Nutanix (NASDAQ:NTNX) Upgraded at Rosenblatt Securities

Rosenblatt Securities upgraded shares of Nutanix (NASDAQ:NTNX) to a strong-buy rating in a research note published on Wednesday morning,Zacks.com reports.

A number of other equities analysts have also weighed in on the stock. Morgan Stanley reduced their target price on shares of Nutanix from $62.00 to $56.00 and set an “equal weight” rating for the company in a research note on Tuesday, February 24th. Barclays lowered their price objective on shares of Nutanix from $53.00 to $47.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 26th. UBS Group boosted their target price on shares of Nutanix from $57.00 to $60.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Weiss Ratings reiterated a “hold (c)” rating on shares of Nutanix in a research note on Friday, March 27th. Finally, The Goldman Sachs Group dropped their price target on shares of Nutanix from $75.00 to $60.00 and set a “buy” rating for the company in a research note on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $62.27.

Nutanix Price Performance

NASDAQ:NTNX opened at $41.10 on Wednesday. The firm has a market capitalization of $10.90 billion, a P/E ratio of 44.67, a P/E/G ratio of 4.40 and a beta of 0.52. The stock’s fifty day simple moving average is $39.95 and its 200-day simple moving average is $53.35. Nutanix has a 12-month low of $35.39 and a 12-month high of $83.36.

Nutanix (NASDAQ:NTNX) last released its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.56 earnings per share 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 analyst estimates of $709.83 million. Nutanix had a net margin of 9.95% and a negative return on equity of 37.41%. Nutanix’s quarterly revenue was up 10.4% compared to the same quarter last year. During the same quarter last year, the firm earned $0.47 EPS. As a group, equities research analysts expect that Nutanix will post 0.31 earnings per share for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in NTNX. AQR Capital Management LLC increased its holdings in shares of Nutanix by 72.8% in the fourth quarter. AQR Capital Management LLC now owns 11,452,714 shares of the technology company’s stock worth $591,991,000 after purchasing an additional 4,826,443 shares during the period. Norges Bank bought a new stake in shares of Nutanix in the 4th quarter valued at about $187,169,000. FIL Ltd grew its holdings in shares of Nutanix by 180.1% in the fourth quarter. FIL Ltd now owns 4,333,937 shares of the technology company’s stock worth $224,021,000 after purchasing an additional 2,786,929 shares during the last quarter. Alyeska Investment Group L.P. grew its holdings in Nutanix by 926.8% in the 4th quarter. Alyeska Investment Group L.P. now owns 2,687,387 shares of the technology company’s stock worth $138,911,000 after acquiring an additional 2,425,665 shares during the last quarter. Finally, Marshall Wace LLP grew its stake in shares of Nutanix by 75.9% in the second quarter. Marshall Wace LLP now owns 3,279,107 shares of the technology company’s stock worth $250,655,000 after purchasing an additional 1,415,117 shares during the last quarter. Hedge funds and other institutional investors own 85.25% of the company’s stock.

Nutanix News Summary

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: Rosenblatt initiation: Rosenblatt started coverage on Nutanix with a Strong‑Buy/Buy call and a $60 target (roughly ~46% upside from recent levels), which triggered intraday buying and raised visibility among institutional and retail investors. Article Title
• Positive Sentiment: Wide media pickup: Multiple outlets (MSN, Benzinga, Globe & Mail) amplified the Rosenblatt call, increasing short‑term momentum and liquidity as traders respond to the new analyst coverage. Article Title
• Neutral Sentiment: Analyst consensus: Coverage shows a moderate buy consensus overall, so while Rosenblatt is bullish, the analyst community is mixed-to-cautiously positive rather than uniformly aggressive — limiting how sustained the rally may be without follow‑through fundamental news. Article Title
• Neutral Sentiment: Valuation re‑assessment: Coverage from Yahoo and other outlets is prompting investors to recheck Nutanix’s valuation versus revenue and profitability metrics; this creates short‑term debate that can amplify volatility. Article Title
• Negative Sentiment: Longer‑term weakness and technicals: Despite the upgrade, Nutanix has been well off its highs (notable one‑year declines and a 200‑day moving average well above the current price), which leaves the stock vulnerable to profit‑taking unless fundamental momentum improves. Article Title

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.