Wall Street Zen Upgrades Nutanix (NASDAQ:NTNX) to Buy

Nutanix (NASDAQ:NTNX) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued on Monday.

A number of other analysts have also recently commented on NTNX. Northland Securities reduced their target price on shares of Nutanix from $76.00 to $53.00 and set a “market perform” rating for the company in a report on Wednesday, November 26th. The Goldman Sachs Group cut their price objective on shares of Nutanix from $75.00 to $60.00 and set a “buy” rating for the company in a research report on Monday, February 9th. UBS Group upped their price objective on Nutanix from $57.00 to $60.00 and gave the stock a “buy” rating in a research note on Thursday. Needham & Company LLC decreased their target price on Nutanix from $65.00 to $55.00 and set a “buy” rating on the stock in a report on Thursday. Finally, KeyCorp lowered their target price on Nutanix from $95.00 to $65.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 26th. Eleven research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $62.43.

Nutanix Stock Performance

Nutanix stock opened at $38.28 on Monday. Nutanix has a one year low of $35.39 and a one year high of $83.36. The stock has a fifty day moving average of $45.10 and a 200 day moving average of $58.57. The stock has a market cap of $10.35 billion, a PE ratio of 41.61, a price-to-earnings-growth ratio of 3.39 and a beta of 0.49.

Nutanix (NASDAQ:NTNX) last announced its earnings results on Wednesday, February 25th. The technology company reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.44 by $0.12. The business had revenue of $722.83 million for the quarter, compared to analysts’ expectations of $709.83 million. Nutanix had a negative return on equity of 37.41% and a net margin of 9.95%.The business’s revenue for the quarter was up 10.4% on a year-over-year basis. During the same period last year, the firm posted $0.47 earnings per share. As a group, sell-side analysts predict that Nutanix will post 0.31 EPS for the current fiscal year.

Institutional Investors Weigh In On Nutanix

A number of institutional investors have recently bought and sold shares of the business. Avory & Company LLC bought a new stake in Nutanix during the fourth quarter valued at about $367,000. Pacer Advisors Inc. grew its position in shares of Nutanix by 33.3% during the fourth quarter. Pacer Advisors Inc. now owns 278,298 shares of the technology company’s stock worth $14,385,000 after purchasing an additional 69,517 shares in the last quarter. Wick Capital Partners LLC bought a new stake in Nutanix during the 4th quarter valued at approximately $56,000. Mackenzie Financial Corp raised its stake in Nutanix by 14.1% during the 4th quarter. Mackenzie Financial Corp now owns 262,223 shares of the technology company’s stock valued at $13,598,000 after purchasing an additional 32,327 shares during the period. Finally, NewEdge Advisors LLC lifted its holdings in Nutanix by 19.4% in the 4th quarter. NewEdge Advisors LLC now owns 15,117 shares of the technology company’s stock worth $781,000 after purchasing an additional 2,458 shares in the last quarter. Hedge funds and other institutional investors own 85.25% of the company’s stock.

More Nutanix News

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 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.