NTNX Stock Analysis — Nutanix
Sector: Cloud Software
AI Verdict
Nutanix trades at 20.4x next year's earnings while analysts expect +217.4% EPS growth—this is cheap for the growth you're getting if its sticky enterprise platform keeps driving upgrades and renewals.
Competitive Moat
Nutanix provides hyperconverged infrastructure software that simplifies data center management by integrating storage, computing, and virtualization into a single platform. Its moat comes from deep integration with enterprise IT workflows and sticky, recurring software subscriptions that make switching costly for large customers.
Summary
Nutanix is on watch because analysts expect a massive +217.4% jump in earnings next year, driving a sharp drop in its forward P/E.
Where It Stands
The stock has a trailing P/E of 64.8x but trades at just 20.4x next year’s earnings, well below the software sector median of 35x, with a trailing PEG of 0.30 signaling growth outpacing its price.
Key Metrics
- Trailing P/E: 64.8x
- Forward P/E: 20.4x
- PEG Ratio: 0.30
- Earnings Growth: +2.2%
- Revenue Growth: +0.2%
- 52-Week High: $83.36
- 52-Week Low: $34.01
Analyst Consensus
16 Buy · 10 Hold · 0 Sell (26 analysts)
Bull Case
A forward EPS growth rate of 217.4% means you’re getting a rare combination of rapid earnings acceleration and a forward P/E (20.4x) that’s cheap compared to peers.
Bear Case
If the forward P/E re-rates back up to the sector median of 35x without earnings materializing, you’re exposed to a 70% valuation risk on missed growth.
Catalyst to Watch
Watch for the next quarterly earnings report to confirm whether the triple-digit EPS growth actually shows up in the bottom line.