NTNX Clase A Nutanix, Inc. - Class A Common Stock
NASDAQ · Technology · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Sep 18, 2026NTNX Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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Acerca de Nutanix, Inc. - Class A Common Stock Descripción general de la empresa de Wikipedia
Nutanix, Inc. es una empresa estadounidense de computación en la nube que vende software para centros de datos y despliegues híbridos de nubes múltiples. Esto incluye software para virtualización, Kubernetes, base de datos como servicio, redes definidas por software, seguridad y almacenamiento definido por software para almacenamiento de archivos, objetos y bloques.
Historia
Dheeraj Pandey, Mohit Aron y Ajeet Singh fundaron Nutanix el 23 de septiembre de 2009. A principios de 2013, Aron abandonó Nutanix para fundar Cohesity, una empresa privada de almacenamiento de datos informáticos .
Las empresas de capital riesgo invirtieron 312,2 millones de dólares en cinco rondas de financiación en Nutanix. La empresa alcanzó una valoración de mil millones de dólares en 2013, lo que la hizo conocida como una "startup unicornio". Recaudó 140 millones de dólares en una ronda de financiación Serie E en 2014, valorando la empresa en aproximadamente dos mil millones de dólares. Entre los patrocinadores de Nutanix se encontraban Lightspeed Venture Partners, Khosla Ventures y Blumberg Capital.
Nutanix solicitó una oferta pública de venta (OPV) en diciembre de 2015, informando de una pérdida neta en su año fiscal finalizado en julio de 2015 de 126 millones de dólares. En agosto de 2016, Nutanix anunció que había adquirido PernixData.
En la OPV del 30 de septiembre de 2016 se recaudaron unos 230 millones de dólares tras vender 14,87 millones de acciones a un precio de 16 dólares. Fue la mayor OPV respaldada por capital riesgo de 2016 en Estados Unidos. Los analistas esperaban que la oferta pública de Nutanix se retrasara.
Nutanix se asoció con IBM en mayo de 2017 para crear una serie de dispositivos de hardware para centros de datos que utilizan IBM Power Systems para aplicaciones empresariales.
En marzo de 2018, Nutanix anunció la adquisición de Minjar, con sede en Bangalore y Netsil, una startup de monitorización de aplicaciones en la nube con sede en San Francisco. Ese mismo año, Nutanix adquirió la startup de DaaS Frame.
El 1 de junio de 2019, Nutanix nombró a Brian Stevens miembro de su consejo de administración. En marzo de 2020, Sohaib Abbasi se incorporó al consejo de administración de la empresa.
Debido a la pandemia de COVID-19, Nutanix anunció un recorte de personal que afectó a unos 1500 empleados en abril de 2020. En junio de 2020, Nutanix incorporó a Virginia Gambale a su consejo de administración. En diciembre de 2020, Pandey fue reemplazado como director ejecutivo por Rajiv Ramaswami, que había sido director de operaciones en VMware . VMware presentó una demanda, alegando un conflicto de intereses, pero abandonó la lucha legal un año más tarde.
En 2021, la empresa pasó de fabricar dispositivos de hardware a centrarse en software de suscripción.
En 2022, MinIO alegó que Nutanix había estado violando la licencia de software libre de MinIO durante los últimos tres años, con el fracaso de las negociaciones de buena fe sobre el asunto y la revocación de la licencia de Nutanix como consecuencia.
Adquisiciones
Operaciones
Nutanix combina almacenamiento, computación y virtualización. Las familias de productos de software de la empresa incluyen Acropolis, Prism, Era, Frame y Files. En 2015, se informó de que Nutanix había creado un hipervisor basado en Linux KVM, llamado AHV (Acropolis HyperVisor) con el fin de facilitar la gestión de la infraestructura informática.
Nutanix comercializó sus productos como "infraestructura hiperconvergente". En 2020, la empresa cambió a un modelo de negocio de suscripción .
== Referencias ==
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | NTNX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 14.0promedio 5A ≈-0.8 | ≈-0.8 | 29.5 | Infravalorado | |
| P/S (TTM) | 0.0promedio 5A ≈4.5 | ≈4.5 | 6.1 | Infravalorado | |
| P/C (MRQ) | 0.0promedio 5A ≈-14.4 | ≈-14.4 | 4.1 | Infravalorado | |
| Precio / FCF (TTM) | 0.0promedio 5A ≈28.1 | ≈28.1 | · | · | |
| Precio / Flujo de Caja (TTM) | 0.0promedio 5A ≈17.8 | ≈17.8 | 36.6 | Infravalorado | |
| Precio / Valor Contable Tangible (MRQ) | 0.0 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | NTNX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 86.8%promedio 5A ≈85.2% | ≈85.2% | 80.5% | De primer nivel | |
| Margen Operativo (TTM) | 9.6%promedio 5A ≈1.4% | ≈1.4% | 18.8% | Débil | |
| Margen EBITDA (TTM) | 12.1%promedio 5A ≈4.6% | ≈4.6% | 18.8% | Débil | |
| Margen antes de impuestos (TTM) | 11.5%promedio 5A ≈0.63% | ≈0.63% | 20.0% | Débil | |
| Margen de Beneficio Neto (TTM) | 52.8%promedio 5A ≈10.2% | ≈10.2% | 27.5% | De primer nivel | |
| ROA (TTM) | 36.1%promedio 5A ≈6.8% | ≈6.8% | 8.0% | De primer nivel | |
| ROE (TTM) | 37460.2%promedio 5A ≈-578.4% | ≈-578.4% | 2.7% | Débil | |
| ROIC | 179.6%promedio 5A ≈47.0% | ≈47.0% | 13.9% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | NTNX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 1.8promedio 5A ≈1.6 | ≈1.6 | 1.4 | Liquidez sólida | |
| Quick Ratio (Ratio Rápido) | 0.6promedio 5A ≈0.7 | ≈0.7 | 0.8 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | NTNX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 12.4%promedio 5A ≈15.4% | ≈15.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 15.3%promedio 5A ≈15.1% | ≈15.1% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 15.4% | · | · | · | |
| EPS YoY (EPS interanual) | 695.4% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 700.0% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 0.00% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | NTNX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.7promedio 5A ≈0.8 | ≈0.8 | 0.4 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 9.1promedio 5A ≈10.6 | ≈10.6 | 5.7 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$341.7K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 31 de diciembre de 2026 | Ago 26, 2026 | $0.60 | $0.49 | 21.2% |
| 30 de septiembre de 2026 | May 27, 2026 | $0.60 | $0.49 | 21.2% |
| 30 de junio de 2026 | $0.47 | $0.37 | 28.6% | |
| 31 de marzo de 2026 | $0.56 | $0.46 | 22.5% | |
| 31 de diciembre de 2025 | $0.41 | $0.42 | -1.7% | |
| 30 de septiembre de 2025 | $0.37 | $0.33 | 11.6% | |
| 30 de junio de 2025 | $0.42 | $0.39 | 8.4% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.85B | $2.54B | $2.15B | $1.86B | $1.58B | $1.39B | $1.31B | $1.24B | $1.16B | $846M | $503M | $241M | |
| Cost of Revenue | $377M | $335M | $324M | $332M | $321M | $292M | $287M | $304M | $386M | $327M | $171M | $101M | |
| Gross Profit | $2.48B | $2.20B | $1.82B | $1.53B | $1.26B | $1.10B | $1.02B | $932M | $769M | $519M | $333M | $140M | |
| R&D Expense | $791M | $737M | $639M | $581M | $573M | $558M | $554M | $501M | $314M | $289M | $116M | $74M | |
| SG&A Expense | $262M | $237M | $201M | $232M | $166M | $154M | $136M | $120M | $86M | $77M | $34M | $24M | |
| Operating Expenses | $2.20B | $2.03B | $1.82B | $1.74B | $1.72B | $1.76B | $1.85B | $1.53B | $1.05B | $867M | $437M | $259M | |
| Operating Income | $274M | $173M | $8M | $-207M | $-459M | $-662M | $-829M | $-598M | $-280M | $-348M | $-105M | $-119M | |
| Other Non-op | $53M | $39M | $-109M | $-26M | $-321M | $-355M | $-26M | $-15M | $-9M | $-26M | $-1M | $-6M | |
| Pretax Income | $327M | $212M | $-101M | $-234M | $-780M | $-1.02B | $-855M | $-613M | $-290M | $-375M | $-106M | $-125M | |
| Income Tax | $-1.18B | $23M | $23M | $21M | $19M | $18M | $18M | $8M | $7M | $5M | $2M | $2M | |
| Net Income | $1.51B | $188M | $-125M | $1.51B | $-799M | $-1.04B | $-873M | $-621M | $-297M | $-380M | $-108M | $-126M | |
| EPS (Basic) | $5.61 | $0.70 | $-0.51 | $-1.09 | $-3.62 | $-5.02 | $-4.48 | · | · | · | · | · | |
| EPS (Diluted) | $5.17 | $0.65 | $-0.51 | $-1.09 | $-3.62 | $-5.02 | $-4.48 | · | · | · | · | · | |
| Shares (Basic) | 268,691 | 267,479 | 244,743 | 233,247 | 220,529 | 206,475 | 194,719 | · | · | · | · | · | |
| Shares (Diluted) | 292,183 | 294,083 | 244,743 | 233,247 | 220,529 | 206,475 | 194,719 | · | · | · | · | · | |
| EBITDA | $345M | $245M | $81M | $-131M | · | $-566M | $-735M | $-520M | $-230M | $-389M | · | · |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $777M | $770M | $655M | $513M | $403M | $286M | $319M | $397M | $306M | $138M | $99M | $68M | |
| Receivables | $289M | $338M | $230M | $157M | $125M | $181M | $243M | $245M | $258M | $179M | $111M | · | |
| Prepaid Expense | $221M | $105M | $97M | $147M | $94M | $57M | $63M | $75M | $37M | $28M | $16M | · | |
| Other Current Assets | $142M | $38M | $26M | $56M | $37M | $12M | $14M | $12M | $10M | · | · | · | |
| Current Assets | $3.03B | $2.59B | $1.48B | $1.86B | $1.66B | $1.56B | $1.09B | $1.28B | $1.26B | $580M | $330M | · | |
| PP&E (Net) | $135M | $143M | $136M | $112M | $113M | $132M | $143M | $137M | $85M | $58M | $42M | · | |
| PP&E (Gross) | $632M | $611M | $591M | $532M | $481M | $449M | $394M | $320M | $213M | $147M | $98M | · | |
| Accum. Depreciation | $497M | $468M | $455M | $420M | $368M | $317M | $251M | $183M | $128M | $89M | $55M | · | |
| Goodwill | $185M | $185M | $185M | $185M | $185M | $185M | $185M | $185M | $88M | $17M | $0 | · | |
| Intangibles | $2M | $3M | $5M | $5M | $16M | $32M | $49M | $67M | $45M | $26M | $0 | · | |
| Other Non-current Assets | $125M | $23M | $28M | $32M | $22M | $28M | $23M | $14M | $38M | $8M | $8M | · | |
| Total Assets | $5.07B | $3.28B | $2.14B | $2.53B | $2.37B | $2.28B | $1.77B | $1.79B | $1.60B | $738M | $399M | · | |
| Accounts Payable | $97M | $82M | $45M | $30M | $45M | $47M | $54M | $74M | $66M | $74M | $52M | · | |
| Accrued Liabilities | $36M | $24M | $25M | $109M | $60M | $39M | $26M | $29M | $32M | $10M | $6M | · | |
| Current Liabilities | $1.68B | $1.41B | $1.24B | $1.14B | $1.16B | $928M | $760M | $599M | $458M | $311M | $213M | · | |
| Capital Leases | $134M | $116M | $90M | $69M | $90M | $87M | $117M | $0 | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | $0 | $0 | · | |
| Other Non-current Liabilities | $27M | $46M | $49M | $40M | $35M | $43M | $27M | $28M | $30M | $11M | $1M | · | |
| Total Liabilities | $4.37B | $3.98B | $2.87B | $3.23B | $3.17B | $3.29B | $2.04B | $1.60B | $1.27B | $521M | $465M | · | |
| Common Stock | $7.0K | $7.0K | $7.0K | $6.0K | $6.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $1.0K | · | |
| Paid-in Capital | $4.42B | $4.20B | $4.12B | $3.93B | $3.58B | $2.62B | $2.25B | $1.84B | $1.36B | $948M | $66M | · | |
| Retained Earnings | $-3.71B | $-4.90B | $-4.85B | $-4.63B | $-4.38B | $-3.63B | $-2.52B | $-1.65B | $-1.03B | $-731M | $-442M | · | |
| AOCI | $-5M | $700.0K | $146.0K | $-5M | $-6M | $-8.0K | $2M | $669.0K | $-1M | $-106.0K | $-12.0K | · | |
| Stockholders' Equity | $703M | $-695M | $-728M | $-707M | $-801M | $-1.02B | $-283M | $187M | $327M | $217M | $-286M | $-235M | |
| Liabilities + Equity | $5.07B | $3.28B | $2.14B | $2.53B | $2.37B | $2.28B | $1.77B | $1.79B | $1.60B | $738M | $399M | · | |
| Shares Outstanding | 270,829 | 269,045 | 265,181 | 239,607 | 226,938,000 | 214,210,000 | 201,949,000 | 188,595,000 | 172,858 | 154,637,000 | 46,083,651 | 44,797,201 |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $71M | $73M | $73M | $76M | $88M | $94M | $94M | $78M | $50M | $38M | $26M | $17M | |
| Stock-based Comp | $358M | $352M | $334M | $312M | $343M | $359M | $352M | $307M | $178M | $231M | $20M | $17M | |
| Deferred Tax | $-1.20B | $4M | $3M | $-1M | $-2M | $-3M | $-625.0K | $-7M | $-4M | $-4M | $-995.0K | $-167.0K | |
| Amort. of Intangibles | $800.0K | $2M | $4M | $11M | $16M | $17M | $17M | $17M | $7M | $2M | · | · | |
| Restructuring | · | $0 | $0 | $5M | $11M | · | · | · | · | · | · | · | |
| Other Non-cash | $180M | $212M | $393M | $140M | · | $485M | $268M | $286M | $165M | $205M | · | · | |
| Operating Cash Flow | $917M | $821M | $673M | $272M | $68M | $-100M | $-160M | $42M | $93M | $15M | $4M | $-26M | |
| CapEx | $76M | $71M | $75M | $65M | $49M | $59M | $89M | $118M | $62M | $50M | $42M | $23M | |
| Investing Cash Flow | $-436M | $-952M | $530M | $-50M | $-54M | $-597M | $25M | $-17M | $-504M | $-176M | $-47M | $-107M | |
| Stock Repurchased | $484M | $308M | $131M | $0 | $59M | $125M | · | · | · | · | · | · | |
| Net Stock Activity | $-484M | $-308M | $-131M | · | · | $-125M | · | · | · | · | · | · | |
| Financing Cash Flow | $-473M | $244M | $-1.06B | $-113M | $104M | $664M | $58M | $67M | $579M | $201M | $74M | $143M | |
| Net Change in Cash | $8M | $114M | $140M | $110M | $117M | $-33M | $-78M | $92M | $168M | $40M | $31M | $10M | |
| Taxes Paid | $30M | $33M | $24M | $31M | $20M | $17M | $17M | $29M | $10M | $5M | $2M | $1M | |
| Free Cash Flow | $841M | $750M | $598M | $207M | · | $-158M | $-249M | $-76M | $30M | $-36M | · | · |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 86.8% | 86.8% | 84.9% | 82.2% | · | 79.1% | 78.1% | 75.4% | 66.6% | 57.3% | · | · | |
| Operating Margin | 9.6% | 6.8% | 0.35% | -11.1% | · | -47.4% | -63.4% | -48.4% | -24.3% | -55.7% | · | · | |
| Net Margin | 52.8% | 7.4% | -5.8% | -13.7% | · | -74.2% | -66.8% | -50.2% | -25.7% | -59.7% | · | · | |
| Pretax Margin | 11.5% | 8.3% | -4.7% | -12.5% | · | -72.9% | -65.4% | -49.6% | -25.1% | -59.1% | · | · | |
| EBITDA Margin | 12.1% | 9.7% | 3.8% | -7.0% | · | -40.6% | -56.2% | -42.1% | -19.9% | -50.7% | · | · | |
| ROA | 36.1% | 6.9% | -5.3% | -10.4% | · | -51.1% | -49.1% | -36.7% | -25.4% | -81.4% | · | · | |
| ROE | -2341.2% | -25.1% | 18.5% | 34.0% | · | 117.6% | 380.3% | -252.3% | -87.2% | 385.5% | · | · | |
| ROIC | 179.6% | -22.1% | -1.3% | 31.9% | · | 66.5% | 307.7% | -324.2% | -88.0% | -894.9% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 1.8 | 1.2 | 1.6 | · | 1.7 | 1.4 | 2.1 | 2.8 | 1.6 | · | · | |
| Quick Ratio | 0.6 | 0.8 | 0.7 | 0.6 | · | 0.5 | 0.7 | 1.1 | 1.2 | 0.8 | · | · |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.9 | 0.9 | 0.8 | · | 0.7 | 0.7 | 0.7 | 1.0 | 1.4 | · | · | |
| Receivables Turnover | 9.1 | 8.9 | 11.1 | 13.2 | · | 6.6 | 5.4 | 4.9 | 5.3 | 5.3 | · | · |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $2594.13 | $-2.58 | $-2.75 | $-2.95 | · | $-4.72 | $-1.36 | $0.99 | $1.89 | $0.31 | · | · | |
| Revenue / Share | $9766.29 | $8629.97 | $8779.89 | $7986.79 | · | · | · | · | · | · | · | · | |
| Cash Flow / Share | $3137.38 | $2793.28 | $2749.54 | $1167.87 | · | · | · | · | · | · | · | · | |
| Cash / Share | $2870.11 | $2.86 | $2.47 | $2.14 | · | $1.33 | $1.58 | $2.10 | $1.77 | $0.89 | · | · | |
| EPS (TTM) | $5.17 | $0.65 | $-0.51 | $-1.09 | $-3.62 | $-5.02 | $-4.48 | · | · | · | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.4% | 18.1% | 15.3% | 17.8% | 13.4% | 6.6% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.3% | 17.1% | 15.5% | 12.5% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.4% | 14.2% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 695.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 700.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 0.00% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.85B | $2.54B | $2.15B | $1.86B | $1.58B | $1.39B | $1.31B | $1.24B | $1.16B | $846M | · | · | |
| Net Income TTM | $1.51B | $188M | $-125M | $-255M | $-799M | $-1.04B | $-873M | $-621M | $-297M | $-380M | · | · | |
| Market Cap | $16M | $20.22B | $13.39B | $7.24B | · | $7.72B | $4.48B | $4.28B | $8.45B | $3.29B | · | · | |
| P/E | 11.4 | 115.6 | -99.0 | -27.7 | -4.2 | -7.2 | -5.0 | · | · | · | · | · | |
| P/S | 0.0 | 8.0 | 6.2 | 3.9 | · | 5.5 | 3.4 | 3.5 | 7.3 | 3.9 | · | · | |
| P/B | 0.0 | -29.1 | -18.4 | -10.2 | · | -7.6 | -16.3 | 22.9 | 25.9 | 68.2 | · | · | |
| P / Tangible Book | 0.0 | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 0.0 | 24.6 | 19.9 | 26.6 | · | -77.3 | -28.0 | 101.5 | 91.3 | 237.7 | · | · | |
| P / FCF | · | 27.0 | 22.4 | 35.0 | · | -48.7 | -18.0 | -56.1 | 280.0 | -90.4 | · | · | |
| Earnings Yield | 8.8% | 0.86% | -1.0% | -3.6% | -23.9% | -13.9% | -20.2% | · | · | · | · | · |
Estado de resultados
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $757M | $703M | $723M | $671M | $653M | $639M | $655M | $591M | $548M | $525M | $565M | $511M | $494M | $449M | $486M | $434M | |
| Cost of Revenue | $106M | $92M | $91M | $87M | $84M | $83M | $85M | $83M | $81M | $80M | $82M | $82M | $80M | $82M | $87M | $82M | |
| Gross Profit | $651M | $611M | $632M | $583M | $569M | $556M | $569M | $508M | $467M | $445M | $484M | $429M | $414M | $366M | $400M | $351M | |
| R&D Expense | $205M | $196M | $202M | $187M | $194M | $186M | $183M | $174M | $167M | $159M | $160M | $152M | $146M | $143M | $142M | $149M | |
| SG&A Expense | $72M | $61M | $68M | $61M | $63M | $61M | $60M | $54M | $52M | $51M | $50M | $48M | $49M | $53M | $84M | $46M | |
| Operating Expenses | $581M | $540M | $547M | $534M | $538M | $507M | $504M | $481M | $479M | $457M | $447M | $435M | $425M | $425M | $456M | $432M | |
| Operating Income | $70M | $71M | $84M | $49M | $31M | $49M | $65M | $27M | $-12M | $-12M | $37M | $-6M | $-11M | $-59M | $-57M | $-81M | |
| Other Non-op | $13M | $11M | $13M | $16M | $14M | $16M | $-355.0K | $10M | $-106M | $659.0K | $2M | $-5M | $4M | $-7M | $-10M | $-13M | |
| Pretax Income | $83M | $81M | $98M | $66M | $45M | $65M | $65M | $37M | $-119M | $-11M | $39M | $-11M | $-7M | $-66M | $-67M | $-94M | |
| Income Tax | $-1.19B | $9M | $-6M | $3M | $6M | $1M | $9M | $7M | $8M | $5M | $6M | $5M | $6M | $5M | $4M | $5M | |
| Net Income | $1.27B | $72M | $103M | $62M | $39M | $63M | $56M | $30M | $-126M | $-16M | $33M | $-16M | $1.75B | $-71M | $-71M | $-100M | |
| EPS (Basic) | $4.73 | $0.27 | $0.38 | $0.23 | $0.14 | $0.24 | $0.21 | $0.11 | $-0.51 | $-0.06 | $0.13 | $-0.07 | $-0.04 | $-0.30 | $-0.31 | $-0.44 | |
| EPS (Diluted) | $4.35 | $0.25 | $0.36 | $0.21 | $0.14 | $0.22 | $0.19 | $0.10 | $-0.50 | $-0.06 | $0.12 | $-0.07 | $-0.04 | $-0.30 | $-0.31 | $-0.44 | |
| Shares (Basic) | · | 265,950 | 268,282 | 269,872 | · | 267,566 | 267,138 | 266,556 | · | 245,766 | 243,853 | 241,490 | · | 234,735,000 | 231,924,000 | 228,544,000 | |
| Shares (Diluted) | · | 287,481 | 291,910 | 296,518 | · | 296,804 | 293,351 | 288,829 | · | 245,766 | 298,540 | 241,490 | · | 234,735,000 | 231,924,000 | 228,544,000 | |
| EBITDA | · | $71M | $84M | $68M | · | $49M | $65M | $45M | · | $-12M | $37M | $12M | · | $-59M | $-57M | $-60M |
Balance general
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $777M | $719M | $603M | $780M | $770M | $873M | $1.07B | $717M | $655M | $598M | $679M | $612M | $513M | $440M | $407M | $481M | |
| Receivables | $289M | $252M | $261M | $336M | $338M | $270M | $327M | $199M | $230M | $225M | $189M | $134M | · | $135M | $155M | $84M | |
| Prepaid Expense | $221M | $196M | $184M | $99M | $105M | $111M | $112M | $98M | $97M | $114M | $109M | $87M | · | $122M | $116M | $91M | |
| Other Current Assets | $142M | $120M | $112M | $45M | $38M | $33M | $32M | $29M | $26M | $36M | $32M | $25M | · | $55M | $57M | $33M | |
| Current Assets | $3.03B | $2.61B | $2.47B | $2.64B | $2.59B | $2.41B | $2.34B | $1.52B | $1.48B | $2.14B | $2.08B | $1.92B | · | $1.73B | $1.69B | $1.67B | |
| PP&E (Net) | $135M | $127M | $132M | $138M | $143M | $144M | $139M | $132M | $136M | $115M | $115M | $110M | · | $115M | $113M | $111M | |
| PP&E (Gross) | $632M | $616M | $620M | $617M | $611M | $619M | $603M | $596M | $591M | $569M | $554M | $538M | · | $525M | $507M | $494M | |
| Accum. Depreciation | $497M | $488M | $488M | $478M | $468M | $475M | $465M | $463M | $455M | $454M | $439M | $427M | · | $409M | $395M | $382M | |
| Goodwill | $185M | $185M | $185M | $185M | $185M | $185M | $185M | $185M | $185M | $185M | $185M | $185M | $185M | $185M | $185M | $185M | |
| Intangibles | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $4M | $5M | $6M | $7M | $4M | $5M | $7M | $10M | $13M | |
| Other Non-current Assets | $125M | $126M | $114M | $43M | $23M | $32M | $29M | $29M | $28M | $28M | $30M | $31M | · | $24M | $26M | $22M | |
| Total Assets | $5.07B | $3.42B | $3.28B | $3.32B | $3.28B | $3.10B | $2.99B | $2.18B | $2.14B | $2.77B | $2.73B | $2.57B | · | $2.40B | $2.37B | $2.36B | |
| Accounts Payable | $97M | $84M | $96M | $88M | $82M | $50M | $46M | $45M | $45M | $40M | $40M | $36M | · | $34M | $44M | $31M | |
| Accrued Liabilities | $36M | $28M | $27M | $25M | $24M | $22M | $22M | $19M | $25M | $22M | $22M | $21M | · | $109M | $108M | $46M | |
| Current Liabilities | $1.68B | $1.47B | $1.49B | $1.40B | $1.41B | $1.28B | $1.32B | $1.22B | $1.24B | $1.18B | $1.16B | $1.10B | · | $1.13B | $1.11B | $1.15B | |
| Capital Leases | $134M | $144M | $164M | $111M | $116M | $120M | $94M | $100M | $90M | $79M | $74M | $72M | · | $73M | $81M | $82M | |
| Other Non-current Liabilities | $27M | $30M | $30M | $46M | $46M | $43M | $49M | $49M | $49M | $36M | $40M | $34M | · | $35M | $36M | $30M | |
| Total Liabilities | $4.37B | $4.14B | $4.11B | $3.99B | $3.98B | $3.81B | $3.80B | $2.87B | $2.87B | $3.39B | $3.34B | $3.21B | · | $3.19B | $3.15B | $3.15B | |
| Common Stock | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $6.0K | $6.0K | $6.0K | · | $6.0K | $6.0K | $6.0K | |
| Paid-in Capital | $4.42B | · | · | · | $4.20B | · | · | · | $4.12B | · | · | · | · | · | · | · | |
| Retained Earnings | $-3.71B | $-4.94B | $-4.99B | $-4.87B | $-4.90B | $-4.89B | $-4.93B | $-4.83B | $-4.85B | $-4.70B | $-4.65B | $-4.66B | · | $-4.62B | $-4.55B | $-4.47B | |
| AOCI | $-5M | $-307.0K | $4M | $4M | $700.0K | $3M | $404.0K | $559.0K | $146.0K | $-4M | $879.0K | $-4M | · | $-4M | $-6M | $-10M | |
| Stockholders' Equity | $703M | $-726M | $-831M | $-669M | $-695M | $-711M | $-808M | $-685M | $-728M | $-619M | $-612M | $-642M | $-707M | $-789M | $-783M | $-791M | |
| Liabilities + Equity | $5.07B | $3.42B | $3.28B | $3.32B | $3.28B | $3.10B | $2.99B | $2.18B | $2.14B | $2.77B | $2.73B | $2.57B | · | $2.40B | $2.37B | $2.36B | |
| Shares Outstanding | 270,829 | 266,525 | 265,625 | 270,729 | 269,045 | 268,282,000 | 266,637,000 | 267,845,000 | 265,181 | 246,932 | 244,659 | 243,052 | 239,607 | 235,744 | 233,591,000 | 230,108 |
Flujo de Efectivo
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $17M | $18M | $18M | $18M | $18M | $18M | $18M | $18M | $19M | $18M | $18M | $17M | $20M | $20M | $20M | |
| Stock-based Comp | $95M | $83M | $103M | $78M | $85M | $84M | $93M | $89M | $82M | $82M | $86M | $84M | $73M | $73M | $85M | $81M | |
| Restructuring | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | $5M | $-500.0K | $6M | |
| Other Non-cash | · | · | · | $39M | · | · | · | $25M | · | · | · | $59M | · | · | · | $64M | |
| Operating Cash Flow | $315M | $208M | $197M | $197M | $220M | $219M | $222M | $162M | $245M | $96M | $186M | $145M | $58M | $74M | $74M | $66M | |
| CapEx | $37M | $10M | $6M | $22M | $12M | $15M | $35M | $10M | $20M | $18M | $24M | $13M | $13M | $22M | $11M | $20M | |
| Investing Cash Flow | $-328M | $-41M | $7M | $-75M | $-226M | $-351M | $-347M | $-28M | $703M | $-107M | $-25M | $-42M | $-9M | $-30M | $-2M | $-8M | |
| Stock Repurchased | $50M | $50M | $333M | $50M | $50M | $38M | $200M | $20M | $25M | $47M | $42M | $18M | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | $-50M | · | · | · | $-20M | · | · | · | $-18M | · | · | · | $0 | |
| Financing Cash Flow | $71M | $-51M | $-382M | $-111M | $-97M | $-68M | $481M | $-72M | $-893M | $-71M | $-95M | $-4M | $24M | $-11M | $-145M | $20M | |
| Taxes Paid | $4M | $6M | $11M | $9M | $7M | $6M | $10M | $9M | $3M | $7M | $6M | $8M | $9M | $5M | $9M | $8M | |
| Free Cash Flow | · | · | · | $175M | · | · | · | $152M | · | · | · | $132M | · | · | · | $46M |
Rentabilidad
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 86.9% | 87.4% | 87.0% | · | 87.0% | 87.0% | 86.0% | · | 84.8% | 85.6% | 84.0% | · | 81.6% | 82.2% | 81.0% | |
| Operating Margin | · | 10.0% | 11.6% | 7.4% | · | 7.6% | 10.0% | 4.6% | · | -2.2% | 6.6% | -1.1% | · | -13.1% | -11.6% | -18.5% | |
| Net Margin | · | 10.2% | 14.2% | 9.3% | · | 9.9% | 8.6% | 5.1% | · | -3.0% | 5.8% | -3.1% | · | -15.8% | -14.5% | -22.9% | |
| Pretax Margin | · | 11.6% | 13.5% | 9.8% | · | 10.1% | 9.9% | 6.2% | · | -2.1% | 6.9% | -2.1% | · | -14.7% | -13.7% | -21.6% | |
| EBITDA Margin | · | 10.0% | 11.6% | 10.1% | · | 7.6% | 10.0% | 7.7% | · | -2.2% | 6.6% | 2.4% | · | -13.1% | -11.6% | -13.9% | |
| ROA | · | 2.2% | 3.3% | 2.3% | · | 2.2% | 2.0% | 1.3% | · | -0.60% | 1.3% | -0.64% | · | -3.0% | -3.0% | -4.3% | |
| ROE | · | -10.0% | -12.6% | -9.2% | · | -9.5% | -8.0% | -4.5% | · | 2.2% | -4.7% | 2.2% | · | 9.4% | 9.4% | 13.3% | |
| ROIC | · | -8.6% | -10.7% | -7.0% | · | -6.7% | -7.0% | -3.2% | · | 2.7% | -5.1% | 1.3% | · | 8.0% | 7.7% | 10.7% |
Liquidez y Solvencia
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 1.8 | 1.7 | 1.9 | · | 1.9 | 1.8 | 1.2 | · | 1.8 | 1.8 | 1.7 | · | 1.5 | 1.5 | 1.5 | |
| Quick Ratio | · | 0.7 | 0.6 | 0.8 | · | 0.9 | 1.1 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.5 | 0.5 | 0.5 |
Eficiencia
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | |
| Receivables Turnover | · | 2.7 | 2.5 | 2.5 | · | 2.6 | 2.5 | 3.6 | · | 2.9 | 3.3 | 4.7 | · | 2.8 | 3.1 | 4.3 |
Por Acción
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $-2722.50 | $-3129.55 | $-2469.73 | · | $-2.65 | $-3.03 | $-2.56 | · | $-2508.63 | $-2500.14 | $-2642.28 | · | $-3347.14 | $-3.35 | $-3437.73 | |
| Revenue / Share | · | $2445.61 | $2476.19 | $2261.50 | · | $2152.88 | $2231.87 | $2046.04 | · | $2.13 | $1.89 | $2.12 | · | $1.91 | $2.10 | $1.90 | |
| Cash Flow / Share | · | · | · | $663.79 | · | · | · | $560.02 | · | · | · | $0.60 | · | · | · | $0.29 | |
| Cash / Share | · | $2696.98 | $2271.63 | $2882.66 | · | $3.25 | $4.02 | $2.68 | · | $2421.83 | $2776.30 | $2519.88 | · | $1866.08 | $1.74 | $2088.66 | |
| EPS (TTM) | · | $0.96 | $0.93 | $0.76 | · | $0.01 | $-0.27 | $-0.34 | · | $-0.05 | $-0.29 | $-0.72 | · | $-1.69 | $-1.89 | $-2.11 |
Valoración (TTM)
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $2.75B | $2.69B | $2.62B | · | $2.43B | $2.32B | $2.23B | · | $2.10B | $2.02B | $1.94B | · | $1.75B | $1.71B | $1.64B | |
| Net Income TTM | · | $276M | $267M | $221M | · | $24M | $-55M | $-79M | · | $1.75B | $1.69B | $1.59B | · | $-393M | $-434M | $-478M | |
| Market Cap | · | $11M | $11M | $19M | · | $18.43B | $18.34B | $16.63B | · | $15M | $14M | $9M | · | $6M | $6.51B | $6M | |
| P/E | · | 42.6 | 42.8 | 93.7 | · | 6870.0 | -254.7 | -182.6 | · | -1214.0 | -193.8 | -50.3 | · | -14.2 | -14.7 | -13.0 | |
| P/S | · | 0.0 | 0.0 | 0.0 | · | 7.6 | 7.9 | 7.5 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 3.8 | 0.0 | |
| P/B | · | -0.0 | -0.0 | -0.0 | · | -25.9 | -22.7 | -24.3 | · | -0.0 | -0.0 | -0.0 | · | -0.0 | -8.3 | -0.0 | |
| P / Cash Flow | · | · | · | 0.1 | · | · | · | 102.8 | · | · | · | 0.1 | · | · | · | 0.1 | |
| Earnings Yield | · | 2.4% | 2.3% | 1.1% | · | 0.01% | -0.39% | -0.55% | · | -0.08% | -0.52% | -2.0% | · | -7.0% | -6.8% | -7.7% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Ingresos | $2.85B | $2.54B | $2.15B | $1.86B | $1.58B |
| Margen Bruto % | 86.8% | 86.8% | 84.9% | 82.2% | · |
| Margen Operativo % | 9.6% | 6.8% | 0.35% | -11.1% | · |
| Beneficio neto | $1.51B | $188M | $-125M | $1.51B | $-799M |
| EPS Diluido | $5.17 | $0.65 | $-0.51 | $-1.09 | $-3.62 |
| Métrica | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Ratio corriente | 1.8 | 1.8 | 1.2 | 1.6 | · |
| Ratio Rápido | 0.6 | 0.8 | 0.7 | 0.6 | · |
| Métrica | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $841M | $750M | $598M | $207M | · |
Propietarios institucionales (13F) 618 declarantes · $14.7B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 108 (-18 vs trimestre anterior) | 70 (-46 vs trimestre anterior) | 227 (+16 vs trimestre anterior) | 186 (+8 vs trimestre anterior) | +24.4M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| FMR LLC | $2 018 380 040 | 39 607 144 | 13,72% | Acciones |
| VANGUARD GROUP INC | $1 422 247 405 | 27 514 943 | 9,67% | Acciones |
| BlackRock, Inc. | $1 415 096 721 | 27 768 774 | 9,62% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $901 202 809 | 17 778 710 | 6,12% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $682 868 281 | 13 400 084 | 4,64% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $587 298 355 | 11 524 693 | 3,99% | Acciones |
| GOLDMAN SACHS GROUP INC | $486 442 098 | 9 545 567 | 3,31% | Acciones |
| STATE STREET CORP | $417 963 025 | 8 201 648 | 2,84% | Acciones |
| GENERATION INVESTMENT MANAGEMENT LLP | $341 898 794 | 6 709 160 | 2,32% | Acciones |
| Bank of New York Mellon Corp | $289 843 387 | 5 687 665 | 1,97% | Acciones |
| Jericho Capital Asset Management L.P. | $288 841 994 | 5 668 014 | 1,96% | Acciones |
| Bain Capital Investors LLC | $272 905 324 | 5 355 285 | 1,85% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $269 250 173 | 5 282 306 | 1,83% | Acciones |
| FIL Ltd | $264 341 445 | 5 187 234 | 1,80% | Acciones |
| ADVANCED MICRO DEVICES INC | $210 810 767 | 4 136 789 | 1,43% | Acciones |
| NORGES BANK | $207 259 875 | 4 067 109 | 1,41% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $179 107 115 | 3 520 879 | 1,22% | Acciones |
| Assenagon Asset Management S.A. | $166 243 292 | 3 262 231 | 1,13% | Acciones |
| PRIMECAP MANAGEMENT CO/CA/ | $148 683 087 | 2 917 643 | 1,01% | Acciones |
| FIRST TRUST ADVISORS LP | $146 848 782 | 2 881 648 | 1,00% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $115 103 148 | 2 258 696 | 0,78% | Acciones |
| NORTHERN TRUST CORP | $111 396 929 | 2 185 968 | 0,76% | Acciones |
| BANK OF AMERICA CORP /DE/ | $109 619 587 | 2 151 091 | 0,74% | Acciones |
| MORGAN STANLEY | $104 139 935 | 2 043 561 | 0,71% | Acciones |
| Champlain Investment Partners, LLC | $103 666 756 | 2 034 277 | 0,70% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $100 013 739 | 1 962 593 | 0,68% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $96 640 391 | 1 896 397 | 0,66% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $87 574 658 | 1 718 498 | 0,60% | Acciones |
| UBS Group AG | $85 027 524 | 1 668 515 | 0,58% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $84 929 019 | 1 666 582 | 0,58% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $83 134 411 | 1 631 366 | 0,56% | Acciones |
| JPMORGAN CHASE & CO | $79 242 515 | 1 539 538 | 0,54% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $76 170 625 | 1 494 714 | 0,52% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $75 571 785 | 1 482 936 | 0,51% | Acciones |
| Defiance ETFs, LLC | $68 575 898 | 1 339 373 | 0,47% | Acciones |
| DEUTSCHE BANK AG\ | $62 745 162 | 1 231 263 | 0,43% | Acciones |
| JANE STREET GROUP, LLC | $60 531 307 | 1 187 820 | 0,41% | Acciones |
| MARSHALL WACE, LLP | $58 860 942 | 1 155 042 | 0,40% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $54 471 144 | 1 068 900 | 0,37% | Opción de compra |
| Qube Research & Technologies Ltd | $54 384 563 | 1 067 201 | 0,37% | Acciones |
| Bridgewater Associates, LP | $50 896 861 | 998 761 | 0,35% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $50 197 638 | 985 040 | 0,34% | Acciones |
| Gotham Asset Management, LLC | $45 104 390 | 885 094 | 0,31% | Acciones |
| Ardmore Road Asset Management LP | $44 100 784 | 865 400 | 0,30% | Acciones |
| PRUDENTIAL FINANCIAL INC | $43 295 310 | 849 594 | 0,29% | Acciones |
| Nuveen, LLC | $42 530 452 | 834 585 | 0,29% | Acciones |
| AXA Investment Managers S.A. | $42 261 182 | 568 103 | 0,29% | Acciones |
| Stephens Investment Management Group LLC | $41 216 703 | 808 805 | 0,28% | Acciones |
| AMERIPRISE FINANCIAL INC | $39 631 682 | 777 675 | 0,27% | Acciones |
| Walleye Trading LLC | $38 907 960 | 763 500 | 0,26% | Opción de compra |
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| BCPE Nucleon (DE) SPV, LP ×2 presentaciones | 5 de marzo de 2025 | 4,10% | Enmienda | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 38 insiders · 15 directivos · 17 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Rajiv Ramaswami | Chief Executive Officer | 15 de septiembre de 2026 M | 814 338 | 0 | 0 | $0 |
| Rukmini Sivaraman | Chief Financial Officer | 15 de septiembre de 2026 M | 325 487 | 0 | 1 | $-2 669 730 |
| Duston Williams | Chief Financial Officer | 15 de marzo de 2022 M | 252 471 | 0 | 0 | $0 |
| Tarkan Maner | President and CCO | 24 de septiembre de 2026 S | 33 647 | 0 | 3 | $-7 427 592 |
| Sudheesh Nair Vadakkedath | President | 6 de julio de 2018 S | 139 546 | 0 | 0 | $0 |
| David Sangster | Chief Operating Officer | 15 de septiembre de 2024 M | 123 868 | 0 | 0 | $0 |
| Brian Martin | Chief Legal Officer | 15 de septiembre de 2026 M | 28 676 | 0 | 0 | $0 |
| Tyler Wall | Chief Legal Officer | 15 de junio de 2024 M | 23 371 | 0 | 0 | $0 |
| Aaron Boynton | Chief Accounting Officer | 15 de junio de 2022 M | 37 803 | 0 | 0 | $0 |
| Christopher Nicholas Kaddaras Jr | Chief Revenue Officer | 15 de septiembre de 2021 M | 161 443 | 0 | 0 | $0 |
| Sunil Potti | Chief Product/Development Ofcr | 17 de junio de 2019 F | 217 034 | 0 | 0 | $0 |
| Louis J Attanasio | Chief Revenue Officer | 19 de diciembre de 2018 S | 0 | 0 | 0 | $0 |
| Kenneth W Long III | VP, Corporate Controller & CAO | 1 de octubre de 2018 M | 129 816 | 0 | 0 | $0 |
| Rajiv Mirani | SVP, Engineering | 12 de octubre de 2017 M | 258 667 | 0 | 0 | $0 |
| Howard Ting | Chief Marketing Officer | 4 de mayo de 2017 F | 371 192 | 0 | 0 | $0 |
| Robert G Lavender | Consejero | 12 de diciembre de 2025 A | 5 431 | 0 | 0 | $0 |
| Max Pieter De Groen | Consejero | 12 de diciembre de 2025 A | 45 334 | 0 | 0 | $0 |
| Teresa Gayle Sheppard | Consejero | 12 de diciembre de 2025 A | 26 988 | 0 | 0 | $0 |
| Craig Conway | Consejero | 12 de diciembre de 2025 A | 47 685 | 0 | 0 | $0 |
| Virginia Gambale | Consejero | 12 de diciembre de 2025 A | 4 588 | 0 | 0 | $0 |
| Steven J Gomo | Consejero | 12 de diciembre de 2025 A | 4 588 | 0 | 0 | $0 |
| Mark B Templeton | Consejero | 12 de diciembre de 2025 A | 29 711 | 0 | 0 | $0 |
| Eric Brandt | Consejero | 12 de diciembre de 2025 A | 6 698 | 0 | 0 | $0 |
| David Humphrey | Consejero | 6 de marzo de 2025 G | 40 746 | 0 | 0 | $0 |
| Brian Mark Stevens | Consejero | 13 de diciembre de 2024 A | 52 981 | 0 | 0 | $0 |
| Susan L Bostrom | Consejero | 10 de diciembre de 2021 A | 34 567 | 0 | 0 | $0 |
| Ravi Mhatre | Consejero | 11 de diciembre de 2020 A | 438 085 | 0 | 0 | $0 |
| Sohaib Abbasi | Consejero | 11 de diciembre de 2020 A | 23 302 | 0 | 0 | $0 |
| Jeffrey T Parks | Consejero | 13 de diciembre de 2019 A | 19 825 | 0 | 0 | $0 |
| Michael Scarpelli | Consejero | 13 de diciembre de 2019 A | 27 580 | 0 | 0 | $0 |
| John Mcadam | Consejero | 20 de marzo de 2019 S | 54 024 | 0 | 0 | $0 |
| Dheeraj Pandey | Propietario del 10% | 9 de marzo de 2021 M | 0 | 0 | 0 | $0 |
| Peter Nieh | Propietario del 10% | 4 de abril de 2018 S | 50 000 | 0 | 0 | $0 |
| Christopher J Schaepe | Propietario del 10% | 28 de marzo de 2018 S | 113 955 | 0 | 0 | $0 |
| Ajeet Singh | Propietario del 10% | 28 de marzo de 2017 C | 900 000 | 0 | 0 | $0 |
| Singh/Saharan Revocable Trust | Propietario del 10% | 28 de marzo de 2017 C | 900 000 | 0 | 0 | $0 |
| Canada Pension Plan Investment Board | Propietario del 10% | 27 de octubre de 2016 P | 2 612 700 | 0 | 0 | $0 |
| Renu Saharan | · | 28 de marzo de 2017 C | 900 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 80 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| CAMX · ADVISORS' INNER CIRCLE FUND | 3,17% | 36 510 NS | 31 de julio de 2026 | N-PORT |
| ABOT · Abacus FCF ETF Trust | 1,90% | 1 301 NS | 31 de julio de 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1,71% | 61 460 NS | 31 de julio de 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,97% | 159 752 SH | 2 de octubre de 2026 | Diario |
| COWG · Pacer Funds Trust | 0,95% | 353 881 NS | 31 de julio de 2026 | N-PORT |
| BKDV · BNY Mellon ETF Trust II | 0,77% | 238 845 NS | 31 de julio de 2026 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 0,61% | 1 016 NS | 31 de julio de 2026 | N-PORT |
| IGV · iShares Trust | 0,60% | 1 214 814 SH | 11 de septiembre de 2026 | Diario |
| ISCG · iShares Trust | 0,58% | 84 689 SH | 11 de septiembre de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,53% | 29 404 NS | 31 de julio de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,44% | 29 239 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,42% | 157 014 SH | 19 de agosto de 2026 | Diario |
| WEBL · Direxion Shares ETF Trust | 0,40% | 6 317 NS | 31 de julio de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,37% | 427 937 SH | 19 de agosto de 2026 | Diario |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,37% | 36 023 NS | 31 de julio de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,35% | 38 830 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,35% | 3 327 228 SH | 19 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,34% | 116 905 NS | 31 de julio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,33% | 3 895 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,32% | 135 662 SH | 11 de septiembre de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,31% | 91 145 SH | 19 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,29% | 124 739 NS | 31 de julio de 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 357 459 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,25% | 91 850 SH | 2 de octubre de 2026 | Diario |
| SMMD · iShares Trust | 0,24% | 138 067 SH | 11 de septiembre de 2026 | Diario |
| HQGO · Lattice Strategies Trust | 0,20% | 1 670 NS | 31 de julio de 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 0,20% | 31 976 NS | 31 de julio de 2026 | N-PORT |
| FFLG · FIDELITY COVINGTON TRUST | 0,19% | 19 447 NS | 31 de julio de 2026 | N-PORT |
| KNCT · Invesco Exchange-Traded Fund Trust | 0,19% | 4 513 SH | 2 de octubre de 2026 | Diario |
| IWS · iShares Trust | 0,17% | 387 305 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,16% | 15 787 SH | 11 de septiembre de 2026 | Diario |
| ESUM · Strategy Shares | 0,15% | 4 741 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,15% | 3 044 390 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,15% | 5 781 435 SH | 19 de agosto de 2026 | Diario |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 19 967 NS | 31 de julio de 2026 | N-PORT |
| TECB · iShares Trust | 0,13% | 10 151 SH | 11 de septiembre de 2026 | Diario |
| IETC · iShares U.S. ETF Trust | 0,13% | 13 523 SH | 11 de septiembre de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,13% | 22 308 SH | 2 de octubre de 2026 | Diario |
| IWR · iShares Trust | 0,12% | 1 061 400 SH | 11 de septiembre de 2026 | Diario |
| ESSC · Strategy Shares | 0,12% | 750 NS | 31 de julio de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,11% | 383 658 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,11% | 10 817 NS | 31 de julio de 2026 | N-PORT |
| LRGF · iShares Trust | 0,10% | 58 543 SH | 11 de septiembre de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,09% | 3 159 341 SH | 19 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,09% | 20 213 NS | 31 de julio de 2026 | N-PORT |
| IYW · iShares Trust | 0,08% | 320 694 SH | 11 de septiembre de 2026 | Diario |
| IGM · iShares Trust | 0,08% | 126 413 SH | 11 de septiembre de 2026 | Diario |
| LRND · New York Life Investments ETF Trust | 0,07% | 4 854 NS | 31 de julio de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 12 465 SH | 19 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 7 730 SH | 2 de octubre de 2026 | Diario |
| REVS · Columbia ETF Trust I | 0,06% | 3 483 NS | 31 de julio de 2026 | N-PORT |
| DSI · iShares Trust | 0,05% | 38 836 SH | 11 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,05% | 574 826 SH | 11 de septiembre de 2026 | Diario |
| RECS · Columbia ETF Trust I | 0,04% | 40 113 NS | 31 de julio de 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 156 330 SH | 19 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,04% | 13 702 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,03% | 11 692 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 80 560 NS | 31 de julio de 2026 | N-PORT |
| IUSG · iShares Trust | 0,03% | 140 096 SH | 11 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,02% | 11 442 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,02% | 177 948 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,02% | 191 122 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,02% | 342 806 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,02% | 72 406 SH | 11 de septiembre de 2026 | Diario |
| IUSV · iShares Trust | 0,02% | 93 325 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 7 999 513 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 43 383 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 21 681 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,02% | 58 619 SH | 19 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,02% | 39 542 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 49 014 NS | 31 de julio de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 214 990 SH | 19 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,01% | 4 171 NS | 31 de julio de 2026 | N-PORT |
| DYNF · BlackRock ETF Trust | 0,00% | 90 SH | 11 de septiembre de 2026 | Diario |
| IJH · iShares Trust | · | 9 306 166 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 922 835 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 540 927 SH | 21 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 36 230 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 12 008 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 228 584 SH | 11 de septiembre de 2026 | Diario |
NTNX Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
14 analistas · 2026-10-03Objetivo medio $76.76 +6,2%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| NTNX | $16M | 11.4 | 12.4% | 52.8% | -2341.2% | 86.8% |
| ROP | $47.45B | 31.3 | 12.3% | 19.4% | 7.8% | 69.2% |
| ZM | · | 14.9 | 4.4% | 39.0% | 20.3% | 77.0% |
| IOT | $16.29B | -1402.5 | 29.6% | -0.56% | -0.69% | 76.7% |
| CRCL | · | -180.2 | 63.9% | · | · | · |
| U | $19.12B | -46.0 | 2.0% | -21.8% | -12.5% | 74.2% |
| DT | $10.90B | 68.5 | 18.8% | 8.1% | 6.0% | 81.6% |
| BMNR | $10M | 3.3 | 84.1% | 5719.1% | 8.0% | · |
| PTC | $24.27B | 33.4 | 19.2% | 26.8% | 20.3% | 83.8% |
| FICO | $35.56B | 56.4 | 15.9% | 32.8% | -45.4% | · |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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