Nutanix Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Nutanix Inc trades at $73.82 (market cap $19.78B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.08 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 104.7× Nutanix Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Nutanix Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Nutanix Inc for 17 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| NTNX | TSM | |
|---|---|---|
Market Cap | $19.78B | $2.07T |
Volume | 1,717,619 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $73.42 | $485.80 |
52-Week Low | $34.41 | $275.06 |
Typical Hold Time | 17 Days | 110 Days |
Enterprise Value | $18.94B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Nutanix (NTNX) trades at $73.24, down slightly by 0.25% today, but maintains a bullish technical outlook with strong analyst support. The company demonstrates robust fundamentals with consistent earnings beats, including Q2 2026 EPS of $0.60 beating expectations of $0.49, and impressive profitability with an 86.8% gross margin. Recent Gartner Magic Quadrant recognitions highlight competitive strength in virtualization and container management platforms, supporting positive market sentiment.
The investment outlook remains positive with a consensus price target of $76.11 representing 4% upside potential. Key opportunities include external storage partnerships and AI growth initiatives, while risks involve high valuation multiples (EV/EBITDA of 46.22) and negative ROE of -395.76%. Institutional ownership trends and 62.5% analyst buy ratings suggest continued Wall Street confidence in the company's execution.
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
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Latest headlines on both assets
Nutanix, Inc. is a global leader in cloud software and hyperconverged infrastructure (HCI) solutions. The company's platform converges computing, virtualization, and storage into a single, seamless software-defined solution, enabling private, hybrid, and multi-cloud environments. Nutanix helps organizations simplify data center operations, manage their applications across various cloud platforms, and reduce IT complexity, positioning it as a key enabler of modern hybrid cloud strategies.
Read more on NTNX →Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →