Barclays Cuts Nutanix (NASDAQ:NTNX) Price Target to $47.00

Nutanix (NASDAQ:NTNX) had its target price trimmed by Barclays from $53.00 to $47.00 in a report published on Thursday morning,Benzinga reports. The brokerage currently has an equal weight rating on the technology company’s stock.

Other equities research analysts have also recently issued reports about the company. Zacks Research cut Nutanix from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 25th. Morgan Stanley decreased their target price on Nutanix from $62.00 to $56.00 and set an “equal weight” rating on the stock in a report on Tuesday. Wells Fargo & Company lowered their target price on Nutanix from $57.00 to $50.00 and set an “equal weight” rating for the company in a research note on Thursday. Bank of America reduced their price target on shares of Nutanix from $75.00 to $60.00 and set a “buy” rating on the stock in a research report on Thursday. Finally, Oppenheimer initiated coverage on shares of Nutanix in a research report on Monday, November 17th. They issued an “outperform” rating and a $90.00 price objective for the company. Eleven investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, Nutanix currently has an average rating of “Moderate Buy” and a consensus target price of $62.43.

Nutanix Stock Performance

NASDAQ:NTNX opened at $38.28 on Thursday. The company has a 50-day moving average of $45.10 and a 200-day moving average of $58.65. The company has a market capitalization of $10.35 billion, a price-to-earnings ratio of 41.61, a PEG ratio of 4.16 and a beta of 0.48. Nutanix has a 52 week low of $35.39 and a 52 week high of $83.36.

Nutanix (NASDAQ:NTNX) last posted its earnings results on Wednesday, February 25th. The technology company reported $0.56 EPS for the quarter, topping the consensus estimate of $0.44 by $0.12. Nutanix had a negative return on equity of 39.30% and a net margin of 9.95%.The business had revenue of $722.83 million during the quarter, compared to the consensus estimate of $709.83 million. During the same quarter last year, the company earned $0.47 EPS. Nutanix’s revenue was up 10.4% on a year-over-year basis. Sell-side analysts forecast that Nutanix will post 0.31 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Earned Wealth Advisors LLC grew its holdings in shares of Nutanix by 3.8% in the 2nd quarter. Earned Wealth Advisors LLC now owns 3,915 shares of the technology company’s stock valued at $299,000 after buying an additional 142 shares during the period. SBI Securities Co. Ltd. lifted its holdings in Nutanix by 6.4% during the second quarter. SBI Securities Co. Ltd. now owns 2,453 shares of the technology company’s stock worth $188,000 after acquiring an additional 148 shares in the last quarter. Simmons Bank grew its stake in Nutanix by 2.1% in the second quarter. Simmons Bank now owns 7,295 shares of the technology company’s stock valued at $558,000 after acquiring an additional 150 shares during the period. Crestwood Advisors Group LLC increased its holdings 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 acquiring an additional 161 shares in the last quarter. Finally, Manchester Capital Management LLC increased its stake in Nutanix by 14.1% during the 2nd quarter. Manchester Capital Management LLC now owns 1,374 shares of the technology company’s stock worth $105,000 after purchasing an additional 170 shares in the last quarter. Institutional investors own 85.25% of the company’s stock.

Key Stories Impacting 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 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.