NTNX

Nutanix Inc - Ordinary Shares - Class A

TMT


Presented:11/10/2023
Price:$38.94
Cap:$9.48B
Current Price:$64.15
Cap:$17.01B

Presented

Date11/10/2023
Price$38.94
Market Cap$9.48B
Ent Value$7.08B
P/E RatioN/A
Book ValueN/A
Div Yield0%
Shares O/S243.42M
Ave Daily Vol2,211,089
Short Int3.95%

Current

Price$64.15
Market Cap$17.01B
Nutanix, Inc. engages in the provision of a cloud platform leveraging web-scale engineering and consumer-grade design. It operates through the following geographic segments: United States, Europe, the Middle East, Africa, Asia Pacific, and Other Americas. The firm also provides software solutions and cloud services to customers' enterprise infrastructure. The company was founded by Dheeraj Pandey, Ajeet Singh, and Mohit Aron in 2009 and is headquartered in San Jose, CA.

Publicly traded companies mentioned herein: Broadcom Inc (AVGO), Cisco Systems Inc (CSCO), Hewlett Packard Enterprise Company (HPE), International Business Machines Corporation (IBM), Nutanix Inc (NTNX), VMWare Inc (VMW)

Highlights

The presenter is long Nutanix Inc (NTNX), a hyper-converged infrastructure company that has undergone an evolution in its business model, from selling physical hardware to licensed software and now a subscription model. This transition coupled with a stronger position in the market due to its partnership with CSCO and VMW’s missteps leads the presenter to believe that there is 25% to 30% IRR over the next couple of years.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.