 2026, 23:17 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Nutanix, Inc. trades at $71.52, which is 54% above the $32.58 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 52 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 58.4 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
NTNX earnings and analyst estimates
Recommendation mix, 17 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Nutanix, Inc.
Nutanix, Inc. provides a cloud and artificial intelligence platform (AI) in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. It offers hyperconverged infrastructure software (HCI); Nutanix Cloud Platform for building hybrid multicloud infrastructure; Nutanix cloud infrastructure, a distributed HCI for enterprise IT applications, including Nutanix AOS, Nutanix AHV, Nutanix data services for Kubernetes, flow network security, flow virtual networking, Nutanix Cloud Clusters, Nutanix central, and Nutanix prism; and Nutanix Cloud Manager, is a unified management solution, such as NCM Intelligent Operations, NCM Self-Service and Orchestration, NCM Cost Governance, and Nutanix Security Central unifies cloud security operations. The company also offers Nutanix Kubernetes Platform, an enterprise Kubernetes platform for deploying and managing modern, containerized applications across hybrid multicloud environments; Nutanix Enterprise AI, a centralized fine-tuning and inferencing platform; Nutanix Agent Gateway for governing interactions between agents, LLMs, and tools; Nutanix Private Inferencing that helps organizations to build adaptive AI factories; Nutanix Unified Storage, a software-defined platform that consolidates file, object, and block storage into one intelligent data fabric; Nutanix Files Storage, a software-defined scale-out file storage solution; Nutanix Objects Storage, a scale-out S3-compatible object storage solution; Nutanix Volumes Block Storage, a software-defined storage solution; and Nutanix Data Lens, a cloud-based cyber resilience service. In addition, 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 was incorporated in 2009 and is headquartered in San Jose, California.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
NTNX passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
14 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$901.20M · 0.3% of book
- Al Gore, GENERATION INVESTMENT MANAGEMENT LLP$341.90M · 3.3% of book
- Josh Resnick, Jericho Capital Asset Management L.P.$288.84M · 2.4% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$115.10M · 0.2% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$83.13M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in NTNX
Trades in NTNX disclosed by members of Congress and executive-branch officials, latest first:
- Daniel Goldman · HouseSell · $1,001 - $15,000 · traded 10 Apr 2023 · disclosed 19 May 2023
- Donna Shalala · HouseSell · $1,001 - $15,000 · traded 24 Jun 2019 · disclosed 27 Apr 2020
- Alan S. Lowenthal · HouseSell · $1,001 - $15,000 · traded 29 May 2019 · disclosed 12 Jun 2019
- Alan S. Lowenthal · HouseSell · $1,001 - $15,000 · traded 28 May 2019 · disclosed 1 Jul 2019
- Alan S. Lowenthal · HouseBuy · $1,001 - $15,000 · traded 21 Mar 2019 · disclosed 20 Apr 2019
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
NTNX peers
The largest companies in the same industry (Software - Infrastructure), then in the same sector.
- MSFT Microsoft Corporation
- PLTR Palantir Technologies Inc.
- ORCL Oracle Corporation
- BSQKZ Block, Inc.
- CPAY Corpay, Inc.
- IOT Samsara Inc.
- TOST Toast, Inc.
- KSPI Joint Stock Company Kaspi.kz
Every technology company we cover is on the Technology hub.
Common questions
Is Nutanix, Inc. (NTNX) undervalued?
Against our fair value estimate of $32.58, NTNX at $71.52 is 54% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own NTNX?
14 of the institutions we track reported a position in NTNX in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is NTNX's P/E ratio?
NTNX trades at 58.4 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its NTNX data?
Fundamentals for NTNX come from company filings and exchange data, as listed on NMS; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 23:17 UTC and is delayed. Our data quality score for this company is 75/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for NTNX, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.