Mitsubishi UFJ Asset Management Co. Ltd. Increases Stock Holdings in Nutanix $NTNX

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in Nutanix (NASDAQ:NTNX) by 10.8% in the third quarter, Holdings Channel.com reports. The fund owned 236,819 shares of the technology company’s stock after acquiring an additional 23,159 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Nutanix were worth $17,617,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of NTNX. SBI Securities Co. Ltd. boosted its holdings in Nutanix by 6.4% in the 2nd quarter. SBI Securities Co. Ltd. now owns 2,453 shares of the technology company’s stock valued at $188,000 after purchasing an additional 148 shares during the period. Simmons Bank increased its holdings in shares of Nutanix by 2.1% in the second quarter. Simmons Bank now owns 7,295 shares of the technology company’s stock worth $558,000 after purchasing an additional 150 shares during the period. Crestwood Advisors Group LLC raised its position in shares of Nutanix by 0.4% in the third quarter. Crestwood Advisors Group LLC now owns 43,499 shares of the technology company’s stock worth $3,236,000 after buying an additional 161 shares in the last quarter. Manchester Capital Management LLC boosted its stake in Nutanix by 14.1% during the second quarter. Manchester Capital Management LLC now owns 1,374 shares of the technology company’s stock valued at $105,000 after buying an additional 170 shares during the period. Finally, Itau Unibanco Holding S.A. grew its position in Nutanix by 33.0% during the second quarter. Itau Unibanco Holding S.A. now owns 749 shares of the technology company’s stock worth $57,000 after buying an additional 186 shares in the last quarter. Institutional investors own 85.25% of the company’s stock.

Wall Street Analysts Forecast Growth

NTNX has been the topic of several recent analyst reports. The Goldman Sachs Group lowered their price target on Nutanix from $75.00 to $60.00 and set a “buy” rating on the stock in a report on Monday, February 9th. Wall Street Zen upgraded shares of Nutanix from a “hold” rating to a “buy” rating in a research report on Monday. Oppenheimer started coverage on shares of Nutanix in a research note on Monday, November 17th. They issued an “outperform” rating and a $90.00 target price on the stock. Northland Securities cut their price target on shares of Nutanix from $76.00 to $53.00 and set a “market perform” rating for the company in a research note on Wednesday, November 26th. Finally, Zacks Research cut shares of Nutanix from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 25th. Eleven analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $62.43.

Trending Headlines about Nutanix

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: AMD strategic partnership and investment — AMD announced a multi‑year AI infrastructure partnership and a $250M package (about $150M equity at ~$36.26/sh and up to $100M for joint engineering/go‑to‑market), validating Nutanix’s enterprise AI positioning and drawing immediate buyer interest. AMD and Nutanix Announce Strategic Partnership to Advance an Open and Scalable Platform for Enterprise AI
• Positive Sentiment: Quarterly beat and customer momentum — Q2 results topped estimates (revenue ≈ $722.8M; adjusted EPS $0.56), with >1,000 new customers and the strongest new‑logo growth in eight years, supporting the narrative of durable demand for Nutanix’s hybrid cloud stack. Nutanix Q2 Earnings and Revenues Beat Estimates, Sales Rise Y/Y
• Positive Sentiment: Analyst backing and investor flow — Some firms raised/maintained bullish views (e.g., UBS bumped its PT to $60 with a Buy), and there was elevated call‑option activity, both of which have supported near‑term upside interest. Analyst Price Target Coverage (Benzinga)
• Neutral Sentiment: Strategic visibility — Coverage highlights Nutanix’s role in niche enterprise clouds (Nasdaq futures ecosystem and evolving cloud use cases), which supports narrative but is longer‑term and less likely to move the stock immediately. Nutanix Plays a Critical Role In Nasdaq Futures Cloud Ecosystem
• Neutral Sentiment: Investor access — Management will present at the Morgan Stanley TMT conference next week, offering additional opportunity for guidance color and investor Q&A. Nutanix to Present at Upcoming Investor Conference
• Negative Sentiment: FY26 revenue target cut and supply constraints — Management set FY26 revenue guidance to $2.80B–$2.84B and cited supply‑chain delays as the reason, signaling that demand is outpacing available hardware capacity and weighing on near‑term growth. Nutanix outlines $2.8B–$2.84B FY26 revenue target amid AMD partnership and supply chain delays
• Negative Sentiment: Demand > supply dynamic and revenue timing — Reports note bookings are strong but constrained by component availability, which can push revenue recognition later and inject execution risk into near‑term results. Nutanix: Demand Surge Is Now Running Into Supply Constraints
• Negative Sentiment: Analyst trims and insider/institutional flows — Several banks trimmed targets (Barclays cut to $47 equal‑weight; others trimmed forecasts) and filings show notable institutional rebalancing and insider sales, adding upward pressure to near‑term sentiment. Nutanix jumps as AMD takes strategic stake and the company posts a quarterly beat

Nutanix Price Performance

Shares of NTNX opened at $38.28 on Monday. Nutanix has a 1 year low of $35.39 and a 1 year high of $83.36. The stock has a 50 day simple moving average of $45.10 and a two-hundred day simple moving average of $58.57. The firm has a market cap of $10.35 billion, a P/E ratio of 41.61, a P/E/G ratio of 3.39 and a beta of 0.48.

Nutanix (NASDAQ:NTNX) last announced its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.44 by $0.12. Nutanix had a net margin of 9.95% and a negative return on equity of 37.41%. The firm had revenue of $722.83 million during the quarter, compared to analyst estimates of $709.83 million. During the same period in the previous year, the business posted $0.47 EPS. The business’s quarterly revenue was up 10.4% on a year-over-year basis. On average, equities analysts anticipate that Nutanix will post 0.31 earnings per share for the current year.

Nutanix Company Profile

Nutanix, Inc is an enterprise cloud computing company that develops software to simplify the deployment and management of datacenter infrastructure. Founded in 2009 and headquartered in San Jose, California, Nutanix is best known for pioneering hyperconverged infrastructure (HCI), an approach that integrates compute, storage and virtualization into a single software-defined platform aimed at reducing complexity and operational overhead in private and hybrid cloud environments.

The company’s product portfolio centers on the Nutanix Cloud Platform, which includes its core AOS software for HCI, Prism for infrastructure management and automation, and a suite of additional services such as Calm for application automation, Files and Volumes for file and block services, Karbon for Kubernetes orchestration, and Era for database management.