Barclays Forecasts Strong Price Appreciation for Nutanix (NASDAQ:NTNX) Stock

Key Points

• Barclays raised Nutanix’s price target from $53 to $75 but maintained an “equal weight” rating, implying roughly 7.7% upside from the stock’s $69.64 price. The broader analyst consensus is “Moderate Buy” with a $72.71 target.
• Nutanix exceeded quarterly expectations, reporting $0.60 in earnings per share versus a $0.49 estimate and revenue of $757.1 million, up 15.9% year over year.
• The stock has rallied substantially, supported by customer growth, VMware-related share gains and AI partnerships, though valuation and execution risks remain. Institutional investors own approximately 85.25% of the company.

Nutanix (NASDAQ:NTNX - Get Free Report) had its target price raised by equities researchers at Barclays from $53.00 to $75.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently 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 equities research analysts also recently weighed in on NTNX. The Goldman Sachs Group reissued a "buy" rating on shares of Nutanix in a report on Thursday, May 28th. Bank of America reaffirmed a "buy" rating on shares of Nutanix in a research report on Thursday. Weiss Ratings reiterated a "hold (c)" rating on shares of Nutanix in a research note on Wednesday, June 24th. Wall Street Zen raised shares of Nutanix from a "hold" rating to a "buy" rating in a report on Saturday, July 4th. Finally, Northland Securities set a $70.00 price objective on shares of Nutanix in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $72.71.

Nutanix Trading Down 0.3%

Shares of NASDAQ:NTNX traded down $0.20 during trading on Friday, reaching $69.64. 772,855 shares of the stock were exchanged, compared to its average volume of 4,028,586. Nutanix has a 12 month low of $34.01 and a 12 month high of $82.42. The stock has a 50-day moving average price of $57.71 and a 200-day moving average price of $48.07. The firm has a market cap of $18.83 billion, a PE ratio of 13.50, a PEG ratio of 4.18 and a beta of 0.60.

Nutanix (NASDAQ:NTNX - Get Free Report) last released its quarterly earnings results on Wednesday, August 26th. The technology company reported $0.60 earnings per share for the quarter, topping the consensus estimate of $0.49 by $0.11. Nutanix had a negative return on equity of 46.26% and a net margin of 52.81%.The business had revenue of $757.08 million during the quarter, compared to analysts' expectations of $738.27 million. During the same period last year, the firm posted $0.37 EPS. The firm's revenue for the quarter was up 15.9% compared to the same quarter last year. On average, sell-side analysts expect that Nutanix will post 0.97 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of NTNX. Katamaran Capital LLP lifted its holdings in shares of Nutanix by 270.0% during the 4th quarter. Katamaran Capital LLP now owns 86,094 shares of the technology company's stock worth $4,450,000 after acquiring an additional 62,825 shares during the period. Generali Asset Management SPA SGR bought a new position in Nutanix in the fourth quarter valued at approximately $1,800,000. Arrowstreet Capital Limited Partnership raised its position in Nutanix by 628.8% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,185,120 shares of the technology company's stock valued at $45,046,000 after purchasing an additional 1,022,516 shares in the last quarter. BW Gestao de Investimentos Ltda. raised its position in Nutanix by 19.1% during the fourth quarter. BW Gestao de Investimentos Ltda. now owns 663,074 shares of the technology company's stock valued at $34,274,000 after purchasing an additional 106,420 shares in the last quarter. Finally, Nomura Asset Management Co. Ltd. lifted its stake in Nutanix by 40.5% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 112,306 shares of the technology company's stock worth $5,805,000 after purchasing an additional 32,366 shares during the last quarter. Institutional investors and hedge funds own 85.25% of the company's stock.

Trending Headlines about 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source