Su questa pagina
NTNX Classe A Nutanix, Inc. - Class A Common Stock
NASDAQ · Technology · Visualizza su SEC EDGAR ↗ chiudi Ott 2, 2026 10-K/10-Q Set 18, 2026
$72,29
· % dell'intervallo 52 sett.
· sopra il minimo
· al massimo
$34,01minimo 52 sett.
$77,90massimo 52 sett.
Capitalizzazione di Mercato (MRQ)
$20M
P/E (TTM)
14.0
EPS (TTM)
$5.17
Ricavi (TTM)
$2.85B
i tuoi badge
Intervallo 52 sett.
$34–$78
Rating Analisti
BUY
Prezzo Obiettivo
$77
P/E
14.0
ROE
37460.2%
Margine di Profitto Netto
52.8%
La tua barra dei badge è vuota — aggiungi una metrica a piacere in questa pagina.
NTNX Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$72.29
Capitalizzazione di Mercato (MRQ)
$20M
P/E (TTM)
14.0
EPS (TTM)
$5.17
Ricavi (TTM)
$2.85B
ROE (TTM)
37460.2%
Intervallo 52 sett.
$34–$78
NTNX Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
intervallo
barre
La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.
Informazioni su Nutanix, Inc. - Class A Common Stock Panoramica della società da Wikipedia
Nutanix, Inc. is an American cloud computing company that sells software for datacenters and hybrid multi-cloud deployments. This includes software for virtualization, Kubernetes, database-as-a-service, software-defined networking, security, as well as software-defined storage for file, object, and block storage.
History
Nutanix was founded on September 23, 2009, by Dheeraj Pandey, Mohit Aron and Ajeet Singh. In early 2013 Aron left Nutanix to start Cohesity, a privately held computer data storage company.
Venture capital firms invested $312.2 million over five rounds of funding in Nutanix. The company reached a $1 billion valuation by 2013, which made it known as a "unicorn startup". It raised $140 million in a Series E round of financing in 2014, valuing the company at approximately $2 billion. Nutanix's backers included Lightspeed Venture Partners, Khosla Ventures, and Blumberg Capital.
Nutanix filed for an initial public offering (IPO) in December 2015, reporting a net loss in its fiscal year ending July 2015 of $126 million. In August 2016, Nutanix announced it had acquired PernixData.
The IPO on September 30, 2016, raised about $230 million after selling 14.87 million shares at a price of $16. This was the biggest VC-backed IPO of 2016 in the U.S. Analysts expected Nutanix's public offering would be delayed.
In May 2017, Nutanix partnered with IBM to create a series of datacenter hardware appliances using IBM Power Systems for business apps.
In March 2018, Nutanix announced the acquisition of Minjar, based in Bangalore and Netsil, a San Francisco-based cloud application monitoring startup. Later the same year, Nutanix acquired the DaaS startup Frame.
On March 28, 2018, Nutanix partnered with HYCU to develop data protection software built for hyper-converged infrastructure environments.
On June 1, 2019, Nutanix appointed Brian Stevens to its board of directors. In March 2020, Sohaib Abbasi joined the company's board of directors.
Due to the COVID-19 pandemic, Nutanix announced a furlough impacting about 1,500 employees in April 2020. In June 2020, Nutanix added Virginia Gambale to its board of directors. In December, 2020, Pandey was replaced as Chief Executive by Rajiv Ramaswami, who had been the Chief Operating Officer at VMware. VMware filed a lawsuit, alleging a conflict of interest, but dropped the legal fight a year later.
In 2021, the company transitioned from making hardware appliances to focusing on subscription software.
In 2022, MinIO alleged that Nutanix had been violating MinIO's free software license, and had done so for three years; with negotiations over the matter leading to no resolution, MinIO reported having revoked Nutanix's license. According to Adam Armstrong, writing for TechTarget.com, Nutanix "initially... deny[ied] any wrongdoing" but "walked that position back a week later", acknowledging it had "'discovered some inadvertent omissions in Nutanix Objects' open source attribution and notices required under the Apache 2.0 license,' and apologized for the oversight".
Acquisitions
Operations
Nutanix combines storage, computing, and virtualization. The company's software product families include Acropolis, Prism, NDB, Frame, and Files. In 2015, Nutanix was reported to have built a Linux KVM based hypervisor, called AHV (Acropolis HyperVisor) in order to make managing computer infrastructure easier.
Nutanix marketed its products as "hyper-converged infrastructure" (HCI). In 2020, the company shifted to a subscription business model. HCI combines compute, storage, virtualization, and networking into a single, unified platform. This foundational layer can be deployed on physical hardware in a data center, within a cloud-managed MSP environment, or directly in public clouds like AWS and Azure.
The Nutanix portfolio is centered around the Nutanix Cloud Platform (NCP), which is designed to provide a consistent cloud operating model for all applications, whether they are on-premises or in public clouds. The platform aims to simplify hybrid multicloud environments, making them more cost-effective and manageable from a single interface.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
settoreTechnology
industriaTechnology
dipendenti8.350
paeseUS
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi$2.85B2017-07-31 → 2026-07-31
EPS$5.172020-07-31 → 2026-07-31
Flusso di cassa libero$841M2017-07-31 → 2026-07-31
Margine netto52.8%2017-07-31 → 2026-07-31
Valutazione e Rapporti
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | NTNX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 14.0media 5 anni ≈-0.8 | ≈-0.8 | 29.5 | Sottovalutato | |
| P/S (TTM) | 0.0media 5 anni ≈4.5 | ≈4.5 | 6.1 | Sottovalutato | |
| P/B (MRQ) | 0.0media 5 anni ≈-14.4 | ≈-14.4 | 4.1 | Sottovalutato | |
| Prezzo / FCF (TTM) | 0.0media 5 anni ≈28.1 | ≈28.1 | · | · | |
| Prezzo / Flusso di cassa (TTM) | 0.0media 5 anni ≈17.8 | ≈17.8 | 36.6 | Sottovalutato | |
| Prezzo / Valore contabile tangibile (MRQ) | 0.0 | · | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | NTNX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 86.8%media 5 anni ≈85.2% | ≈85.2% | 80.5% | Di prim'ordine | |
| Margine Operativo (TTM) | 9.6%media 5 anni ≈1.4% | ≈1.4% | 18.8% | Debole | |
| Margine EBITDA (TTM) | 12.1%media 5 anni ≈4.6% | ≈4.6% | 18.8% | Debole | |
| Margine ante imposte (TTM) | 11.5%media 5 anni ≈0.63% | ≈0.63% | 20.0% | Debole | |
| Margine di Profitto Netto (TTM) | 52.8%media 5 anni ≈10.2% | ≈10.2% | 27.5% | Di prim'ordine | |
| ROA (TTM) | 36.1%media 5 anni ≈6.8% | ≈6.8% | 8.0% | Di prim'ordine | |
| ROE (TTM) | 37460.2%media 5 anni ≈-578.4% | ≈-578.4% | 2.7% | Debole | |
| ROIC | 179.6%media 5 anni ≈47.0% | ≈47.0% | 13.9% | Di prim'ordine |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | NTNX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 1.8media 5 anni ≈1.6 | ≈1.6 | 1.4 | Liquidità elevata | |
| Quick Ratio | 0.6media 5 anni ≈0.7 | ≈0.7 | 0.8 | Bassa liquidità |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | NTNX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 12.4%media 5 anni ≈15.4% | ≈15.4% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 15.3%media 5 anni ≈15.1% | ≈15.1% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 15.4% | · | · | · | |
| EPS YoY | 695.4% | · | · | · | |
| Net Income YoY (Utile Netto YoY) | 700.0% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | 0.00% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | NTNX | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.7media 5 anni ≈0.8 | ≈0.8 | 0.4 | Di prim'ordine | |
| Receivables Turnover (Rotazione dei crediti) | 9.1media 5 anni ≈10.6 | ≈10.6 | 5.7 | Di prim'ordine | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$341.7K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
16.0%
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 31 Dicembre 2026 | Ago 26, 2026 | $0.60 | $0.49 | 21.2% |
| 30 Settembre 2026 | Mag 27, 2026 | $0.60 | $0.49 | 21.2% |
| 30 Giugno 2026 | $0.47 | $0.37 | 28.6% | |
| 31 Marzo 2026 | $0.56 | $0.46 | 22.5% | |
| 31 Dicembre 2025 | $0.41 | $0.42 | -1.7% | |
| 30 Settembre 2025 | $0.37 | $0.33 | 11.6% | |
| 30 Giugno 2025 | $0.42 | $0.39 | 8.4% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 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 | · | · |
Stato Patrimoniale
| Metrica | Tendenza | 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 |
Flusso di cassa
| Metrica | Tendenza | 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 | · | · |
Redditività
| Metrica | Tendenza | 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% | · | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | · | · |
Efficienza
| Metrica | Tendenza | 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 | · | · |
Per Azione
| Metrica | Tendenza | 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 | · | · | · | · | · |
Tassi di Crescita
| Metrica | Tendenza | 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% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 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% | · | · | · | · | · |
Conto Economico
| Metrica | Tendenza | 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 |
Stato Patrimoniale
| Metrica | Tendenza | 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 |
Flusso di cassa
| Metrica | Tendenza | 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 |
Redditività
| Metrica | Tendenza | 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% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 |
Efficienza
| Metrica | Tendenza | 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 |
Per Azione
| Metrica | Tendenza | 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 |
Valutazione (TTM)
| Metrica | Tendenza | 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% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Ricavi | $2.85B | $2.54B | $2.15B | $1.86B | $1.58B |
| Margine Lordo % | 86.8% | 86.8% | 84.9% | 82.2% | · |
| Margine Operativo % | 9.6% | 6.8% | 0.35% | -11.1% | · |
| Utile netto | $1.51B | $188M | $-125M | $1.51B | $-799M |
| EPS Diluito | $5.17 | $0.65 | $-0.51 | $-1.09 | $-3.62 |
| Metrica | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 1.8 | 1.8 | 1.2 | 1.6 | · |
| Quick Ratio | 0.6 | 0.8 | 0.7 | 0.6 | · |
| Metrica | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $841M | $750M | $598M | $207M | · |
Proprietari istituzionali (13F) 618 filer · $14.7B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
Detentori
618
Valore detenuto
$14.7B
Nuove posizioni
108
Posizioni chiuse
70
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 108 (-18 vs trimestre precedente) | 70 (-46 vs trimestre precedente) | 227 (+16 vs trimestre precedente) | 186 (+8 vs trimestre precedente) | +24.4M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| FMR LLC | $2.018.380.040 | 39.607.144 | 13,72% | Azioni |
| VANGUARD GROUP INC | $1.422.247.405 | 27.514.943 | 9,67% | Azioni |
| BlackRock, Inc. | $1.415.096.721 | 27.768.774 | 9,62% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $901.202.809 | 17.778.710 | 6,12% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $682.868.281 | 13.400.084 | 4,64% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $587.298.355 | 11.524.693 | 3,99% | Azioni |
| GOLDMAN SACHS GROUP INC | $486.442.098 | 9.545.567 | 3,31% | Azioni |
| STATE STREET CORP | $417.963.025 | 8.201.648 | 2,84% | Azioni |
| GENERATION INVESTMENT MANAGEMENT LLP | $341.898.794 | 6.709.160 | 2,32% | Azioni |
| Bank of New York Mellon Corp | $289.843.387 | 5.687.665 | 1,97% | Azioni |
| Jericho Capital Asset Management L.P. | $288.841.994 | 5.668.014 | 1,96% | Azioni |
| Bain Capital Investors LLC | $272.905.324 | 5.355.285 | 1,85% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $269.250.173 | 5.282.306 | 1,83% | Azioni |
| FIL Ltd | $264.341.445 | 5.187.234 | 1,80% | Azioni |
| ADVANCED MICRO DEVICES INC | $210.810.767 | 4.136.789 | 1,43% | Azioni |
| NORGES BANK | $207.259.875 | 4.067.109 | 1,41% | Azioni |
| NORDEA INVESTMENT MANAGEMENT AB | $179.107.115 | 3.520.879 | 1,22% | Azioni |
| Assenagon Asset Management S.A. | $166.243.292 | 3.262.231 | 1,13% | Azioni |
| PRIMECAP MANAGEMENT CO/CA/ | $148.683.087 | 2.917.643 | 1,01% | Azioni |
| FIRST TRUST ADVISORS LP | $146.848.782 | 2.881.648 | 1,00% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $115.103.148 | 2.258.696 | 0,78% | Azioni |
| NORTHERN TRUST CORP | $111.396.929 | 2.185.968 | 0,76% | Azioni |
| BANK OF AMERICA CORP /DE/ | $109.619.587 | 2.151.091 | 0,74% | Azioni |
| MORGAN STANLEY | $104.139.935 | 2.043.561 | 0,71% | Azioni |
| Champlain Investment Partners, LLC | $103.666.756 | 2.034.277 | 0,70% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $100.013.739 | 1.962.593 | 0,68% | Azioni |
| Connor, Clark & Lunn Investment Management Ltd. | $96.640.391 | 1.896.397 | 0,66% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $87.574.658 | 1.718.498 | 0,60% | Azioni |
| UBS Group AG | $85.027.524 | 1.668.515 | 0,58% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $84.929.019 | 1.666.582 | 0,58% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $83.134.411 | 1.631.366 | 0,56% | Azioni |
| JPMORGAN CHASE & CO | $79.242.515 | 1.539.538 | 0,54% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $76.170.625 | 1.494.714 | 0,52% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $75.571.785 | 1.482.936 | 0,51% | Azioni |
| Defiance ETFs, LLC | $68.575.898 | 1.339.373 | 0,47% | Azioni |
| DEUTSCHE BANK AG\ | $62.745.162 | 1.231.263 | 0,43% | Azioni |
| JANE STREET GROUP, LLC | $60.531.307 | 1.187.820 | 0,41% | Azioni |
| MARSHALL WACE, LLP | $58.860.942 | 1.155.042 | 0,40% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $54.471.144 | 1.068.900 | 0,37% | Opzione Call |
| Qube Research & Technologies Ltd | $54.384.563 | 1.067.201 | 0,37% | Azioni |
| Bridgewater Associates, LP | $50.896.861 | 998.761 | 0,35% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $50.197.638 | 985.040 | 0,34% | Azioni |
| Gotham Asset Management, LLC | $45.104.390 | 885.094 | 0,31% | Azioni |
| Ardmore Road Asset Management LP | $44.100.784 | 865.400 | 0,30% | Azioni |
| PRUDENTIAL FINANCIAL INC | $43.295.310 | 849.594 | 0,29% | Azioni |
| Nuveen, LLC | $42.530.452 | 834.585 | 0,29% | Azioni |
| AXA Investment Managers S.A. | $42.261.182 | 568.103 | 0,29% | Azioni |
| Stephens Investment Management Group LLC | $41.216.703 | 808.805 | 0,28% | Azioni |
| AMERIPRISE FINANCIAL INC | $39.631.682 | 777.675 | 0,27% | Azioni |
| Walleye Trading LLC | $38.907.960 | 763.500 | 0,26% | Opzione Call |
Attivisti e proprietari del 5%+ 1 partecipazione
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| BCPE Nucleon (DE) SPV, LP ×2 depositi | 05 Marzo 2025 | 4,10% | Modifica | · | 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.
Insider aziendali 38 insider · 15 dirigenti · 17 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Rajiv Ramaswami | Chief Executive Officer | 15 Settembre 2026 M | 814.338 | 0 | 2 | $-11.059.386 |
| Rukmini Sivaraman | Chief Financial Officer | 15 Settembre 2026 M | 325.487 | 0 | 1 | $-2.669.730 |
| Duston Williams | Chief Financial Officer | 15 Marzo 2022 M | 252.471 | 0 | 0 | $0 |
| Tarkan Maner | President and CCO | 24 Settembre 2026 S | 33.647 | 0 | 3 | $-7.427.592 |
| Sudheesh Nair Vadakkedath | President | 06 Luglio 2018 S | 139.546 | 0 | 0 | $0 |
| David Sangster | Chief Operating Officer | 15 Settembre 2024 M | 123.868 | 0 | 0 | $0 |
| Brian Martin | Chief Legal Officer | 15 Settembre 2026 M | 28.676 | 0 | 0 | $0 |
| Tyler Wall | Chief Legal Officer | 15 Giugno 2024 M | 23.371 | 0 | 0 | $0 |
| Aaron Boynton | Chief Accounting Officer | 15 Giugno 2022 M | 37.803 | 0 | 0 | $0 |
| Christopher Nicholas Kaddaras Jr | Chief Revenue Officer | 15 Settembre 2021 M | 161.443 | 0 | 0 | $0 |
| Sunil Potti | Chief Product/Development Ofcr | 17 Giugno 2019 F | 217.034 | 0 | 0 | $0 |
| Louis J Attanasio | Chief Revenue Officer | 19 Dicembre 2018 S | 0 | 0 | 0 | $0 |
| Kenneth W Long III | VP, Corporate Controller & CAO | 01 Ottobre 2018 M | 129.816 | 0 | 0 | $0 |
| Rajiv Mirani | SVP, Engineering | 12 Ottobre 2017 M | 258.667 | 0 | 0 | $0 |
| Howard Ting | Chief Marketing Officer | 04 Maggio 2017 F | 371.192 | 0 | 0 | $0 |
| Robert G Lavender | Direttore | 12 Dicembre 2025 A | 5.431 | 0 | 0 | $0 |
| Max Pieter De Groen | Direttore | 12 Dicembre 2025 A | 45.334 | 0 | 0 | $0 |
| Teresa Gayle Sheppard | Direttore | 12 Dicembre 2025 A | 26.988 | 0 | 0 | $0 |
| Craig Conway | Direttore | 12 Dicembre 2025 A | 47.685 | 0 | 0 | $0 |
| Virginia Gambale | Direttore | 12 Dicembre 2025 A | 4.588 | 0 | 0 | $0 |
| Steven J Gomo | Direttore | 12 Dicembre 2025 A | 4.588 | 0 | 0 | $0 |
| Mark B Templeton | Direttore | 12 Dicembre 2025 A | 29.711 | 0 | 0 | $0 |
| Eric Brandt | Direttore | 12 Dicembre 2025 A | 6.698 | 0 | 0 | $0 |
| David Humphrey | Direttore | 06 Marzo 2025 G | 40.746 | 0 | 0 | $0 |
| Brian Mark Stevens | Direttore | 13 Dicembre 2024 A | 52.981 | 0 | 0 | $0 |
| Susan L Bostrom | Direttore | 10 Dicembre 2021 A | 34.567 | 0 | 0 | $0 |
| Ravi Mhatre | Direttore | 11 Dicembre 2020 A | 438.085 | 0 | 0 | $0 |
| Sohaib Abbasi | Direttore | 11 Dicembre 2020 A | 23.302 | 0 | 0 | $0 |
| Jeffrey T Parks | Direttore | 13 Dicembre 2019 A | 19.825 | 0 | 0 | $0 |
| Michael Scarpelli | Direttore | 13 Dicembre 2019 A | 27.580 | 0 | 0 | $0 |
| John Mcadam | Direttore | 20 Marzo 2019 S | 54.024 | 0 | 0 | $0 |
| Dheeraj Pandey | Proprietario del 10% | 09 Marzo 2021 M | 0 | 0 | 0 | $0 |
| Peter Nieh | Proprietario del 10% | 04 Aprile 2018 S | 50.000 | 0 | 0 | $0 |
| Christopher J Schaepe | Proprietario del 10% | 28 Marzo 2018 S | 113.955 | 0 | 0 | $0 |
| Ajeet Singh | Proprietario del 10% | 28 Marzo 2017 C | 900.000 | 0 | 0 | $0 |
| Singh/Saharan Revocable Trust | Proprietario del 10% | 28 Marzo 2017 C | 900.000 | 0 | 0 | $0 |
| Canada Pension Plan Investment Board | Proprietario del 10% | 27 Ottobre 2016 P | 2.612.700 | 0 | 0 | $0 |
| Renu Saharan | · | 28 Marzo 2017 C | 900.000 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 80 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| CAMX · ADVISORS' INNER CIRCLE FUND | 3,17% | 36.510 NS | 31 Luglio 2026 | N-PORT |
| ABOT · Abacus FCF ETF Trust | 1,90% | 1.301 NS | 31 Luglio 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1,71% | 61.460 NS | 31 Luglio 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,96% | 159.632 SH | 01 Ottobre 2026 | Giornaliero |
| COWG · Pacer Funds Trust | 0,95% | 353.881 NS | 31 Luglio 2026 | N-PORT |
| BKDV · BNY Mellon ETF Trust II | 0,77% | 238.845 NS | 31 Luglio 2026 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 0,61% | 1.016 NS | 31 Luglio 2026 | N-PORT |
| IGV · iShares Trust | 0,60% | 1.214.814 SH | 11 Settembre 2026 | Giornaliero |
| ISCG · iShares Trust | 0,58% | 84.689 SH | 11 Settembre 2026 | Giornaliero |
| IQSM · New York Life Investments ETF Trust | 0,53% | 29.404 NS | 31 Luglio 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,44% | 29.239 NS | 31 Luglio 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,42% | 157.014 SH | 19 Agosto 2026 | Giornaliero |
| WEBL · Direxion Shares ETF Trust | 0,40% | 6.317 NS | 31 Luglio 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,37% | 427.937 SH | 19 Agosto 2026 | Giornaliero |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,37% | 36.023 NS | 31 Luglio 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,35% | 38.830 NS | 31 Luglio 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,35% | 3.327.228 SH | 19 Agosto 2026 | Giornaliero |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,34% | 116.905 NS | 31 Luglio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,33% | 3.895 NS | 31 Luglio 2026 | N-PORT |
| ESML · iShares Trust | 0,32% | 135.662 SH | 11 Settembre 2026 | Giornaliero |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,31% | 91.145 SH | 19 Agosto 2026 | Giornaliero |
| FSMD · FIDELITY COVINGTON TRUST | 0,29% | 124.739 NS | 31 Luglio 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 357.459 NS | 31 Luglio 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,24% | 93.740 SH | 01 Ottobre 2026 | Giornaliero |
| SMMD · iShares Trust | 0,24% | 138.067 SH | 11 Settembre 2026 | Giornaliero |
| HQGO · Lattice Strategies Trust | 0,20% | 1.670 NS | 31 Luglio 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 0,20% | 31.976 NS | 31 Luglio 2026 | N-PORT |
| FFLG · FIDELITY COVINGTON TRUST | 0,19% | 19.447 NS | 31 Luglio 2026 | N-PORT |
| KNCT · Invesco Exchange-Traded Fund Trust | 0,19% | 4.513 SH | 01 Ottobre 2026 | Giornaliero |
| IWS · iShares Trust | 0,17% | 387.305 SH | 11 Settembre 2026 | Giornaliero |
| WSML · iShares Trust | 0,16% | 15.787 SH | 11 Settembre 2026 | Giornaliero |
| ESUM · Strategy Shares | 0,15% | 4.741 NS | 31 Luglio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,15% | 3.044.390 SH | 19 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,15% | 5.781.435 SH | 19 Agosto 2026 | Giornaliero |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 19.967 NS | 31 Luglio 2026 | N-PORT |
| TECB · iShares Trust | 0,13% | 10.151 SH | 11 Settembre 2026 | Giornaliero |
| IETC · iShares U.S. ETF Trust | 0,13% | 13.523 SH | 11 Settembre 2026 | Giornaliero |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,12% | 22.308 SH | 01 Ottobre 2026 | Giornaliero |
| IWR · iShares Trust | 0,12% | 1.061.400 SH | 11 Settembre 2026 | Giornaliero |
| ESSC · Strategy Shares | 0,12% | 750 NS | 31 Luglio 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,11% | 383.658 NS | 31 Luglio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,11% | 10.817 NS | 31 Luglio 2026 | N-PORT |
| LRGF · iShares Trust | 0,10% | 58.543 SH | 11 Settembre 2026 | Giornaliero |
| VGT · VANGUARD WORLD FUND | 0,09% | 3.159.341 SH | 19 Agosto 2026 | Giornaliero |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,09% | 20.213 NS | 31 Luglio 2026 | N-PORT |
| IYW · iShares Trust | 0,08% | 320.694 SH | 11 Settembre 2026 | Giornaliero |
| IGM · iShares Trust | 0,08% | 126.413 SH | 11 Settembre 2026 | Giornaliero |
| LRND · New York Life Investments ETF Trust | 0,07% | 4.854 NS | 31 Luglio 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 12.465 SH | 19 Agosto 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 7.716 SH | 01 Ottobre 2026 | Giornaliero |
| REVS · Columbia ETF Trust I | 0,06% | 3.483 NS | 31 Luglio 2026 | N-PORT |
| DSI · iShares Trust | 0,05% | 38.836 SH | 11 Settembre 2026 | Giornaliero |
| IWD · iShares Trust | 0,05% | 574.826 SH | 11 Settembre 2026 | Giornaliero |
| RECS · Columbia ETF Trust I | 0,04% | 40.113 NS | 31 Luglio 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 156.330 SH | 19 Agosto 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,04% | 13.702 NS | 31 Luglio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,03% | 11.692 NS | 31 Luglio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,03% | 80.560 NS | 31 Luglio 2026 | N-PORT |
| IUSG · iShares Trust | 0,03% | 140.096 SH | 11 Settembre 2026 | Giornaliero |
| IYY · iShares Trust | 0,02% | 11.442 SH | 11 Settembre 2026 | Giornaliero |
| IWB · iShares Trust | 0,02% | 177.948 SH | 11 Settembre 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,02% | 191.122 NS | 31 Luglio 2026 | N-PORT |
| ITOT · iShares Trust | 0,02% | 342.806 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,02% | 72.406 SH | 11 Settembre 2026 | Giornaliero |
| IUSV · iShares Trust | 0,02% | 93.325 SH | 11 Settembre 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 7.999.513 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 43.383 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 21.681 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,02% | 58.619 SH | 19 Agosto 2026 | Giornaliero |
| DFAU · Dimensional ETF Trust | 0,02% | 39.542 NS | 31 Luglio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 49.014 NS | 31 Luglio 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 214.990 SH | 19 Agosto 2026 | Giornaliero |
| DCOR · Dimensional ETF Trust | 0,01% | 4.171 NS | 31 Luglio 2026 | N-PORT |
| DYNF · BlackRock ETF Trust | 0,00% | 90 SH | 11 Settembre 2026 | Giornaliero |
| IJH · iShares Trust | · | 9.306.166 SH | 11 Settembre 2026 | Giornaliero |
| IJK · iShares Trust | · | 922.835 SH | 11 Settembre 2026 | Giornaliero |
| IJJ · iShares Trust | · | 540.927 SH | 21 Agosto 2026 | Giornaliero |
| XJH · iShares Trust | · | 36.230 SH | 08 Settembre 2026 | Giornaliero |
| ISCB · iShares Trust | · | 12.008 SH | 11 Settembre 2026 | Giornaliero |
| SMLF · iShares Trust | · | 228.584 SH | 11 Settembre 2026 | Giornaliero |
NTNX Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
rating · 25 analisti
COMPRA
Target mediano
$76.50
+5,8%
4 16,0%
Acquisto forte
11 44,0%
Compra
10 40,0%
Mantieni
0 0,0%
Vendi
0 0,0%
Vendita forte
Target Price a 12 Mesi
14 analisti · 2026-10-03Target medio $76.76 +6,2%
Ora
Prezzo attuale $72.29
Basso$59.68
Media$76.76
Alto$90.00
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| 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% |
Ultime notizie Notizie recenti che menzionano questa società
Nutanix (NTNX) Q3 2026 Earnings Transcript
Yahoo Finance · 4 mesi fa
Perché Nutanix, Inc. (NTNX) ha sottoperformato nonostante abbia guadagnato quote di mercato da VMware
Yahoo Finance · 6 mesi, 1 settimana fa
Nutanix (NTNX) è sceso a seguito di un taglio delle previsioni di ricavi e utili per il 2026
Yahoo Finance · 6 mesi, 1 settimana fa
Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento
Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.
Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi
Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.
La tua selezione è salvata e ti segue su tutti i ticker.
Fonte: SEC 10-K depositato Set 18, 2026