Nutanix sells hyperconverged infrastructure software, which bundles compute, storage and networking into one platform that customers run on their own hardware or in public clouds, with its Nutanix Cloud Platform and Cloud Clusters products as the core offerings. Its advantage is a software-first model that lets enterprises move off legacy VMware environments without a forklift hardware replacement, and an 86.9% gross margin reflects how much of the revenue is recurring subscription software rather than hardware resale. Revenue growth of 15.9% is the main near-term driver, and the sustainability of that growth depends on continued conversion of VMware migration demand into multi-year subscriptions. The stock looks interesting now because it trades at 12.9x trailing earnings against 25.1x forward, a gap that signals the market expects profitability to step up sharply, while the 12.9% operating margin still leaves room for expansion. The 74/100 score and 37.5% ROE justify a closer look at whether that earnings ramp is already visible in the reported numbers.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 24 Oct 2026, 16:06 CEST | Fair value | $61.02 | $46.12 | $70.58 |
| 24 Oct 2026, 16:06 CEST | Rating | Overvalued | first publication | $70.58 |
| 17 Oct 2026, 00:00 CEST | Fair value | $46.12 | $60.52 | $69.98 |
| 12 Oct 2026, 00:00 CEST | Fair value | $60.52 | $45.70 | $74.63 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $68.60 | first publication | $73.11 |
| 8 Oct 2026, 00:00 CEST | Fair value | $45.70 | $45.08 | $73.41 |
| 28 Sept 2026, 00:00 CEST | Fair value | $45.08 | $45.82 | $68.03 |
| 25 Sept 2026, 00:00 CEST | Fair value | $45.82 | $45.13 | $69.68 |
| 20 Sept 2026, 00:00 CEST | Fair value | $45.13 | $46.26 | $69.80 |
| 12 Sept 2026, 00:00 CEST | Fair value | $46.26 | $47.24 | $65.42 |
Answered from Nutanix Inc. Class A Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| NTNX Nutanix Inc. Class A Common Stock | $70.58 | $61 | 16% above | 13.7x | 37.5% | 78 | 72 |
| TOST Toast Inc. Class A Common Stock | $32.71 | $26 | 27% above | 42.3x | 25.2% | 74 | 69 |
| KSPI Joint Stock Company Kaspi.kz American Depository Shares | $91.74 | - | - | 8.2x | 44.8% | 83 | 76 |
| CHKP Check Point Software Technologies Ltd. Ordinary Shares | $159.03 | $162 | 2% below | 15.6x | 37.6% | 96 | 64 |
| GEN Gen Digital Inc. Common Stock | $24.88 | $14 | 77% above | 14.5x | 41.9% | 82 | 77 |
| GDDY GoDaddy Inc. Class A Common Stock | $112.79 | $130 | 13% below | 17.1x | 44.3% | 79 | 74 |
| FFIV F5 Inc. Common Stock | $455.42 | $265 | 72% above | 35.9x | 19.8% | 91 | 71 |
Where NTNX ranks against its sector peers on each metric.