Barclays Raises Nutanix (NASDAQ:NTNX) Price Target to $75.00

Nutanix (NASDAQ:NTNX) had its price target lifted by analysts at Barclays from $53.00 to $75.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has an “equal weight” rating on the technology company’s stock. Barclays‘s price target points to a potential upside of 7.70% from the stock’s current price.

A number of other analysts have also weighed in on the stock. Northland Securities set a $70.00 target price on shares of Nutanix in a research report on Thursday. Oppenheimer upped their price target on shares of Nutanix from $80.00 to $85.00 and gave the stock an “outperform” rating in a report on Thursday. Rosenblatt Securities raised their price objective on Nutanix from $60.00 to $75.00 and gave the company a “buy” rating in a report on Tuesday. Keefe, Bruyette & Woods restated a “market perform” rating on shares of Nutanix in a research report on Tuesday. Finally, JPMorgan Chase & Co. upped their target price on Nutanix from $44.00 to $50.00 and gave the stock a “neutral” rating in a report on Thursday, May 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, Nutanix currently has a consensus rating of “Moderate Buy” and an average price target of $72.71.

Nutanix Stock Down 0.3%

Shares of NTNX stock traded down $0.20 on Friday, reaching $69.64. The company had a trading volume of 772,855 shares, compared to its average volume of 4,028,586. The stock has a market capitalization of $18.83 billion, a PE ratio of 13.50, a price-to-earnings-growth ratio of 4.18 and a beta of 0.60. Nutanix has a one year low of $34.01 and a one year high of $82.42. The business’s 50-day moving average is $57.71 and its 200 day moving average is $48.07.

Nutanix (NASDAQ:NTNX) last announced its quarterly earnings results on Wednesday, August 26th. The technology company reported $0.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.49 by $0.11. The company had revenue of $757.08 million for the quarter, compared to analyst estimates of $738.27 million. Nutanix had a net margin of 52.81% and a negative return on equity of 46.26%. The firm’s revenue was up 15.9% on a year-over-year basis. During the same period in the previous year, the firm posted $0.37 EPS. On average, sell-side analysts forecast that Nutanix will post 0.97 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Nutanix

A number of hedge funds have recently modified their holdings of the business. CX Institutional increased its holdings in Nutanix by 134.6% in the second quarter. CX Institutional now owns 488 shares of the technology company’s stock valued at $25,000 after purchasing an additional 280 shares during the period. Western Wealth Management LLC bought a new stake in shares of Nutanix in the 1st quarter valued at about $27,000. New Millennium Group LLC acquired a new stake in shares of Nutanix in the fourth quarter valued at about $28,000. Covestor Ltd increased its stake in shares of Nutanix by 73.1% in the fourth quarter. Covestor Ltd now owns 767 shares of the technology company’s stock valued at $40,000 after buying an additional 324 shares during the period. Finally, Harbour Investments Inc. raised its position in shares of Nutanix by 159.4% during the fourth quarter. Harbour Investments Inc. now owns 817 shares of the technology company’s stock worth $42,000 after acquiring an additional 502 shares during the last quarter. Institutional investors and hedge funds own 85.25% of the company’s stock.

Key Headlines Impacting Nutanix

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: Quarterly results exceeded expectations. Nutanix reported fiscal Q4 revenue of $757.1 million, up 15.9% year over year, and adjusted earnings of $0.60 per share versus the $0.49 consensus estimate. Annual recurring revenue grew 16%, while management also highlighted strong free cash flow and outperformance across its guided metrics. Nutanix Reports Fourth Quarter and Fiscal 2026 Financial Results
• Positive Sentiment: Customer momentum is improving, particularly among VMware users. Nutanix added approximately 3,000 customers over the past year, with many reportedly switching from VMware. The trend suggests that VMware-related customer friction and vendor lock-in are creating a share-gain opportunity for Nutanix’s hybrid-cloud platform. Nutanix nabbed 3,000 new customers in 1 year, many from VMware
• Positive Sentiment: AMD’s strategic investment is strengthening the AI narrative. AMD and Nutanix are working on joint AI products and go-to-market efforts, pairing AMD hardware with Nutanix software for enterprise inference and agentic-AI workloads. Partnerships involving AMD, NVIDIA and NetApp could broaden Nutanix’s addressable market. Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape
• Positive Sentiment: Analyst targets moved higher. Needham raised its target to $85, Oppenheimer to $85 and RBC to $90, all maintaining bullish or outperform-equivalent ratings. These revisions indicate that analysts see the earnings beat, bookings growth and AI partnerships supporting further upside.
• Neutral Sentiment: Fiscal 2027 guidance was broadly in line with expectations. Nutanix forecast first-quarter revenue of $755 million to $765 million and full-year revenue of approximately $3.18 billion to $3.23 billion. The outlook is healthy, though it does not represent a major upside surprise. Nutanix outlines FY 2027 revenue guidance
• Negative Sentiment: Execution risks remain. Supply constraints and competition in cloud infrastructure could limit near-term growth, while the stock’s sharp rally increases valuation and profit-taking risk. Morgan Stanley raised its target to $63 but retained an equal-weight rating, providing a more cautious counterpoint.

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.