NutanixNTNX
Market Cap: 12.2B
About: Nutanix Inc provides native hybrid cloud capabilities for businesses. The company offers Enterprise Cloud Platform to businesses for various uses such as web-scale engineering and consumer-grade design, virtualization, and storage into a resilient, and software-defined solution. Geographically, it derives a majority of revenue from the United States and also has a presence in Europe, the Middle East, Asia Pacific, Africa, and other regions.
Employees: 6,450
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
138% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 45
71% more call options, than puts
Call options by funds: $295M | Put options by funds: $173M
28% more capital invested
Capital invested by funds: $9.67B [Q4 2023] → $12.4B (+$2.71B) [Q1 2024]
16% more funds holding
Funds holding: 393 [Q4 2023] → 455 (+62) [Q1 2024]
3% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 152
1.38% less ownership
Funds ownership: 83.59% [Q4 2023] → 82.21% (-1.38%) [Q1 2024]
33% less funds holding in top 10
Funds holding in top 10: 12 [Q4 2023] → 8 (-4) [Q1 2024]
Research analyst outlook
20 Wall Street Analysts provided 1 year price forecasts over the past 6 months
20 analyst ratings
Morgan Stanley Meta Marshall | 25%upside $62 | Equal-Weight Maintained | 21 Jun 2024 |
Barclays Tim Long | 62%upside $80 | Overweight Maintained | 30 May 2024 |
Raymond James Simon Leopold | 54%upside $76 | Outperform Maintained | 30 May 2024 |
Needham Mike Cikos | 62%upside $80 | Buy Maintained | 30 May 2024 |
Keybanc Thomas Blakey | 60%upside $79 | Overweight Maintained | 30 May 2024 |
Financial journalist opinion
Based on 10 articles about NTNX published over the past 30 days