Nutanix (NASDAQ:NTNX) Rating Increased to Buy at Wall Street Zen

Nutanix (NASDAQ:NTNX) was upgraded by equities research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a note issued to investors on Monday.

NTNX has been the subject of a number of other reports. Weiss Ratings reissued a “hold (c)” rating on shares of Nutanix in a research note on Monday, December 29th. The Goldman Sachs Group decreased their price objective on Nutanix from $75.00 to $60.00 and set a “buy” rating on the stock in a report on Monday, February 9th. Piper Sandler lowered their target price on Nutanix from $72.00 to $63.00 and set an “overweight” rating for the company in a research report on Thursday. Barclays cut their target price on shares of Nutanix from $53.00 to $47.00 and set an “equal weight” rating for the company in a report on Thursday. Finally, Royal Bank Of Canada set a $55.00 price target on shares of Nutanix in a research note on Wednesday, February 11th. Eleven analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $62.43.

Nutanix Stock Performance

NTNX opened at $38.28 on Monday. The stock has a market capitalization of $10.35 billion, a price-to-earnings ratio of 41.61, a PEG ratio of 3.39 and a beta of 0.49. The company has a fifty day moving average of $45.10 and a 200 day moving average of $58.57. Nutanix has a fifty-two week low of $35.39 and a fifty-two week high of $83.36.

Nutanix (NASDAQ:NTNX) last released its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.56 EPS for the quarter, beating the consensus estimate of $0.44 by $0.12. The business had revenue of $722.83 million during the quarter, compared to the consensus estimate of $709.83 million. Nutanix had a net margin of 9.95% and a negative return on equity of 37.41%. The business’s revenue was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.47 EPS. On average, equities research analysts forecast that Nutanix will post 0.31 earnings per share for the current year.

Hedge Funds Weigh In On Nutanix

Several large investors have recently modified their holdings of the stock. New Millennium Group LLC bought a new stake in Nutanix in the fourth quarter worth $28,000. V Square Quantitative Management LLC bought a new position in Nutanix during the fourth quarter valued at $39,000. Covestor Ltd raised 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 acquiring an additional 324 shares during the period. Harbour Investments Inc. lifted its holdings in shares of Nutanix by 159.4% in the 4th 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. Finally, GW&K Investment Management LLC lifted its holdings in shares of Nutanix by 78.7% in the 4th quarter. GW&K Investment Management LLC now owns 981 shares of the technology company’s stock worth $51,000 after acquiring an additional 432 shares during the last quarter. Institutional investors own 85.25% of the company’s stock.

Key Stories Impacting Nutanix

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: AMD strategic partnership and investment — AMD announced a multi‑year AI infrastructure partnership and a $250M package (about $150M equity at ~$36.26/sh and up to $100M for joint engineering/go‑to‑market), validating Nutanix’s enterprise AI positioning and drawing immediate buyer interest. AMD and Nutanix Announce Strategic Partnership to Advance an Open and Scalable Platform for Enterprise AI
• Positive Sentiment: Quarterly beat and customer momentum — Q2 results topped estimates (revenue ≈ $722.8M; adjusted EPS $0.56), with >1,000 new customers and the strongest new‑logo growth in eight years, supporting the narrative of durable demand for Nutanix’s hybrid cloud stack. Nutanix Q2 Earnings and Revenues Beat Estimates, Sales Rise Y/Y
• Positive Sentiment: Analyst backing and investor flow — Some firms raised/maintained bullish views (e.g., UBS bumped its PT to $60 with a Buy), and there was elevated call‑option activity, both of which have supported near‑term upside interest. Analyst Price Target Coverage (Benzinga)
• Neutral Sentiment: Strategic visibility — Coverage highlights Nutanix’s role in niche enterprise clouds (Nasdaq futures ecosystem and evolving cloud use cases), which supports narrative but is longer‑term and less likely to move the stock immediately. Nutanix Plays a Critical Role In Nasdaq Futures Cloud Ecosystem
• Neutral Sentiment: Investor access — Management will present at the Morgan Stanley TMT conference next week, offering additional opportunity for guidance color and investor Q&A. Nutanix to Present at Upcoming Investor Conference
• Negative Sentiment: FY26 revenue target cut and supply constraints — Management set FY26 revenue guidance to $2.80B–$2.84B and cited supply‑chain delays as the reason, signaling that demand is outpacing available hardware capacity and weighing on near‑term growth. Nutanix outlines $2.8B–$2.84B FY26 revenue target amid AMD partnership and supply chain delays
• Negative Sentiment: Demand > supply dynamic and revenue timing — Reports note bookings are strong but constrained by component availability, which can push revenue recognition later and inject execution risk into near‑term results. Nutanix: Demand Surge Is Now Running Into Supply Constraints
• Negative Sentiment: Analyst trims and insider/institutional flows — Several banks trimmed targets (Barclays cut to $47 equal‑weight; others trimmed forecasts) and filings show notable institutional rebalancing and insider sales, adding upward pressure to near‑term sentiment. Nutanix jumps as AMD takes strategic stake and the company posts a quarterly beat

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.