Nutanix (NTNX) News Today

Nutanix (NASDAQ: NTNX) is trading higher, buoyed by upbeat analyst revisions on future earnings and positive takeaways from its Q4 earnings call. Offsetting these gains, several firms cut price targets and Barclays issued a bearish outlook, adding some headwinds.

• Positive Sentiment: Northland Capmk analyst N. Chokshi raised Nutanix’s FY2026 EPS estimate from $0.85 to $1.00 and projects FY2027 EPS of $0.67, versus the $0.31 consensus.Marketbeat Report
• Positive Sentiment: Q4 2025 earnings call highlighted strong revenue growth and strategic global expansions.Earnings Call Highlights
• Positive Sentiment: Investors may react favorably to surging Q4 earnings and a major new enterprise client win.Investor Reaction
• Positive Sentiment: Bank of America Securities reiterated a Buy rating and $93 price target, citing strong financial performance and strategic partnerships.TipRanks Report
• Positive Sentiment: William Blair analyst Jason Ader affirmed a Buy rating, highlighting Nutanix’s strong performance and long-term prospects.TipRanks Report
• Neutral Sentiment: Nutanix management will present at an upcoming investor conference, offering additional visibility on strategy and roadmap.GlobeNewswire Release
• Neutral Sentiment: Needham sees long-term market share gains from Nutanix’s expanding cloud platform and VMware disruption but noted near-term contract-timing headwinds.Benzinga Analysis
• Neutral Sentiment: Nutanix stock slipped recently; the CEO offered context on why near-term results may understate the company’s longer-term opportunity.Yahoo Finance Video
• Negative Sentiment: Barclays issued a pessimistic forecast for NTNX, signaling downside risk ahead.ABN Analysis
• Negative Sentiment: JPMorgan cut its price target from $90 to $81 (still Overweight), trimming upside potential.Benzinga Report
• Negative Sentiment: Bank of America lowered its target from $95 to $93, reducing implied upside despite maintaining a Buy rating.Benzinga Report
• Negative Sentiment: Barclays PLC trimmed its target from $94 to $82 (Overweight), cutting expected gains.Benzinga Report
• Negative Sentiment: Needham reduced its price objective from $92 to $80 (Buy), signaling more conservative expectations.Benzinga Report, Briefing.com Import
• Negative Sentiment: ARR for fiscal Q4 slightly missed expectations, dragging shares lower.MSN Article
• Negative Sentiment: A Seeking Alpha analysis called Q4 results “underwhelming” despite modest EPS/revenue beats and warned of cautious Q1 guidance.Seeking Alpha Article