Nutanix (NTNX)
Runs applications and data across private, public and edge environments.
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Provides subscription software for virtualization, storage, databases, cloud management, desktops and Kubernetes across private, public and edge environments. A unified platform and hardware-neutral OEM model support the portfolio, while renewals, partner execution and interoperability shape the business.
Provides subscription software for running applications and managing data across private, public and edge environments. Nutanix Cloud Platform spans HCI and virtualization, database services, unified storage, cloud management, desktop delivery and Kubernetes operations.
Combines compute, storage, virtualization and management in a unified software layer designed to simplify enterprise infrastructure. The platform runs on qualified systems from Cisco, Dell, Fujitsu, HPE and Lenovo, extending a hardware-neutral model through channel and OEM partners.
Serves customers globally, with most employees based outside the United States. The business is overwhelmingly subscription-based and depends on renewals, partner execution, third-party hardware and cloud interoperability, continued product development and customers' ability to navigate migration complexity and competing architectures.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 27, 2026 | Northland Securities | Target | Target: $47 | Target: $70 |
| Aug 27, 2026 | RBC Capital | Reiterate | Rating: —Target: $84 | Target: $90 |
| Aug 27, 2026 | UBS | Target | Target: $80 | Target: $85 |
| Aug 27, 2026 | Needham | Reiterate | Rating: —Target: $60 | Target: $85 |
| Aug 27, 2026 | Piper Sandler | Reiterate | Rating: —Target: $60 | Target: $75 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $2.36B · Total debt $1.52B · Total assets $5.07B · Shareholders' equity $702.6M
- Revenue
- $757.1M
- Operating income
- $70.0M
- Net income
- $1.27B
No dividends on record.
| Institutions | 97.74% | 264.21M shares | |
|---|---|---|---|
| 594 holders · as of Jun 30, 2026 | |||
| Insiders | 6.86% | 18.54M shares | |
| 15 holders · as of Sep 17, 2026 | |||
| Adds to | 104.60% | ||
270.32M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 104.60%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 14.65% | 39.61M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 10.27% | 27.77M | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 6.58% | 17.78M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.96% | 13.40M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.26% | 11.52M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Rukmini Sivaraman | officer: Chief Financial Officer | −38,139 | $70.00 |
| Jun 1, 2026 | Tarkan Maner | officer: President and CCO | −30,606 | $55.29 |
| May 29, 2026 | Tarkan Maner | officer: President and CCO | −18,653 | $52.24 |
| Oct 2, 2025 | Rajiv Ramaswami | director, officer: President and CEO | −144,707 | $76.42 |
| Oct 2, 2025 | Teresa Gayle Sheppard | director | −3,500 | $76.48 |
- Broadcom
VMware rival across virtualization, HCI, private cloud, and Kubernetes
- Microsoft
Hybrid infrastructure rival across HCI, virtualization, and cloud management
- IBM
Virtualization and Kubernetes overlap through Red Hat OpenShift
- Hewlett Packard Enterprise
Alternative HCI, private-cloud, virtualization, and storage stack
- Dell Technologies
Coopetition in private-cloud infrastructure and software-defined storage
- Amazon
Hybrid-cloud overlap through AWS Outposts and native cloud services
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Nutanix | $69.54 | −0.71% | $18.93B | 13.6 | 30.3 | 6.6 | +15.9% |
| Broadcom | $363.28 | +0.17% | $1.73T | 46.3 | 21.0 | 19.4 | +85.5% |
| Microsoft | $495.61 | −1.20% | $3.72T | 27.9 | 25.3 | 11.2 | +17.8% |
| IBM | $230.84 | −0.47% | $218.51B | 20.5 | 18.1 | 3.2 | +1.1% |
| Hewlett Packard Enterprise | $61.08 | −1.09% | $81.78B | 32.2 | 13.4 | 2.0 | +33.5% |
| Dell Technologies | $552.02 | −4.05% | $382.08B | 33.4 | 19.6 | 2.5 | +57.8% |
| Amazon | $254.94 | −1.36% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Median | 30.1 | 20.3 | 3.4 | +26.6% |