Análisis Argos
NTNX
NTNXCara1 señal de riesgo
Nutanix, Inc. · Technology
US$ 51.28
precio al 2026-07-04
Valor justo Argos*
US$ 40
vs. su valor justo
−21%
Score Argos
52/100
LA RESPUESTA
El mercado le pide crezca 43.6% al año — más de lo que ha demostrado (14.3%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Retorno sobre el capital alto (818%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (-2.65)
VALOR1/6FUTURO4/6PASADO4/6SALUD2/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO4/6SALUD2/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos52de 100Cara
Ingresos18%
US$ 2.5 B
Margen operativo1600%
6.8%
Flujo de caja libre25%
US$ 0.8 B
Deuda neta
US$ 0.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 13.9B
P/E73.6x
EV/EBITDA59.4x
FCF yield5.4%
ROIC817.5%
Margen operativo6.8%
Crecim. ingresos+18.1%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 30 jun
Nutanix and the North Carolina School of Science and Mathematics Partner to Expand Computer Science Access Across North Carolina
SAN JOSE, Calif., and DURHAM, N.C.
zacks.com · 26 jun
Why Is Nutanix (NTNX) Down 3.8% Since Last Earnings Report?
Nutanix (NTNX) reported earnings 30 days ago. What's next for the stock?
seekingalpha.com · 23 jun
Nutanix: The Beaten-Down Private-Cloud Winner
Nutanix is positioned for multi-year growth, benefiting from VMware customer migrations, expanded storage partnerships, and emerging AI inference opportunities. Q3 FY2026 results exceeded guidance across all metrics, with revenue of $703.1M (+10% YoY), 15% ARR growth, and non-GAAP operating margin of 22.3%. NTNX authorized a $750M share buyback, signifying management's confidence, while trading at a reasonable ~24x non-GAAP P/E and a rule-of-40 score of 42.
zacks.com · 12 jun
Why Nutanix (NTNX) is a Top Growth Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
zacks.com · 11 jun
Is Most-Watched Stock Nutanix (NTNX) Worth Betting on Now?
Zacks.com users have recently been watching Nutanix (NTNX) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
zacks.com · 9 jun
Nutanix (NTNX) is a Top-Ranked Momentum Stock: Should You Buy?
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
globenewswire.com · 9 jun
San José Mineta International Airport, Nutanix and Children's Discovery Museum of San Jose to Create New Sensory-Friendly Room
SAN JOSE, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- San José Mineta International Airport (SJC), in partnership with Nutanix (NASDAQ: NTNX ) and Children's Discovery Museum of San Jose , will launch a new sensory-friendly room, The Nest by Nutanix, designed to support families traveling with children with autism and other sensory sensitivities.
accessnewswire.com · 3 jun
Datametrex Secures New Nutanix Infrastructure Contracts as Enterprise Data Centre Modernization Accelerates
TORONTO, ON / ACCESS Newswire / June 3, 2026 / Datametrex AI Limited (the "Company" or "Datametrex") (TSXV:DM)(FSE:D4G)(OTC PINK:DTMXF) is pleased to announce that it has secured multiple enterprise infrastructure contracts totaling approximately CAD $1.8 million related to Nutanix-based data centre modernization initiatives. The Company anticipates net profit of approximately 10% from these contracts.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.