Nutanix, Inc.
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See all $NTNX insider activity →AMD agreed to buy $150M of Nutanix stock, with an option to add $100M, to co-develop AI inference infrastructure. Analysts updated Nutanix price targets, ranging from $63 to $90, with mostly steady to positive ratings.
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%
Piper Sandler reiterated its 'Overweight' rating for Nutanix (NTNX) and raised its price target to $75 from $60. The stock is currently trading at $71.60, which is 3.7% above its GF Value™ of $69.07, indicating a slight overvaluation. Nutanix has a GF Score™ of 73/100, reflecting solid performance with strengths in valuation and momentum.
Over the past 7 days, alphai's AI scored 26 news stories mentioning NTNX (Nutanix, Inc.). Coverage has skewed bullish: 20 bullish, 6 neutral, and 0 bearish.
Recent NTNX coverage spans earnings, technology and mergers & acquisitions.
Potential upside for Nutanix as a strategic investor and partner.
Earnings beat and guidance suggest continued growth but slower outlook may pressure the stock.
Analyst upgrade and higher target suggest upside potential, likely supporting a short‑term price rally.
Strong earnings and revenue beat suggest near‑term upside; guidance in line may limit further rally.
The target raise suggests upside potential, likely supporting a modest price gain.
alphai scores every news story that mentions NTNX with an AI model for sentiment and relevance, and aggregates insider trades from Nutanix, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
AMD agreed to buy $150M of Nutanix stock, with an option to add $100M, to co-develop AI inference infrastructure. Analysts updated Nutanix price targets, ranging from $63 to $90, with mostly steady to positive ratings.
1 min readNutanix 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%
2 min readPiper Sandler reiterated its 'Overweight' rating for Nutanix (NTNX) and raised its price target to $75 from $60. The stock is currently trading at $71.60, which is 3.7% above its GF Value™ of $69.07, indicating a slight overvaluation. Nutanix has a GF Score™ of 73/100, reflecting solid performance with strengths in valuation and momentum.
2 min readNutanix (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.
2 min readRBC Capital raised Nutanix's (NTNX) price target to $90, maintaining an Outperform rating. The stock is trading at $69.83, slightly above GuruFocus's GF Value™ of $69.07, indicating a 1.1% overvaluation. Nutanix has a GF Score™ of 73, with strengths in valuation and momentum, but challenges in profitability. Insider selling totaled $2.67 million over the past three months.
2 min readNutanix (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.
2 min readNutanix (NTNX) reported Q2 CY2026 revenue of $757.1M, up 15.9% YoY, beating estimates. Adjusted EPS of $0.60 exceeded forecasts by 23.6%. Guidance for Q3 was $760M, slightly above expectations. Growth was driven by external storage and cloud partnerships, with management citing strong demand for hybrid cloud solutions and AI offerings. Supply chain constraints remain a challenge, but flexible payment options are being offered to mitigate impacts.
2 min readNutanix reports multiple seven-figure deals in Q4, indicating potential for larger contracts. Management expects supply-chain constraints to persist into fiscal 2027, delaying some revenue recognition. Future start dates may cause lumpier growth as revenue is pushed out. Investors should focus on signed contracts and performance obligations.
1 min readWells 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.
2 min readOppenheimer 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.
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