$NTNX

NTNX Maintained by Oppenheimer -- Price Target Raised to $85

Oppenheimer maintained an 'Outperform' rating for Nutanix (NTNX) and raised its price target to $85 from $80. The stock is currently at $70.55, slightly overvalued according to GF Value™. Analysts are bullish, but insider selling and profitability concerns may give investors pause.

Original reporting
Published Aug 27, 2026, 2:50 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 27, 2026, 5:41 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefFinancial news
Primary signal
$NTNX
Neutral
medium confidence
Mentioned
$NTNX · $OPY
Relevance
4/10
alphai data visualization · based on gurufocus.com
Decision brief

The 30-second read

$NTNXNeutralLow
01

Why it matters

The target raise signals modest confidence but lacks new operational data, limiting trading urgency.

02

Market read

Limited; primarily of interest to NTNX investors and analysts tracking cloud‑software stocks.

03

What to watch

Insider sell‑off of $2.66 M and low profitability score could limit upside.

Relevance 4/10Novelty 4/10Timing: none – the rating change was reported on Oct 3 2023, not a current event

Background

Analyst rating updates are common; this one reflects consensus upgrades from several firms.

Company-level read

Ticker impact

$NTNXNeutralMedium confidence
Context

Oppenheimer maintained its Outperform rating and raised NTNX's price target to $85, up from $80.

Expected impact

Small upside potential if investors follow the new target.

Evidence & confidence

The rating change is a routine analyst update without fresh company‑specific data.

Market effects

Minor; reinforces a generally positive view of the cloud‑software sector.

None – the news is company‑specific.

Low – no broader macro or sector shift.

Counterpoint

The price‑target raise may be overly optimistic given NTNX's high P/E and insider selling.

Key entities

  • Oppenheimer

    Maintained Outperform rating on NTNX.

Related articles

$OPYHigh

Why is Oppenheimer Holdings stock gaining over 2% today?

Oppenheimer Holdings stock rose 2.7% in pre-market trading to $123.25, surpassing its 52-week high, as the company distributed a $0.20 per share dividend. This follows strong Q2 2026 earnings, with revenue up 21.9% YoY to $454.9M and adjusted EPS at $4.27. Client assets under management reached a record $59.4B. The stock's technical breakout and positive fundamentals drove the gain, independent of broader market trends.

$NTNXMedAI 8/10

Nutanix grows despite hardware price rises

Nutanix reported Q4 revenue of $757.1M, up 16% YoY, beating estimates. Full-year revenue rose 12% to $2.85B. Net income was $38.7M, down from $1.27B a year ago, affected by a one-time tax benefit. The company added 650 new customers, totaling 32,360. Nutanix announced a 5% workforce reduction to streamline operations. Analysts noted growth from large deals and new product adoption. Next quarter's revenue outlook is $760M, a 13.3% mid-point rise, with full-year FY2027 expected at $3.205B, a 12.5%

$NTNXHighAI 8/10

Nutanix (NTNX) Shares Skyrocket, What You Need To Know

Nutanix (NTNX) shares rose 8.3% after Q2 results beat expectations, with revenue of $757.1M (up 15.9% YoY) and EPS of $0.60. The company guided Q3 revenue to ~$760M. Key metrics include 18.5% billings growth and 15.8% ARR increase. Operating margins expanded to 9.2% from 4.8% YoY, with free cash flow at $277.6M.

$NTNXHighAI 8/10

Why Nutanix Stock Is Soaring Today

Nutanix (NTNX) reported Q4 2026 revenue of $757.1M, up 16% YoY, and EPS of $0.60, beating estimates. Free cash flow rose to $277.6M. For fiscal 2027, it forecasts revenue of $3.18B-$3.23B and free cash flow of $850M-$950M. Shares rose 6.9% today.