Nutanix (NASDAQ:NTNX) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Nutanix (NASDAQ:NTNX) have earned an average recommendation of “Moderate Buy” from the eighteen brokerages that are currently covering the stock, Marketbeat reports. Eight analysts have rated the stock with a hold recommendation, nine have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price target among brokerages that have issued a report on the stock in the last year is $72.7143.

NTNX has been the topic of several research analyst reports. Northland Securities set a $70.00 price target on shares of Nutanix in a report on Thursday. Rosenblatt Securities increased their price objective on Nutanix from $60.00 to $75.00 and gave the stock a “buy” rating in a report on Tuesday, August 25th. Bank of America reissued a “buy” rating on shares of Nutanix in a research report on Thursday. Royal Bank Of Canada boosted their target price on Nutanix from $84.00 to $90.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, UBS Group set a $85.00 target price on Nutanix in a research report on Thursday.

Hedge Funds Weigh In On Nutanix

A number of hedge funds have recently added to or reduced their stakes in NTNX. Katamaran Capital LLP raised its holdings in Nutanix by 270.0% during the fourth quarter. Katamaran Capital LLP now owns 86,094 shares of the technology company’s stock valued at $4,450,000 after buying an additional 62,825 shares in the last quarter. Generali Asset Management SPA SGR bought a new stake in shares of Nutanix during the 4th quarter worth about $1,800,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of Nutanix by 628.8% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,185,120 shares of the technology company’s stock worth $45,046,000 after acquiring an additional 1,022,516 shares in the last quarter. BW Gestao de Investimentos Ltda. increased its holdings in shares of Nutanix by 19.1% during the 4th quarter. BW Gestao de Investimentos Ltda. now owns 663,074 shares of the technology company’s stock valued at $34,274,000 after acquiring an additional 106,420 shares during the last quarter. Finally, Nomura Asset Management Co. Ltd. increased its holdings in shares of Nutanix by 40.5% during the 4th quarter. Nomura Asset Management Co. Ltd. now owns 112,306 shares of the technology company’s stock valued at $5,805,000 after acquiring an additional 32,366 shares during the last quarter. Institutional investors and hedge funds own 85.25% of the company’s stock.

More Nutanix News

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: Results beat expectations: Nutanix reported fiscal Q4 revenue of $757.1 million and adjusted earnings of $0.60 per share, surpassing Wall Street estimates of $738.3 million and $0.49, respectively. Revenue increased 15.9% year over year. Nutanix Tops Estimates in Q4, Shares Jump
• Positive Sentiment: AI partnership strengthens the growth story: AMD’s equity investment in Nutanix, combined with joint product development and go-to-market efforts, could help Nutanix provide software infrastructure for AMD-powered AI and inference systems. Nutanix also works with Nvidia, giving it exposure to both leading AI-chip ecosystems. Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape
• Positive Sentiment: Customer momentum and share gains: Nutanix added approximately 3,000 customers over the past year, many reportedly switching from VMware. External-storage offerings, cloud partnerships and its NC2 platform could broaden adoption and support future growth. Nutanix nabbed 3,000 new customers in 1 year, many from VMware
• Positive Sentiment: Analysts raised several targets: RBC lifted its target to $90 and reiterated an outperform rating; Oppenheimer raised its target to $85 with an outperform rating; and Needham increased its target to $85 while maintaining a buy rating. These revisions reflect optimism following the earnings beat and the company’s AI opportunity.
• Neutral Sentiment: Additional investor visibility: Nutanix will present at the Goldman Sachs Communacopia + Technology Conference on September 8, potentially giving management an opportunity to discuss fiscal 2027 growth, AI demand and partnerships. Nutanix to Present at Upcoming Investor Conference
• Negative Sentiment: Mixed ratings and execution risks: Barclays raised its target to $75 but kept an equal-weight rating, while Morgan Stanley’s $63 target remains below the recent trading level. Supply constraints, competition and the need to convert strong bookings into revenue could limit upside.

Nutanix Stock Performance

Shares of NTNX opened at $69.16 on Monday. The company’s 50 day moving average price is $58.16 and its 200 day moving average price is $48.26. Nutanix has a 52 week low of $34.01 and a 52 week high of $82.42. The company has a market capitalization of $18.70 billion, a PE ratio of 13.40, a PEG ratio of 4.11 and a beta of 0.60. The company has a debt-to-equity ratio of 1.92, a quick ratio of 1.78 and a current ratio of 1.80.

Nutanix (NASDAQ:NTNX) last released its quarterly earnings data on Wednesday, August 26th. The technology company reported $0.60 earnings per share for the quarter, beating the consensus estimate of $0.49 by $0.11. Nutanix had a net margin of 52.81% and a negative return on equity of 90.13%. The firm had revenue of $757.08 million for the quarter, compared to analyst estimates of $738.27 million. During the same quarter in the prior year, the business earned $0.37 EPS. The company’s revenue for the quarter was up 15.9% compared to the same quarter last year. Research analysts expect that Nutanix will post 0.97 EPS for the current fiscal year.

About Nutanix

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.