$NTNX

NTNX Maintained by Wells Fargo -- Price Target Raised to $65

Wells Fargo maintained its Equal-Weight rating for Nutanix (NTNX) but raised its price target from $55 to $65. GuruFocus values NTNX at $69.07, suggesting a 2.1% overvaluation at the current $70.55 price. Insider selling totaled $2.67M over the last three months. The company has a GF Score of 73, indicating strong performance relative to peers.

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 briefTechnology
Primary signal
$NTNX
Bullish
medium confidence
Mentioned
$NTNX
Relevance
7/10
alphai data visualization · based on gurufocus.com
Decision brief

The 30-second read

$NTNXBullishMed
01

Why it matters

The price‑target increase reflects a modestly more bullish view but does not resolve valuation concerns.

02

Market read

Analyst upgrade provides a modest trading signal for NTNX and may influence peer sentiment.

03

What to watch

High P/E and low profitability may dampen rally.

Relevance 7/10Novelty 6/10Timing: today

Background

Analyst rating updates are common catalysts for short‑term moves in tech stocks.

Company-level read

Ticker impact

$NTNXBullishMedium confidence
Context

Wells Fargo raised NTNX price target to $65 and maintained Equal-Weight rating, indicating a fresh analyst upgrade.

Expected impact

Potential modest upside as investors adjust expectations.

Evidence & confidence

Target raise signals improved outlook; however, stock is already slightly overvalued.

Market effects

May boost sentiment for cloud‑software peers.

Limited to US tech sector.

Low

Counterpoint

Overvaluation and insider selling could limit upside.

Key entities

  • Wells Fargo

    Maintained Equal‑Weight rating and raised NTNX target to $65.

Related articles

$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.

$NTNXHighAI 8/10

Why Nutanix (NTNX) Stock Is Up Today

Nutanix (NTNX) stock rose 7.3% following strong Q4 earnings and upbeat fiscal 2027 guidance. Revenue grew 16% YoY to $757M, with annual recurring revenue at $2.55B. The company projected $3.18B-$3.23B in fiscal 2027 revenue and strong free cash flow. Insider sales and hedge fund activity were also noted.